Proactive Women's Podcast is dedicated to empowering women (and men!) to take control of their financial futures by providing the knowledge and tools to build lasting wealth. From budgeting and investing to creating sustainable financial legacies, this podcast covers key strategies for financial success.
In this episode of the Proactive Women’s Podcast, Joyce Palmer highlights the critical importance of long-term care planning for women. Since women tend to live longer and often take on caregiving roles, it’s essential to plan for our own future care. November, recognized as Long Term Care Awareness Month, offers the perfect opportunity to start or refine your care strategy. Joyce shares practical steps to help you safeguard your financial independence and ensure your care preferences are respected.
11/23/24 • 15:08
In this episode of the Proactive Women’s Podcast, Joyce Palmer tackles a critical yet often misunderstood topic—life insurance. As September is Life Insurance Awareness Month, it’s the perfect time to explore why life insurance is a vital financial tool for women at every stage of life. Joyce addresses common misconceptions, explains the benefits of life insurance while you’re living, and highlights how it can help build wealth, cover healthcare expenses, and secure financial peace of mind.
10/15/24 • 11:10
Welcome to the Proactive Women podcast, where we empower women to take charge of their financial future. I’m your host, Joyce Palmer, and today's episode is dedicated to the spirit of Independence Day. As we celebrate the freedom and independence our country enjoys, let's also focus on what financial independence means to women nearing and in retirement. Additionally, I encourage you to schedule a 20-minute strategy call with us today. We’ll answer your financial questions, provide guidance, and help you map out a plan for your financial independence. It’s completely no cost, no obligation, and no judgment. You owe it to yourself to become financially independent and to feel empowered in your retirement years. Let's take proactive steps toward a prosperous future together.
9/2/24 • 08:31
Welcome to the Proactive Women's Podcast, where we empower women to take charge of their financial future. In this episode of the Proactive Women's Podcast, host Joyce Palmer introduces the newest member of the JP Financial Group team, Nettie Reeves. Nettie brings over two decades of experience in the fitness industry to her new role, where she specializes in Medicare and Health Insurance. She discusses her journey from promoting physical wellness to ensuring financial well-being, explaining how her background in fitness informs her personalized approach to financial planning. Nettie also shares her holistic philosophy on well-being, emphasizing the importance of addressing physical, mental, and financial health. Tune in to learn how Nettie plans to make a positive impact at JP Financial Group and her advice for those navigating their Medicare options.
8/20/24 • 06:29
Annuities are often overlooked as a financial tool, but they can provide long-term security and guaranteed income for life, which is crucial for women who tend to live longer than their male counterparts and face unique retirement challenges. We'll discuss the different types of annuities—fixed, variable, and indexed—and how each can be tailored to meet your specific needs. Join us as we unlock the annuity advantage, providing insights and information to help you make informed decisions about your financial future. Whether you’re looking for predictable returns, growth potential, or a balance of both, this episode will guide you through the benefits and options of annuities.
7/15/24 • 16:25
Welcome to the Proactive Women’s Podcast, where Joyce Palmer of JP Financial Group shares her wisdom on wealth, empowering women to make safe, smart, and simple financial decisions. In this episode, Joyce dives into the concept of decluttering your financial life, offering actionable tips to streamline your finances, reduce stress, and achieve greater clarity and security. Financial decluttering is an essential step toward achieving financial wellness. Joyce explains how organizing your financial documents, closing unnecessary accounts, and simplifying your financial management can lead to significant benefits. By reducing clutter, you can lower stress levels, improve your focus, and make better financial decisions.
6/10/24 • 27:13
Taking a brief pause from our podcast, we're thrilled to present an inclusive interview with Joyce conducted by Spot On The Money. Delve into essential financial planning strategies as Joyce shares expert insights and practical tips to optimize your financial journey. Whether you're planning for retirement, investing for the future, or seeking financial security, this interview is packed with valuable guidance. Join us as we explore this exclusive conversation, empowering you to take control of your finances. Tune in now and embark on a path towards financial freedom!
5/9/24 • 28:29
Join host Joyce Palmer in this special Women's History Month episode of the Proactive Woman podcast as we shine a spotlight on the remarkable achievements of women in finance. From pioneering CEOs to visionary leaders, we explore the stories of Melanie Hopson, Abigail Johnson, and Janet Yellen, uncovering their journey to success and the lessons they impart. Delve into the lives of these trailblazing figures as we unveil lesser-known facts and anecdotes that illuminate their resilience and determination. From breaking glass ceilings to advocating for diversity and empowerment, their contributions have reshaped the financial landscape and inspired generations.
3/11/24 • 15:36
Welcome to the Proactive Woman podcast, where Joyce Palmer from JP Financial Group provides wisdom on wealth, empowering women to make safe, smart, and simple financial decisions. In this episode, Joyce explores the connection between a healthy heart and your finances, shedding light on how they correlate and what actions you can take to promote both. Episode Highlights: Heart Disease Statistics: Joyce shares alarming statistics about heart disease among women in the United States, emphasizing the significance of recognizing and addressing this issue. Health & Finances Connection: Joyce discusses four key areas where a healthy heart intersects with financial stability: Mental Clarity & Decision Making Longer, More Fulfilling Careers Nutritious Diet & Financial Planning Exercise & Increased Energy Promoting Health & Wealth: Joyce emphasizes the importance of prioritizing both physical and financial health, encouraging listeners to adopt healthy habits for a prosperous future. Heart-to-Heart Event: Joyce announces a special event, the "Healthy Heart Heart-to-Heart Event," scheduled for February 17th. This event aims to promote heart health through informative sessions and a relaxing sip and paint activity. Joyce Palmer welcomes your questions and thoughts. If you're a proactive women listener without a trusted financial resource, schedule a 20-minute "Ask Me Anything" call. Reach out at 804-811-354 or find the direct link below. No obligation, no cost, and no judgment. Health and wealth are intertwined, and by understanding the connection between a healthy heart and financial stability, listeners can take proactive steps toward a prosperous future.
2/9/24 • 14:55
With women living longer and pensions lacking luster, creating and funding a retirement plan has become more complicated and challenging than ever. In this episode, you will begin to navigate the retirement system and the tools you need to get started on building a retirement plan that lets you feel confident and at-ease.
11/12/22 • 13:46
With women living longer and pensions lacking luster, creating and funding a retirement plan has become more complicated and challenging than ever. In this episode, you will begin to navigate the retirement system and the tools you need to get started on building a retirement plan that lets you feel confident and at-ease. Contact Joyce Palmer at (704) 543-6269 and visit the website at jpfinancialgroupllc.com.
11/8/22 • 10:58
Without considering the impact of inflation on your financial plan, you decrease the probability of meeting your financial goals. In this episode, you’ll understand how the JPFG team integrates inflation into your financial plan to ensure your needs are met in retirement and beyond.
10/19/22 • 08:49
Without considering the impact of inflation on your financial plan, you decrease the probability of meeting your financial goals. In this episode, you’ll understand how the JPFG team integrates inflation into your financial plan to ensure your needs are met in retirement and beyond.
10/8/22 • 08:26
An employer match on your 401(k) is an easily overlooked benefit that is essential to proper retirement planning. Learn the ins-and-outs of what participating in your employer's 401(k), or retirement plan, means and the advantages of doing so.
9/24/22 • 11:05
High market volatility comes with a rollercoaster of emotions when it affects your financial health. In this episode, learn about the importance of risk exposure and how proper financial planning can help you identify long-term opportunities to alleviate concern in challenging investment markets.
9/17/22 • 09:26
A well-planned legacy can make a tremendous impact on the future of your loved ones. Whether big or small, we’ll teach you about the most important elements to incorporate into your financial plan to ensure no stone is left unturned when it comes to taking care of what you love most.
6/11/22 • 11:34
Retiring with confidence requires starting early and avoiding common planning mistakes. In our conversation, we’ll address the key financial issues that can prevent you from retiring comfortably and instead put you at greater financial risk.
6/4/22 • 10:40
Did you know that your retirement income might be right under your feet? Join our conversation with Don Graves of the Housing Wealth Institute and an Instructor at the American College for Financial Planning to learn how to utilize reverse mortgages to access lifelong income for retirement and beyond.
5/13/22 • 25:48
Did you know that your retirement income might be right under your feet? Join our conversation with Don Graves of the Housing Wealth Institute and an Instructor at the American College for Financial Planning to learn how to utilize reverse mortgages to access lifelong income for retirement and beyond.
5/13/22 • 18:15
While the benefits of investing are frequently touted with returns and growth, in this episode, we discuss the unfamiliar risks associated with participating in the stock market. Understand how to be a responsible investor and how historical patterns shape the way we manage our portfolios.
3/21/22 • 13:41
While the benefits of investing are frequently touted with returns and growth, in this episode, we discuss the unfamiliar risks associated with participating in the stock market. Understand how to be a responsible investor and how historical patterns shape the way we manage our portfolios.
3/21/22 • 07:20
Minimize your taxes and maximize your income through proper and proactive tax planning strategies. In this conversation, you’ll understand how taxes are never a one-time annual affair, but how the implementation of an ongoing tax strategy can affect the success of your financial plan.
3/1/22 • 10:10
Minimize your taxes and maximize your income through proper and proactive tax planning strategies. In this conversation, you’ll understand how taxes are never a one-time annual affair, but how the implementation of an ongoing tax strategy can affect the success of your overall financial plan.
3/1/22 • 09:32
Why is tax planning as important as tax filing? Join the conversation about why managing and planning your taxes properly can empower your finances, rather than overwhelm you.
2/16/22 • 05:02
Tax season can feel complicated and confusing if they’re not managed properly. Understand how tax deadlines work and the implications of not meeting them.
2/16/22 • 05:38
Tax season can feel complicated and confusing if they’re not managed properly. Understand basic tax forms and the importance of completing the correct one for you and your household.
2/16/22 • 05:07
Whether it’s to benefit your income, tax situation, or overall confidence in retirement, learn how life insurance can become a great tool during one of the most important stages of your life.
6/12/21 • 22:04
Outliving their income or not living long enough are common fears individuals have about their financial situation during their golden years. During this episode, we’ll review the best ways to protect yourself, your retirement, and your legacy, so you can have financial peace-of-mind now and forever.
6/5/21 • 19:15
Anxiety in response to listening to the financial news can feel chaotic and stressful due to our constant lack-of-control. By narrowing the focus towards your own financial challenges, you can empower yourself in ways that allow you to feel confident in a complex financial market.
5/29/21 • 17:50
Preparing your taxes doesn’t depict success. Put your tax return to work with a tax planning strategy that helps you meet your long-term goals. Learn how to get started with special guests, Fran Marie and Chaz Laney, about how to make your taxes work with you, not against!
4/17/21 • 14:51
