Host Adam Coleman interviews Kristen Hilty, a Certified Divorce Financial Analyst (CDFA) with Smarter Divorce Solutions. They discuss the role of CDFAs in the divorce process, how it differs from the duties of traditional financial advisors, and the importance of using a trained professional when navigating through financial matters in a divorce.

For more info on Kristen, visit her website: https://smarterdivorcesolutions.com/

00:00 Introduction and Guest Introduction

00:30 Kristen's Journey into Divorce Financial Planning

02:21 The Importance of Divorce Financial Planning

02:41 The Role of a Certified Divorce Financial Analyst (CDFA)

03:38 The Difference Between Traditional Financial Advisors and Divorce Financial Planners

06:15 The Importance of Budgeting and Debt Payoff in Divorce Financial Planning

08:37 The Use of Software in Divorce Financial Planning

10:46 The Role of a Financial Neutral in Divorce

14:10 The Importance of Building a Strong Divorce Team

16:30 The Consequences of Not Having a Divorce Financial Advisor

19:43 Final Thoughts and Advice for Those Going Through Divorce

22:54 Contact Information and Services Offered

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.

Join my discussion with Mike Sherman, CPA, CDFA®, CFP®, and founder of Sherman Wealth Solutions, as he provides insights into Collaborative Divorce and the role of a financial neutral.

For more info on Mike, check out his website: https://shermanws.com

00:00 Intro

01:44 Mike's role in the divorce process

04:24 Software

06:06 Financial Neutral

08:25 Tax Implications

12:35 Collaborative Divorce

14:29 Health Insurance

16:07 Divorce Team members

17:51 Types of divorce

20:09 Fee Structure

22:03 Final Thoughts

I sit down again with Doug Tees, CFP® with the Jason Howell Company and we discuss key items on the annual financial checklist that everyone should track to stay on top of their finances.

For more info on Doug: https://www.jasonhowell.com/our-team/douglas-w-tees

00:00 Introduction

00:33 Meeting Frequency

00:56 Annual Mortgage Review

01:20 Yearly Financial Checklist

02:55 Recommended Times of the Year

05:49 Structure of Meetings

09:43 Pre-Planning for Meetings

10:25 Additional Focus Areas

13:20 Final Thoughts

14:43 Contact Information

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.

Join me as I talk with Christin Brittingham, Certified Divorce Coach, as she shares her insights and strategies for navigating the challenging process of divorce.

For more info on Christin, visit: https://www.divorcerecoverycoach.com/

00:00 - Introduction and welcome

1:12 - What is divorce coaching and its benefits

4:30 - Difference between divorce coaching and therapy

7:15 - The role of a divorce coach in the divorce process

12:02 - Typical areas of focus in divorce coaching

15:40 - Importance of consulting a divorce coach before hiring an attorney

18:45 - Building a strong divorce team

22:10 - The overlap between divorce coaching and insurance

25:30 - Considerations for life insurance policies during divorce

27:50 - Final thoughts and advice for those going through a divorce

30:15 - Conclusion

Join me as I sit down with David Warshaw, Certified Financial Planner and founder of The Wealth Plan. David shares his unique and organized Four Seasons Financial Planning Framework, discussing different financial planning items each quarter. The video covers topics like retirement planning, cash flow, tax planning, insurance optimization, estate planning, and investment planning. David highlights the technologies and tools he uses to make the process more streamlined for his clients. He further emphasizes the importance of regular meetings and updates with clients. This in-depth conversation offers valuable insights and advice for both clients and financial advisors.

David's Website: https://thewealthplan.com/

00:00 Introduction and Guest Presentation

00:35 David's Journey and Financial Planning Approach

01:26 The Four Seasons of Planning Framework

02:13 The Rationale Behind the Four Seasons Framework

03:34 Retirement and Cash Flow Planning

04:56 Tax Planning and Insurance Optimization

06:38 Estate Planning and Assistance to Loved Ones

08:36 Investment Planning and Account Reviews

09:10 Meeting Duration and Frequency

11:05 Additional Topics and Tools

12:38 Contact Information and Closing Remarks

In this in-depth interview, host Adam Coleman chats with Maria Martinez, a Certified Divorce Financial Analyst and the founder of Ever After Wealth based in Charlotte. Maria shares her personal journey from going through a divorce to working with divorce attorneys for 16 years, and finally transitioning into financial planning. She highlights the importance of a CDFA role in the divorce process, illustrating this with a real-world example involving a client. Maria discusses different types of divorces including mediation, collaborative and litigation, stressing that understanding the law, along with finances, is key. She also suggests the importance of other professionals such as therapists, coaches, and real estate agents during the divorce process. Finally, Maria stresses the importance of individuals considering separation or divorce seeking advice before engaging a legal expert.

00:00 Introduction and Guest Presentation

00:25 Maria's Journey into Divorce Financial Planning

03:05 The Importance of Financial Guidance in Divorce

03:15 Maria's Transition to a Certified Divorce Financial Analyst

04:04 The Role of a Certified Divorce Financial Analyst

04:44 The Importance of Independence in Divorce Financial Planning

12:04 The Advantage of Having a Divorce Paralegal Background

15:54 The Importance of a Divorce Team

25:12 The Different Types of Divorce and the Role of a CDFA

32:07 Final Thoughts and Contact Information

I talk with Brandon Cabaniss and Molly Ward, both financial advisors and Certified Financial Planners, who share their insights into the key checklist items that every investor should consider on an annual basis.

Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general.  Indexes are unmanaged and do not incur

Nasdaq is a global electronic marketplace for buying and selling securities. Originally an acronym for "National Association of Securities Dealers Automated Quotations"—it was a subsidiary of the National Association of Securities Dealers (NASD), now known as the Financial Industry Regulatory Authority (FINRA). Indexes are unmanaged and do not incur management fees, costs, or expenses.  It is not possible to invest directly in an index.

I get to talk with Marcus Fryar and Sarah Cuddy, both financial advisors and Certified Financial Planners, who share their insights into the key checklist items that every investor should consider on an annual basis.

For more info on Marcus: https://www.fryarfinancial.com/

For more info on Sarah: https://scuddy.bairdwealth.com/

00:00 Intro

01:08 Marcus Fryar

09:59 Sarah Cuddy

Hear from my latest guest, Angela Zangarola, CDFA® who is the founder of Quantum Wealth Strategies. We discuss the role of a Certified Divorce Financial Analyst in the divorce process.

Learn more about Angela on her website: https://quantumwealthstrategies.com/

00:00 Intro

00:28 Angela's background

06:45 Angela's role as a CDFA

08:40 CDFA vs Traditional Financial Advisor

12:55 Early advice for divorcing spouses

15:48 Types of divorce

19:43 Other divorce team members

21:04 Angela's contact info

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.

Quantum Wealth Strategies, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

I had the pleasure of talking again with Kelly Nilsson, Certified Financial Planner® and founder of Brava Financial. This time we talk all about estate planning and why it can be important to have a financial planning involved in that process. Learn more about Kelly on her website: https://www.bravafinancialplans.com/

00:00 Intro

00:16 Financial planner's role

01:38 Other professionals involved

02:48 Online estate planning sites

05:44 When not to use online estate planning

09:51 First steps to take when children are involved

17:18 Financial planner's role (continued)

19:48 Estate planning checklist items

27:41 Estate attorney considerations

28:48 Kelly's contact info

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.