I had the pleasure of talking with Maria Martinez, CDFA® founder of Ever After Wealth. We talk all about divorce financial planning and the role that a Certified Divorce Financial Analyst plays in the process.
I talk with Brandon Cabaniss and Molly Ward, both financial advisors and Certified Financial Planners, as we continue the discussion on what keys items every person needs to focus on annually to stay on top of their finances
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.
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.
I had the pleasure of talking again with Kelly Nilsson, CFP® 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.
I sit down with Kelley Hughes, Certified Divorce Financial Analyst and founder of Smart Divorce Decisions, and discuss the advantages of having a financial expert specialized in divorce as part of your divorce team.
I chat with Trevor Ellis, CFP®, with Northwestern Mutual and we discuss retirement and tax strategies at various life stages.
I was lucky to sit down with Irene King, family law attorney and founder of King Collaborative Family Law. She is the expert on Collaborative divorce and provides some great insights into a type of divorce that is still unknown to many people.
Join my discussion with Jeanette Lucas, CFP®, ChSNC™, CDFA®, partner with Condor Capital Wealth Management. She gives a lot of great information on estate planning and why it's important to get your financial planner involved in those conversations.
I sit down with Kristyn Carmichael, Esq, CDFA®, and founder of both Ms. Confinance and Couple Solutions Center. She gives some great insights into divorce mediation and how that compares to litigation and Collaborative divorce along with the role she plays in the divorce as both a mediator and financial analyst.
Learn from David Wanja, CFP®, Financial Advisor with Financial Synergies Wealth Advisors, on the important tax considerations with retirement planning.
I talk with Regina Hess, CFP®, CDFA®, founder of Forge Wealth Management, on ways for people going through a divorce to deal with the finances in a much more efficient and cost effective way then relying on just an attorney.
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