Proactive Women's Podcast

Taking Charge of Long Term Care: What Every Woman Should Know

Release Date: 11/23/2024

Duration: 15 Mins

Description: 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.

Is Closed Captioned: No

Explicit: No

The Power of Life Insurance

Release Date: 10/15/2024

Duration: 670 Mins

Authors: Joyce Palmer

Description: In this episode of the Proactive Women's Podcast, Joyce Palmer dives into a critical yet often misunderstood topic—life insurance. September is Life Insurance Awareness Month, making it the perfect time to explore why this financial tool is essential for women at every stage of life. Joyce breaks down common misconceptions, the role life insurance plays while you're living, and how it can build wealth, cover healthcare costs, and secure financial peace of mind. This episode includes: Life Insurance Awareness Month: September is the ideal time to focus on life insurance education. Debunking Myths: Life insurance isn't just for those with dependents or for when you're gone. It can be used while you're alive to cover unexpected expenses, fund education, or supplement retirement. Employer vs. Personal Coverage: Employer-provided life insurance is often limited and may end when you retire or leave your job. Personal coverage ensures you have lasting protection. Life Insurance for Retirees: Even after retirement, life insurance can cover final expenses, long-term care, and help create a tax-free legacy. Types of Life Insurance: Joyce explains the differences between term life (temporary coverage), whole life (permanent with cash value), and final expense insurance (affordable for retirees). The Impact of the Pandemic: The pandemic has brought life insurance to the forefront, with more flexible options now available. Join Joyce next time for more proactive strategies to live your best life.

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Independence Day Special: Journey to Financial Independence

Release Date: 9/2/2024

Duration: 511 Mins

Authors: Joyce Palmer

Description: 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.

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Introducing Nettie Reeves To JP Financial Group

Release Date: 8/20/2024

Duration: 389 Mins

Authors: Joyce Palmer

Description: 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.

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Unlocking the Annuity Advantage

Release Date: 7/15/2024

Duration: 985 Mins

Authors: JP Financial Group

Description: Welcome to the Proactive Women podcast, where we empower women to take control of their financial futures. I’m Joyce Palmer, and today we’re diving into an important topic: annuities. June is National Annuity Month, and we're dedicating this episode to demystifying annuities and exploring their power to safeguard your retirement dreams. 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. Joyce Palmer is here to answer your questions and provide guidance. If you're a proactive woman listener without a trusted financial resource, schedule a 20-minute "Ask Me Anything" call at 804-811-354 or find the direct link below. No obligation, no cost, and no judgment. Let's take proactive steps toward a prosperous future together.

Is Closed Captioned: No

Explicit: No

Decluttering Your Financial Life

Release Date: 6/10/2024

Duration: 1633 Mins

Authors: Joyce Palmer

Description: Welcome to the Proactive Women's 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 delves into the concept of decluttering your financial life. She offers practical tips and strategies to streamline finances, reduce stress, and achieve greater financial clarity and security. Episode Highlights: Joyce introduces the concept of financial decluttering and explains its importance in achieving financial wellness. Detailed steps on how to organize financial documents, close unnecessary accounts, and simplify financial management. Joyce discusses the benefits of decluttering finances, including reduced stress, improved focus, and better financial decision-making. Practical advice on tools and methods to help manage and declutter finances effectively. 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.

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Special Episode: Master Your Finances - Exclusive Interview with Spot On The Money

Release Date: 5/9/2024

Duration: 1709 Mins

Authors: Joyce Palmer

Description: 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!

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Breaking Barriers: Women Making Waves in Finance

Release Date: 3/11/2024

Duration: 936 Mins

Authors: Joyce Palmer

Description: 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. Beyond celebrating the past, this episode challenges stereotypes and confronts societal narratives, empowering listeners to embrace financial literacy and take charge of their financial futures. Through personal anecdotes and insightful commentary, Joyce Palmer invites listeners to challenge the myth that "boys are good in math and girls are not," encouraging a shift towards financial empowerment and independence. As we honor Women's History Month, let's not only celebrate the achievements of remarkable women but also commit to making history in our own lives. Whether it's planning for retirement, investing in the stock market, or securing financial independence, let's empower ourselves to make informed and impactful financial decisions. Plus, don't miss out on a special opportunity for a 20-minute strategy call with Joyce Palmer. Whether you're seeking a second opinion, guidance on financial decisions, or a complete financial overhaul, Joyce is here to help. Reach out to schedule your session today! Tune in to the Proactive Woman podcast and discover how women are breaking barriers and making waves in finance, one empowering story at a time.

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Health & Wealth: The Heart-Finances Connection

Release Date: 2/9/2024

Duration: 895 Mins

Authors: Proactive Women's Podcast

Description: 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.

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Proactive Women: Financial Empowerment for a Wealthy New Year

Release Date: 1/19/2024

Duration: 519 Mins

Authors: Joyce Palmer

Description: Welcome to the Proactive Women podcast, where financial wisdom meets empowerment. I'm your host, Joyce Palmer, from JP Financial Group, guiding you through smart, safe, and simple financial decisions. In today's episode, we're putting a pause on the holiday hustle and diving into proactive strategies for year-end financial planning and retirement readiness. Episode Highlights: Year-End Financial Checkup: Just like an annual physical or a car tune-up, it's time for a financial checkup. Join us as we review and organize financial goals, assess spending habits, and consider last-minute tax planning tips. A strong financial start in the new year begins with a thorough year-end review. Holiday Spending Without Breaking the Bank: Learn the art of setting a budget, prioritizing spending, and finding thoughtful, budget-friendly gifts. It's not about how much you spend; it's about the thought. Avoid financial stress during the joyous season with practical tips. Retirement Planning for Women: Ladies, never pull from your retirement accounts for holiday spending. Explore unique financial challenges women face in retirement planning, and discover the importance of maximizing saving opportunities and early planning for a secure financial future. Investment Strategies for Next Year: Tune in to our upcoming season featuring Chaz, our registered investment advisor. Chaz will share valuable investment tips, including why most people are allocating their 401(k) plans all wrong. Get ready to maximize market ups and downs. Financial Resilience and Setting Goals: Smart goal setting is the key to financial success. Learn about building financial resilience, having an emergency fund, and setting realistic goals. It's about creating a financial blueprint for a financially empowered future. 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. As we wrap up this episode, I'm Joyce Palmer, signing off. Happy holidays, and here's to a financially empowered New Year. Subscribe, share, and leave a review if you found these insights valuable.

Is Closed Captioned: No

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How to Retire Without Promised Pensions: Part Two

Release Date: 11/12/2022

Duration: 826 Mins

Authors: Joyce Palmer

Description: 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.

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How to Retire Without Promised Pensions: Part One

Release Date: 11/8/2022

Duration: 658 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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The Impact of Inflation: Part Two

Release Date: 10/19/2022

Duration: 529 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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The Impact of Inflation: Part One

Release Date: 10/8/2022

Duration: 506 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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Maximize Your Benefit With a 401(k)

Release Date: 9/24/2022

Duration: 665 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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How Sound Financial Planning Can Hedge Market Volatility

Release Date: 9/17/2022

Duration: 566 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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Leave a Lasting Legacy You’ll Love

Release Date: 6/11/2022

Duration: 694 Mins

Authors: Joyce Palmer

Description: 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.

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Easy Retirement Mistakes to Avoid

Release Date: 6/4/2022

Duration: 640 Mins

Authors: Joyce Palmer

Description: 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.

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Turn Reverse Mortgages Into Income, with Don Graves: Part Two

Release Date: 5/13/2022

Duration: 1548 Mins

Authors: Joyce Palmer

Description: 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.

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Turning Reverse Mortgages Into Income with Don Graves: Part One

Release Date: 5/13/2022

Duration: 1095 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

Explicit: No

The Untold Facts of the Stock Market: Part Two

Release Date: 3/21/2022

Duration: 821 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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The Untold Facts of the Stock Market: Part One

Release Date: 3/21/2022

Duration: 440 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

Explicit: No

How Taxes Creates Opportunities: Part One

Release Date: 3/1/2022

Duration: 610 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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How Taxes Create Opportunities: Part Two

Release Date: 3/1/2022

Duration: 572 Mins

Authors: Joyce Palmer

Description: 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.

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It’s Tax Time! Tax Filing vs. Tax Planning

Release Date: 2/16/2022

Duration: 302 Mins

Authors: Joyce Palmer

Description: 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.

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It’s Tax Time! Understand Tax Deadlines

Release Date: 2/16/2022

Duration: 338 Mins

Description: 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.

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It’s Tax Time! Understand Tax Forms

Release Date: 2/16/2022

Duration: 307 Mins

Description: 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.

Is Closed Captioned: No

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Leverage Life Insurance as a Retirement Tool

Release Date: 6/12/2021

Duration: 1324 Mins

Authors: Joyce Palmer

Description: 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.

Is Closed Captioned: No

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Insure Your Retirement and Your Legacy

Release Date: 6/5/2021

Duration: 1155 Mins

Authors: Joyce Palmer

Description: 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.

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Gain Control by Narrowing Your Financial Lens

Release Date: 5/29/2021

Duration: 1070 Mins

Authors: Joyce Palmer

Description: 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.

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Strategize Your Tax Savings with Fran Marie and Chaz Laney

Release Date: 4/17/2021

Duration: 891 Mins

Authors: Joyce Palmer

Description: 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!

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Financial Fundamentals Every Woman Should Know

Release Date: 4/7/2021

Duration: 985 Mins

Authors: Joyce Palmer

Description: Empower your finances with critical fundamentals every woman should know. We will review concepts such as debt, credit, budgeting, spending, and income, and the importance of incorporating these elements into a financial plan that helps you succeed.

Is Closed Captioned: No

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Never Gamble on Your Financial Plan: Why Planning Works Better Than Luck

Release Date: 3/30/2021

Duration: 958 Mins

Authors: Joyce Palmer

Description: A plan always serves as your compass, while riding on luck feels like a shot into the dark. Listen to this episode and understand how a financial plan can cater to the ups and downs in life while still helping you reach your financial goals

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Secrets to Keep More of What You Make

Release Date: 2/17/2021

Duration: 854 Mins

Authors: Joyce Palmer

Description: It is possible to keep more of what you make when you plan ahead. A well-thought tax strategy can be the key differentiator in meeting your financial goals and in this episode you’ll understand why.

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Finally Spend With Freedom, Not Fear

Release Date: 2/10/2021

Duration: 803 Mins

Authors: Joyce Palmer

Description: Fear comes before freedom with any new habit you try to develop. In this conversation, we’ll chat about how you can develop the right habits to fearlessly take control of you finances and freely enjoy retirement with the correct strategies in place!

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Personal Motivators to Make Your Money Move

Release Date: 2/8/2021

Duration: 900 Mins

Authors: Joyce Palmer

Description: The hardest challenge is always starting, especially when it comes to managing your hard earned money. As your host, Joyce Palmer, we’ll discuss how my motivators push me to learn and educate others on the importance of managing money in a healthy and sustainable way

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Meet Your PWP Host, Joyce Palmer!

Release Date: 2/6/2021

Duration: 795 Mins

Authors: Joyce Palmer

Description: Welcome to the Proactive Women’s Podcast! I’m your host, Joyce Palmer, Managing Partner of JP Financial Group, based in Charlotte, North Carolina. After over 20 years of working with women on their wealth, I’m excited to use this platform to continue to empower women and help them gain control of their financial futures. I look forward to growing with you.

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