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No better time to think through your finances than before the holiday season. In this episode, Lesa welcomes certified financial planner James Alexander, who shares his expertise on creating a financial plan after a divorce. They discuss how to manage changes in income, expenses, and updating financial accounts. James also outlines the importance of addressing emotional well-being before tackling financial challenges and offers practical advice on finding a trustworthy financial advisor. Furthermore, he shares insights into how he successfully grew his financial planning business in just five years. Listeners will gain valuable tips on overcoming financial fears and the steps to take to ensure financial security post-divorce.
00:00 Introduction and Guest Introduction
01:10 James Alexander's Background and Career Path
05:17 Creating a Financial Plan Post-Divorce
11:30 Finding a Trustworthy Financial Advisor
17:54 Growing a Financial Planning Business
21:07 Conclusion and Contact Information
Mentioned in this episode:
Saddle Up Live Podcast Ad
Do you love Doing Divorce Different and want to hear more from Lesa Koski and her amazing guests? Tune in to the Saddle Up Live Podcast, a transformative podcast tailored for women aged 40 and beyond, where courage, God's grace, and a touch of sass are the driving forces behind conquering life's challenges.
Saddle Up Live Podcast
5
66 ratings
No better time to think through your finances than before the holiday season. In this episode, Lesa welcomes certified financial planner James Alexander, who shares his expertise on creating a financial plan after a divorce. They discuss how to manage changes in income, expenses, and updating financial accounts. James also outlines the importance of addressing emotional well-being before tackling financial challenges and offers practical advice on finding a trustworthy financial advisor. Furthermore, he shares insights into how he successfully grew his financial planning business in just five years. Listeners will gain valuable tips on overcoming financial fears and the steps to take to ensure financial security post-divorce.
00:00 Introduction and Guest Introduction
01:10 James Alexander's Background and Career Path
05:17 Creating a Financial Plan Post-Divorce
11:30 Finding a Trustworthy Financial Advisor
17:54 Growing a Financial Planning Business
21:07 Conclusion and Contact Information
Mentioned in this episode:
Saddle Up Live Podcast Ad
Do you love Doing Divorce Different and want to hear more from Lesa Koski and her amazing guests? Tune in to the Saddle Up Live Podcast, a transformative podcast tailored for women aged 40 and beyond, where courage, God's grace, and a touch of sass are the driving forces behind conquering life's challenges.
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