Finding Clarity in Investing with Lea Paine Highet , CFP®, TEP®

Finding Clarity in Investing with Lea Paine Highet , CFP®, TEP®

Financial Pearls of Wisdom with Erin Ardleigh, Episode 2 In this episode of the Financial Pearls of Wisdom podcast, Erin Ardleigh speaks with Lea Paine Highet, CFP®, TEP®, Principal in Douglass Winthrop Advisors, LLC. Tune in to the episode to hear about: * How understanding what you own is the first step towards making informed financial decisions — By knowing your assets, you can assess risk, align investments with long-term goals, manage taxes efficiently, and understand your liquidity  * The importance of comparing your portfolio's performance to relevant benchmarks  * The critical role tax efficiency plays in investment strategy  * The importance of communication among financial professionals Learn more about Lea Paine Highet, CFP®, TEP®:  * Connect with Lea on LinkedIn: https://www.linkedin.com/in/lea-highet-cfp-r-31b2903b [https://www.linkedin.com/in/lea-highet-cfp-r-31b2903b]  * View Lea’s profile on Douglass Winthrop Advisors’ website: https://douglasswinthrop.com/team/lea-highet [https://douglasswinthrop.com/team/lea-highet] *********************************** About Financial Pearls of Wisdom with Erin Ardleigh:  In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know.  Watch or listen to more episodes of Financial Pearls of Wisdom:  * YouTube:https://www.youtube.com/@dynamainsurance [https://www.youtube.com/@dynamainsurance] Connect and learn more about your host, Erin Ardleigh:  * Website: https://dynamainsurance.com [https://dynamainsurance.com]  * Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh [https://www.linkedin.com/in/ardleigh]

Navigating Divorce, Prenups, & Finding the Right Attorney with Jacqueline Newman

Financial Pearls of Wisdom with Erin Ardleigh, Episode 1 In this inaugural episode of the Financial Pearls of Wisdom podcast, Erin Ardleigh speaks with Jacqueline Newman, a matrimonial attorney and managing partner at Berkman Bottger Newman & Schein. The firm concentrates exclusively in the area of family law, with offices in Manhattan, Long Island, Westchester, and New Jersey. They are one of the only New York firms offering all three options for divorce resolution – litigation, collaborative law, and mediation. Tune in to the episode to hear about:  * An explanation of the three primary options when getting a divorce — mediation, collaborative law, and litigation  * Tips for choosing the right attorney  * The importance of separating emotions from strategy during a divorce  * How prenuptial agreements can strengthen a marriage by ensuring transparency and mutual understanding from the start  * Real world advice from an experienced attorney on achieving long-term peace rather than short-term victories Learn more about Jacqueline Newman:  * Connect with Jacqueline on LinkedIn: https://www.linkedin.com/in/jacqueline-lipson-newman-8425366 [https://www.linkedin.com/in/jacqueline-lipson-newman-8425366]  * Visit Jacqueline’s website: https://www.berkbot.com [https://www.berkbot.com]  * Read Jacqueline’s bio on Berkman Bottger Newman & Schein’s website: https://www.BerkBot.com/attorneys/jacqueline-newman [https://www.berkbot.com/attorneys/jacqueline-newman]  * Email: JNewman@BerkBot.com [JNewman@BerkBot.com]  * Consider buying Jacqueline’s book, The New Rules of Divorce: https://www.amazon.com/New-Rules-Divorce-Protecting-Happiness/dp/1982127937 [https://www.amazon.com/New-Rules-Divorce-Protecting-Happiness/dp/1982127937] *********************************** About Financial Pearls of Wisdom with Erin Ardleigh:  In each episode of Financial Pearls of Wisdom, your host Erin Ardleigh speaks with an expert from the world of personal finance to share a pearl of wisdom from their industry. This podcast provides a deep dive on important topics that even some savvy consumers and industry professionals may not know.  Watch or listen to more episodes of Financial Pearls of Wisdom:  * YouTube:https://www.youtube.com/@dynamainsurance [https://www.youtube.com/@dynamainsurance] Connect and learn more about your host, Erin Ardleigh:  * Website: https://dynamainsurance.com [https://dynamainsurance.com]  * Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh [https://www.linkedin.com/in/ardleigh]