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Mind-Money Connection – Financial Infidelity with Reckless Red

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Manage episode 308522097 series 3014202
Content provided by Mind-Money Connection Archives - WebTalkRadio.net. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mind-Money Connection Archives - WebTalkRadio.net 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://ppacc.player.fm/legal.

Money and Divorce continued….

One of the most contentious parts of a litigious divorce is the splitting of marital assets. Sometimes, in the process of “discovery”, one spouse may not provide full disclosure. It is times like this when you might want to call on my next guest for help.

Peggy Tracy, is a CFP®, CDFA and CFE. If I may translate – she is a Certified Financial Planner ™, Certified Divorce Financial Analyst and Certified Fraud Examiner.

As a CDFA, she works with clients, attorneys, financial advisers and mediators to determine an equitable financial settlement that provides the best possible outcome. Because of her training as a fraud examiner she can find hidden assets. Wait until you hear some of her stories!

Peggy is owner of Priority Planning. You can reach her at [email protected] or 630-682-8540.

If you would like to find out your primary Financial Personalities, go to my website homepage. You will find the link to the FREE QUIZ in the top right corner of the page.

The post Mind-Money Connection – Financial Infidelity with Reckless Red appeared first on WebTalkRadio.net.

  continue reading

39 episodes

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iconShare
 
Manage episode 308522097 series 3014202
Content provided by Mind-Money Connection Archives - WebTalkRadio.net. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mind-Money Connection Archives - WebTalkRadio.net 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://ppacc.player.fm/legal.

Money and Divorce continued….

One of the most contentious parts of a litigious divorce is the splitting of marital assets. Sometimes, in the process of “discovery”, one spouse may not provide full disclosure. It is times like this when you might want to call on my next guest for help.

Peggy Tracy, is a CFP®, CDFA and CFE. If I may translate – she is a Certified Financial Planner ™, Certified Divorce Financial Analyst and Certified Fraud Examiner.

As a CDFA, she works with clients, attorneys, financial advisers and mediators to determine an equitable financial settlement that provides the best possible outcome. Because of her training as a fraud examiner she can find hidden assets. Wait until you hear some of her stories!

Peggy is owner of Priority Planning. You can reach her at [email protected] or 630-682-8540.

If you would like to find out your primary Financial Personalities, go to my website homepage. You will find the link to the FREE QUIZ in the top right corner of the page.

The post Mind-Money Connection – Financial Infidelity with Reckless Red appeared first on WebTalkRadio.net.

  continue reading

39 episodes

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