For Better, Worse, or Divorce

Episode #137: Divorce Is A Financial Event | Interview with Michelle M. Smith

36 min · I går
episode Episode #137: Divorce Is A Financial Event | Interview with Michelle M. Smith cover

Beskrivelse

In this episode, Jake Gilbreath sits down with Michelle Smith, Certified Divorce Financial Analyst, financial advisor, and managing partner at Savant Wealth Management. Michelle is also the founder of Wife2CFO, a platform empowering women to become confident financial decision-makers. Jake and Michelle break down common financial mistakes during divorce, why your attorney isn't your financial advisor, and what you need to know before negotiations even begin.  To contact Michelle Smith directly: wife2cfo.com [http://wife2cfo.com]

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episode Episode #133: Strategies in High-Net-Worth Divorces | Interview with Patrick Kilbane cover

Episode #133: Strategies in High-Net-Worth Divorces | Interview with Patrick Kilbane

In this episode, Brian Walters is joined by wealth advisor and author Patrick Kilbane to discuss the complexities of high-net-worth divorces. Brian and Patrick cover what qualifies as high-net-worth, the role of financial experts, and key challenges involving businesses, investments, and executive compensation. They also highlight strategic considerations like cash flow management, privacy, and protecting assets during divorce. Patrick shares practical advice on building the right legal and financial team and steps to take early in the process. To reach out to Patrick Kilbane directly or get more information on his book: https://www.ullmannwealthpartners.com/team/patrick-kilbane [https://www.ullmannwealthpartners.com/team/patrick-kilbane]

4. mar. 202625 min