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Find The Money episodes
- Ep. 34 - Financial Planning in Divorce w/ Frank Rekas CPFA®
This week we are joined by special guest, Frank Rekas, CPFA® - a seasoned Financial Advisor who guides us through the critical role of financial planning during divorce proceedings.
Discover the hidden financial challenges you may not have even considered. Whether you're contemplating divorce or an attorney seeking to provide invaluable financial and insurance counsel to your clients, this episode is a must-listen. Tune in for expert insights and clarity on navigating the financial intricacies of divorce.
Frank Rekas offers securities through Equitable Advisors, LLC (NY, NY (212)314-4600, member FINRA, SPIC (Equitable Financial Advisors in MI and TN), offers investment advisory products and services through Equitable Advisors an SEC-registered investment advisor, and offers annuity and insurance products through Equitable Network, LLC. Equitable Advisors, its affiliates, and financial professionals do not provide tax or legal advice. Equitable Advisors is not affiliated with Jason Soman or the Find the Money Podcast. AGE-5721836.1 (6/23) (Exp. 6/25)
📗 Connect with Frank
➡️ Website: www.Equitable.com
➡️ LinkedIn: https://www.linkedin.com/in/frankrekas/
➡️ Email: [email protected]
➡️ Phone: (561) 961-9312
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Email: [email protected]
➡️ PODCAST: www.FindTheMoneyPodcast.com
23 min - Ep. 33 - Personal vs. Enterprise Goodwill
In this episode, Jason covers the basics of Personal vs. Enterprise goodwill and the impact on Florida divorce in a joint episode with the Personal Goodwill Podcast. AICPA FVS Podcast on Non-Competes: https://fvssection.libsyn.com/is-it-the-end-for-the-noncompete 📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Other Podcast: www.PersonalGoodwill.com
17 min - Ep. 32 - Collaborative vs. Litigation w/ Christen Ritchey, Esq. and Caroline Johnson, Esq.
This week we explore the contrasting worlds of Collaborative Divorce versus Traditional Litigation with our special guests, Christen Ritchey and Caroline Johnson.
Christen and Caroline are not only law partners but are also sisters, and bring a unique perspective to the table. Christen is an expert in Collaborative Divorce, while Caroline specializes in litigated cases. In this episode, they unravel the intricacies and distinctions between these two divorce approaches, offering invaluable insights to help you make informed decisions on your divorce journey.
Don't miss out on this eye-opening discussion that could shape your financial future.
📗 Connect with Christen and Caroline
➡️ LinkedIn: https://www.linkedin.com/in/christen-ritchey-61889886/ , https://www.linkedin.com/in/caroline-johnson-69572598/
➡️ Website: https://www.jrfamilylaw.com/
➡️ Email: [email protected], [email protected]
➡️ Instagram: @jrfamilylaw
➡️ Phone: 561-392-4400
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
31 min - Ep. 31 - Personal Goodwill Perspectives w/ BV Veteran Bob Morrison, FASA, BV/IA
This week on Find the Money, we are sharing an informative episode from our other podcast, the Personal Goodwill Podcast.
We are joined by hall of fame valuation analyst Robert B. Morrison, FASA BV/IA, who has testified on Personal Goodwill issues in the State of Florida and has had his opinions held up twice on appeal. This is a must-listen for family law and valuation practicioners who are interested in learning how the courts view personal goodwill, and what it takes to have a credible opinion in this area.
📗 Connect with Bob
➡️ LinkedIn: https://www.linkedin.com/in/bobmorrisonasa/
➡️ Email: [email protected]
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Personal Goodwill Podcast: www.PersonalGoodwill.com
45 min - Ep. 30 - The Florida Divorce Process - Part 1 w/ Attorney Scott Kalish, Esq.
Instead of talking about the issues of Divorce, this week Jason is joined by Attorney Scott Kalish, Esq. to discuss the divorce process in the State of Florida. In this episode, Jason asks Scott all the questions you were afraid to ask!
📗 Connect with Scott
➡️ Website: www.KJLawFLA.com
➡️ LinkedIn: https://www.linkedin.com/in/scott-kalish-91a83b191/
➡️ Email: [email protected]
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Email: [email protected]
➡️ PODCAST: www.FindTheMoneyPodcast.com
44 min - Ep. 29 - Thoughtful Approaches to Family Law w/ Lindsay Haber, Esq.
Join us in this episode as we delve into family law with prominent family law attorney, Lindsay Haber.
In this conversation, we discuss Lindsay's approach to thoughtfully tackling family law issues. Gain insight into Lindsay's remarkable ability to secure favorable outcomes for clients during their most trying times, all while successfully juggling her responsibilities as a business operator and a mother to two young children.
Divorcing parties seeking clarity and a no-nonsense approach to handling family law matters will find this episode of great value. Additionally, attorneys striving to strike a harmonious balance between professional success and personal fulfillment will find this episode to be a must-listen.
📗 Connect with Lindsay
➡️ LinkedIn: https://www.linkedin.com/in/lindsay-haber-5a04782b/
➡️ Website: www.lbhaberlaw.com
➡️ Email: [email protected]
➡️ Phone: 561-463-5797
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
39 min - Ep. 28 - It's What You Do That Defines You w/ Richie Boyle, Esq.
Join us this week as we chat with Richie Boyle, Esq., a well-known attorney who specializes in family and business legal matters in South Florida. Richie takes us through his unique life journey, from starting his own businesses to working in law enforcement, and eventually establishing his own firm, The Boyle Law Firm. We also get to learn about Richie's famous saying, "It's what you do that defines you," and what it really means. Don't miss this intriguing episode of Find the Money!
📗 Connect with Richie
➡️ LinkedIn: https://www.linkedin.com/in/richieboyle/
➡️ Website: https://richardjboylelaw.com/
➡️ Email: [email protected]
➡️ Phone: (561) 453-1214
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
36 min - Ep. 27 - Common Business Valuation Mistakes to Watch Out For
In this episode, Jason discusses common business valuation mistakes to watch out for.
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Email: [email protected]
➡️ PODCAST: www.FindTheMoneyPodcast.com
11 min - Ep. 26 - Discounts vs. Discount Rates
In this episode, we clear up two commonly confused business valuation terms that family lawyers shoud know about, discounts vs. discount rates.
By the end of this episode, you'll gain a clear understanding of the nuanced factors influencing business valuations and be better prepared to advocate for your clients' interests with confidence and precision.
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Email: [email protected]
➡️ PODCAST: www.FindTheMoneyPodcast.com
13 min - Ep. 25 - All About Crypto w/ Zander Retamar, Esq.
Jason is joined by Estate Planning and Litigation Attorney Zander Retamar, Esq. to discuss all the questions you have about cryptocurrency in the context of estate planning and family law.
📗 Connect with Zander
➡️ Website: www.HPMLawyers.com
➡️ LinkedIn: https://www.linkedin.com/in/zanderretamar/
➡️ Email: [email protected]
📗 Connect with Jason Soman
➡️ Website: www.DivorceForensicAccountant.com
➡️ LinkedIn: https://www.linkedin.com/in/jasonsoman/
➡️ Instagram: https://www.instagram.com/valuation_jason
➡️ YouTube: https://www.youtube.com/@DivorceForensicAccountant
➡️ Email: [email protected]
➡️ PODCAST: www.FindTheMoneyPodcast.com
41 min
About Find The Money
From the publisher's feed
Are you looking to find the money? Well, you're in the right place. Welcome to the podcast, Find The Money. Each episode will break down and bring clarity to the many issues that family lawyers, divorcing couples, and business owners face.
I'm Jason Soman, Partner at Soman Stewart Business Valuation & Forensic CPAs. I've spent my entire career focused on advising family lawyers and divorcing spouses on matters involving business valuation, forensic accounting, and the many areas in between. This show will tackle the tough questions, find innovative solutions, and will give you the edge over the opposition.
Life is complicated. Money doesn't have to be. So follow us on Apple Podcasts, Spotify, or wherever you enjoy your shows, and let's find the money each episode together!