How Money Matters in Divorce: Expert Tips for Financially Smart Decisions (with Madeline Barconi, CDFA®, CFP®)

Money and Mortgages Podcast

22-06-2023 • 21 minutos

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 divorce advice 13:26 Divorce team members 14:10 Types of divorce 16:03 Memorable case 19:57 Final thoughts 20:47 Madeline's contact info Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.