Episodes: 342
Frequency: Weekly
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Female
Listener location: USA
YouTube: 1.6k subscribers
Instagram: 410 followers
Publicly listed emails
melissa@pearlplanning.com
melissa@pearlplan.com
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Melissa Joy - Melissa Joy, CFP, is the founder of Pearl Planning in Dexter, Michigan, where she provides financial planning and investment guidance.
Lindsay Goldwert - Women Asking For What They Want, Financial Therapy, Money Conversations In Relationships, Midlife Transitions, And Preparing For Aging Parents' Financial Needs.
Stephanie McCullough - Retirement Myths, Spending In Retirement, Retirement Rules Of Thumb, Aging Parents' Finances, Aging In Place, And Transitioning Financial Management Later In Life.
Shanna Due - Using Money To Support A Meaningful Life, Financial Advisor Selection, Spending And Saving Mindsets, Charitable Giving, And Financial Coaching.
Donna Castillo - Real Estate Decisions After 55, Downsizing, Aging In Place, Capital Gains, Financing, And Integrating Property Decisions With Estate Planning.
Episode 345: Investing in Line with Your Values: Vegan and Climate-Conscious Portfolios with Claire Smith
October 13, 2026
Melissa Joy, CFP®, sits down with Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Impact, to talk about building a portfolio that reflects personal values. Claire traces her path from investment banking and investment consulting to a decision to devote her career to vegan, climate-conscious investing. She explains how the rules-based screens behind the Vegan Climate ETFs decide which companies are included and which are left out, from fossil fuel produ...
Episode 344: Walking on Broken Glass: Recognizing Workplace Bias and Career Takedowns with Shannon Nutter
October 06, 2026
Doing great work is supposed to protect your career. But what happens when being a high performer, speaking up, or challenging the status quo is exactly what puts you at risk? Melissa Joy, CFP® sits down with Shannon Nutter, a global executive, board director, and founder of My Classroom Economy, whose career includes leadership roles at Vanguard, Deloitte, and General Motors. Shannon is the co-author, with Julia C. Carreon, of the new book Walking on Broken Glass: Navigating the Aftermath of...
Episode 343: Giving with Purpose - A Guide to Charitable Planning and Donor Advised Funds with Grace Bernhardt
September 29, 2026
Charitable giving can grow your impact, pass your values to the next generation, and lower your tax bill, but only when the intent to give is genuine. Melissa Joy, CFP®, sits down with Grace Bernhardt, Director of Charitable Solutions and Advisor Experience at Raymond James Trust, for a wide-ranging conversation on charitable giving philosophy and the planning tools available to put it into practice. Melissa and Grace walk through the full spectrum of giving vehicles, from private foundations...
Money Mechanics with Scott Malcolm · Low booking difficulty · 100 - 1,000 listeners
The Teacher Money Show · Low booking difficulty · 100 - 1,000 listeners
Women's Money Wisdom is hosted by Melissa Joy. Its publicly listed emails are melissa@pearlplanning.com and melissa@pearlplan.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed emails for Women's Money Wisdom: melissa@pearlplanning.com and melissa@pearlplan.com.
Podseeker estimates Women's Money Wisdom reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Women's Money Wisdom typically books rising experts. Typical guest background: Established financial planners, wealth professionals, authors, real estate specialists, and other experts with directly relevant practical experience and a distinctive framework or perspective. Common among recent guests: Published books; Recognized professional practice; Podcasting or media experience. Recent guests include Lindsay Goldwert, Stephanie McCullough, and Shanna Due.
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
Recent episodes cover Financial Planning, Retirement, Investing, Personal Finance, and Real Estate. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
melissa@pearlplanning.com
melissa@pearlplan.com
Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.
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