Money and Mortgages Podcast

In this in-depth interview, host Adam Coleman chats with Maria Martinez, a Certified Divorce Financial Analyst and the founder of Ever After Wealth based in Charlotte. Maria shares her personal journey from going through a divorce to working with divorce attorneys for 16 years, and finally transitioning into financial planning. She highlights the importance of a CDFA role in the divorce process, i...

I talk with Brandon Cabaniss and Molly Ward, both financial advisors and Certified Financial Planners, who share their insights into the key checklist items that every investor should consider on an annual basis. For more info on Brandon: https://wwmgreenville.com/ For more info on Molly: https://www.welllivedwealth.com/ 00:00 Intro 01:12 Brandon Cabaniss 16:12 Molly Ward Disclaimer: The informati...

I get to talk with Marcus Fryar and Sarah Cuddy, both financial advisors and Certified Financial Planners, who share their insights into the key checklist items that every investor should consider on an annual basis. For more info on Marcus: https://www.fryarfinancial.com/ For more info on Sarah: https://scuddy.bairdwealth.com/ 00:00 Intro 01:08 Marcus Fryar 09:59 Sarah Cuddy Disclaimer: The infor...

Hear from my latest guest, Angela Zangarola, CDFA® who is the founder of Quantum Wealth Strategies. We discuss the role of a Certified Divorce Financial Analyst in the divorce process. Learn more about Angela on her website: https://quantumwealthstrategies.com/ 00:00 Intro 00:28 Angela's background 06:45 Angela's role as a CDFA 08:40 CDFA vs Traditional Financial Advisor 12:55 Early advice...

I had the pleasure of talking again with Kelly Nilsson, Certified Financial Planner® and founder of Brava Financial. This time we talk all about estate planning and why it can be important to have a financial planning involved in that process. Learn more about Kelly on her website: https://www.bravafinancialplans.com/ 00:00 Intro 00:16 Financial planner's role 01:38 Other professionals involve...

I sit down with Kelley Hughes, Certified Divorce Financial Analyst and founder of Smart Divorce Decisions, and discuss the advantages of having a financial expert specialized in divorce as part of your divorce team. For more info on Kelley and lots of free resources, check out her website: https://www.smartdivorcedecisions.com/ 00:00 Intro 01:20 Kelley's background 04:10 Her role as CDFA vs Fi...

I chat with Trevor Ellis, CFP®, with Northwestern Mutual and we discuss retirement and tax strategies at various life stages. For more info on Trevor and his services, check out his LinkedIn: https://www.linkedin.com/in/trevor-j-ellis/ 00:00 Intro 00:24 Why financial planning career? 01:56 Different Tax Buckets 05:58 Paying down debt 10:20 HSAs 14:35 Backdoor Roth IRA 19:05 Advice for early accumu...

I was lucky to sit down with Irene King, family law attorney and founder of King Collaborative Family Law. She is the expert on Collaborative divorce and provides some great insights into a type of divorce that is still unknown to many people. For more info on Irene and her firm, check out her website: https://kingcollaborativelaw.com/ 00:00 Intro 00:36 Irene's backstory 04:56 What is Collabor...

Join my discussion with Jeanette Lucas, CFP®, ChSNC™, CDFA®, partner with Condor Capital Wealth Management. She gives a lot of great information on estate planning and why it's important to get your financial planner involved in those conversations. For more info on Jeanette and her services along with some great free divorce resources, check out her websites: https://www.condorcapital.com/our...

I sit down with Kristyn Carmichael, Esq, CDFA®, and founder of both Ms. Confinance and Couple Solutions Center. She gives some great insights into divorce mediation and how that compares to litigation and Collaborative divorce along with the role she plays in the divorce as both a mediator and financial analyst. For more info on Kristyn and her services along with some great free divorce resources...

Learn from David Wanja, CFP®, Financial Advisor with Financial Synergies Wealth Advisors, on the important tax considerations with retirement planning. Subscribe for more interviews and tips! For more info on David and his services, check out his website: https://www.finsyn.com/team/david-wanja/ 00:00 Intro 00:32 Why the financial planning career? 01:43 3 tax buckets for money 04:40 Financial orde...

I sit down with Regina Hess, CFP®, CDFA®, founder of Forge Wealth Management, on ways for people going through a divorce to deal with the finances in a much more efficient and cost effective way then relying on just an attorney. For more info on Regina and her company, check out her website: https://www.forgewealth.com 00:00 Intro 00:36 Why Financial Planning? 01:30 Why Divorce Financial Planning?...

I sit down with Hazel Secco, CFP®, CDFA®, founder of Align Financial Solutions, as we discuss the various considerations with disability insurance as well as long-term care insurance. For more info on Hazel and her company, check out her website: https://www.alignfinancialsolutions.com/ 00:00 Intro 01:09 Key Considerations to Disability Insurance 03:02 How much disability coverage do I need? 03:44...

Join my discussion with Penny Di Giovanna, CFP®, CDFA®, founder of Beyond Divorce Solutions, on why it's so important to get a divorce-specific financial advisor involved in the divorce process. Subscribe for more interviews and tips! For more info on Penny and her company, check out her website: https://www.beyonddivorcesolutions.com/ 00:00 Intro 00:43 Why Divorce Planning? 02:25 CDFA vs typi...

Hear from Stephen Taylor, CFP® with Merited Wealth, on so many great tip[s and insights on college savings and prepaid plans, student loans, and financial aid. For more info on Stephen and his services, check out his website: https://www.meritedwealth.com/ and check out his podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945 00:00 Intro 00:30...

Learn from Doug Tees, CFP®, COO and Wealth Advisor at Jason Howell Company, on various tax buckets and how each impact different retirement strategies. For more info on Doug and his services, check out his website: https://www.jasonhowell.com/ 00:00 Intro 00:26 Why the financial planning career? 01:09 3 tax buckets for money 04:06 HSA 05:04 Financial order of operations 07:22 Prepay mortgage vs in...

I had the pleasure of sitting down with Lori Hawkins and Karyn Porter from the Porter Hawkins Group about their role as a Certified Divorce Real Estate (CDRE) experts. They shared invaluable tips on handling real estate needs during divorce, from being neutral third parties to navigating sensitive situations with the utmost care. For more info on Karyn & Lori, visit: https://www.porterhawkinsg...

Join me and my guest, Jenna Glassock, an estate attorney and founding partner of Laurel Trust Law as she provides insights on the importance of estate planning and how it can protect your wishes and provide for your loved ones. For more info on Jenna and her firm, visit: https://www.ltlfirm.com/ 00:00 Intro 00:21 Estate planning overview 01:24 What happens without estate plan? 03:49 What is a Will...

Join me as I talk with Sarah Cuddy, Certified Divorce Financial Analyst, as she discusses the need for financial expertise in divorce cases. She highlights the importance of involving a Certified Divorce Financial Analyst (CDFA) and explores different divorce methods, emphasizing the potential for a more peaceful and cost-effective process. For more info on Sarah, visit: https://scuddy.bairdwealth...

I sit down with Trevor Ellis, CFP®, with Northwestern Mutual and we discuss life insurance, including factors to consider, term vs. permanent options, and securing your financial future. Don't miss this valuable discussion on making informed decisions. For more info on Trevor and his services, check out his LinkedIn: https://www.linkedin.com/in/trevor-j-ellis/ 00:00 Intro 00:55 Who needs life...

Join me as I talk with Dr. Susan Bernstein, certified divorce coach/high conflict coach, as she shares her invaluable insights and strategies for navigating the challenging terrain of divorce. Drawing upon years of experience and expertise, Susan offers practical advice, empowering viewers with tools to successfully manage the emotional, legal, and financial aspects of divorce. Whether you're...

Join my discussion with Dawn Santoriello, CFP®, best selling author and founder of DS Financial Strategies, as we delve into the world of retirement planning and discuss various strategies for both pre and post-retirement. Dawn shares her expertise on the importance of balancing different financial buckets, including taxable, tax-deferred, and tax-free money. Discover her advice on maximizing tax...

Join my discussion with Madeline Barconi, CDFA®, CFP®, partner and head of financial planning at Breakwater Capital Group, on the differences involved in financial planning for divorce cases For more info on Madeline and her company, check out her website: https://breakwatercapitalgroup.com/ 00:00 Intro 00:37 Why Financial Planning and Divorce? 07:47 Her CDFA role 09:19 CDFA vs CFP 11:07 Early div...

Learn from Jim Tucker, CFP®, co-founder of Tucker Bria Wealth Strategies, on various retirement strategies both pre and post-retirement. For more info on Jim and his services, check out his website: https://www.tuckerbria.com/ 00:00 Intro 00:27 Why the financial planning career? 01:14 3 tax buckets for money 02:36 Jim's Financial Order of Operations 05:19 Roth vs Traditional 06:49 Backdoor Rot...

Join me for an insightful interview with family law attorney, Kate Kovats (The Law Office of Kate A.D. Kovats, PLLC). Gain valuable insights into divorce planning, collaborative options, and alternative approaches to resolving family disputes. Don't miss this exclusive conversation with Kate. Follow me for more interviews and tips! For more info on Kate and her firm, check out her website: htt...