In this special Valentine's Day episode, hosts Reh Bhanji and David Lee engage in a candid conversation with returning guest Sarah Balram, CFP, CDFA, CFDS, CHS exploring the often-overlooked realm of prenuptial and postnuptial agreements. As they unravel the intricacies of these financial tools, Sarah shares invaluable insights into the planning opportunities surrounding marriage contracts, dispelling myths and emphasizing their role in protecting personal and business assets. Real-life examples, the dos and don'ts, and a lighthearted game of "swipe left or swipe right" make this episode an essential guide for advisors seeking to navigate the delicate yet crucial intersection of love and financial planning.

Stay tuned for Part Two of this special series!

Watch the Discovery Series webcast episode featuring Sarah and earn CE credits here: Discovery Series - Flip My Life