Advisor in Your Corner

How businesses are valued in a California divorce, why the it is worthless claim is often a low starting position, and how goodwill and a neutral expert reveal what a company is really worth. When a spouse says the business is worth little in a divorce, it is often a starting position rather than a fact. In this episode of Advisor in Your Corner, Alex Weinberger, CFP and CDFA, walks through how a...

How to manage a divorce settlement: the first financial decisions to make when the money lands. When a divorce settlement is finalized and the money arrives, the early decisions shape the next several decades. In this episode, Alex Weinberger, a Certified Financial Planner (CFP) and Certified Divorce Financial Analyst (CDFA), explains what to do first with a divorce settlement, why the headline nu...

Keeping the marital home can feel less like a financial decision than like keeping your footing. It's also one of the largest, least reversible money decisions in the entire divorce, and the number on the spreadsheet usually isn't the real number. In this episode, Alex Weinberger explains why a house is not the same as cash, the capital gains exclusion that quietly drops from 500,000 to...

Most people never see the double dip coming, because it hides in the gap between two different parts of a divorce. The same dollars get counted once when a business or pension is valued and divided, and then again as income when support is calculated. One stream, two bites. In this episode, Alex Weinberger explains what the double dip actually is, why the valuation method rather than the asset its...

How California divides restricted stock and options in divorce: the Hug and Nelson time rule, the date of separation, and the after tax traps.  In many California high net worth divorces, the largest asset on the table is not the house or the retirement account. It is a block of restricted stock and options that has not fully vested. How that block gets divided can swing by a large margin dependin...

A divorce settlement can balance to the dollar on paper and still leave one spouse with far more spendable money than the other. The reason is tax, and in a high net worth estate the gap can be the size of a house. This episode is for family law attorneys, mediators, and the divorcing clients they advise. We walk through why an equal looking division so often is not equal once tax is accounted for...

Your trusts were built to protect your family from the IRS. They were not built to be unwound in a divorce. Here is what changes when sophisticated estate planning collides with the end of a marriage, and why the most expensive mistakes in high net worth divorce often happen in this exact category. In this episode, Alex Weinberger, Certified Financial Planner Professional and Certified Divorce Fin...

After divorce, the average woman over fifty experiences a forty-five percent decline in her standard of living. The average man experiences twenty-one percent. That gap is not an accident, and it is not inevitable. In this episode, Alex Weinberger, CFP®, CDFA®, walks through what he calls the forty-five percent cliff. Where the number comes from, why the lower earning spouse is structurally more e...

In 2026, hiding money in a divorce looks nothing like it did a generation ago. The cash under the mattress is gone, replaced by cryptocurrency wallets, gift card stacks, Venmo transfers, and payment app balances. The irony is that all of these new methods leave a clearer evidence trail than cash ever did. In this episode of Advisor in Your Corner, Alex Weinberger, a Certified Divorce Financial Ana...

If you are facing a divorce in California, the way your retirement accounts are handled may have a larger impact on your financial future than the family home, the support calculations, or anything else on the table. And yet retirement accounts are routinely treated as an afterthought, often with consequences that take years to surface. In this episode of Advisor in Your Corner, Alex Weinberger, C...