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
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Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
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.