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EP: 170.23 - Protect your financial future: Seek guidance from a financial expert during divorce proceedings to avoid misinformation pitfalls with Ida Reis and Jamie Blum

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Manage episode 390799841 series 3450061
Content provided by Divorce Lending Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Divorce Lending Association 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://player.fm/legal.

Please join Ida Reis, CDLP® with the Divorce Lending Association as she interviews Jamie Blum, CPA, CDFA.
Jamie S. Blum, CPA, CDFA® is the Director of Divorce Financial Planning at Argent Bridge Advisors. She has more than 30 years of experience in finance, litigation support and accounting. Jamie brings experience in collaborative, mediation and client advocacy support for financial issues in divorce, expert witness testimony, budgeting, financial analysis of property settlements, stock options and retirement plans, and calculations of retirement assets and alimony payments.
Jamie understands the divorce process is a complex, stressful, and emotional time for everyone involved. She brings clarity, confidence, and support to her clients throughout their process to make informed and objective financial choices. As a financial neutral in the collaborative process and a trained mediator, she works with clients and their attorneys to achieve mutually agreeable and fair solutions to the complex financial matters in and beyond their divorce.
Her previous experiences include small business ownership, where she provided financial management oversight and earlier accounting roles with MCI Communications and Price Waterhouse Coopers.
Professional Qualifications and Education
Certified Public Accountant
Certified Divorce Financial Analyst
Trained in Collaborative Divorce and Divorce Mediation
Qualified as a Financial Expert in Washington, DC; Fairfax, VA and Montgomery County, MD
B.S. Accounting – University of Delaware
Professional Associations and Activities
DC Academy of Collaborative Professionals – President-Elect
American Institute of CPAs
Institute of Divorce Financial Analysts
International Association of Collaborative Professionals
Howard County Collaborative Professionals
Northern Virginia Collaborative Professionals
Collaborative Dispute Resolution Professionals
#CDLP #Divorce #DivorceMortgagePlanning #DivorcePodcast #FamilyLaw #CDFA

www.DivorceLendingAssociation.com

Visit www.divorceworkshop.com for more information and to take back control.
At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.
Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.
Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.
Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.

  continue reading

217 episodes

Artwork
iconShare
 
Manage episode 390799841 series 3450061
Content provided by Divorce Lending Association. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Divorce Lending Association 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://player.fm/legal.

Please join Ida Reis, CDLP® with the Divorce Lending Association as she interviews Jamie Blum, CPA, CDFA.
Jamie S. Blum, CPA, CDFA® is the Director of Divorce Financial Planning at Argent Bridge Advisors. She has more than 30 years of experience in finance, litigation support and accounting. Jamie brings experience in collaborative, mediation and client advocacy support for financial issues in divorce, expert witness testimony, budgeting, financial analysis of property settlements, stock options and retirement plans, and calculations of retirement assets and alimony payments.
Jamie understands the divorce process is a complex, stressful, and emotional time for everyone involved. She brings clarity, confidence, and support to her clients throughout their process to make informed and objective financial choices. As a financial neutral in the collaborative process and a trained mediator, she works with clients and their attorneys to achieve mutually agreeable and fair solutions to the complex financial matters in and beyond their divorce.
Her previous experiences include small business ownership, where she provided financial management oversight and earlier accounting roles with MCI Communications and Price Waterhouse Coopers.
Professional Qualifications and Education
Certified Public Accountant
Certified Divorce Financial Analyst
Trained in Collaborative Divorce and Divorce Mediation
Qualified as a Financial Expert in Washington, DC; Fairfax, VA and Montgomery County, MD
B.S. Accounting – University of Delaware
Professional Associations and Activities
DC Academy of Collaborative Professionals – President-Elect
American Institute of CPAs
Institute of Divorce Financial Analysts
International Association of Collaborative Professionals
Howard County Collaborative Professionals
Northern Virginia Collaborative Professionals
Collaborative Dispute Resolution Professionals
#CDLP #Divorce #DivorceMortgagePlanning #DivorcePodcast #FamilyLaw #CDFA

www.DivorceLendingAssociation.com

Visit www.divorceworkshop.com for more information and to take back control.
At the Divorce Lending Association, our mission is to help divorcing homeowners make more informed decisions regarding their home equity solutions and the divorce team identify any potential conflicts between the divorce settlement, the mortgage, and real property.
Divorce Mortgage Planning is the ability to put into play the desired outcome by pairing the needs and options available while incorporating the necessary details and clarity into an executable settlement agreement to obtain closure and peace of mind successfully.
Are you going through a divorce and need information on refinancing your mortgage or buying anew home once the divorce is final? Often conflict arises out of a lack of knowledge. We have an amazing workshop available allowing you to take control of your situation and divorce mortgage planning so you are in a stronger position to negotiate while removing conflict and unrealistic expectations.
Visit the Divorce Lending Association for resources and strategies on divorce mortgage planning.

  continue reading

217 episodes

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