What if wealth isn’t just about numbers?
In this transformative episode, Melissa Joy, CFP® is joined by Dr. Daniel Crosby to discuss his latest book, The Soul of Wealth. With 50 thought-provoking essays, Dr. Crosby redefines wealth as more than financial figures—highlighting its connection to personal values, mental wellness, and meaningful living. Together, they navigate the powerful intersection of wealth and well-being, offering insights that will inspire you to approach financial planning in a way that aligns with your core values.

Key Takeaways:

• Redefining Wealth: Learn how The Soul of Wealth shifts the narrative from dollars and cents to a deeply personal and fulfilling approach to financial success.
• The Impact of Comparison: Discover how the life of Vincent Van Gogh offers a cautionary tale about the effects of comparison on financial and mental well-being.
• Choosing the Right Reference Class: Dr. Crosby and Melissa share strategies for focusing on personal growth by reframing your reference points and eliminating unhealthy comparisons.
• Women in Finance: Explore the unique strengths women bring to investing, and how challenging outdated stereotypes can empower financial decision-making.
• The Role of Gratitude and Giving: Be inspired by stories from The Soul of Wealth that emphasize the power of gratitude and generosity in fostering a healthier relationship with money.

Resources:

Buy Daniel's Book Here
Follow Daniel on LinkedIn
Learn More about Daniel

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

Have you ever felt like you’re not good enough, or that your accomplishments don’t really belong to you?

In this episode, Melissa Joy, CFP® dives deep into the topic of imposter syndrome with coach and speaker L.J. Gamble, who shares her personal journey with self-doubt and offers powerful strategies to manage it.

Together, they explore what imposter syndrome is, how it affects women in particular, and what you can do to keep it from holding you back in your career and personal life. L.J. emphasizes the importance of celebrating achievements, finding purpose, and reshaping limiting beliefs—all key steps in building confidence and reclaiming your self-worth.

Key Takeaways:

• Understanding Imposter Syndrome: Many people struggle with imposter syndrome without realizing it.
• Acknowledge Self-Doubt: Recognizing and accepting self-doubt is the first step to overcoming it.
• Management, Not Cure: The goal is not to “cure” imposter syndrome but to learn strategies for managing it effectively.
• Celebrate Achievements: Regularly acknowledging accomplishments builds confidence and resilience.
• Impact on Growth: Imposter syndrome can be a significant barrier to both financial and professional advancement.
• Creating a ‘Hindsight Board’: Visualizing past successes through a ‘hindsight board’ reinforces self-worth.
• The Role of CBT: Cognitive Behavioral Therapy (CBT) can help change negative thought patterns and boost self-esteem.
• Finding Purpose: Discovering one’s purpose is a cornerstone of personal fulfillment.
• Workshops for Change: Engaging in workshops and conferences can lead to meaningful personal growth.
• Empowerment Conference: The upcoming mini-conference is designed to empower women, encouraging them to set and achieve their long-term goals.

Resources:
Learn about LJ on her website
Connect with LJ on Facebook

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

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.

Resources:

Follow Danielle on LinkedIN

Follow Danielle on X

Follow Danielle on Instagram

Follow Danielle on Facebook

Learn more about Danielle Interviews

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The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/