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Pearl Planning You work hard for your money. We help you make the most out of it.

University of Michigan open enrollment started October 12th. Let's talk about the 3 mistakes that cost employees thousan...
10/16/2026

University of Michigan open enrollment started October 12th. Let's talk about the 3 mistakes that cost employees thousands every year.

These aren't complicated decisions, they just need a second set of eyes on the full picture before the window closes. That's exactly what we do at Pearl Planning.

Want to talk it through? Connect with us at pearlplanning.com/contact

10/15/2026

Beyond Investing sold Apple from its portfolio, then bought it again. Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Impact, explains why.

The company was selling Apple Watches with leather straps, so her team held a call with Apple's investor relations manager and sent material on the environmental costs of the leather industry, along with some alternatives.

A couple of years later, after an internal sustainability review, Apple decided to remove leather from its supply chain, including its wearables and phone covers. With no conflicting exposure left, the portfolio was able to buy the stock again.
Hear how shareholder engagement works in the full Women's Money Wisdom Podcast episode with host Melissa Joy, CFP®, founder of Pearl Planning.

https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000796121269

10/14/2026

Meet Alec Waldman! 👋

Alec is an Associate Financial Advisor at Pearl Planning and he's the go to guy when you have a quick question about your plan. He graduated from the University of Michigan and is a member of the men's rowing alumni team, as well as an associate volunteer coach!

What gets financed gets done.Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Im...
10/13/2026

What gets financed gets done.

Claire Smith, CEO of Beyond Investing and founder and Chief Investment Officer of Beyond Impact, joins Melissa Joy, CFP®, founder of Pearl Planning, on the Women’s Money Wisdom Podcast to talk about building a portfolio that reflects personal values.

Claire explains how rules-based screens decide which companies make it into a fund and which are left out. She also covers how proxy voting and direct engagement can influence the companies a fund holds, and how venture capital differs from publicly traded funds, including who can access it.

For anyone who has wondered whether the way they invest can match the way they live, this conversation offers a clear look at how these strategies are built. Melissa also raises a common question about values-based investing and reminds listeners that past performance does not predict future returns.

🎙️ Listen to the full episode: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433

10/12/2026

Bias that has been normalized is hard to see, and even harder to respond to while it is happening.

Shannon Nutter, global executive, board director, and co-author of Walking on Broken Glass: Navigating the Aftermath of the Glass Ceiling, tells Melissa Joy, CFP®, that the book was written to help women recognize double standards and patterns like the Goldilocks syndrome in real time, so they can say, "I understand what I'm hearing right now."

Recognition is only the first step. Shannon and co-author Julia C. Carreon offer possible statements and encourage readers to find words that feel comfortable to them, so they can take action in the moment, not just for themselves, but for each other.

🎙️ Listen to the full conversation: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000793431357

Another proud moment for Pearl Planning today!Melissa has been invited to speak at the third annual BeFit Summit, hosted...
10/09/2026

Another proud moment for Pearl Planning today!

Melissa has been invited to speak at the third annual BeFit Summit, hosted by the Shaping Wealth team! 🎉

This year's theme is Innovating Behavioral Advice in Transformative Times. This event brings together some of the industry's leading minds in behavioral finance, psychology, and investing. We couldn't be more honored that Melissa was asked to join them today. Congratulations Melissa, we're cheering you on! 💜

10/08/2026

You do not need a C-suite title to drive change.

Shannon Nutter, global executive, board director, and co-author of Walking on Broken Glass: Navigating the Aftermath of the Glass Ceiling, tells Melissa Joy, CFP®, that real power shows up in everyday choices: who we buy from, what we say in our offices, where we invest, and how we vote.

If you lead people, you may have the power to close or narrow a pay gap. If you invest, you can choose to back small businesses or the companies that reflect what you care about. Those choices add up.

🎙️ Listen to the full conversation: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433?i=1000793431357

10/07/2026

🔔 Bell ringing time! 🔔

Big congratulations to Alec on passing his Series 65! So proud of the work and dedication that went into this milestone. Here's to the next chapter! 🎉💜

Doing great work is supposed to protect your career. Sometimes it is exactly what puts you at risk.On the latest episode...
10/07/2026

Doing great work is supposed to protect your career. Sometimes it is exactly what puts you at risk.

On the latest episode of Women's Money Wisdom, Melissa Joy, CFP®, sits down with Shannon Nutter, global executive, board director, and co-author of Walking on Broken Glass: Navigating the Aftermath of the Glass Ceiling.

Shannon explains the "takedown," when high performers are deliberately pushed out. She also walks through the early warning signs she found by interviewing more than 100 people.

They also unpack the Goldilocks syndrome, why so many women take personally what is really systemic, and why career risk belongs in your financial plan.

🎙️ Listen to the full episode: https://lnkd.in/dTCr7bh7

Doing great work is supposed to protect your career. Sometimes it is exactly what puts you at risk.On the latest episode...
10/06/2026

Doing great work is supposed to protect your career. Sometimes it is exactly what puts you at risk.

On the latest episode of Women's Money Wisdom, Melissa Joy, CFP®, sits down with Shannon Nutter, global executive, board director, and co-author of Walking on Broken Glass: Navigating the Aftermath of the Glass Ceiling.

Shannon explains the "takedown," when high performers are deliberately pushed out. She also walks through the early warning signs she found by interviewing more than 100 people.

They also unpack the Goldilocks syndrome, why so many women take personally what is really systemic, and why career risk belongs in your financial plan.

🎙️ Listen to the full episode: https://podcasts.apple.com/us/podcast/womens-money-wisdom/id1583888433

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8031 Main Street , Suite 201
Dexter, MI
48130

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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