Ep 67: Navigating Divorce Financial Planning with Certified Divorce Financial Analyst, Sam Wilkerson

Master the art of navigating through the complex world of divorce financial planning in our exclusive conversation with Certified Divorce Financial Analyst (CDFA), Sam Wilkerson. Promising a wealth of knowledge, Sam shares his journey from an analyst to a relationship-focused advisor, shedding light on the value advisors bring to their clients. With a focus on the crucial role of financial planning, we explore the distinctions between fee-based fiduciary services and commission-based product sales, offering insights to help listeners make informed decisions about their financial future.
In today’s episode, we discuss:

  • The nuances of budget creation, asset protection, and handling complicated financial instruments during a divorce.
  • The importance of understanding the emotional and financial needs of clients during such a critical time as divorce
  • The significant role a CDFA can play in mediating this process.

Tune in to discover invaluable resources that can make the journey through divorce a little smoother and a lot less daunting.

Learn more about our guest, Sam Wilkerson here

Hear Past episodes of the Way2Wealth Podcast!

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.


Apple PodcastsSpotifyGoogle PodcastsYouTube

More Episodes

Connect With Us!