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EP # 33: Beyond the Balance Sheet: Financial Clarity in Divorce with Melissa Murphy Pavone, CFA, CDFA

23:09
 
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Manage episode 511870434 series 3644837
Content provided by Cary Jacobson, Esq. and Cary Jacobson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cary Jacobson, Esq. and Cary Jacobson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
  continue reading

Chapters

1. Introduction to Melissa Murphy Pavone (00:00:00)

2. Mindful Financial Partners Philosophy Explained (00:02:13)

3. Five Essential Financial Numbers (00:03:56)

4. When to Involve a CDFA (00:06:37)

5. House vs. Retirement: Trading Assets (00:09:53)

6. Co-Ownership Solutions for Amicable Divorces (00:15:30)

7. Neutral vs. Advocacy CDFA Services (00:19:05)

8. Getting Support and Episode Closing (00:21:56)

33 episodes

Artwork
iconShare
 
Manage episode 511870434 series 3644837
Content provided by Cary Jacobson, Esq. and Cary Jacobson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cary Jacobson, Esq. and Cary Jacobson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
  continue reading

Chapters

1. Introduction to Melissa Murphy Pavone (00:00:00)

2. Mindful Financial Partners Philosophy Explained (00:02:13)

3. Five Essential Financial Numbers (00:03:56)

4. When to Involve a CDFA (00:06:37)

5. House vs. Retirement: Trading Assets (00:09:53)

6. Co-Ownership Solutions for Amicable Divorces (00:15:30)

7. Neutral vs. Advocacy CDFA Services (00:19:05)

8. Getting Support and Episode Closing (00:21:56)

33 episodes

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