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Innehåll tillhandahållet av Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Ep. 55 Empowering women through divorce both financially and emotionally (with special guest Jamie Lima)

44:19
 
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Manage episode 428157084 series 3573046
Innehåll tillhandahållet av Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Have a question? Send me a text message.

What if you could prevent the financial heartache and stress often associated with divorce? Join me and my guest Jamie Lima, a CFP® and Certified Divorce Financial Analyst (CDFA®), as we break down the essential differences between a CDFA and a Certified Financial Planner (CFP®) and how a CDFA® can guide you through the financial maze of a divorce.
Early intervention can save you from unnecessary expenses and emotional turmoil. Jamie and I discuss the importance of timing when seeking financial expertise before hiring attorneys, and how societal norms often leave women out of financial decision-making, impacting their divorce proceedings. Through our conversation, you’ll learn about the benefits of mediation and strategic financial planning, and how slowing down to make informed decisions can lead to a more stable transition during this significant life change. We also delve into the unique challenges faced by entrepreneurs and the importance of gathering all necessary information before making settlements.
In this episode we discuss:
  • Difference between a CDFA® and CFP®
  • The emotional aspects of divorce
  • We explore how men and women handle financial decisions differently
  • The limitations of the court system in managing financial intricacies
  • My Priorities Worksheet developed by Jamie and his team (https://allegiantds.com/resources)

If you would like to learn more about Jamie, you can connect with him via his website here (https://allegiantds.com) or on his podcast Broke Up, Not Broke(n) (https://podcasts.apple.com/us/podcast/broke-up-not-broke-n/id1743860479)

Compassionate financial mentor and guide to female entrepreneurs so that they have peace of mind and fun with their money in order to live life now and in the future.
Generate a Life Well Lived website
New to Human Design? You can receive your Human Design chart here
As always, thanks for listening.
From my soul to yours.
Erin

  continue reading

Kapitel

1. Update on life and my aha's for last week (00:00:00)

2. Introduction of guest Jamie Lima, CDFA (00:03:52)

3. Difference between CDFA and CFP (00:03:59)

4. Working with existing financial advisors (00:07:39)

5. When to reach out to a CDFA (00:09:38)

6. Common mistakes in divorce proceedings (00:15:40)

7. Importance of support systems during divorce (00:18:42)

8. The "get it over with" mindset in divorce (00:22:13)

9. Divorce considerations for business owners (00:27:40)

10. Gender differences in approaching divorce (00:29:52)

11. The "My Priorities Worksheet" and goal-setting in divorce (00:36:36)

12. Statistics on CDFAs and divorces in America (00:39:20)

13. How to get in touch with Jamie Lima (00:41:51)

71 episoder

Artwork
iconDela
 
Manage episode 428157084 series 3573046
Innehåll tillhandahållet av Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Erin Gray | Financial Mentor and Guide and Erin Gray | Financial Mentor eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.

Have a question? Send me a text message.

What if you could prevent the financial heartache and stress often associated with divorce? Join me and my guest Jamie Lima, a CFP® and Certified Divorce Financial Analyst (CDFA®), as we break down the essential differences between a CDFA and a Certified Financial Planner (CFP®) and how a CDFA® can guide you through the financial maze of a divorce.
Early intervention can save you from unnecessary expenses and emotional turmoil. Jamie and I discuss the importance of timing when seeking financial expertise before hiring attorneys, and how societal norms often leave women out of financial decision-making, impacting their divorce proceedings. Through our conversation, you’ll learn about the benefits of mediation and strategic financial planning, and how slowing down to make informed decisions can lead to a more stable transition during this significant life change. We also delve into the unique challenges faced by entrepreneurs and the importance of gathering all necessary information before making settlements.
In this episode we discuss:
  • Difference between a CDFA® and CFP®
  • The emotional aspects of divorce
  • We explore how men and women handle financial decisions differently
  • The limitations of the court system in managing financial intricacies
  • My Priorities Worksheet developed by Jamie and his team (https://allegiantds.com/resources)

If you would like to learn more about Jamie, you can connect with him via his website here (https://allegiantds.com) or on his podcast Broke Up, Not Broke(n) (https://podcasts.apple.com/us/podcast/broke-up-not-broke-n/id1743860479)

Compassionate financial mentor and guide to female entrepreneurs so that they have peace of mind and fun with their money in order to live life now and in the future.
Generate a Life Well Lived website
New to Human Design? You can receive your Human Design chart here
As always, thanks for listening.
From my soul to yours.
Erin

  continue reading

Kapitel

1. Update on life and my aha's for last week (00:00:00)

2. Introduction of guest Jamie Lima, CDFA (00:03:52)

3. Difference between CDFA and CFP (00:03:59)

4. Working with existing financial advisors (00:07:39)

5. When to reach out to a CDFA (00:09:38)

6. Common mistakes in divorce proceedings (00:15:40)

7. Importance of support systems during divorce (00:18:42)

8. The "get it over with" mindset in divorce (00:22:13)

9. Divorce considerations for business owners (00:27:40)

10. Gender differences in approaching divorce (00:29:52)

11. The "My Priorities Worksheet" and goal-setting in divorce (00:36:36)

12. Statistics on CDFAs and divorces in America (00:39:20)

13. How to get in touch with Jamie Lima (00:41:51)

71 episoder

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