Podcasts about cdfa

When divorce and entrepreneurship collide, things get complicated - fast. The emotional, financial, and legal entanglements are real, and one wrong move could cost you big. To help us navigate these divorce danger zones, Susan Guthrie welcomes Gabriella Martinelli to the show. Gabriella is a Certified Divorce Financial Analyst® and the founder of Ever After Wealth®, bringing over two decades of experience, including 16 years working closely with top family law attorneys. She's worked with countless business owners to protect their financial futures through even the most complex divorces. She's also the host of the new podcast Divorce and Money, where she shares no-nonsense financial strategies to help you feel informed and empowered around the money side of divorce. And yes, she brings that same clarity to this conversation. Whether you're the business owner or divorcing one, Gabriella unpacks exactly what can go wrong when business finances are intertwined with personal ones, why it matters, and what you can do before things spiral. From messy bookkeeping to emotional attachment and sudden income deficit disorder, this episode gets into the real-world complications and how to avoid them. What You'll Discover in This Episode: Why divorcing with a business is a “whole new level of hell” How emotional attachment to a business can cloud financial decisions Why running personal expenses through your business is a divorce disaster What to do now if you think divorce may be on the horizon How to avoid costly mistakes, distrust, and tax trouble down the line The power of financial clarity and when to bring in a CDFA® to support your team More About Our Special Guest, Gabriella Martinelli: Gabriella Martinelli is a Certified Divorce Financial Analyst® (CDFA®) and founder of Ever After Wealth®. With 21 years of experience in divorce finance, including 16 working alongside top attorneys, Gabriella helps individuals and professionals navigate the financial complexities of divorce with clarity and confidence. She makes complex financial topics easy to understand, offering real-world strategies that empower listeners to take control of their financial future. If you want more of Gabriella's straight-shooting advice, be sure to check out her new podcast, Divorce and Money, available now on all major platforms. Website: https://www.everafterwealth.com Contact: gabriella(at)everafterwealth.com Social Media:  https://www.linkedin.com/company/everafterwealth https://www.instagram.com/everafterwealth/ https://www.facebook.com/EverAfterWealth/ Take the Most of Your Listening Experience: If this episode resonates with you, be sure to: Subscribe to Divorce & Beyond so you never miss an episode. Share this episode with friends or loved ones who need hope and healing. Leave a 5-star review to help us reach even more listeners. Follow Us Online: Divorce & Beyond:  https://divorceandbeyondpod.com, IG: @divorceandbeyond MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, has been nationally recognized as one of the top family law and divorce mediation attorneys in the country for more than 30 years.  Susan is the Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here: https://susaneguthrie.com Divorce & Beyond is a Top 1% Overall and Top 100 Self-Help podcast designed to help you with all you need to know to navigate your divorce journey and most importantly, to thrive in your beautiful beyond!   ***************************************************************************** SPONSOR SPOTLIGHT: HELLO FRESH HelloFresh is now a proud sponsor of Divorce & Beyond! If you've been thinking about cutting back on grocery bills, avoiding food waste, or just getting dinner on the table without the stress — this is your moment, because right now, HelloFresh is offering one free item in every box — for life! That's right — every single box you order includes a free item, forever. And just to give you a taste of what that looks like... I got pineapple upside-down cakes in my first order! I originally discovered HelloFresh during the pandemic and fell in love with learning new recipes and expanding our dinner routine. I let it go for a while — hey, I live in Chicago with world-class restaurants on every corner — but with today's rising costs, HelloFresh is back on my table, and I'm so glad it is. So if you're ready to save time, money, and dinner — go to divorceandbeyond.com/hellofresh and sign up today to grab that free item for life. ***************** YUMIYU Jewelry YUMIYU Jewelry is Susan's favorite source for meaningful, handcrafted jewelry designed to empower women and celebrate individuality. Each piece is made with care, using high-quality materials like real gold and vermeil, and is water-resistant, non-tarnish, and hypoallergenic. During difficult times, like divorce, wearing a symbol of hope or protection—such as a hamsa or an evil eye—can be a comforting reminder to keep the faith and stay strong. As a special gift to my listeners, YUMIYU Jewelry is offering 20% off your purchase! Use the code "BEYOND" at checkout to claim your discount. Explore their stunning collection at yumiyujewelry.com and find your perfect piece today! Link: https://divorcebeyond.com/YUMIYU  Code: “BEYOND” for 20% off! ***************************************************************************** SPONSORSHIP OPPORTUNITIES AVAILABLE! If you would like to sponsor the show and reach our large community of those going through and healing from divorce, please reach out to us at  divorceandbeyondpod@gmail.com for pricing and details!!! ***************************************************************************** DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

Ready to regain your confidence and clarity during divorce? Join Karen McMahon's High Conflict Divorce Support Group—a 6-session group coaching program designed to help you manage triggers, set boundaries, and take back control.  -- In this empowering episode of the Journey Beyond Divorce Podcast, Karen McMahon sits down with Certified Divorce Financial Analyst® Jacki Roessler to explore what really happens with your money after the ink dries on your divorce agreement. If you're wondering what financial steps to take after divorce, this conversation is your roadmap. Jacki walks you through a strategic post-divorce financial plan—from what to tackle in the first 3 months to a full year out. We dig deep into smart post-divorce money moves, like organizing your settlement paperwork, budgeting for your new reality, managing name changes and property titles, and understanding why delaying your QDRO (Qualified Domestic Relations Order) can be a costly mistake. With nearly 30 years of experience, Jacki shares insider tips on navigating stock options, RSUs, cash flow, taxes, and more. You'll walk away with a clear, actionable post-divorce financial checklist—and a free customizable worksheet to help you rebuild your financial identity with clarity and confidence. Connect with Jacki: Free Gift:  Post-Divorce Game Plan - https://www.roesslerdivorce.com/wp-content/uploads/2024/09/post-divorce-gameplan-fillable.pdf Linkedin: https://www.linkedin.com/in/jackiroessler/ Facebook: https://www.facebook.com/JackiRoesslerCDFA Website:: https://www.roesslerdivorce.com/ Podcast: https://podcasts.apple.com/us/podcast/divorce-rich-with-jacki-roessler-cdfa/id1735150222 Resources Mentioned in this episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg  

Dave and Lisa explore the intricacies of the market approach highlighting the importance of using reliable market data and multiple valuation approaches to achieve accurate results. They discuss how risk factors and company size influence valuation multiples and provide practical tips for applying these concepts in real-world scenarios. Key takeaways include: Combining income, market, and asset approaches helps mitigate the risk of skewed valuation results Understanding and adjusting for risk factors, such as customer and supplier risks, is crucial in determining accurate valuation multiples. Market multiples should be adjusted for forward-looking earnings and industry-specific risks to ensure they reflect the true value of a business. Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPAs Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO, in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content How to use MergerShark to improve your market approach | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  The FVS Valuation Podcast archives Women Leaders in Business Valuation  The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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      

Dave and Lisa explore the intricacies of the market approach highlighting the importance of using reliable market data and multiple valuation approaches to achieve accurate results. They discuss how risk factors and company size influence valuation multiples and provide practical tips for applying these concepts in real-world scenarios. Key takeaways include: Combining income, market, and asset approaches helps mitigate the risk of skewed valuation results Understanding and adjusting for risk factors, such as customer and supplier risks, is crucial in determining accurate valuation multiples. Market multiples should be adjusted for forward-looking earnings and industry-specific risks to ensure they reflect the true value of a business. Guest: Lisa Cribben, CPA/ABV, Partner, Hawkins Ash CPAs Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO, in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content How to use MergerShark to improve your market approach | FVS webcast archive Valuation of Privately Held Companies Equity Securities Issued as Compensation Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies  The FVS Valuation Podcast archives Women Leaders in Business Valuation  The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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 week's episode of Women and Wealth, Regina covers yet another difficult topic that many people—especially most recent college graduates—have to deal with: Student loans. These loans help make a college education possible for many Americans and can be a big part of the equation in launching your career. However, paying them off can be a tricky situation for young people trying to find financial footing—especially in today's economy. Join Regina as she breaks down the current landscape of student debt but more importantly, what you can do personally, or recommend to others that are leaving college and entering the workforce. From striking the balance between repayment and saving, to creating a budget and how you can leverage your new role to help your retirement! Episode Highlights:   0:00 - Introduction 0:34 - Graduation season and student loans 3:30 - Start contributing to plans as soon as your eligible 5:02 - Creating a monthly budget 10:32 - Take advantage of your company's retirement plan match 12:13 - Setup good habits, a new rule for student loans 13:51 - More about company match (and how it impacts your future) 20:29 - Action item and episode wrap-up ABOUT REGINA MCCANN HESS   Regina McCann Hess, CFP®, CDFA®, is the Founder and President of Forge Wealth Management, with more than 25 years of experience guiding clients through wealth-building and life transitions—including divorce. She is a Certified Divorce Financial Analyst® and has completed the Amicable Divorce Professional Training and Collaborative Divorce Training, allowing her to support clients as they navigate the divorce process.  Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero and host of the Women & Wealth podcast. Her insights have been featured across national platforms including Schwab TV, Yahoo Finance, CBS Philadelphia, KTLA Los Angeles, FOX 29 Philadelphia, King 5 Seattle, and NTD Television. She's also been quoted in top publications such as Forbes, Business Insider, USA Today, U.S. News & World Report, The Muse, and more.    A sought-after speaker, Regina regularly presents at women's networks, divorce and financial wellness events, and has been a podcast guest on Financially Intentional, Average Joe Finances, Money & Mortgages, and more.  CONNECT WITH REGINA   Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.   This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.  

CDFA credits community cooperation for successful eradication, but warns that vigilance against invasive pests must continue.

Outsourcing your bookkeeping isn't just a cost-saving move; it could be the smartest strategic decision your business makes this year. In this episode, Larry Heller, CFP®, CDFA®, sits down with Cheri Giglia, Owner and Managing Director of Supporting Strategies on Long Island, to explore why more small businesses are turning to virtual bookkeeping for efficiency, … Read More Read More

Meet Gabriella MartinelliGabriella E. Martinelli is a Certified Divorce Financial Analyst® (CDFA®) and founder of Ever After Wealth®. With 21 years of experience in divorce finance, including 16 working alongside top attorneys, Gabriella helps individuals and professionals navigate the financial complexities of divorce  with clarity and confidence. She makes complex financial topics easy to understand, offering real-world strategies that empower listeners to take control of their financial future.WEBSITE: https://www.everafterwealth.com Email:  gabriella@everafterwealth.com Facebook https://www.facebook.com/EverAfterWealth/ Instagram https://www.instagram.com/everafterwealth/ LinkedIn https://www.linkedin.com/company/everafterwealth

Send us a textWhat if the key to financial independence and peace of mind was simply knowing where your money goes every month?In this eye-opening episode, we're joined by Laurie Itkin, a financial advisor and certified divorce financial analyst (CDFA). She is also the author of the Amazon best-seller, Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment. Investopedia named Ms. Itkin one of the top 100 most influential financial advisors in the country. Laurie's not just an expert, she's lived the journey herself, becoming a millionaire before 40 and writing a book about it.Laurie shares her personal story growing up with a single mom who depended financially on others, and how that shaped her fierce commitment to financial independence. She dives deep into the common financial pitfalls women face, especially around divorce, and why budgeting and investing aren't just smart, they're mandatory steps for every woman's future security.You'll get Laurie's no-nonsense, “cold shower” advice on spending less than you earn, making investing a budget priority, and why even high earners can't afford to ignore where their money is going. Plus, she breaks down why prenups matter and the financial realities of marriage and divorce across different states.00:32 The Importance of Prenups in Modern Marriages01:15 Financial Conversations Before Marriage02:30 Normalizing Prenups and Financial Transparency04:58 Introducing Laurie05:50 Laurie's Background08:03 The Reality of Financial Independence for Women14:28 Laurie's Smart Investment at 2418:07 Understanding Stock Dividends and Covered Calls18:55 Secrets to Becoming a Millionaire19:27 The Importance of Budgeting and Investing20:41 Overcoming the Fear of Investing22:27 Navigating Divorce Financially33:26 Defining Financial FreedomFollow & connect with Laurie:Website LinkedInFacebookConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube 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! Explore our free guides to help you on your financial journey

How much did financial abuse impact you in your relationship?We know that over 98% of all domestic violence victims experience some form of financial abuse and that it does not stop once you have left.So, how can you be prepared for your separation and divorce and be set up to survive in the aftermath?Because I am not a financial expert AND because I understand the devastation that financial abuse can cause, I asked Jun Chen, a certified divorce financial analyst and certified financial planner to share his knowledge with all of us. We discuss the basics, like what a CDFA actually does and the best ways to prepare to the more nuanced questions around what to do if your ex is hiding money.And similar to most aspects of divorcing a narcissistic and abusive partner, there are nuances to your situation.  So, if this episode has given your more questions that you started out with or something wasn't answered…I invite you to come to our FREE Q&A style workshop on June 12th. REGISTER FOR THE FREE WORKSHOP W/ JUN: https://mailchi.mp/risingbeyondpc/financesAbout Jun: With over 13 years of experience in the financial services industry, Jun Chen is a seasoned wealth advisor known for providing comprehensive, client centric guidance tailored at each stage of life.  As a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Plan Fiduciary Advisor™ (CPFA™), Jun brings a uniquely broad skill set to families seeking to create bespoke financial plans that require a high level of expertise.  Jun  specializes in holistic financial planning, investment management, retirement planning, and workplace retirement plans. Known for a thoughtful, educational approach, Jun prioritizes building long-term relationships rooted in trust and transparency. Outside the office, Jun is active in the local community, frequently volunteering as a pro bono CFP with Women's Resource Center to End Domestic Violence and Wings For Widows  He is also a board member of Sunnyside, a non-profit focused on resources for neurodivergent individuals.  Jun believes that financial planning should not be limited to those of high net worth but available to those who might not have the resources.Connect with Jun:linkedin.com/in/jun-chen-cfp®-cdfa®-cpfa®-067bb443Email: jun.team@fidaPlease leave us a review or rating and follow/subscribe to the show. This helps the show get out to more people.If you want to chat more about this topic I would love to continue our conversation over on Instagram! @risingbeyondpcIf you want to support the show you may do so here at, Buy Me A Coffee. Thank you! We love being able to make this information accessible to you and your community.If you've been looking for a supportive community of women going through the topics we cover, head over to our website to learn more about the Rising Beyond Community. - https://www.risingbeyondpc.com/ Where to find more from Rising Beyond:Rising Beyond FacebookRising Beyond LinkedInRising Beyond Pinterest If you're interested in guesting on the show please fill out this form - https://forms.gle/CSvLWWyZxmJ8GGQu7Enjoy some of our freebies! Choosing Your Battles Freebie Canned Responses Freebie Mic Drop Moments Freebie ...

The market is unpredictable; your retirement plan shouldn't be. In this episode of Retirement Unlocked, host Larry Heller, CFP®, CDFA®, breaks down six of the most common (and costly) mistakes people make when planning for retirement. From underestimating how much you can spend to failing to optimize your Social Security benefits, Larry shares why these … Read More Read More

If you're in the thick of a divorce or just thinking about what life would look like after, the big question of "What happens to the house?" probably feels overwhelming. That's precisely what we're digging into this week. I am joined by Jeff Landers, CDFA, CDLP, and the founder of Divorce House Sense®, LLC.Jeff is a Certified Divorce Financial Analyst and a Certified Divorce Lending Professional. He's worked with nearly a thousand people navigating divorce, written seven books on the subject, and contributed his expertise everywhere from Forbes to Huffington Post. If anyone can demystify the process of keeping or letting go of the family home, it's Jeff.We talk about why the home is way more than just another line on the asset sheet, the emotional issues and hidden financial pitfalls, and why talking to a specialist early on can save you significant stress, money, and heartache. Jeff shares stories of clients who've made tough choices, from those with children trying to keep stability to "gray divorce" couples without kids at home and everyone in between.You'll gain insight into everything from calculating if you can afford to keep the house to what happens when financial plans go sideways. Plus, Jeff shares practical tips on negotiating with your ex, what your divorce lawyer might not know about the mortgage process, and why you definitely don't want to be "house rich and cash poor."So if the thought of the family home is keeping you up at night, or you know someone facing this crossroads, settle in, and get ready for some expert advice that might just change how you approach this big divorce decision. About the Guest:Jeffrey A. Landers, CDFA, CDLP, is the founder of Divorce House Sense®, LLC, whose mission is to help divorcing people who want to keep their marital home. Jeff is a Certified Divorce Financial Analyst (CDFA™), Certified Divorce Lending Professional (CDLP™), licensed Real Estate Broker and licensed Mortgage Originator. Jeff has written 6 published books with 18,000+ copies sold nationwide focusing on the financial aspects of divorce for women, as well as contributing articles regularly to Forbes.com, The Huffington Post, DailyWorth, More.com, Lawyers.com, and many other online publications. Jeff's 7th book, Divorce House Sense®: How to Keep Your Marital Home So You Can Move On, Not Out® was recently published. He is a go-to expert for the financial aspects of divorce for women, interviewed extensively by CBS and FOX Television News, as well as The Wall Street Journal, Dow Jones, The Miami Herald, Smart Money, Consumer Reports, and The Christian Science Monitor. Jeff earned his BA degree in psychology from Columbia University and studied law at Pace University School of Law.For Jeff's gift of a discount on his book, use code TDS when checking out at https://divorcehousesense.com/To connect with Jeff:Website: DivorceHouseSense.com (https://divorcehousesense.com/)LinkedIn: https://www.linkedin.com/in/jefflanders/About the Host: Mardi Winder-Adams 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:...

What a fun but also important conversation about being in a relationship or dating men who don't have a lot of money. My guest is financial advisor, Amanda Campbell, CDFA®, CFP®, AIFF®, AAMS®, and together, we offer some relationship red flags for men who might not have a lot of money. By the way, there are a lot of wonderful men who don't have a lot of money, but we tell you what to watch out for! Learn more: https://www.divorcedgirlsmiling.com/there-are-men-with-no-money-and-then-there-are-men-with-no-money/

Divorce negotiations can feel like a battlefield—two people locked in conflict, each fighting to protect what matters most. But what if you stopped viewing your ex as the enemy and started seeing the process as a strategic game—one where understanding, clarity, and emotional regulation could actually help you get better results? In this episode of the Journey Beyond Divorce podcast, I'm joined by Brenda Bridges—Certified Divorce Financial Analyst, Divorce Coach, and Mediator. Brenda has not only helped countless clients navigate the financial and emotional complexities of divorce—she's lived it. After experiencing her own financially devastating divorce, she made it her mission to help others avoid the same mistakes by approaching divorce strategically instead of emotionally. Together, we explore how negotiating during divorce doesn't have to be driven by fear, anger, or reactivity. We talk about the importance of understanding your spouse's values—what they truly care about—and how using that insight can completely shift the way you approach settlement discussions. Whether it's financial security, time with the kids, or protecting their image, knowing what drives them can give you a surprising amount of leverage. We also dive into what it means to regulate your emotions, communicate with intention, and stay grounded during mediation or high-conflict negotiations. If you've ever felt stuck in a tug-of-war, always bracing for the next blow, this conversation offers a new perspective—one rooted in strategy, self-awareness, and the belief that you can walk away from divorce with clarity, confidence, and a future you're excited about. This episode is for anyone ready to stop playing defense and start negotiating from a place of strength and insight. Because when you understand the emotional and financial landscape of divorce, you can make smarter choices and protect what truly matters to you. Connect with Brenda: Website: https://bridgingdivorcesolutions.com/ Instagram: https://www.instagram.com/bridgingdivorce Facebook: https://www.facebook.com/BridgingDivorce/   "New Normal" Post Divorce Checklist: https://mailchi.mp/bridgingllc/jtzu34jo7l Resources Mentioned in this episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com  Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg

In this episode of Doing Divorce Different, Lesa Koski sits down with Kimberly Miller—an attorney and licensed marriage and family therapist—who is changing the way divorce is approached. With a dual background in law and therapy, Kimberly shares how her work bridges legal strategy with emotional intelligence to support families through respectful, amicable transitions.We explore her journey from courtroom advocate to holistic practitioner, the power of mediation, and the inspiration behind Part Wise—an educational platform designed to demystify divorce and empower those navigating it.What You'll Learn:How Kimberly integrates legal and therapeutic practicesWhy collaborative divorce leads to better outcomesWhat Part Wise offers and how it's changing divorce educationTips for finding peace and clarity in the midst of legal transitionsTwin Cities divorce professional Kimberly Miller, JD, LMFT, CFP®, CDFA®, is known for her ability to resolve challenging family issues without resort to aggressive legal strategies that are damaging to vital family relationships. After years of litigating business and family disputes at a prominent national firm, she recognized the devastating psychological and financial impact that litigation can have on individuals, couples, and other loved ones. She decided to establish her own practice to promote alternative forms of dispute resolution, such as collaborative law and mediation, to reach consensus.Resources:

In this episode of Seen & Herd, Paul Sousa, Director of Environmental Sustainability and Regulatory Affairs at Western United Dairies, recaps a significant "doubleheader" of meetings held on Cinco de Mayo—a CDFA hearing on Stop QIP Petition #5 and an afternoon Producer Review Board (PRB) meeting. He breaks down procedural updates, introduces new board members, discusses quota administration issues, and explores the intriguing possibility of using a state bond to retire quota. Paul also provides important guidance on ballot signature requirements ahead of June's upcoming referendum and dives into a tense series of hardship relief requests. Stay informed on how these developments may shape the future of the quota program in California.Resources:> Previous Episode: Breaking Down Quota Results with Anja Raudabaugh> CDFA Producer Record Update Form

Catherine and Nathan, both seasoned CPAs and ABVs, discuss the complexities of subsequent events in business valuation. They explain the definition, implications, and relevance of these events in contexts like estate and gift tax transactions. Their conversation covers how these events can affect or indicate value, the standards and court rulings involved, and the challenges of determining what is known or knowable at the valuation date. Key Takeaways: Definition of subsequent events are particularly relevant in litigation, estate, and gift tax transactions Known or knowable at the valuation date, but courts may sometimes consider subsequent events differently Importance of providing additional information to courts without muddying the valuation process Guests: Catherine Stoddard, CPA/ABV, Stoddard Consulting PA Nathan Duke, CPA/ABV, Senior Manager, Forvis Mazars US Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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.  Disaster relief resource center Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA VS Section 100 subsequent event toolkit VS Section 100 (SSVS) Development Compliance Checklists VS Section 100 (SSVS) Reporting Compliance Checklists Considerations when valuing distressed or impaired businesses FAQs The FVS Valuation Podcast archives  Turning Risk into Value - Gathering and Applying Information for Better Data Visuals Reconciling Discount Rates for Intangible Asset Valuation in PPAs Supporting Company Specific Risk and Reconciliation under ASC 805 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  

Catherine and Nathan, both seasoned CPAs and ABVs, discuss the complexities of subsequent events in business valuation. They explain the definition, implications, and relevance of these events in contexts like estate and gift tax transactions. Their conversation covers how these events can affect or indicate value, the standards and court rulings involved, and the challenges of determining what is known or knowable at the valuation date. Key Takeaways: Definition of subsequent events are particularly relevant in litigation, estate, and gift tax transactions Known or knowable at the valuation date, but courts may sometimes consider subsequent events differently Importance of providing additional information to courts without muddying the valuation process Guests: Catherine Stoddard, CPA/ABV, Stoddard Consulting PA Nathan Duke, CPA/ABV, Senior Manager, Forvis Mazars US Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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.  Disaster relief resource center Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA VS Section 100 subsequent event toolkit VS Section 100 (SSVS) Development Compliance Checklists VS Section 100 (SSVS) Reporting Compliance Checklists Considerations when valuing distressed or impaired businesses FAQs The FVS Valuation Podcast archives  Turning Risk into Value - Gathering and Applying Information for Better Data Visuals Reconciling Discount Rates for Intangible Asset Valuation in PPAs Supporting Company Specific Risk and Reconciliation under ASC 805 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  

Hosts: Catherine Shanahan, CDFA & Karen Chellew, Legal LiaisonPresented by: My Divorce Solution You've done the work, your mediation date is approaching—and your spouse has barely provided more than a screenshot or two of their accounts. What now? In this episode, Catherine and Karen take you behind the scenes of what happens when mediation is scheduled but the documents just aren't there. They walk you through the common pitfalls, legal misconceptions, and high-stakes decisions that clients face in this scenario. Whether you're facing a controlling spouse, incomplete documentation, or pressure from professionals to move forward, this episode offers practical, empowering steps to protect your financial future. Why negotiating in mediation without full disclosure is like “negotiating in the dark” Why asking for documents is not aggression—it's protection Real-world scenarios and how professionals sometimes pressure clients to move forward prematurely The MDS playbook for Pre-Mediation Triage Your three critical options: Go, Pause, or Pivot Tools attorneys and mediators can (and should) use to get the missing data The real cost of moving forward without clarity—and how to avoid regret We want to hear from you. Email us at wechat@ck11.net with your questions or topic suggestions. Disclaimer: This podcast is for informational purposes only and should not be considered legal or financial advice. Please consult your own professionals for guidance tailored to your unique situation. What You'll Learn:Have a Question? Learn more about your ad choices. Visit megaphone.fm/adchoices

What are some steps you should be taking 5 years before your retirement?  This question sets the stage for an engaging episode with Larry Heller, CFP®, CDFA ®, where we delve into the crucial five-year countdown to retirement.  Larry emphasizes the importance of timely planning and actionable strategies to ensure a smooth shift into this … Read More Read More

In this powerful and deeply insightful episode of Breaking the Trauma Bond with Lisa Happ , Rhonda Noordyk, CDFA®, sits down with divorce coach and survivor Lisa Happ to unpack the layered realities of high-conflict divorce—especially when narcissistic abuse, coercive control, and parental alienation are in play. Together, they offer transformational strategies for women navigating these emotionally charged separations, empowering them to recognize abuse, reclaim their voice, and create a safe, healing home environment for themselves and their children. Whether you're in the midst of a difficult divorce or supporting someone who is, this episode sheds light on both the pain—and the path to peace.     Key Discussion Points:

In today's Ag Net News Hour, Nick Papagni, “The Ag Meter,” and Lorrie Boyer started off talking about how the Bureau of Reclamation has increased water allocations for Central Valley Project contractors, with South of Delta irrigation, water service, and repayment contractors receiving an increase from 40% to 50%. However, concerns remain that this isn't sufficient to support farming needs, with frustration over water policy and environmental restrictions preventing farmers from receiving more. They also updated listeners on the California Department of Food and Agriculture (CDFA) working to control Mediterranean fruit fly populations using the sterile insect technique, which involves releasing sterilized male flies to disrupt reproduction. This method has been used before, including in Los Angeles County in 2023. The presence of Mediterranean fruit flies in Alameda and Santa Clara counties poses a significant threat to specialty crop growers, with potential economic losses of up to $1.8 billion per year. CDFA has established quarantines and monitoring programs to address the issue. Another topic on the show today was the Port of Los Angeles is facing a significant drop in shipping volume due to tariffs on Chinese goods. Shipments from China, which account for 45% of the port's business, are expected to decrease by 35% starting next week. Major American retailers have halted shipments from China, and transport companies are exploring alternatives in Southeast Asia to fill ships. This situation is part of a broader trade strategy aimed at addressing imbalances with China. In today's Almond Board of California Almond Update segment, the almond industry is focusing on sustainability, stewardship, and nutrition to highlight its role in addressing climate goals and supporting local communities. Efforts include improving water efficiency, carbon capture, and promoting almonds as a nutritious protein alternative. Communication with legislators is key, as many are unfamiliar with farming challenges. Advocacy efforts, such as lobby days, aim to educate policymakers on the industry's contributions and regulatory impacts. Uncertainty around the 2025 almond crop due to weather and bloom challenges is being closely monitored, with potential impacts on supply and pricing. The almond industry continues to emphasize its importance in agriculture and the economy. Additionally, specialty crop growers are receiving support through the USDA's Marketing Assistance for Specialty Crops program, addressing challenges like rising costs, labor shortages, and trade disruptions. An alliance of agricultural organizations is pushing for a bipartisan farm bill to enhance competitiveness.

When the legal system becomes a weapon, how do you protect yourself—and your children? In this compelling conversation, Rhonda is joined by Lisa Johnson, co-founder of Been There, Got Out, to expose the realities of legal abuse, coercive control, and the hidden challenges self-represented litigants face in high-conflict divorce and custody battles. Lisa shares both her lived experience and professional insights to equip listeners with tools for survival and success in the courtroom. From navigating manipulative exes to choosing the right attorney and crafting a rock-solid parenting plan, this episode is packed with strategy, strength, and solidarity for anyone who feels like the system is stacked against them.

FEDERAL EMPLOYEES CONSIDERING VERA OR VSIP FROM BALTIMORE WASHINGTON FINANCIAL ADVISORS with Sandy Hornor | CEPS Managing Director, Wealth Management & Executive Manager, BWFA and special guest Tyler Kluge | CFP®, ChFEB℠, CPWA®, CDFA®, CEPS,  Financial Planner, BWFA

Wildfires. Hurricanes. Cyber Attacks. How are today's biggest threats reshaping the insurance industry—and what can you do to stay protected? In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, sits down with Gregg Knepper, President of Integrated Coverage Group, to break down the rapidly changing insurance landscape. With more than 15 years of experience … Read More Read More

Meet Jeffrey Landers: I spoke to Jeffrey Landers, CDLP, CDFA  about his company, Divorce House Sense, LLC and his new book, Divorce House Sense: How To Keep Your Marital Home So You Can Move On, Not Out. The book will help divorcing people nationwide who want to keep their marital home. In addition to discussing his book he also shared his personal story of being married for 34 years and now divorced. You can find Jeffrey here:https://www.linkedin.com/in/jefflanders/ https://www.facebook.com/jeff.landers.9210/

This week, Ivy Slater, host of Her Success Story, chats with her guest, Stacy Francis. The two discuss Stacy's journey from launching a nonprofit at a young age to establishing a successful wealth management firm, the complexities of succession planning, and harnessing technology like AI to boost efficiency and client service. In this episode, we discuss: How Stacy embarked on her journey What sparked her mission and why it was so important to her Why succession planning is crucial What role technology plays in buisness How Stacy balanced her personal and professional life     Stacy Francis, CFP®, CDFA®, CES™ Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide.   Social Media Handles: Instagram: @francisfinancialinc; Twitter: @FrancisFinance; Francis Financial's Facebook: https://www.facebook.com/FrancisFinancialInc/ Francis Financial's LinkedIn: https://www.linkedin.com/company/francisfinancialinc Stacy's Facebook: https://www.facebook.com/StacyFrancisFinancial/ Stacy's LinkedIn: https://www.linkedin.com/in/stacyfrancis/   Mailing Address: Francis Financial, Inc. 39 Broadway, Suite 1730 New York, NY 10006        

What tax traps could derail your retirement plans?  In this episode, Larry Heller, CFP®, CDFA®, breaks down five major tax “gotchas” that high-net-worth retirees must navigate to protect their wealth and retirement security. From the impact of required minimum distributions to the looming expiration of the 2017 tax cuts, Larry sheds light on often-overlooked tax … Read More Read More

In this episode of The Authority Company Podcast, Joe chats with Mary Clements Evans, a seasoned financial advisor and author of Emotionally Invested: Outsmart Your Anxiety for Fearless Retirement Planning. Mary shares her journey from growing up in a financially struggling household to becoming a successful financial advisor, helping clients navigate the emotional complexities of money management. She introduces her concepts of FOMO (Fear of Missing Out) and FORO (Fear of Running Out), explaining how these emotional drivers influence financial decisions. Mary also delves into the history of pensions, the complexities of modern finance, and common mistakes people make when planning for retirement. With a blend of personal anecdotes and professional insights, Mary offers practical advice for anyone looking to take control of their financial future. Tune in to learn how to outsmart your financial anxieties and plan for a fearless retirement.MARY CLEMENTS EVANS, CFP®, CDFA®, ABFS®, is the founder and president of Evans Wealth Strategies in Emmaus, Pennsylvania and a registered principal with Raymond James. She specializes in helping individuals and couples overcome their fear, anxiety and guilt about money so they can achieve financial happiness now and in retirement.

It's a question I hear time and time again from people getting divorce: Will I be able to keep my home in the divorce? My guest in this episode is Jeff Landers, CDLP®, CDFA®, and author who has dedicated his career to helping people stay in their homes if that's what they want. Jeff has so much knowledge and many wonderful tips. Learn more: https://www.divorcedgirlsmiling.com/homeownership-after-divorce-the-emotions-and-financial-reality/

You may have spent years and decades combining your finances.  But now have to separate them in a matter of weeks or months.   Certified Financial Litagator Lisa Zeiderman with Miller Zeiderman, LLP says finding out if each side in a divorce is 'apples to apples OR apples to oranges' is the first step in dividing the joint accounts. Zeiderman also recommends keeping many of your accounts compeletly separate, especially if you inherit anything during the marriage.  Also discover what a CDFA is and if you need one. You can follow this show on Instagram and Facebook.  To see what Heather does when she's not talking money, go to her personal X (Twitter) page. Be sure to email Heather with your questions and request topics you'd like her to cover here.

What happens when three women-all divorce professionals who all happen to have gone through a divorce get together and talk divorce? A lot of: wisdom and tips, and a little bit of laughter. My guests in this episode are Catherine Shanahan, CDFA and Karen Chellew, who are the co-founders of their amazing divorce financial preparation process called My Divorce Solution. Learn more here: https://mydivorcesolution.com/

It's time to discuss the world of Mergers and Acquisitions (M&A) in accounting. In this episode, Larry Heller, CFP®, CDFA ® sits down with Geoff Bruskin, M&A specialist from White Tiger Connections, Inc., to discuss the bustling landscape of M&A, particularly within accounting. Geoff, with his extensive background in business brokerage and private equity, sheds … Read More Read More

In this episode, Rhonda Noordyk welcomes Karen, known as the "Good Divorce Coach," to discuss how divorce can be a transformative process rather than a destructive one. Together, they explore essential strategies for navigating divorce with emotional regulation, communication, and self-care. Key Takeaways: Divorce as a Transformation Tool: How shifting your mindset can turn divorce into an opportunity for personal growth. Parenting Through Divorce: Effective communication strategies, maintaining a unified front, and preparing children for the transition. Navigating Life as a Single Person: The importance of self-care, rediscovering personal joy, and embracing the "Devorgasmic stage." Co-Parenting & Relationship Transitions: How to manage changing dynamics with respect and strategy. Practical Divorce Advice: Tips for those without complex financial situations and the power of community support. Connect with Karen here:  Website here.  Link to socials here.    Your host is Rhonda Noordyk, CDFA®, CEO of The Women's Financial Wellness Center   Rhonda has dedicated her career to being an advocate for women and educating them on how financial strategies can impact their personal and professional success. Her work has shown women going through a divorce how to have a voice, be assertive, get results, be driven, and move forward with confidence.    For Rhonda and her company, the Women's Financial Wellness Center, helping women isn't just about running the numbers. It's about asking the right questions, demystifying myths and biases around finances, and helping women walk in their power. Rhonda is passionate about helping her clients navigate a broken system and level the playing field so they can achieve success—pre, during, and post-divorce.   

Tune in to this episode of A Wiser Retirement® Podcast as we sit down with Senior Financial Advisor Missie Beach, CFP®, CDFA®, to discuss her 20+ years of experience in financial planning. She shares the challenges of being a woman in a male-dominated industry, the importance of integrity in financial planning, and her passion for empowering women and young families. Discover how her client-first approach, commitment to financial education, and passion for making a difference shape her work at Wiser Wealth Management.Related Podcast Episodes:- Ep 251: Shawna Theriault's Road to Becoming a Financial Advisor - Ep 241: The Heart and History of Wiser Wealth Management with President, Casey SmithLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, 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!

What does it mean to face the ‘sequence of returns risk' when you retire? In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, discusses why the order of your investment returns matters as you enter retirement. Larry also breaks down this critical aspect of retirement planning and introduces strategies that can safeguard your financial … Read More Read More

In this insightful episode, Rhonda and Heather dive into the unique challenges women face during divorce, from financial concerns to emotional well-being. They discuss the importance of financial literacy, self-advocacy, and navigating the legal system with confidence. The conversation highlights the role of mediation in resolving disputes, the need for skilled mediators, and why women should take an active role in decision-making both during marriage and divorce. Key Topics Covered: Financial challenges women face during divorce Empowering women to understand and manage their finances The role of mediation in resolving disputes Importance of skilled mediators and legal guidance Why women should be active participants in financial and legal decisions Connect with Heather:  Heather's Linktree     Your host is Rhonda Noordyk, CDFA®, CEO of The Women's Financial Wellness Center   Rhonda has dedicated her career to being an advocate for women and educating them on how financial strategies can impact their personal and professional success. Her work has shown women going through a divorce how to have a voice, be assertive, get results, be driven, and move forward with confidence.    For Rhonda and her company, the Women's Financial Wellness Center, helping women isn't just about running the numbers. It's about asking the right questions, demystifying myths and biases around finances, and helping women walk in their power. Rhonda is passionate about helping her clients navigate a broken system and level the playing field so they can achieve success—pre, during, and post-divorce.   

"I'm dedicated to dispelling financial uncertainty for women and guiding them toward self-reliance." - Donna S. Cates Divorce is challenging, especially when significant wealth is involved. Dividing assets, valuing complex holdings, and ensuring financial stability for both parties requires specialized expertise. In this episode, Certified Divorce Financial Analyst (CDFA®) Donna S. Cates provides insights into high-net-worth divorce, covering key topics such as equitable distribution, valuing businesses and real estate, tax implications, and strategies to secure your financial future. Whether you're in the midst of divorce or rebuilding afterward, Donna's advice will help you navigate this complex transition. Donna, with over 20 years of experience, is a leader in financial empowerment, particularly for women. As the founder of "Money Matters Wealth Solutions" and "Navigating Divorce," she provides expert financial planning and divorce mediation services. She's also the bestselling author of Divorce Decoded and Financial Trendsetters. Join us for this crucial conversation on: Equitable vs. equal distribution of assets Valuing complex assets like businesses and intellectual property Tax implications and preserving wealth after divorce The benefits of working with a CDFA® during divorce If you're facing the challenges of high-net-worth divorce, this episode is a must-listen. Connect with Donna: Free Gift: Surviving the Storm: Navigating Through Divorce with 5 Smart Financial Steps - https://go.moneymatterswealth.com/surviving-the-storm Instagram: https://www.instagram.com/donnacates Facebook: https://www.facebook.com/MoneyMattersWealth; https://www.facebook.com/DivorceDivasAlabama/ LinkedIn: https://www.linkedin.com/in/donnacates/    Journey Beyond Divorce Resources: Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com  A word from our sponsors: Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process. We're grateful for Soberlink's commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd ======= TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.  We're grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

In this episode, Rhonda and Brynn discuss the crucial role of a nanny in co-parenting relationships, especially during and after divorce. Brynn, founder of the Premier Nanny Network, shares how professional nannies provide stability, facilitate trust, and help manage daily logistics, allowing parents to focus on quality time with their children. They also explore Brynn's work in supporting women through life's challenges and the potential for future collaboration. Key Topics: How a professional nanny supports co-parenting dynamics The impact of nannies on stability, trust, and financial matters post-divorce Brynn's work helping women navigate life transitions Exciting plans for a future collaboration Connect with Brynn:  www.premiernannynetwork.com @premiernannynetwork Her Social Media:  https://www.linkedin.com/in/brynn-ungerleider-a123ba30a/ https://www.facebook.com/profile.php?id=61558084171799   Your host is Rhonda Noordyk, CDFA®, CEO of The Women's Financial Wellness Center   Rhonda has dedicated her career to being an advocate for women and educating them on how financial strategies can impact their personal and professional success. Her work has shown women going through a divorce how to have a voice, be assertive, get results, be driven, and move forward with confidence.    For Rhonda and her company, the Women's Financial Wellness Center, helping women isn't just about running the numbers. It's about asking the right questions, demystifying myths and biases around finances, and helping women walk in their power. Rhonda is passionate about helping her clients navigate a broken system and level the playing field so they can achieve success—pre, during, and post-divorce.   

In this episode, Rhonda sits down with Anne Wintemute, CEO of Aimee Says, an innovative AI app designed to support individuals through the challenges of divorce, especially those recovering from abusive relationships. Anne shares the inspiration behind Aimee Says and its mission to provide accessible companionship, legal guidance, and emotional validation, bridging the gap often left by costly therapists and legal professionals. She highlights the app's impactful features, including a message evaluation tool that helps users process and respond to communication from their abusers with clarity and confidence. Tune in to hear how Aimee Says is transforming the divorce process into a less traumatic and more empowering journey for its users.   Connect with Anne:    https://www.facebook.com/people/Aimee-Says/61552414454913/   www.aimeesays.com https://www.aimeesays.com/en/home?utm_source=financial&utm_medium=email&utm_campaign=dec_launch   Your host is Rhonda Noordyk, CDFA®, CEO of The Women's Financial Wellness Center   Rhonda has dedicated her career to being an advocate for women and educating them on how financial strategies can impact their personal and professional success. Her work has shown women going through a divorce how to have a voice, be assertive, get results, be driven, and move forward with confidence.    For Rhonda and her company, the Women's Financial Wellness Center, helping women isn't just about running the numbers. It's about asking the right questions, demystifying myths and biases around finances, and helping women walk in their power. Rhonda is passionate about helping her clients navigate a broken system and level the playing field so they can achieve success—pre, during, and post-divorce.   

This is the second in the series of interviews with authors of “The Other Side of Divorce: Breakups That Lead to Breakthroughs”. Today, I have the opportunity to speak with Laura Richards, Gina Nalbone Phillips, Melissa K. Range, and Myriam-Rose Kohn. We explore why they contributed to the book, the lessons they learned through their divorce, and the words of wisdom they would like to share with other women at any stage of the divorce process. Tune in to hear from the authors, consider a different way to experience divorce, and why sharing how divorce can positively impact your life is so important. About the Guests:Laura RichardsLaura Richards is an international podcaster and author dedicated to empowering women by providing a platform for sharing their profound stories of darkness and resilience. Through her acclaimed podcast, "That's Where I'm At," Laura unveils her personal journey of recovery from a 32-year marriage to a narcissist. She insightfully reveals the deceit and manipulation tactics used by abusers, offering guidance and support to help women recognize, understand, and heal from such experiences. Beyond her podcasting achievements, Laura is also the author of the best selling book "There Is Hope: 52 Keys To Healing After Divorce," a book offering essential insights and strategies for rebuilding life after the end of a marriage. Her work stands as a beacon of hope and transformation for those navigating the path to healing and empowerment.To find out more about Laura's podcast: https://www.thatswhereimatpodcast.com/ Gina Nalbone PhillipsGina Phillips is the owner of WNY Divorce Financial Advisors, LLC, where she passionately dedicates herself to empowering individuals navigating marital transitions to regain control over their financial well-being. As a skilled liaison between clients and divorce mediators and attorneys, Gina is driven by personal experience and a deep understanding of the challenges that accompany divorce. Her pursuit of certification as a Divorce Financial Analyst (CDFA®) demonstrates her commitment to providing comprehensive support. With over 30 years of experience in auditing and accounting fields, Gina brings a wealth of knowledge to her practice. Her certification as a CDFA® combined with her expertise enables her to offer compassionate and cost-effective assistance. Whether you are in the early stages of considering a divorce or currently navigating the complexities of the legal proceedings, Gina will guide you with empathy and expertise to ensure your transition is as smooth and financially secure as possible.To find out more about Gina: https://www.wnydivorcefinancial.comMelissa K. RangeMelissa is a single mom of three certified lifeguards who have saved over 20 lives combined, plus Apollo the friendliest dog in town. Melissa loves to travel (especially if it means playing with fire), meet new people, and live interdependently by her own lights. Tell her she can't do something, and she will probably reply, "Watch me!"She has been on a spiritual path for 15 years, being inspired to evolve through multiple certifications such as Firewalk instructor, Crystalline Priestess, Money Breakthrough Business coach, Sacred Money Archetypes coach, and Doula. She's also an Usui, Karuna, Angelic, and Crystal Reiki Master Teacher, Akashic record reader, and former Zumba and ballroom dance instructor.Melissa mentors and empowers women to rebuild their intuition, reclaim their power, and restore grace to their lives by reminding them of who they are, and helping them to push their edge through focused action to create what they want in life. She is a...

Do you know the smartest way to manage your withdrawals in retirement? In this episode of the Life Unlimited podcast, host Larry Heller, CFP®, CDFA®, shares expert strategies for managing retirement withdrawals to ensure financial stability and tax efficiency.  Larry covers essential steps for building a smart distribution plan, emphasizing pre-retirement planning and proactive wealth … Read More Read More

In this episode of 'Doing Divorce Different,' Lesa welcomes financial expert Victoria Kirilloff, who shares her personal journey of escaping an abusive relationship and provides in-depth advice on maximizing spousal support during divorce. The discussion aims to empower women by addressing the importance of financial independence, understanding trauma bonds, and the value of proper financial planning during significant life transitions. Victoria also touches on the use of unique techniques like isochronic tones for personal healing and the critical role of building a supportive network.00:00 Introduction and Guest Welcome01:18 Victoria's Personal Journey06:31 Understanding Trauma Bonds11:07 Breaking Free and Seeking Help21:56 Maximizing Spousal Support33:05 Services and Closing RemarksVictoria Kirilloff, CDFA®, NCPM®, CDS®, was at a crossroads in a decade-long, financially entangled relationship that had turned toxic. To find her way out, she leveraged her background in financial analysis, creating the first Global Settlement Proposal and divorce report. This helped her and her partner reach a peaceful separation, sparking an idea: she could help others navigate divorce with financial clarity and empowerment.Victoria went on to found Divorce Analytics, a firm dedicated to making the financial side of divorce transparent and productive. By focusing on financial facts, she transforms divorce from a destructive process into one of empowerment.Victoria has also released a 9-part Divorce Planning Kit, available at DivorceAnalytics.com/shop. Along with her many financial licenses, she's a Certified Divorce Financial Analyst®, Certified Divorce Specialist®, and Nationally Certified Professional Mediator®.DIY Parenting Plan Coursehttps://linktr.ee/LesaKoskiMarrie Simpson's Metabolic Reset Functional Assessment Practitionerjjflizanes.com/lesa Core Wounds and Mindset CourseShark HP302 NeverChange Air PurifierShark Air PurifierFrowniesBiology of Belief by Bruce Lipton

The legal industry is evolving, and law firms are facing unprecedented challenges in recruiting and retaining top talent. In this episode of Life Unlimited, Larry Heller, CFP®, CDFA®, sits down with Shari Davidson, founder and president of On Balance Search Consultants, to explore the shifting dynamics of legal recruiting and career transitions. Shari brings over … Read More Read More

Imagine starting the year with a solid financial foundation.In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA®, will guide you through setting intentional and achievable goals using the SMART method. We'll explore how reflecting on 2024's financial accomplishments, no matter the size, can boost your confidence. Discover how writing down aspirations makes them more attainable, and how incremental progress, alongside addressing past financial challenges, can lead to a well-strategized financial journey.Our conversation doesn't stop at goal setting; we delve into streamlining your financial plans by consolidating retirement accounts and reviewing investment costs. Stay ahead of rising insurance expenses, and check to see if your coverage is both adequate and cost-effective. As tax season looms, proactive planning becomes essential, and with future episodes featuring estate planning attorneys, you'll be equipped to handle this often-overlooked aspect. And if you are financially thriving, maintaining well-being through clear goals and regular check-ins is crucial in the new year!Listen and Learn:Intentional Goal-Setting: Using SMART goals to build a strong financial foundation.Streamlining Financial Plans: Consolidating retirement accounts and reviewing investment costs.Proactive Tax Planning: Organizing tax documents early to avoid last-minute stress.Importance of Estate Planning: Tackling this essential step with expert advice.Maintaining Financial Well-Being: Regular check-ins and clear goals for financial success.The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://pearlplan.com/

Ever wondered how to embrace the holiday season with more joy and less stress?In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA® dives into the pressures of holiday obligations and the transformative power of letting go of perfection. Drawing from her own holiday experiences, including cherished traditions at Greenfield Village, Melissa shares how prioritizing joy can create a more fulfilling season.We explore how social media and personal standards fuel comparison, often leading to stress, and how shifting focus to what truly matters can change both your holidays and your financial mindset. The conversation highlights how women, in particular, can navigate added holiday expectations with grace and confidence.Beyond holiday traditions, we tackle how comparison impacts financial decisions and overall well-being. By embracing imperfection, you can not only manage holiday pressures but also apply these lessons to everyday life, including how you approach money and lifestyle choices.Listen and Learn:Finding Joy in Imperfection: Let go of comparison and embrace your unique journey.Prioritizing What Matters: How small changes can create a more meaningful holiday season.Navigating Financial Pressures: Insights on how comparison impacts financial decisions.Everyday Lessons from Holiday Experiences: Apply these strategies year-round to enhance well-being.Join us as we celebrate the beauty of imperfection and discover ways to make the holiday season—and life—a more joyful and fulfilling experience. Tune in today!The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://pearlplan.com/

Rhonda talks with Divorce Recovery Coach and Therapist, Dawn Wiggins about healing in a holistic way. It's a fascinating conversation about trauma and healing and how homeopathy can work to bring you back to your true self. Learn about:   Mind / Body Connection How we store negative energy  Homeopathic treatment methods There are resources to help you lift your energy levels [be sure to check out Dawn's journal - linked below]   21 Day Immersive Journal   To get the journal for free, use the code: EMAILFRIENDS    And be sure to grab Rhonda's new book: Bold Beginnings! About today's guest:   Divorce recovery coach and therapist Dawn Wiggins helps people tear down their walls and build back their confidence. Challenging the status quo, she integrates multiple modalities from EMDR Therapy to EFT tapping, immersive journaling, and homeopathy, embracing remedies that heal both the mind and body.    She is on a mission to deliver life-changing therapy in an accessible and affordable way, with the same enlightenment that happens in her office: part science, part essential oils, pure magic.    She also has her own Podcast, Dear Divorce Diary, which has recently been ranked globally as a top 3% show.   Connect with Dawn:   Website: https://mycoachdawn.com/   Instagram: https://www.instagram.com/dawnwiggins/   Your host is Rhonda Noordyk, CDFA®, CEO of The Women's Financial Wellness Center   Rhonda has dedicated her career to being an advocate for women and educating them on how financial strategies can impact their personal and professional success. Her work has shown women going through a divorce how to have a voice, be assertive, get results, be driven, and move forward with confidence.    For Rhonda and her company, the Women's Financial Wellness Center, helping women isn't just about running the numbers. It's about asking the right questions, demystifying myths and biases around finances, and helping women walk in their power. Rhonda is passionate about helping her clients navigate a broken system and level the playing field so they can achieve success—pre, during, and post-divorce.   

Ever wondered how to navigate retirement planning with both financial security and personal fulfillment in mind?In this episode of the Women's Money Wisdom Podcast, Melissa Joy, CFP®, CDFA® sits down with Christine Benz, Director of Personal Finance and Retirement Planning at Morningstar and author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Christine shares her approach to retirement planning, highlighting strategies like annuities, cash flow management, and balancing time-tested methods with innovative ideas. Gain insights into navigating retirement complexities with an open mind and a strategic outlook.We delve into managing retirement finances, including equity compensation, tax strategies, and post-retirement financial decisions. Christine provides actionable tips on handling restricted stock units (RSUs), Roth conversions, and optimizing portfolios based on risk tolerance and long-term goals. Generational lessons and past market experiences add valuable perspective.Christine also emphasizes balancing financial planning with personal fulfillment. Inspired by real-life stories, we discuss aligning work with passions, transitioning gradually into retirement, and making intentional choices for a meaningful future.Listen and Learn:Holistic Retirement Planning: Key strategies like annuities and cash flow management for financial stability.Smart Tax and Investment Moves: Tips on RSUs, Roth conversions, and portfolio optimization.Generational Insights: Lessons from past market downturns and diverse viewpoints.Purposeful Living: Align financial plans with personal passions for a fulfilling retirement.Join us for practical advice and inspiration to help you create a secure and meaningful retirement. Tune in today!The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING's investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING's current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://pearlplan.com/

In this eye-opening episode of Divorce & Beyond, Susan Guthrie welcomes Amanda Singer, a family mediator, California-licensed attorney, CDFA, and founder of West Coast Family Mediation. Together, they explore the complexities of remarrying after divorce, a topic that has surprisingly never been covered on the show before. Whether you're already in a new relationship or still unsure about love after divorce, this conversation is packed with valuable insights that could reshape how you approach your next chapter.  What You'll Discover in This Episode: Why remarrying after divorce requires unique emotional and financial preparation. The critical role of premarital mediation in fostering stronger partnerships. How prenuptial agreements can protect your future while building trust. Key considerations for blending families, including estate planning and alimony. Expert tips for navigating parenting dynamics in a new marriage. Take the guesswork out of remarrying with Amanda's expert advice! More About Our Special Guest, Amanda Singer: Amanda D. Singer, Esq., MDR, CDFA® is a professional family mediator and founder of West Coast Family Mediation. She is a California licensed attorney and Certified Divorce Financial Analyst. Amanda leads West Coast Family Mediation's team of mediators working with clients all throughout California to help families improve communication, solve problems and reach agreements while staying out of court. In addition to divorce mediation, Amanda has a focus and interest on premarital mediation as well as educating and training others on the benefits of premarital mediation. She was the past Vice President of the Academy of Professional Family Mediators and was the awardee of the 2022 APFM Outstanding Professional Family Mediator Award. Amanda lives in San Diego with her Husband, almost 1-year-old daughter, and rescue dog. They enjoy hiking, cooking and traveling. Website: http://westcoastfamilymediation.com Social Media: https://www.linkedin.com/company/west-coast-family-mediation-center/ https://www.instagram.com/westcoast_mediators/ https://www.facebook.com/westcoastfamilymediation https://x.com/Divorce_CA Make the Most of Your Listening Experience: If this episode resonates with you, be sure to: Subscribe to Divorce & Beyond so you never miss an episode. Share this episode with friends or loved ones who need hope and healing. Leave a 5-star review to help us reach even more listeners. Follow Us Online: Divorce & Beyond:  https://divorceandbeyondpod.com, IG: @divorceandbeyond MEET OUR CREATOR AND HOST: SUSAN GUTHRIE®, ESQ., the creator and host of The Divorce and Beyond® Podcast, has been nationally recognized as one of the top family law and divorce mediation attorneys in the country for more than 30 years.  Susan is the Chair of the American Bar Association Section of Dispute Resolution and is a sought-after keynote speaker, business and practice consultant, coach and trainer. You can find out more about Susan and her services here: https://susaneguthrie.com Divorce & Beyond is a Top 1% Overall and Top 100 Self-Help podcast designed to help you with all you need to know to navigate your divorce journey and most importantly, to thrive in your beautiful beyond!   ***************************************************************************** THANK YOU TO OUR SPONSORS: PARACHUTE HOME Going through a divorce is tough, and self-care can easily get overlooked. Something that helped me was creating a cozy space to relax. I found Parachute Home—bedding and home goods that bring real comfort. Imagine ending your day wrapped in the softest sheets or a warm blanket. If you're looking to add a bit of peace to your home, visit divorcebeyond.com/parachute. When you shop through my link, it supports the podcast, and I appreciate it. ***************** SUSAN'S BOOK: BUILDING THE PRACTICE OF YOUR DREAMS, ONE MONTH OF DAILY TIPS FOR FINDING SUCCESS Are you looking to build the practice of your dreams? Check out Building the Practice of Your Dreams: One Month of Daily Tips for Finding Success—the book that just hit #1 on the Amazon Kindle bestseller list for law firm marketing!

Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more! Also, Jamie interjects his experience and knowledge around divorce-related matters in the retirement and financial planning processes.Links in this episode:Jamie's advisory company website - Woodson Wealth ManagementJamie's divorce planning company website - Allegiant Divorce SolutionJamie's podcast - Broke Up, Not Broke(n)FINRA's BrokerCheck - hereTo send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.comTenon Financial monthly e-newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com