Expert Advisors - Rebuilding Financial Stability After Divorce: How Investment Advisors Can Help Clients Regain Control

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Divorce well with Equal Exes

Bridgette Jackson

20 episodes

4 days ago

Let’s face it divorce is at the top of the stress continuum and can have dire consequences for you. You must be informed and educated about the process, the pitfalls, and the best way to negotiate the divorce maze as it is such a difficult period in your life – for you, your ex-spouse, your kids, your wider family and the community you live in.

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Relationships

Society & Culture

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Expert Advisors - Rebuilding Financial Stability After Divorce: How Investment Advisors Can Help Clients Regain Control

Divorce well with Equal Exes

19 minutes 46 seconds

2 years ago

Expert Advisors - Rebuilding Financial Stability After Divorce: How Investment Advisors Can Help Clients Regain Control

Rebuilding Financial Stability After Divorce: How Investment Advisors Can Help Clients Regain Control

With Tom Woodhams, Craigs Investment Partners

Questions discussed in the podcast:

1. What are some financial challenges that people may face after going through a divorce?

2. How can investment advisers help clients regain control of their finances after a divorce?

3. What financial documents should clients bring to their initial meeting with an investment adviser?

4. What are some retirement planning strategies that investment advisers may recommend for clients?

5. How can investment advisers help clients identify their financial goals?

6. What types of investment options might an investment adviser suggest to a client after a divorce?

7. How important is it for clients to work with an investment adviser who has experience with divorce situations?

8. What should clients look for in an investment adviser when selecting one to work with?

9. How often should clients meet with their investment adviser to review their financial plan?

10. What are some potential risks associated with certain investment options and how can investment advisers help clients minimize these risks?

11. How can investment advisers help clients balance short-term financial needs with long-term financial goals?

12. How can investment advisers help clients navigate tax implications after a divorce?

13. What are some warning signs that a client's financial plan may need to be adjusted?