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Contenu fourni par Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Ep. 55 Empowering women through divorce both financially and emotionally (with special guest Jamie Lima)

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Manage episode 428157084 series 3573046
Contenu fourni par Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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)

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.

➡️ Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design

Step 3: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Book your 1:1 coaching call here

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin

  continue reading

Chapitres

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)

88 episodes

Artwork
iconPartager
 
Manage episode 428157084 series 3573046
Contenu fourni par Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Erin Gray | Financial Coach, Former Certified Financial Planner and CFO, Erin Gray | Financial Coach, Former Certified Financial Planner, and CFO ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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)

Want to learn more? Here are your next steps:

Step 1: Join my FREE Facebook Community

➡️ Join here: https://www.facebook.com/groups/941450038160915

Step 2: Ready to feel more confident with your money using Human Design? Join my FREE 4-part video workshop series where I show you how to use your unique decision-making skills with money.

➡️ Sign up now: https://generatealifewelllived.com/create-financial-ease-with-human-design

Step 3: Want to work together to transform your relationship with money and build true financial confidence?

➡️ Book your 1:1 coaching call here

Money doesn't have to feel overwhelming. Let's create a strategy that feels aligned and empowering for you.

From my soul to yours,

Erin

  continue reading

Chapitres

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)

88 episodes

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