Mardi Winder-Adams talks with Kaki Perdue, a financial planner dedicated to helping clients navigate the complexities of post-divorce finances with clarity and intention. Kaki explains what it means to work with a fiduciary and highlights the importance of understanding how various advisors are compensated. They stress that a fiduciary is legally bound to put a client’s best interests ahead of their own, which can offer transparency and peace of mind, especially during significant transitions like divorce.
Throughout their conversation, Mardi and Kaki discuss practical strategies for managing finances after divorce, from prioritizing immediate needs like establishing a robust emergency fund to creating realistic, forward-looking spending plans. Kaki offers thoughtful guidance around handling a sudden lump sum settlement, focusing on aligning investments with life goals and avoiding unnecessary risk, particularly for short-term needs. The conversation touches on the emotional challenges often present after divorce, including the temptation of “revenge spending”, and underscores the value of recognizing these emotions without letting them dictate financial decisions.
The episode closes with advice on managing credit card debt and communicating with creditors, reassuring those in transition that support and solutions are available. This discussion is a valuable resource for anyone looking to rebuild their financial foundation and move forward after divorce with confidence and intention.
About the Guest
Kaki is an advice-only financial planner. She worked for a CPA firm for 10+ years where she also led the mentoring program. Kaki then spent 6 years as a Chief Financial Officer. Kaki launched Look Both Ways Financial in 2023 as an advice-only financial planning firm. Her practice is focused on teaching and she wants her clients to feel Safe, Strong and Secure with their own money. Kaki is a Certified Financial Planner and a Certified Public Accountant.
To connect with Kaki:
Website: www.lookbothwaysfinancial.com 
LinkedIn: https://www.linkedin.com/in/kakip/