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High-Net-Worth Divorce: Untangling the Finances and Preserving Stability with Donna S. Cates, CDFA®, CRPC®, Divorce Financial Mediator

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Manage episode 466256974 series 1525173
Content provided by Karen McMahon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karen McMahon 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://staging.podcastplayer.com/legal.

"I'm dedicated to dispelling financial uncertainty for women and guiding them toward self-reliance." - Donna S. Cates

Divorce is challenging, especially when significant wealth is involved. Dividing assets, valuing complex holdings, and ensuring financial stability for both parties requires specialized expertise.

In this episode, Certified Divorce Financial Analyst (CDFA®) Donna S. Cates provides insights into high-net-worth divorce, covering key topics such as equitable distribution, valuing businesses and real estate, tax implications, and strategies to secure your financial future. Whether you're in the midst of divorce or rebuilding afterward, Donna's advice will help you navigate this complex transition.

Donna, with over 20 years of experience, is a leader in financial empowerment, particularly for women. As the founder of "Money Matters Wealth Solutions" and "Navigating Divorce," she provides expert financial planning and divorce mediation services. She’s also the bestselling author of Divorce Decoded and Financial Trendsetters.

Join us for this crucial conversation on:

  • Equitable vs. equal distribution of assets
  • Valuing complex assets like businesses and intellectual property
  • Tax implications and preserving wealth after divorce
  • The benefits of working with a CDFA® during divorce

If you're facing the challenges of high-net-worth divorce, this episode is a must-listen.

Connect with Donna:

Journey Beyond Divorce Resources:

A word from our sponsors:

Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process.

We’re grateful for Soberlink’s commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd

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TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.

We’re grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

  continue reading

407 episodes

Artwork
iconShare
 
Manage episode 466256974 series 1525173
Content provided by Karen McMahon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karen McMahon 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://staging.podcastplayer.com/legal.

"I'm dedicated to dispelling financial uncertainty for women and guiding them toward self-reliance." - Donna S. Cates

Divorce is challenging, especially when significant wealth is involved. Dividing assets, valuing complex holdings, and ensuring financial stability for both parties requires specialized expertise.

In this episode, Certified Divorce Financial Analyst (CDFA®) Donna S. Cates provides insights into high-net-worth divorce, covering key topics such as equitable distribution, valuing businesses and real estate, tax implications, and strategies to secure your financial future. Whether you're in the midst of divorce or rebuilding afterward, Donna's advice will help you navigate this complex transition.

Donna, with over 20 years of experience, is a leader in financial empowerment, particularly for women. As the founder of "Money Matters Wealth Solutions" and "Navigating Divorce," she provides expert financial planning and divorce mediation services. She’s also the bestselling author of Divorce Decoded and Financial Trendsetters.

Join us for this crucial conversation on:

  • Equitable vs. equal distribution of assets
  • Valuing complex assets like businesses and intellectual property
  • Tax implications and preserving wealth after divorce
  • The benefits of working with a CDFA® during divorce

If you're facing the challenges of high-net-worth divorce, this episode is a must-listen.

Connect with Donna:

Journey Beyond Divorce Resources:

A word from our sponsors:

Soberlink is a revolutionary tool designed to support individuals in their journey to sobriety. As a leading provider of remote alcohol monitoring, Soberlink offers a secure and reliable solution that helps people stay accountable and transparent in their recovery process.

We’re grateful for Soberlink’s commitment to enhancing the recovery process and providing valuable resources to our listeners. Learn more about how Soberlink can make a difference in your journey at www.soberlink.com/jbd

=======

TalkingParents provides a comprehensive platform designed to simplify co-parenting and enhance communication between parents. With secure messaging, a shared calendar, and features for tracking parenting time, TalkingParents ensures that all important details and agreements are documented and accessible.

We’re grateful for TalkingParents' support in simplifying co-parenting and enhancing communication for our listeners. Discover how TalkingParents can bring clarity and organization to your co-parenting journey at www.talkingparents.com/jbd

  continue reading

407 episodes

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