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Pearl Planning
Приєднався 15 лис 2018
You work hard for your money. We help you make the most out of it. Because we know it’s hard to know what to do next with your finances. Many people can manage their money themselves, but some struggle to find the time to seek out all the answers on their own. That’s where Pearl Planning comes in. We help you get your financial life organized, streamlined and on track. And while our in-person office is in Dexter, Michigan, our team works with clients across many states in the country.
#NoGritNoPearl
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. See additional disclosures pearlplan.com/disclosure/.
#NoGritNoPearl
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment advisor. See additional disclosures pearlplan.com/disclosure/.
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
How can we manage the heavy responsibilities of family caregiving without sacrificing our own financial and emotional health?
In this heartfelt episode, Melissa Joy, CFP®, CDFA® sits down with Danielle Miura, CFP®, MSFP, EA, with first-hand experience navigating the complexities of caregiving after her grandmother’s fall. Together, they delve into the emotional and financial challenges faced by caregivers and share practical strategies for managing medical care, logistics, and the personal sacrifices that often come with this role.
Danielle shares powerful insights from her journey and offers tools to support caregivers in prioritizing their own well-being. Whether you’re caring for a family member with dementia or an adult child with special needs, this episode provides a wealth of resources to help you balance these responsibilities while maintaining your health and happiness.
Key Takeaways:
Prioritizing Self-Care: Discover the importance of setting aside time for yourself and implementing self-care practices, like journaling and meditation, to stay grounded amidst caregiving duties.
Understanding Different Caregiving Roles: From supporting elderly family members to helping children with special needs, Melissa and Danielle explore the unique challenges each role presents.
Setting Boundaries & Future Planning: Learn about the crucial role of caregiver agreements, boundary-setting, and long-term care insurance for both peace of mind and practical financial planning.
Communication & Role Clarity: Danielle emphasizes the need for open, clear communication among family members to reduce stress and ensure smooth coordination of care.
This episode is a compassionate guide for anyone balancing caregiving responsibilities, offering insights and strategies to empower caregivers to seek support and embrace the shared journey of care.
Listen and Learn:
Tips for managing financial aspects of caregiving
Practical self-care strategies for caregivers
Resources and support systems available to caregivers
The importance of caregiver agreements and planning for future needs
Resources:
Follow Danielle on LinkedIN www.linkedin.com/in/danielle-miura/
Follow Danielle on X x.com/Daniellemiula
Follow Danielle on Instagram sparkfinancials
Follow Danielle on Facebook sparkfinancials --
Visit us at pearlplan.com/
Listen to the podcast womensmoneywisdom.buzzsprout.com/
Apple: podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433
Spotify: open.spotify.com/show/2FdghjEAbuHiTlhidChhgm
In this heartfelt episode, Melissa Joy, CFP®, CDFA® sits down with Danielle Miura, CFP®, MSFP, EA, with first-hand experience navigating the complexities of caregiving after her grandmother’s fall. Together, they delve into the emotional and financial challenges faced by caregivers and share practical strategies for managing medical care, logistics, and the personal sacrifices that often come with this role.
Danielle shares powerful insights from her journey and offers tools to support caregivers in prioritizing their own well-being. Whether you’re caring for a family member with dementia or an adult child with special needs, this episode provides a wealth of resources to help you balance these responsibilities while maintaining your health and happiness.
Key Takeaways:
Prioritizing Self-Care: Discover the importance of setting aside time for yourself and implementing self-care practices, like journaling and meditation, to stay grounded amidst caregiving duties.
Understanding Different Caregiving Roles: From supporting elderly family members to helping children with special needs, Melissa and Danielle explore the unique challenges each role presents.
Setting Boundaries & Future Planning: Learn about the crucial role of caregiver agreements, boundary-setting, and long-term care insurance for both peace of mind and practical financial planning.
Communication & Role Clarity: Danielle emphasizes the need for open, clear communication among family members to reduce stress and ensure smooth coordination of care.
This episode is a compassionate guide for anyone balancing caregiving responsibilities, offering insights and strategies to empower caregivers to seek support and embrace the shared journey of care.
Listen and Learn:
Tips for managing financial aspects of caregiving
Practical self-care strategies for caregivers
Resources and support systems available to caregivers
The importance of caregiver agreements and planning for future needs
Resources:
Follow Danielle on LinkedIN www.linkedin.com/in/danielle-miura/
Follow Danielle on X x.com/Daniellemiula
Follow Danielle on Instagram sparkfinancials
Follow Danielle on Facebook sparkfinancials --
Visit us at pearlplan.com/
Listen to the podcast womensmoneywisdom.buzzsprout.com/
Apple: podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433
Spotify: open.spotify.com/show/2FdghjEAbuHiTlhidChhgm
Переглядів: 2
Відео
Episode 245: Coping as a Caregiver with Danielle Miura, CFP®, MSFP, EA
Переглядів 412 годин тому
How can we manage the heavy responsibilities of family caregiving without sacrificing our own financial and emotional health? In this heartfelt episode, Melissa Joy, CFP®, CDFA® sits down with Danielle Miura, CFP®, MSFP, EA (www.linkedin.com/in/danielle-miura/) , with first-hand experience navigating the complexities of caregiving after her grandmother’s fall. Together, they delve into the emot...
Episode 244: How to React to Any Election Outcomes as an Investor
Переглядів 12День тому
In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, dives into the importance of maintaining the right mindset on election day and how political outcomes can affect investment decisions. Drawing from her experiences with clients during past elections, Melissa discusses how political shifts often trigger anxiety and the impulse to react quickly-yet emphasizes the cruci...
Episode 244: How to React to Any Election Outcomes as an Investor
Переглядів 25День тому
In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, dives into the importance of maintaining the right mindset on election day and how political outcomes can affect investment decisions. Drawing from her experiences with clients during past elections, Melissa discusses how political shifts often trigger anxiety and the impulse to react quickly-yet emphasizes the cruci...
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
Переглядів 1714 днів тому
Ever wondered how to manage your hair care routine without stretching your budget too thin? In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA® sits down with Jessica Hawkins, a top stylist and trainer at HJem Beauty, to break down the secrets to smarter hair care budgeting. Jessica shares her expert advice on how to seamlessly weave personal care expenses into your fi...
Episode 243: Personal Care and Your Money with Hair Stylist Jessica Hawkins
Переглядів 1914 днів тому
Ever wondered how to manage your hair care routine without stretching your budget too thin? In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA® sits down with Jessica Hawkins, a top stylist and trainer at HJem Beauty, to break down the secrets to smarter hair care budgeting. Jessica shares her expert advice on how to seamlessly weave personal care expenses into your fi...
Investor Lessons from 2024 Detroit Tigers Playoff Run
Переглядів 521 день тому
What if resilience and strategic thinking could turn the impossible into reality? In this episode, Melissa Joy, CFP®, CDFA® takes us on an inspiring journey through the Detroit Tigers’ rollercoaster 2024 season. With a 0.2% playoff chance at one point, the Tigers made a stunning comeback under the expert leadership of manager AJ Hinch. But this story goes beyond the world of sports-Melissa draw...
Taking Advantage of FSAs
Переглядів 3821 день тому
My company offers a Flexible Spending Account. What even is that? Flexible Spending Accounts, or FSAs are tax-advantaged accounts that you can use to pay for eligible expenses like medical bills, prescriptions, or even some dependent care costs. The expenses that are eligible depend on the type of FSA. There are 3 types of FSAs: Health Care, limited Expense Health Care and Dependent Care. You s...
Smart Investing Before the Election: What You Need to Know
Переглядів 3821 день тому
Smart Investing Before the Election: What You Need to Know
Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
Переглядів 1021 день тому
Episode 242: Investor Lessons from 2024 Detroit Tigers Playoff Run
Episode 241 Sustainable Fashion with Marcie Greene
Переглядів 25Місяць тому
Episode 241 Sustainable Fashion with Marcie Greene
Episode 241: Sustainable Fashion with Marcie Greene
Переглядів 24Місяць тому
Episode 241: Sustainable Fashion with Marcie Greene
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
Переглядів 10Місяць тому
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
Переглядів 9Місяць тому
Episode 240: What You Need to Know About Menopause and Your Money with Julia Carreon
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
Переглядів 12Місяць тому
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
Переглядів 8Місяць тому
Episode 239: Reducing Overwhelm by Doing Less With Michelle Gauthier
Episode 238: Investing with Human Rights in Mind with William F. Schulz
Переглядів 37Місяць тому
Episode 238: Investing with Human Rights in Mind with William F. Schulz
Episode 238: Investing with Human Rights in Mind with William F. Schulz
Переглядів 19Місяць тому
Episode 238: Investing with Human Rights in Mind with William F. Schulz
University of Michigan Open Enrollment Options
Переглядів 168Місяць тому
University of Michigan Open Enrollment Options
Episode 237: Getting Ready to Pay for College w/ Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
Переглядів 20Місяць тому
Episode 237: Getting Ready to Pay for College w/ Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®, AIF®
Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®,...
Переглядів 7Місяць тому
Episode 237: Getting Ready to Pay for College with Lucy Valandra, CFP® & Alexa Kane, CFP®, CDFA®,...
Financial Planning For People Without Kids
Переглядів 142 місяці тому
Financial Planning For People Without Kids
Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
Переглядів 13Місяць тому
Episode 236: Financial Planning for People without Kids with Dr. Jay Zigmont CFP®
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Переглядів 4Місяць тому
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Переглядів 232 місяці тому
Episode 235: Healthy Communication about Money with Relationship Coach Joni Woods
Episode 234: All About HSAs with Bill Stuart
Переглядів 252 місяці тому
Episode 234: All About HSAs with Bill Stuart
College Dreams and Financial Realities: A Parent’s Guide to Planning and Saving
Переглядів 532 місяці тому
College Dreams and Financial Realities: A Parent’s Guide to Planning and Saving
Episode 234: All About HSAs with Bill Stuart
Переглядів 22 місяці тому
Episode 234: All About HSAs with Bill Stuart