In this episode of the Discovery Series: Unplugged podcast, we delve into the complexities of divorce settlements and the pivotal role of financial advisors in guiding clients through this challenging terrain. Host Reh Bhanji, co-host David Lee, and certified financial divorce expert Sarah Balram return for part two of the "Money, Marriage, and Matrimony" series to explore the intricacies of identifying planning opportunities amidst divorce proceedings. From untangling shared assets to mapping out future financial stability, join us as we unravel the financial intricacies of divorce settlements and empower advisors with the insights needed to navigate these emotional and complex journeys with their clients.
Listen to part one here: Money, Marriage, and Matrimony - The Prenup Chronicles
Watch the Discovery Series webcast episode featuring Sarah and earn CE credits here: Discovery Series - Flip My Life
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