In a divorce, people tend to get caught up in what they can get in that very moment - the former marital home, alimony, or even a specific piece of furniture - instead of planning for their financial future. In this episode, Theresa is joined by Leah Hadley to discuss how working with a CDFA® can save you tens - if not hundreds - of thousands of dollars and set you up well for your life after divorce and beyond. Leah is a Certified Divorce Financial Analyst (CFDA®) and the Founder of Intentional Wealth Partners, based in Ohio.
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Need legal help in your family law matter? Schedule a consultation with our team to make sure you and your future spouse are both legally protected should a divorce occur.
Some key takeaways from this episode include:
A CDFA® is different from a general financial advisor. CDFAs understand financial planning, but they have specialized training in how finances and divorce proceedings intersect.
When you are in the middle of a divorce, it can feel critical to get “as much as possible” in that moment, which may not result in the best benefit for you in the future. A CDFA® can help you look to the future and make financial negotiations during divorce proceedings that will set you up for a solid financial future.
Pensions can be a complicated asset to divide, especially if this is your second or third divorce. Without a CDFA®, you could end up in a compromising position where you and/or your beneficiaries are not left with enough to support you in retirement.
The Legal Lounge podcast aims to dispel misinformation and downright bad legal information to empower anyone with questions about their family, their children, their finances, their marriage, and the law. As a team focused exclusively on family law matters, we aim to help you not only with the information you need, but also with the hope that your situation has a solution.
Modern Legal is a family law firm based in Charlotte, North Carolina. Our Modern Legal team can help you navigate the legal system when the law and your family collide. We help turn confusion into confidence, helplessness into empowerment, and frustration into action.
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LEGAL DISCLAIMER: This podcast is for educational purposes only and the information should not be relied upon as legal advice or for legal purposes.