#lifetransitions #moneyandmortgages #financialplanning
In this episode, host Adam Coleman interviews Brandon Cabaniss, a Certified Financial Planner™ with Williams Wealth Management. They explore financial planning during major life transitions, specifically focusing on divorce and caregiving. Brandon shares personal stories that drive her passion for helping clients through these changes, emphasizing the importance of cash flow management, asset division, and strategic planning. They discuss various financial considerations, such as liquid assets, budgeting, and long-term care, as well as the emotional and logistical challenges that accompany these transitions. Brandon highlights the need for early engagement with financial planners and the creation of supportive, well-informed teams to navigate these complex situations effectively.
To learn more about Brandon's firm visit: https://wwmgreenville.com/
00:00 Introduction
00:40 Personal Story and Motivation
01:55 Financial Planning During Divorce
02:46 Cash Flow and Liquidity Concerns
04:20 Navigating Asset Division
12:55 Caregiving Financial Considerations
20:05 Long-Term Care Planning
28:12 Final Advice and Resources
Follow Me for more tips on all things Mortgage and Personal Finance:
https://adamcolemanmortgage.com/
https://adamcolemanfinance.com/
https://www.facebook.com/AdamColemanFinance
https://www.instagram.com/adam.coleman.finance
https://www.linkedin.com/in/adamcoleman37
https://www.youtube.com/@adam.coleman.finance
Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.