Podcasts about cdfa

THE HIDDEN MILLIONAIRE: ARE YOU WEALTHIER THAN YOU THINK? WATCH ON YOUTUBE Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Senior Financial Planner Tessa Hall Media and Communications Specialist About This Episode Tessa speaks with BWFA Financial Planner Tyler Kluge about the concept of the “hidden millionaire”—individuals who have built substantial wealth through consistent saving but may not realize the opportunities available to optimize their financial lives. They discuss why saving money is only one piece of the puzzle and how thoughtful planning can help individuals make more informed decisions about investing, taxes, retirement, and estate planning. The conversation explores cash reserves, forgotten retirement accounts, diversification misconceptions, tax planning, and the importance of understanding your complete financial picture. To learn more about how our financial planning services can help bring clarity to your goals, visit our Financial Planning page. Read Full Description Some people spend years diligently saving money without realizing how much wealth they have accumulated. Others build substantial assets across multiple accounts but never create a comprehensive financial plan. In this episode of Healthy, Wealthy & Wise, Tessa speaks with BWFA Financial Planner Tyler Kluge about the concept of the hidden millionaire. They discuss why financial planning goes beyond simply saving money. Many people maintain large cash reserves without evaluating whether those assets align with their goals. Others forget about retirement accounts from previous employers. Some assume they are diversified simply because they have investments at multiple financial institutions. Tyler explains why understanding your net worth is an important first step in the planning process. He also discusses how investment management, tax planning, retirement planning, and estate planning work together to create a more complete financial strategy. The conversation also explores forgotten accounts, inefficient portfolio structures, and overlooked tax considerations. These issues can affect long-term financial outcomes. In addition, Tyler explains why individuals with substantial assets should consider how their wealth will transfer to future generations. Ultimately, becoming a hidden millionaire often results from consistent saving habits. However, financial planning can help transform accumulated wealth into a strategy that supports your goals. It can also reduce complexity, provide greater confidence, and help ensure your resources are working effectively.

In this episode, Laura Neal, CFP®, and Vic Colella, CFP®, CDFA®, discuss some of the most common and increasingly sophisticated scams targeting individuals and families today. From impersonation schemes to financial fraud, they break down how these scams work, the warning signs to watch for, and the practical steps you can take to protect yourself and your hard-earned assets.If you have suggestions for future episode topics or would like to share feedback, we'd love to hear from you. Please email us at podcast@woodwardadvisors.com.

Losing a spouse is one of life's most difficult experiences, emotionally and financially. Many retirees are surprised to learn that widowhood can also create significant tax and retirement-planning challenges that may affect income, Medicare premiums, estate plans, and long-term financial security.  In this episode, Larry Heller, CFP®, CDFA®, explains why the loss of a spouse can create unexpected financial challenges for retirees, including higher taxes, rising Medicare premiums, and changes to retirement income. He discusses how required minimum distributions, Social Security survivor benefits, and IRMAA thresholds can affect a surviving spouse's long-term financial picture. Larry also shares proactive planning strategies couples can consider before widowhood, including Roth conversions, tax-bracket management, beneficiary reviews, and estate planning updates. Through real-life examples, he highlights how thoughtful preparation can help surviving spouses avoid costly mistakes and navigate a difficult transition with greater confidence and clarity. What to expect: Why surviving spouses often face higher taxes after the loss of a spouse How the widow and widower tax penalty impacts retirement income The effect of IRMAA and rising Medicare premiums for single filers How required minimum distributions can create larger future tax burdens And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/

Divorce is the intersection of the biggest trauma of your life and the biggest financial decisions of your life — happening at the exact same moment. And yet most people navigate it alone, armed with a lawyer's phone number, a group chat of well-meaning friends, and advice that was never really meant for them. Melissa Murphy Pavone grew up watching what happens when someone has to make those decisions without the right team in their corner. Her mother was that person. And it shaped everything that came after.In this episode of A Fresh Story: Book Talk, Olivia sits down with certified financial planner, certified divorce financial analyst, and founder of Mindful Divorce Partners, Melissa Murphy Pavone, to discuss her book Divorce by Design. Melissa's origin story is one of the most quietly powerful in the Fresh Starts community: she became a CDFA because she watched her mother make decisions with her heart instead of her head during divorce — decisions whose consequences still ripple forward today. Every client she now sits across from, she sees her mom. That depth of personal mission infuses every page of this book. Written to be accessible and even — yes — occasionally funny, Divorce by Design dismantles the myths and misinformation that swirl around divorce, and replaces them with something far more useful: clarity, a framework, and a team.At the heart of the book is a simple but radical idea: you don't need one person to guide you through divorce, you need a whole team — emotional support first, financial expertise second, legal strategy third. Melissa argues that most people get this order completely backwards, lawyering up before they've regulated enough to make sound decisions — and paying for it for years afterward. Whether you're in the middle of a divorce, supporting someone who is, or simply want to understand the landscape before you ever need it, Divorce by Design is the book Melissa's mother never had. And now everyone can.

This episode is a fast-moving walkthrough of the cases and pitfalls that most often drive IRS attention. In a candid, practitioner-to-practitioner conversation, Dave, Natalya and Bruce break down what's changing, what's repeating, and what valuation pros can do now to reduce risk and improve defensibility. You'll hear what Pierce v. Commissioner suggests about when a DCF can stand alone, why tax affecting still needs to be done "the right way," and how weak support for DLOM (and increasingly DLOC) can undermine an otherwise solid conclusion. Actionable takeaway: tighten your work where challenges concentrate: discounts, tax affecting, projections, and documentation. And if you use AI for research or drafting, verify sources like your job depends on it—because it does.  Continue reading to learn about key resources available to improve your valuation analyses. Guests:    Natalya Abdrasilova, CPA/ABV, MAFF, Director of Valuation & Litigation Services, Boyle, Deveny & Meyer  Bruce C. Wood, CPA/ABV, Mtx, Director, Applied Economics Host: David J Consigli, CPA/ABV, CDFA, Partner, SAX Advisory Group Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2026 Forensic and Valuation Services Conference - Beyond the technical sessions, conferences can offer something just as important—the opportunity to connect with peers, share experiences, and hear how others are approaching similar challenges in their work.  Early bird savings through Sept 20 plus additional savings for AICPA members and ABV/CFF/CVFI holders JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Click here to join the AICPA FVS Section An active community of FVS peers. You will get 16 credits of complimentary CPE and access to exclusivetechnical content FVS Valuation Podcast archives - Check out what we have to offer Making a Case for Using the Market Approach for Determining Fair Market Value Insights for Navigating Common Issues in Business Valuation - 2025 update Grabowski's Take - Discount Rates, Risk, and the Future of Valuation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

This episode is a fast-moving walkthrough of the cases and pitfalls that most often drive IRS attention. In a candid, practitioner-to-practitioner conversation, Dave, Natalya and Bruce break down what's changing, what's repeating, and what valuation pros can do now to reduce risk and improve defensibility. You'll hear what Pierce v. Commissioner suggests about when a DCF can stand alone, why tax affecting still needs to be done "the right way," and how weak support for DLOM (and increasingly DLOC) can undermine an otherwise solid conclusion. Actionable takeaway: tighten your work where challenges concentrate: discounts, tax affecting, projections, and documentation. And if you use AI for research or drafting, verify sources like your job depends on it—because it does.  Continue reading to learn about key resources available to improve your valuation analyses. Guests:    Natalya Abdrasilova, CPA/ABV, MAFF, Director of Valuation & Litigation Services, Boyle, Deveny & Meyer  Bruce C. Wood, CPA/ABV, Mtx, Director, Applied Economics Host: David J Consigli, CPA/ABV, CDFA, Partner, SAX Advisory Group Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  2026 Forensic and Valuation Services Conference - Beyond the technical sessions, conferences can offer something just as important—the opportunity to connect with peers, share experiences, and hear how others are approaching similar challenges in their work.  Early bird savings through Sept 20 plus additional savings for AICPA members and ABV/CFF/CVFI holders JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Click here to join the AICPA FVS Section An active community of FVS peers. You will get 16 credits of complimentary CPE and access to exclusivetechnical content FVS Valuation Podcast archives - Check out what we have to offer Making a Case for Using the Market Approach for Determining Fair Market Value Insights for Navigating Common Issues in Business Valuation - 2025 update Grabowski's Take - Discount Rates, Risk, and the Future of Valuation LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

In this milestone 200th episode of Retirement Unlocked, Larry Heller reflects on the journey of building the podcast from an audio-only show into a growing multimedia platform focused on helping people make smarter retirement decisions. Joined by co-host Bill Tucker, Larry shares why the podcast was created, the lessons learned over 200 episodes, and how financial education can truly impact people's lives.  In this episode, Larry explores how he has always aimed to make financial planning more understandable as he continues to stay ahead of constant changes in tax laws, and retirement strategies. He expresses gratitude to his listeners, clients, and guests who have helped the podcast grow to nearly 50,000 YouTube views as it continues into its next chapter.  Larry Heller, CFP®, CDFA®, discusses: How Retirement Unlocked has changed over the years Why retirement planning is more about cash flow than net worth How taxes can become more complicated in retirement Why financial planning should evolve as life changes And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/

Send us Fan MailDivorce is emotional. But for many women, the financial side can be the biggest shock of all.This week on Women & Money: The Shit We Don't Talk About, Barbara and Maggie sit down with Alex and Amanda, divorce mediators and co-hosts of the Dirty Laundry podcast, to share the real financial realities women face during separation and divorce.  Alex and Amanda share what they see every day behind closed doors, from hidden debt and emotional fights over “the Peloton,” to the financial wake-up calls that happen when one partner has been managing all the money. They also explain why mediation can help couples avoid high-conflict court battles, protect their finances, and create healthier co-parenting relationships moving forward.  00:49 Meet Alex & Amanda from Dirty Laundry05:05 Why unpaid labor matters in divorce06:10 Trial separations explained09:45 Can trial separations save marriages?16:40 Why mediation works differently than court20:00 Learning healthy conflict resolutionAlex and Amanda also remind women that even if they feel overwhelmed right now, they are capable of rebuilding financial confidence and creating a future that feels safe, secure, and fully their own. Whether you're navigating divorce, supporting someone through it, or simply trying to understand your finances more deeply, join us for next week's Money Talks “Protect Your Assets During a Divorce”. Click here to register for FREE and bring your questions!  This episode is supported by Marguerita Cheng, CFP®, RICP®, CDFA®, CEO of Blue Ocean Global Wealth. Marguerita works with women navigating divorce to bring clarity, confidence, and control back into their financial lives. At Blue Ocean Global Wealth, the focus is on helping women understand their options, make informed decisions, and feel empowered about their financial future, especially during moments that feel uncertain or overwhelming. If you're going through divorce and want support that's clear, grounded, and centered on your long term wellbeing, you can learn more and connect with Marguerita at www.blueoceanglobalwealth.com and follow her on LinkedIn, Instagram, Facebook, and Youtube.Disclosure:Securities offered by Registered Representatives and Advisory products and services offered by Investment Advisory Representatives through Private Client Services, member FINRA/SIPC, and a Registered Investment Advisor. Private Client Services and Blue Ocean Global Wealth are unaffiliated entities.Follow & connect with Alex & Amanda:Youtube Website Instagram: @dirty.laundry.podcast Want to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions! Follow & connect with us!Website Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeReddit ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!...

Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities begin almost immediately after a death occurs, often without clear guidance or preparation.In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss what really happens after someone dies, common estate planning mistakes, and how families can avoid unnecessary stress, delays, and expenses.Related Podcast Episodes: Ep 314. The Simple Estate Planning Error That Could Hurt Your FamilyEp 329. Digital Estate Planning: What Happens to Your Online Life?Related Financial Education Videos:Prevent Family Conflict with Legacy Planning A Financial Advisor's Role in Legacy PlanningOther Links:AG Law, LLCLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Many retirees assume their Medicare premiums will stay consistent once they enroll. But that's not always the case, especially for higher-income individuals. In this episode, Larry Heller, CFP®, CDFA®, breaks down IRMAA, the income-related surcharge that can increase your Medicare Part B and Part D premiums based on income from two years prior. He explains how everyday financial decisions, from IRA withdrawals to capital gains and Roth conversions, can unexpectedly push you into higher premium brackets.  Larry discusses: What IRMAA is and how it impacts Medicare premiums How income from two years prior determines your current costs Common triggers like Roth conversions, property sales, and large withdrawals Strategies to potentially reduce IRMAA through proactive tax and income planning Why coordinating tax, investment, and healthcare decisions is essential in retirement And more! Resources: SSA Form 44 (to report a life-changing event and potentially reduce IRMAA) Medicare IRMAA income brackets and thresholds Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/

On this episode of The Rewrite, I'm joined by Beth Kraszewski—Founder of Purposeful Wealth Advisors, CFP®, CDFA®, and one of the country's leading experts in divorce financial strategy. Her message is clear—you are stronger than you know. Beth is also the author of Stronger Than You Know—a must-read for any woman navigating divorce and financial independence.Beth has worked behind the scenes of high-asset, high-conflict divorces—where emotions run high, assets can be hidden, and the wrong financial decision can impact your future for decades.But what makes this conversation so powerful… is how she brings humanity into the numbers.We talk about: - Why fear, grief, and urgency should never drive financial decisions - What really happens behind the scenes in complex divorces - How to protect yourself when assets aren't fully transparent - Why the “day after divorce” isn't the transformation—but the beginning of it Beth also shares a deeply moving client story that perfectly captures what The Rewrite is all about: Sometimes life doesn't go as planned… but what unfolds can be even more aligned, peaceful, and true. Connect with Beth: Websites: www.bethkraszewski.com and www.purposefulwealthadvisors.comInstagramFacebookLinkedIn Book: Stronger Than You Know (available on Amazon)

One of the biggest fears people face when contemplating divorce is the financial unknown. If you are sitting out there right now feeling overwhelmed, unsure where to begin, or worried about money, this conversation was made for you. This week Susan is bringing you one of the most listened to and most shared episodes from the Divorce and Beyond archive, a conversation with certified divorce financial analyst Hollis Hardiman, also a certified mediator and certified collaborative professional, walking through the foundational financial preparation that can make such a difference when first starting the divorce process. Together, Susan and Hollis get into what it really takes to protect your finances as you enter the process, from building the right professional support team to understanding what your household actually costs to approaching the big decisions, like the house, with clarity and an open mind instead of fear. Covered in this episode: Why money is the number one fear people face when contemplating divorce and why the right professional support team changes everything How to start building a picture of your finances from what you already have access to, even if your spouse handled the money Why alimony and support are temporary and what it means to plan now for when they end How a CDFA helps clients protect their finances not just during the divorce process but for their financial future as well HOW TO HANDLE THE MOST COMMON QUESTION ASKED DURING DIVORCE, "CAN I KEEP THE HOUSE?" Almost everyone walks into the divorce process asking the same thing: can I keep the house? It is an understandable instinct. But when keeping the house becomes a fixed position rather than one option among many, it can stall the process, drain resources, and leave you worse off financially in the long run. Some things to consider, as discussed in this episode include:  One household income divided into two households means the math will not work the same way Understand what it would actually cost to keep the house: refinancing, mortgage qualification, maintenance, and carrying costs Explore all the options: keeping, selling, renting, downsizing You can put the puzzle together a lot of different ways in divorce, but only if you stay open to looking at all the pieces The goal is not to win the house. The goal is to make the decision that sets you up for the strongest financial future. Get the answers, both good and bad, and then decide. Referenced Episodes from the Archive: How to Get Your Act Together So that You Can Tackle Your Divorce with Alex Beattie of Divide & Thrive The Solution for Tackling the Divorce Detour with Storey Jones, Creator of dtour.life  It's All About the House: What You Need to Think About Before You Decide to Keep It with Tami Wollensak ______________________________________________________________________ This Week's Guest: Hollis Hardiman, CDFA Hollis provides financial, retirement, and wealth management services to her clients. She specializes in helping people navigate major life transitions including divorce, the loss of a spouse, and preparing for retirement. As a Certified Divorce Financial Analyst (CDFA), Hollis firmly believes in building a support team of divorce professionals including attorneys, mediators, and therapists that can help her clients make the best decisions during these emotional times. As a child of divorced parents, Hollis witnessed firsthand the consequences when sound financial decisions are not made. Hollis is certified in both mediation and collaborative divorce. She is well trained to advocate for one party or serve as a neutral party for the couple during the divorce process. While being part of the support system with the attorneys and mediators, Hollis is able to guide her clients through their short-term and long-term settlement options. Hollis grew up in Fairfield, CT, and now splits her time between Fairfield, CT, and Palm City, FL. In her free time, she enjoys spending time with her husband and extended family, walking her two dogs, and playing tennis. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser. Phone:  203.423.5985 E-mail:  hhardiman@meritfa.com Website:  https://divorceresourcect.com/about/ ______________________________________________________________________ If This Episode Helped You Subscribe to Divorce & Beyond so you never miss an episode. Share it with someone who needs clear, reliable guidance right now. And if you have a moment, leaving a five-star review makes a real difference in helping this show reach the people who need it most. Follow Divorce & Beyond Website: divorceandbeyondpod.com Instagram: instagram.com/divorceandbeyondpod ______________________________________________________________________ About Our Host: Susan E. Guthrie, Esq. Susan E. Guthrie is one of the nation's leading family law and mediation attorneys, with more than 35 years of experience helping individuals navigate divorce with clarity and strategy. She is the Immediate Past Chair of the American Bar Association Section of Dispute Resolution, a best-selling author, and a sought-after speaker and trainer. Susan recently appeared as the featured expert on The Oprah Podcast and has been cited in The Wall Street Journal, Forbes, The Washington Post, NewsNation, and NBC Chicago Today, among others. As the creator and host of Divorce & Beyond, ranked in the top 1% of all podcasts worldwide with millions of downloads and an Apple Top 100 Self-Help designation, Susan brings together top legal and mental health experts to help listeners move through divorce and into what comes next. Learn more at https://divorceandbeyondpod.com/about Disclaimer: The commentary and opinions shared on this podcast are for informational and entertainment purposes only and do not constitute legal advice. Consult a licensed attorney in your state regarding your specific situation.

Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today we are with Victoria Kirilloff, Certified Divorce Financial Analyst and founder of Divorce Analytics, to break down one of the most common — and misunderstood — issues in divorce:

Divorce is emotional—but it's also deeply financial. And the decisions you make can shape your future for years to come. On this episode, I'm joined by Melissa Murphy Pavone, CFP®, CDFA®, founder of Mindful Divorce Partners, to break down what you really need to know when it comes to money and divorce. We talk about: • The biggest financial mistakes people make • What to do before you file • The truth about keeping the house • Retirement, taxes, and long-term planning • How to build the right divorce team Melissa brings both expertise and compassion to this conversation—and reminds us that divorce doesn't have to be a battle. It can be thoughtful, informed, and empowering. Follow Melissa: @mindfuldivorcepartners www.mindfuldivorcepartners.com

What if the key to a better divorce isn't just hiring a lawyer—but building the right team from the start? In Episode 93, Andrew Hatherley sits down with Melissa Murphy Pavone, (CDFA) to discuss how a proactive, team-based approach can help you navigate divorce more efficiently—and avoid costly mistakes. Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!

In this episode, Rhonda sits down with Becky Sampson, founder of Only Subpoenas™, for a grounded conversation about one of the most misunderstood tools in divorce: subpoenas. If you've ever felt like you're making decisions without the full picture, you're not alone. Many women find themselves asking for financial information again and again—only to be met with delays, partial answers, or silence. This conversation explores what happens when you shift from asking… to accessing. Becky shares her personal story of navigating a high-conflict divorce, where she issued 21 subpoenas over the course of her case. What began as a frustrating process became a turning point—helping her uncover critical financial information, build confidence, and ultimately create leverage in her settlement. Together, Rhonda and Becky break down what a subpoena actually is (and what it's not), when it might make sense to consider one, and how it fits into a broader financial strategy during divorce. This isn't about being aggressive. It's about being informed. In This Episode, We Cover: What a subpoena is—and how it differs from a discovery request Why "asking nicely" doesn't always lead to full transparency How subpoenas can help close gaps in financial information The emotional side of gaining access to information (and what to do with it) Why more information isn't always better—and how to stay strategic Real examples of uncovering hidden accounts, income, and spending The role of organization and clarity when reviewing financial records How subpoenas can create leverage in negotiations What to consider before pursuing additional documentation Key Takeaway You don't have to make life-altering financial decisions with incomplete information. And… you don't have to rush the process. But there may come a point where continuing to ask keeps you stuck. That's where understanding your options—and having the right support—can change everything.

Untying the Knot, Supporting Women through Divorce and BeyondIn this episode of Untying the Knot, Katie and Miranda sit down with Kristina Heckel, CDFA, CFEI from Bloom Divorce Advisory Services to talk about one of the most stressful parts of divorce: money.

Most retirees nail the math. Then they hit a wall.Jim Charles retired in 2021 after more than three decades in financial services. He had the savings, the freedom, and a 90-year-old house full of doors that needed rehanging. Within 18 months, he decided to un-retire. Not because the money ran out, but because the meaning had. That experience became the foundation for Sanctuary Financial Planning, the flat-fee firm he co-founded with his wife Sarah, and for their new book, From Work to What's Next.In this episode, Jim and Sarah Charles join Gabe McManus to make the case that most financial advisors are solving only half the retirement problem. The numbers are table stakes. What most clients haven't done is the meaning work — and they don't find that out until it's too late.Jim brings over three decades of financial services experience, including his role as co-Head of Dimensional Fund Advisors' North American institutional distribution, where he worked with some of the largest institutional investors in the world. Sarah spent more than two decades at top advisory firms building a $200M+ practice, with a specialty in women's financial empowerment. Together, they hold credentials including CFP®, CFA®, CDFA®, AIF®, and CSRIC®, and launched Sanctuary Financial Planning in 2023 to deliver transparent, flat-fee, fiduciary advice built around the whole person, not just the balance sheet.Resources Mentioned:From Work to What's Next: Designing a Life You Don't Want to Retire From by Jim and Sarah CharlesThe New Retirement Mentality by Mitch AnthonyConnect with Jim and Sarah Charles:Website: sanctuaryfinancialplanning.comJim on LinkedIn: linkedin.com/in/jim-charlesSarah on LinkedIn: linkedin.com/in/sarah-k-charlesSupport the show

Send us Fan MailYou can be smart and still struggle with money.This week, we're joined by Christine Luken, known as the Financial Dignity Coach, who shares her powerful story of hitting financial rock bottom and rebuilding from the inside out.Christine opens up about what happens when emotions take over your financial decisions, how she went from being an accountant in collections to becoming a trusted financial coach, and the moment the police showed up at her door that changed everything. We discuss the emotional side of money that no one talks about. Often, women stay stuck in financial patterns that don't serve them. Together, how do we start making decisions that support both our present and our future?Christine reminds us that money isn't just numbers. It's emotional, personal, and deeply tied to how we see ourselves. If you're ready to take back control of your finances after divorce, join us for next week's Money Talks “Financial Clarity: What You Need to Know Before, During, and After your Divorce”. Click here to register for FREE and bring your questions!  This episode is supported by Marguerita Cheng, CFP®, RICP®, CDFA®, CEO of Blue Ocean Global Wealth. Marguerita works with women navigating divorce to bring clarity, confidence, and control back into their financial lives. At Blue Ocean Global Wealth, the focus is on helping women understand their options, make informed decisions, and feel empowered about their financial future, especially during moments that feel uncertain or overwhelming. If you're going through divorce and want support that's clear, grounded, and centered on your long term wellbeing, you can learn more and connect with Marguerita at www.blueoceanglobalwealth.com and follow her on LinkedIn, Instagram, Facebook, and YoWant to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions! Follow & connect with us!Website Facebook PageFacebook groupInstagramTikTokLinkedInYouTubeReddit ResourcesHave questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here!...

In this episode of The D Shift, Mardi Winder is joined by Keri Gwynne and Ryan Finley for a direct, practical conversation on what it actually takes to prepare for divorce mediation the right way.This is not about “getting through” mediation. This is about protecting your outcomes.Too many people walk into mediation unprepared. They are emotionally overwhelmed, unclear about their financial reality, and making real-time decisions that will impact them for years. This is where costly mistakes happen. This conversation breaks down how to approach mediation strategically across three critical areas: your children, your finances, and your long-term stability. Keri shares how detailed, well-structured parenting plans reduce conflict and protect children from being pulled into the middle. Ryan explains how to understand your full financial picture, when forensic accounting is worth the investment, and how to ensure nothing is being overlooked or hidden. Together, they highlight what real preparation looks like. Emotional regulation so you can think clearly under pressure, financial clarity so you know what you are agreeing to, and a defined strategy so you are not reacting in the moment.If you are heading into mediation or even thinking about it, this episode will challenge you to stop hoping it works out and start preparing so it does.Key Takeaways• Why mediation outcomes are directly tied to preparation, not luck• How detailed parenting plans prevent future conflict and protect children• The biggest financial mistakes people make before and during mediation• When it makes sense to investigate hidden assets and when it does not• How to walk into mediation with clarity on what you need and what you will accept• Why emotional regulation is critical to making sound decisions under pressure• The role of the right professionals in protecting your long-term outcomesAbout the Guests:Keri Gwynne is a Certified Divorce Coach and CEO of Starting Point by Freedom, a comprehensive divorce service offering coaching, mediation, and family-focused guidance. With certifications in both High Conflict and Transitional Divorce, she has helped guide more than 550 families across the nation through the divorce process with clarity and confidence. Through her own lived experience as a high-conflict divorce survivor, Keri blends empathy, compassion, and resilience with deep professional expertise to help individuals rebuild and reclaim their lives after divorce. Ryan Finley is the Founder of Freedom Financial Services Group, a divorce finance advisory firm helping families, attorneys, and courts navigate the financial complexities of divorce. With more than twenty years of executive leadership in finance and forensic accounting, Ryan has guided hundreds of families nationwide toward financial clarity and confidence. As a CPA, CDFA, CVA, and court-approved mediator, Ryan brings both technical precision and empathy to the table—bridging the gap between financial analysis and human understanding. His ability to simplify complex financial issues and foster productive dialogue makes him a trusted resource for attorneys and clients alike.To connect with Keri and Ryan: Website: https://www.startingpointfreedom.com/ Website: https://www.freedomfsg.com/Ryan's phone: 941-945-2846About the HostMardi Winder is a Strategic Divorce Consultant and High-Conflict Divorce Coach who helps high-achieving individuals navigate divorce with clarity, confidence, and control. Drawing on more than 30 years of experience in mediation, divorce coaching and conflict resolution, she supports clients in making smart decisions while reducing emotional and financial fallout, particularly in high-conflict, high-asset and complex divorces. Mardi is the founder of Positive Communication Systems, LLC, and the Strategic Divorce Directory, LLC.For Mardi's gift: The Resilience Building Blueprint: A 28-Day Journey To A Stronger You https://www.divorcecoach4women.com/rbbConnect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/YouTube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have feedback or questions about this episode? Leave a comment in the section below!Subscribe to the PodcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts. You can also subscribe on your favorite podcast app.Leave an Apple Podcast ReviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

Retirement is often seen as a finish line, but in reality, the years surrounding it are where some of the most important decisions get made. In this episode, Larry Heller, CFP®, CDFA®, explains the concept of the retirement “danger zone”, the five years before and after retirement when financial, tax, and lifestyle decisions can have long-term consequences. Larry discusses: Why relocating for tax savings is not always as straightforward as it seems The hidden costs of moving, including healthcare, housing, and lifestyle changes How state-specific rules can impact taxes, estate planning, and retirement income The importance of residency rules and avoiding costly mistakes Real-life examples of retirees who experienced unexpected outcomes after relocating And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures/.

Social Security decisions can mean the difference between financial security and costly mistakes—especially after divorce. In Episode 92, Andrew Hatherley is joined by Regina Hess, Certified Divorce Financial Analyst (CDFA), CFP®, and founder of Forge Wealth Management, for a deep dive into how Social Security works in mid-to-late life divorce. From eligibility rules and common misconceptions to real-life scenarios and survivor benefits, this episode breaks down what you need to know to maximize your benefits—and avoid leaving money on the table.  Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!

Owning property with others, whether it's a spouse, sibling, friend, or business partner, can seem like a smart financial move. It can reduce costs, create investment opportunities, and simplify certain aspects of ownership. But without proper planning, it can also lead to serious financial and legal complications.In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta break down the most common pitfalls of joint ownership and how to avoid them.Related Podcast Episodes: Ep 314. The Simple Estate Planning Error That Could Hurt Your FamilyEp 233. How Second Marriages and Blended Families Impact Estate PlanningRelated Financial Education Videos:How to Reduce Capital Gains When Selling Real EstateShould I invest in real estate or stocks?Other Links:AG LawLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of Journey Beyond Divorce, Karen McMahon sits down with Stacy Francis, CFP®, CDFA®, CES™, President and CEO of Francis Financial, to unpack one of the most complex and often overlooked aspects of divorce: executive compensation. When income extends beyond a traditional paycheck to include RSUs, stock options, deferred bonuses, and long-term incentive plans, the financial landscape of divorce becomes significantly more complicated—and the stakes much higher. Together, Karen and Stacy explore how these "golden handcuffs" function and why they are so frequently misunderstood, undervalued, or even missed entirely during divorce proceedings. They dive into how executive compensation is structured, where disclosure gaps tend to occur, and how to identify these assets through key documents like offer letters, vesting schedules, and compensation statements. Stacy also explains how marital versus separate property is determined using time-based calculations tied to the date of divorce, and why timing, vesting schedules, and tax implications can dramatically impact the outcome of a settlement. This conversation brings clarity to critical decisions, including whether to divide future vesting shares or offset their value with other assets, and highlights a common and costly mistake around who is responsible for taxes on RSU income. Karen and Stacy also discuss real-world complications like job changes, buyouts of unvested compensation, and what happens to these assets in the event of death or disability. Throughout the episode, they emphasize the importance of working with experienced legal and financial professionals who understand high-net-worth divorce and complex compensation structures. Whether you are an executive navigating divorce or a spouse trying to understand the full financial picture, this episode offers essential insights to help you avoid costly mistakes, ensure proper disclosure, and make informed decisions that protect your long-term financial future. Connect with Stacy: Website: https://francisfinancial.com/francis_team/stacy-francis/ Facebook: https://www.facebook.com/FrancisFinancialInc/  Instagram: https://www.instagram.com/francisfinancialinc/ YouTube: https://www.youtube.com/channel/UCjYgEJi2EhaCd1pL58V78iA?view_as=subscriber Free Gift:  We have seen first-hand the impact that a detailed Legacy Plan has on our clients and their loved ones. This experience inspired us to create our Legacy Planning Checklist. To make it easier, we've created a three-part Webinar which will take you through the checklist step by step to make sure you finish with confidence. Each session is hosted by Certified Financial Planners™ Stacy Francis and Natalie Colley, who share practical guidance, real examples, and tools to help you build your personalized legacy plan with clarity and confidence. Gift Link: https://francisfinancial.com/because-i-love-you-a-legacy-planning-companion/   Resources Mentioned in this Episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com Free Divorce Support Network Gift: https://divorcesupportnetwork.com/jbdpod

Divorce is already one of the hardest things a person can go through. What makes it worse is finding out months or years later that a financial decision made in the middle of all that pain cost you tens of thousands of dollars in taxes you never planned for. That's what this episode is about.Jamie Lima, CDFA and CFP at Allegiant Divorce Solutions, is back on the show to break down what most people completely miss when divorce and tax season collide. We're talking about filing status, dependent claims, retirement account splits, pension valuations, and the one clause you need in every divorce agreement before you sign anything. This isn't theory. This is the stuff that shows up in real cases and wrecks real financial plans.We walk through a real client situation involving a business, three real estate properties, a 401k, and a distribution nobody saw coming. We get into the QDRO process in plain language, why AI is creating problems in divorce documents right now, and why the number on your pension statement is almost never the right number. If you're going through a divorce, recently finalized one, or know someone who is, this episode is required listening.Watch the full episode on YouTubeConnect with Jamie Lima directly at https://allegiantds.com or find him on LinkedIn: https://www.linkedin.com/in/jamielima/, Instagram: https://www.instagram.com/jamiemlima/, Facebook: https://www.facebook.com/jamiemlima/, and X: https://x.com/jamiemlimaIf you want to understand how all of this connects to your broader financial picture, book a Power Hour with me at . One hour. Real answers. A plan you can actually use.If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Retirement can look solid on paper, but confidence doesn't come from a number; it comes from how your money actually works for you. In this episode, Larry Heller, CFP® breaks down why cash flow, not net worth, is the true driver of financial confidence in retirement. He explains how multiple income sources, tax considerations, and withdrawal strategies must be coordinated to create a sustainable plan. Larry also highlights the risks of relying on outdated strategies like “living off income” and why a more dynamic approach is needed. Through real-life examples and practical insights, he shows how structuring cash flow properly can reduce stress and support long-term lifestyle goals. Larry discusses: Why net worth alone doesn't determine retirement confidence How income sources, taxes, and withdrawals must work together The impact of required minimum distributions and future tax brackets Why “living off income” isn't always a sustainable strategy How to structure cash flow to support lifestyle and long-term goals The role of liquidity and short-term cash reserves in reducing stress Real-life examples of retirees with strong assets but no clear plan And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® Heller Wealth Management is now part of Savant Wealth Management. Savant is a Registered Investment Advisor. This content is provided for informational and educational purposes only and should not be construed as personalized investment advice. Effective March 31, 2026, Heller Wealth Management joined Savant Wealth Management (“Savant”). A copy of Savant's current written disclosure Brochure discussing our advisory services and fees is available at www.savantwealth.com/disclosure-brochures

If you have questions related to the financial aspect of your divorce, you are going to love this episode! Financial Divorce Advocate and CDFA®, Sue Plisch lists some common questions people getting divorced have, and then offers her advice on each one. Our goal is to empower you financially!

Goodwill is one of the most contested issues in divorce business valuation and family law cases. This episode examines personal vs. enterprise goodwill, the double dip problem, and why state law and standards of value can dramatically affect outcomes. Valuation experts share practical insight into how goodwill is analyzed in real world divorce litigation. Guests:  David Consigli, Jr., CPA/ABV, CDFA, Partner, FAZ Forensics  Luke Thomas, CVA, CDFA, Principal, IAG Forensics  Host: Jenny Allen, CPA/ABV/CFF, Partner, Anthem Forensics  Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com  RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. EARLY CAREER GUIDANCE:  Welcome to a career in forensic and valuation services Click here to join the AICPA FVS Section An active community of FVS peers. You will get 16 credits of complimentary CPE and access to exclusivetechnical content AICPA Testing Goodwill for Impairment Accounting and Valuation Guide This AICPA Accounting and Valuation Guide delivers practical guidance on goodwill impairment testing, including accounting, valuation, and disclosure considerations. Developed by the AICPA Impairment Task Force and staff, it emphasizes fair value measurement of reporting units for financial reporting purposes. FVS Valuation Podcast archives - Check out what we have to offer Insights for Navigating Common Issues in Business Valuation - 2025 update Personal vs. Enterprise Goodwill: Key Things to Know  (Feb 2023) LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com

In this episode, Taylor Cole, CFP® and Vic Colella, CFP®, CDFA®, revisit the core documents that form the foundation of a solid estate plan. They then take a deeper dive into the durable power of attorney, sharing real-world insight into why this powerful document sometimes creates stress for families and what steps can help ensure it is properly implemented before it is ever needed.If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

Gray divorce is becoming more common, yet many women don't realize the financial implications until it's too late. In today's episode, Maraya Brown is joined by Certified Divorce Financial Analyst Laurie Itkin to explore divorce financial planning, spousal support, marital assets, and how women can protect their financial future.   About Laurie Itkin: Laurie Itkin, CDFA®, is a highly-rated certified divorce financial analyst in California. She works with individuals and couples throughout the state. Laurie Itkin is a past board member for the Association of Divorce Financial Planners and is a member of the Institute for Divorce Financial Analysts. She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Through her financial consulting company, The Options Lady, she provides divorce-related financial planning and analysis to individuals and couples throughout all stages of the divorce process and has worked on over 550 divorce cases either as a financial neutral or advocate to one spouse. She speaks at seminars for divorce attorneys and mediators on how to divide equity compensation, including restricted stock units and non-qualified and incentive stock options.  Laura has appeared as a guest expert on investing and financial aspects of divorce on television, radio and podcasts. She has been quoted in numerous publications including the New York Times, Wall Street Journal, San Diego Union Tribune, Chicago Tribune, Christian Science Monitor, U.S. News and World Reports, Parade, Redbook, and Forbes.   Connect with Laurie: Facebook: https://www.facebook.com/TheOptionsLady/ LinkedIn: https://www.linkedin.com/in/laurieitkin/ Website: https://www.theoptionslady.com/ Check out Laurie's Blog here.   The Women's Vibrancy Accelerator Trifecta: Your 90-Day Health Reset Ready to take your health to the next level? The Women's Vibrancy Accelerator Trifecta offers deep, personalized support to help you regain control of your energy, hormones, and well-being. This program includes: Three one-on-one calls with Maraya Dutch Plus Test and full assessment Bi-weekly live Q&A sessions Self-paced health portal covering energy, hormones, libido, and confidence   Podcast listeners get an exclusive discount. Use code PODCAST. Learn more and enroll now: https://marayabrown.com/trifecta/ _______________________ Free Wellness Resources Access free tools like the Menstrual Tracker, Adaptogen Elixir Recipes, Two-Week Soul Cleanse, Food Facial, and more. Download now: https://marayabrown.com/resources/ _______________________ Subscribe to The Women's Vibrancy Code Podcast Listen on Apple Podcasts, YouTube, and Spotify. _______________________ Connect with the Show Find us on Facebook,  Linkedin | Website | Tiktok | Facebook Group _______________________ Apply for a Call with Maraya Brown Start your journey with personalized support. Apply here: https://marayabrown.com/call  _______________________ About Maraya Brown Maraya is a Yale and Functional Medicine-trained Women's Health and Wellness Expert (CNM, MSN). She helps women feel energized, confident, and connected to themselves and their lives. With over 25 years of experience, she specializes in energy, hormones, libido, confidence, and deep transformation. _______________________ Disclaimer The content of this podcast is for informational, educational, and entertainment purposes only and does not constitute medical or professional advice. Listeners should consult with a qualified professional before making any health decisions.     This Podcast Is Produced, Engineered & Edited By: Simplified Impact 

Retirement often changes how your wealth is structured, distributed, and taxed, potentially exposing estate planning gaps that were easy to overlook during your working years. In this episode, Larry Heller, CFP®, CDFA®, explores why retirement is a new phase of estate planning and what families, especially those with higher net worth, should be reviewing now. Larry discusses: Why signed estate documents are not the finish line once you retire How beneficiary designations can override your will Common mistakes with outdated beneficiaries, minor children, and second marriages Why asset titling and TOD/POD accounts must align with your estate plan Key considerations for high-net-worth families, including New York's estate tax cliff The importance of revisiting trusts, executors, and family communication And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP®

Divorce mediation can feel intimidating, especially if you are unsure how negotiations work or what preparation is required. In this episode of The D Shift, Strategic Divorce Consultant Mardi Winder is joined by certified divorce coach Keri Gwynne and mediator and financial expert and mediator Ryan Finley to discuss how individuals can prepare for divorce mediation with clarity, confidence, and strategy.Keri Gwynne shares how her own difficult divorce experience led her to create Starting Point by Freedom, an advocacy service designed to help individuals navigate divorce with the guidance and support they often struggle to find. Ryan Finley explains how his background in financial analysis and mediation allows him to bring structure and clarity to complex divorce negotiations.Together, they explore how thoughtful preparation, emotional support, and financial understanding can make the mediation process less overwhelming and far more productive.In this conversation, you will learn:• How to prepare effectively for divorce mediation• Why financial clarity is essential before entering negotiations• The role divorce coaches and financial professionals can play in mediation• How preparation can reduce conflict and stress during the divorce process• Why co-parenting planning should be part of mediation discussionsThe discussion also highlights how building a strong team of advisors can help individuals approach mediation with greater confidence and realistic expectations. Divorce is often one of life's most difficult transitions, but with the right preparation and support, mediation can become an opportunity to move forward toward a more stable and positive future.About the Guests:Keri Gwynne is a Certified Divorce Coach and CEO of Starting Point by Freedom, a comprehensive divorce service offering coaching, mediation and family-focused guidance. With certifications in both High Conflict and Transitional Divorce, she has helped guide more than 550 families across the nation through the divorce process with clarity and confidence. Through her own lived experience as a high-conflict divorce survivor, Keri blends empathy, compassion, and resilience with deep professional expertise to help individuals rebuild and reclaim their lives after divorce. Ryan Finley is the Founder of Freedom Financial Services Group, a divorce finance advisory firm helping families, attorneys, and courts navigate the financial complexities of divorce. With more than twenty years of executive leadership in finance and forensic accounting, Ryan has guided hundreds of families nationwide toward financial clarity and confidence. As a CPA, CDFA, CVA, and court-approved mediator, Ryan brings both technical precision and empathy to the table—bridging the gap between financial analysis and human understanding. His ability to simplify complex financial issues and foster productive dialogue makes him a trusted resource for attorneys and clients alike.To connect with Keri and Ryan: Website: https://www.startingpointfreedom.com/ Website: https://www.freedomfsg.com/Ryan's phone: 941-945-2846About the HostMardi Winder is an ICF and BCC Executive and Leadership Coach, Certified Divorce Transition Coach, Certified Divorce Specialist (CDS®) and a Credentialed Distinguished Mediator in Texas. She has worked with women in executive, entrepreneur, and leadership roles, navigating personal, life, and professional transitions. She is the founder of Positive Communication Systems, LLC, and host of Real Divorce Talks, a quarterly series designed to provide education and inspiration to women at all stages of divorce. Are you interested in learning more about your divorce priorities? Take the quiz "The Divorce Stress Test".Connect with Mardi on Social Media:Facebook - https://www.facebook.com/Divorcecoach4womenLinkedIn: https://www.linkedin.com/in/mardiwinderadams/Instagram: https://www.instagram.com/divorcecoach4women/YouTube: https://www.youtube.com/@divorcecoach4womenThanks for Listening!Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.Do you have feedback or questions about this episode? Leave a comment in the section below!Subscribe to the PodcastIf you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts. You can also subscribe in your favorite podcast app.Leave an Apple Podcast ReviewRatings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.

In this episode of Disrupting Divorce, Rhonda sits down with Brett Ward, a nationally recognized family law attorney and litigation leader at Blank Rome, to unpack a topic that many people have never heard of: alienation of affection. But this conversation goes far beyond one legal concept. Together, Rhonda and Brett explore when mediation works, when it does not, and why so many people find themselves stuck in divorce processes that are not actually serving them. They talk candidly about power imbalances, lack of financial transparency, the importance of legal strategy, and what clients should be looking for in the professionals guiding them through divorce. They also dive into how social media is shaping modern family law cases and why public humiliation can intensify already painful situations. This is a grounded, insightful conversation for anyone navigating divorce and trying to understand their options more clearly. In This Episode, We Cover: What "alienation of affection" means and why it still exists in a small number of states The difference between mediation and litigation — and when mediation may not be the right fit Why power imbalances matter in divorce negotiations The warning signs that mediation may actually be putting someone at a disadvantage The role of trust, communication, and financial transparency in choosing the right divorce path How social media can impact family law cases Why clients need to be active participants in their divorce process The importance of building the right support team, including legal, financial, and emotional support Key Takeaways: One of the strongest themes in this conversation is that not every divorce belongs in mediation. While alternative dispute resolution can be valuable, Rhonda and Brett both emphasize that it can become harmful when there is: a history of control or intimidation poor communication lack of transparency hidden assets fear-based decision-making unresolved abuse dynamics Brett shares that mediation requires a certain level of trust and balance. Without that, the process can simply repeat the same unhealthy power dynamic from the marriage. Another powerful takeaway is the reminder that divorce should not just happen to you — it should happen with you. Clients deserve strategy. They deserve advocacy. And they deserve professionals who will communicate clearly and involve them in the process.

Managing Associate Melanie Wells joins the show to discuss what earning the Certified Divorce Financial Analyst® designation adds to financial planning during divorce. Using a real-world style case study, we examine how retirement accounts, pensions, stock options, real estate, and even debt are evaluated — and why in divorce planning, “fair” doesn't always mean “equal.”Original Air Date: March 7, 2026Read the Article: https://www.henssler.com/divorce-isnt-just-emotional-its-financial 

Geopolitical tensions flared over the weekend as military strikes involving the U.S., Israel, and Iran sent shockwaves through global headlines. But how did markets actually respond? We break down the reaction across energy prices, defense stocks, travel shares, and inflation expectations — and what investors should watch in the weeks ahead.Moments like these often raise the same question: what does this mean for my portfolio? Looking at historical data from past geopolitical crises, we discuss how the S&P 500 has typically behaved during periods of uncertainty, why short-term volatility can look very different from long-term outcomes, and how investors can stay grounded by focusing on discipline rather than prediction.Then we turn to the growing conversation around artificial intelligence and jobs. After Block announced significant layoffs with CEO Jack Dorsey pointing to AI as a key driver, we explore whether AI is truly replacing that much human capital — or if other business realities like a weak crypto market, past hiring trends, and stock performance may also be influencing the decision.Finally, Managing Associate Melanie Wells joins the show to discuss what earning the Certified Divorce Financial Analyst® designation adds to financial planning during divorce. Using a real-world style case study, we examine how retirement accounts, pensions, stock options, real estate, and even debt are evaluated — and why in divorce planning, “fair” doesn't always mean “equal.”Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — March 7, 2026  |  Season 40, Episode 10Timestamps and Chapters8:14 War Headlines and Wall Street19:08: Discipline Over Drama24:20: Separating Signal from Story 33:59: The Hidden Financial Decisions in DivorceFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.See important disclosures at Henssler.com

Real Estate in Divorce: Selling, Buying, and Financial Risks Hosts: Karen Chellew, Legal Liaison & Co-Founder, My Divorce Solution Catherine Shanahan, CDFA & Co-Founder, My Divorce Solution In Part 2 of this conversation on real estate and divorce, Karen and Catherine focus on what happens when real decisions are made—buying property, selling the marital home, or dividing proceeds. While these steps may feel like progress during a difficult time, they can create unexpected financial risks if the details aren't fully understood. Through real client scenarios, they explain why clauses written into real estate contracts may not actually protect you in divorce and why agreements like indemnification don't always provide the security people expect. Risks of buying property before your divorce is finalized Why realtor clauses may not protect you in a divorce Key considerations when selling the marital home Why splitting proceeds too early can create problems The limits of indemnification in divorce agreements Real estate decisions during divorce aren't just legal or emotional—they're financial risk decisions. Before buying, selling, or signing anything, it's important to understand ownership, liability, and how the transaction could impact your final settlement. If you want verified numbers and a clear strategy before negotiating property division, learn more about the MDS Divorce Financial Portrait™ at:MyDivorceSolution.com Part 1 of this episode covers the foundational concepts behind real estate in divorce, including the difference between the deed, mortgage, and promissory note, and why understanding those documents matters before making any decisions. Episode OverviewWhat You'll LearnKey TakeawayResourcesListen to Part 1 Learn more about your ad choices. Visit megaphone.fm/adchoices

Most people think life insurance is only about what happens after they are gone. But what if part of your coverage could support you during a serious health event while you are still living? In this episode, Larry Heller, CFP®, CDFA®, sits down with Richard “Big Daddy” Salgado to explore how life insurance has evolved beyond the traditional death benefit. Drawing from his experience working with professional athletes, Rich shares how career-ending disability coverage and life insurance with living benefits are designed to protect income, earning potential, and financial stability when the unexpected happens. Richard discusses: The difference between traditional life insurance and policies with living benefits How career-ending disability insurance protects future income What health events may trigger living benefit payouts Why policy reviews are essential as your life and finances change Common misconceptions about life insurance and protection planning And more! Connect with Richard “Big Daddy” Salgado: MyTermLife.ai LinkedIn: Richard “Big Daddy” Salgado LinkedIn: MyTermLifeAI Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® About Our Guest: Richard “Big Daddy” Salgado is an insurance professional with more than 25 years of experience specializing in career-ending disability coverage and life insurance with living benefits. He has worked extensively with professional athletes, helping them protect future earnings and financial stability in the event of injury or serious health challenges. Rich focuses on education-first conversations, policy reviews, and ensuring clients understand how protection planning fits into their broader financial picture.

Send a text“Your nervous system will always choose a familiar hell, rather than an unfamiliar heaven.” Whew. We've all been in this dilemma. This week on Women & Money The Shit We Don't Talk About, we're joined by Lisa Miller @Lisamiller.coach, relationship and divorce coach who helps people decide whether they wanna stay or go in their marriage and then supports them through the entire process, regardless if they stay or go.And let us tell you, nothing was off the table. Lisa shares her own story of being stuck in the should I stay should I go phase for years, raising three boys, feeling depleted, and realizing something had to change.Lisa reminds us that we don't need catastrophe to justify leaving. We don't need abuse. We don't need addiction. Sometimes the truth is simply this. You're not happy.And clarity is powerful. If you've ever asked yourself ‘Do I stay or do I go?' this episode will hit home.

When to Sell, When to Wait, and Why “Feeling Protected” Isn't the Same as Being Protected Hosts: Karen Chellew (Legal Liaison & Co-Founder, My Divorce Solution) + Catherine Shanahan (Divorce Financial Specialist, CDFA & Co-Founder, My Divorce Solution) Real estate is often the biggest (and most emotionally charged) asset in a divorce — and it's where rushed decisions can create long-term financial risk. In this episode, Karen and Catherine break down the real meaning of “protected” when you're selling, refinancing, buying, or co-owning property during divorce. They explain the critical difference between being on the note, the mortgage/deed of trust, and the deed — and why misunderstanding those documents can leave your credit, liability, and future borrowing power exposed even if your divorce agreement says you're “off the hook.” You'll also hear real-life scenarios from recent clients: the spouse who didn't know they were still on the mortgage, the hidden HELOC that sat unresolved for 20 years, and the buyer who thought a “divorce clause” in a purchase contract would protect him (it didn't). The core message is simple: real estate decisions in divorce are financial risk decisions — and clarity is what actually protects you. Learn more about your ad choices. Visit megaphone.fm/adchoices

CDFA is inviting both an industry member and a public member to help guide egg safety and quality oversight.

In today's world, much of our financial, personal, and sentimental lives live online. From bank accounts and crypto wallets to photos, emails, and social media profiles, your digital assets don't disappear when you're gone. If they're not planned for, they can create confusion, stress, and even permanent loss for your loved ones. In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta unpack what digital estate planning really means, and how you can take action in under an hour.Related Podcast Episodes: Ep 312. Is Crypto Right for You?Ep 220. Is Bitcoin more than digital gold?Related Financial Education Videos:Using an Online Estate Planning Service vs Using a Local AttorneyDoes inheritance count as income?Other Links:AG LawLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

 In this episode, Christopher Reid, CFP® and Vic Colella, CFP®, CDFA®, break down three of the most common — and costly — mistakes we see retirees make. Some of them may not be what you expect. If you're approaching retirement or already there, this conversation could help you avoid missteps that quietly undermine long-term financial goals. If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at podcast@woodwardadvisors.com.

Many people enter retirement expecting their taxes to decline, but for many retirees, the opposite happens. In this episode, Larry explains why retirement income often becomes more taxable over time and how a lack of coordination can quietly increase stress, healthcare costs, and long-term tax exposure. In this episode, Larry Heller, CFP®, CDFA®, discusses: Why retirement is often not a low-tax phase of life How required minimum distributions, Social Security, and taxable accounts interact Common tax mistakes retirees make when planning starts too late Why tax planning should be ongoing, not a once-a-year conversation How income decisions can affect Medicare premiums and overall cash flow Ways proactive planning may help retirees reduce surprises and stay in control And more! Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP®

What do Neville Shoenmakers, Brownie Mary, Dennis Peron, Lawrence Ringo, and Rick Simpson have in common? Harry E. Rose. Today on the show, we welcome Harry Rose to share his life story and experience making medicine, healing others, and himself through the power of this sacred plant. Harry Rose is a Cannabis Industry Consultant, Cultivator, and Manufacturer currently holding 3 California state licenses in Humboldt County for legacy mixed light cultivation, Type 6 manufacturing, and distribution. Experience with the entire process from application to approval of annual licensing with state regulators BCC, CDPH, CDFA, and all local agencies. First group of medical cultivation licenses in California, as well as the first Type 6 manufacturing license. Helped to createguidelines for type 6 manufacturing licenses with the city of Eureka. Extensive knowledge of cultivation and genetics. Growing cannabis since 1985.

Matthew Brickman is joined again by Ryan Finley, the Founder of Freedom Financial Services Group, to discuss wearing two hats as both the financial advisor and the mediator in divorce cases.Ryan is the Founder of Freedom Financial Services Group, a divorce finance advisory firm helping families, attorneys, and courts navigate the financial complexities of divorce. With more than twenty years of executive leadership in finance and forensic accounting, Ryan has guided hundreds of families nationwide toward financial clarity and confidence. As a CPA, CDFA, CVA, and court-approved mediator, Ryan brings both technical precision and empathy to the table—bridging the gap between financial analysis and human understanding. His ability to simplify complex financial issues and foster productive dialogue makes him a trusted resource for attorneys and clients alike.Website: https://www.freedomfsg.com/----If you have a matter, disagreement, or dispute you need professional help with then visit iMediate.com - Email mbrickman@ichatmediation or Call (877) 822-1479Matthew Brickman is a Florida Supreme Court certified family and appellate mediator who has worked in the 15th and 19th Judicial Circuit Courts since 2009 and 2006 respectively. But what makes him qualified to speak on the subject of conflict resolution is his own personal experience with divorce.Download Matthew's book on iTunes for FREE:You're Not the Only One - The Agony of Divorce: The Joy of Peaceful ResolutionMatthew Brickman President iMediate Inc. Mediator 20836CFAiMediateInc.comSCHEDULE YOUR MEDIATION: https://ichatmediation.com/calendar/OFFICIAL BLOG: https://ichatmediation.com/podcastOFFICIAL YOUTUBE: http://www.youtube.com/ichatmediationOFFICIAL LINKEDIN: https://www.linkedin.com/company/ichat-mediation/ABOUT MATTHEW BRICKMAN:Matthew Brickman is a Supreme Court of Florida certified county civil family mediator who has worked in the 15th and 19th Judicial Circuit Courts since 2009 and 2006 respectively. He is also an appellate certified mediator who mediates a variety of small claims, civil, and family cases. Mr. Brickman recently graduated both the Harvard Business School Negotiation Mastery Program and the Negotiation Master Class at Harvard Law School.

Send a textOn this episode of The Get Ready Before Life Happens Podcast, I spoke with Melana Carbary, Private Wealth Manager at Burning River Advisory Group and founder of enlightenHer to talk about how confidence, authenticity, and action can change the way women engage with money.Key Takeaways:

Why does investing feel so emotional, even when the plan is solid? This episode explores how psychology, and not just numbers, shapes the way investors react to markets. In this episode, Larry Heller, CFP®, CDFA®, CPA, is joined by Scott Bosworth, CFA,  Head of Speakers Bureau and Vice President at Dimensional Fund Advisors, to discuss how investor behavior and common behavioral biases influence long-term investment outcomes. Scott explains why emotions often feel more powerful than logic during market swings and how those reactions are deeply rooted in human psychology, not a lack of intelligence or discipline.  The conversation also explores the tension between efficient markets and behavioral finance, and why understanding both is essential to staying invested through market cycles. Throughout the episode, Scott shares practical analogies and real-world examples that help investors better recognize their own biases and make more resilient decisions over time. Scott discusses: What behavioral finance is and why it matters for investors The most common biases that affect decision-making, including overconfidence and hindsight bias Why market headlines and media narratives can increase anxiety How diversification and discipline help investors stay grounded during uncertainty The role advisors play in helping clients navigate emotional market cycles And more Connect with Scott Bosworth: LinkedIn: Scott Bosworth Dimensional Fund Advisors Connect with Larry Heller:  (631) 248-3600 Schedule a 20-Minute Call Heller Wealth Management LinkedIn: Larry Heller, CFP®, CDFA®, CPA YouTube: Retirement Unlocked with Larry Heller, CFP® About Our Guest: Scott Bosworth, CFA, is Head of Speakers Bureau and Vice President at Dimensional Fund Advisors. He has been with the firm since 1996 and brings decades of experience as a portfolio manager, institutional and advisory consultant, and trusted resource for advisors navigating market behavior and long-term investing principles.

In this episode of We Chat Divorce, Karen Chellew, Legal Liaison, and Catherine Shanahan, CDFA®, sit down with Jody Bruns, founder of the Certified Divorce Lending Professional (CDLP®) certification and the creator of the divorce mortgage planning profession. The conversation focuses on one of the most expensive and misunderstood parts of divorce: the marital home and the mortgage attached to it. With interest rates, refinancing challenges, and equity decisions shaping modern divorce settlements, this episode breaks down why housing decisions made without preparation often lead to permanent financial consequences. In This Episode, We Cover Why you cannot simply remove a spouse from a mortgage after divorce The difference between a traditional mortgage lender and a Certified Divorce Lending Professional (CDLP®) How refinancing really works — including escrow accounts, taxes, insurance, and closing costs Why alimony and child support payment structure matters for mortgage approval What lenders require to use support income for qualification The financial risks of keeping the house versus selling it How capital gains taxes and filing status changes impact long-term equity Why mortgage assumptions are complex, limited, and not guaranteed The dangers of quitclaim deeds and poorly written settlement language How title changes after divorce can expose homeowners to liens, probate issues, and loss of control Key Takeaway You may want to keep the house. You may even be able to afford it. That does not mean you can qualify to keep it — or that it's the smartest financial decision. Without coordinated legal, financial, and mortgage planning, housing decisions in divorce often become the most costly mistakes people make. About Our Guest Jody Bruns has over 35 years of experience in mortgage and finance and is nationally recognized for her work at the intersection of divorce, real estate, and lending. Through her certification program and professional training, she helps divorcing homeowners and divorce professionals navigate housing decisions with clarity and strategy.

Send us a textSometimes the hardest money decisions aren't about numbers.They're about alignment, self worth, and having the courage to stop pretending things are “fine.”In this episode, we sit down with Kristin Crockett, transformational coach, speaker, and community builder who helps women step fully into their Courageous Destiny. She is the founder of Courageous Destiny and co-founder of Women Supporting Women, where she connects resources, expertise, and relationships so everyone involved truly wins. Kristin works with women building passion-based businesses to double and triple their sales results while remaining deeply authentic and in service to others. Through mindset, identity work, and aligned action, she is known for helping women create meaningful, sustainable success that feels true to who they are.Kristin shares how she learned to tell the difference between fear based hesitation and an intuitive pause, why overwhelm is often a signal that something is out of alignment, and how people pleasing shows up in business, relationships, and money decisions more than we realize.We also talk openly about her personal journey. Leaving a high earning corporate career. Building a coaching business from the ground up. Navigating divorce as a mom of triplets. And learning how to release what she can't control while taking responsibility for what she can. This conversation is real, grounding, and full of perspective shifts that will make you pause and ask better questions about where you're saying yes, where you're shrinking, and what it would look like to choose yourself with clarity instead of guilt.Want to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll tackle “Planning for Divorce (before you mention the D word)”Click here to register for FREE and bring your questions! This episode is supported by Marguerita Cheng, CFP®, RICP®, CDFA®, CEO of Blue Ocean Global Wealth. Marguerita works with women navigating divorce to bring clarity, confidence, and control backWant to take this conversation one step further? Join us for our next Money Talks, a free 30 minute live session where we'll dig into a question we hear all the time from women business owners: Budgeting for Businesses to Offer Benefits. Click here to register for FREE and bring your questions! Follow & connect with us! Website Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Reddit Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! ...

If you're going through divorce and feeling overwhelmed by the financial decisions in front of you, you are not imagining it. There is far more to divorce financial planning than most people are ever told. Divorce creates financial challenges that most traditional financial advisors simply are not trained to handle, which is why I invited Jamie Lima, a Certified Divorce Financial Analyst and the founder of Allegiant Divorce Solutions, to the show to help demystify the financial realities of divorce. Jamie explains why dividing assets during divorce is rarely as straightforward as it seems, especially once taxes, retirement accounts, and long-term consequences are factored in. We talk about some of the most common and costly blind spots women face, including critical documents like QDROs, along with who actually carries the tax burden when assets are divided.  Throughout the conversation, we come back to one essential truth. You should not be navigating this alone. Divorce requires a team, and having the right financial expertise can protect your future long after the paperwork is signed. What you'll hear about in this episode: What a Certified Divorce Financial Analyst does and why divorce financial planning is different from traditional financial planning (2:02) What a QDRO is, how it works, and why it is essential when retirement accounts and pensions are involved (7:38) How after tax value changes the true worth of assets in a divorce settlement (17:43) The most common financial mistakes people make during divorce and what Jamie wishes everyone knew before signing an agreement (31:28) Learn more about Jamie Lima, CDFA®: After watching her parents go through a divorce at a young age, and experiencing a tremendously expensive and emotionally draining divorce herself in 2017, she launched Allegiant Divorce Solutions as a sister company to her traditional financial planning firm. She recognizes the challenges people face as they decide how to handle their finances during divorce. Her parents struggled, and it was challenging for her as well. Looking back, there were mistakes she made during her own divorce that could have been avoided had she had the support of a Certified Divorce Financial Analyst ®. At present, armed with this ever growing knowledge and almost 20 years of financial planning experience, she is dedicated to helping her clients navigate the complex aspects of divorce and gain a fair settlement, with much less stress. Resources & Links: Get Your Curated Podcast PlaylistFocused Strategy Sessions with Kate The Divorce Survival Guide Resource BundlePhoenix Rising: A Divorce Empowerment CollectiveKate on InstagramKate on FacebookKate's Substack Newsletter: Divorce Coaching Dispatch The Divorce Survival Guide Podcast Episodes are also available YouTube! Jamie's websiteJamie on LinkedIn Jamie on Instagram Jamie on TikTok Jamie on Facebook =================== DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM. =================== Episode link: https://kateanthony.com/podcast/episode-351-protecting-your-financial-future-during-divorce-with-jamie-lima-cdfa/