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Navigating Divorce: Mediation, Financial Planning, and Real Estate Investments

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Manage episode 415678625 series 3563829
Content provided by Branden DuCharme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Branden DuCharme 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.

On this episode of the podcast, Branden Ducharme and guest Monica Owens dive into the world of divorce mediation, financial planning, and real estate investments. From early financial planning to asset division, they cover it all, including splitting 401(k) accounts, the significance of Qualified Domestic Relations Orders (QDROs), and options like lump sum buyouts for alimony. They also explore the impact of alimony on post-divorce financial stability, the complexities of mortgages and assumable loans, and the challenges faced by entrepreneurs in divorce. Tune in for valuable insights on transparency, alignment, and communication in navigating the complexities of divorce.
Find Ducharme Wealth Management here:
https://www.ducharmewealth.com/
Find Monica here:
https://utahdivorcemediation.com/
Find Blue Form Media here:
https://www.blueformmedia.com/
DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 415678625 series 3563829
Content provided by Branden DuCharme. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Branden DuCharme 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.

On this episode of the podcast, Branden Ducharme and guest Monica Owens dive into the world of divorce mediation, financial planning, and real estate investments. From early financial planning to asset division, they cover it all, including splitting 401(k) accounts, the significance of Qualified Domestic Relations Orders (QDROs), and options like lump sum buyouts for alimony. They also explore the impact of alimony on post-divorce financial stability, the complexities of mortgages and assumable loans, and the challenges faced by entrepreneurs in divorce. Tune in for valuable insights on transparency, alignment, and communication in navigating the complexities of divorce.
Find Ducharme Wealth Management here:
https://www.ducharmewealth.com/
Find Monica here:
https://utahdivorcemediation.com/
Find Blue Form Media here:
https://www.blueformmedia.com/
DISCLAIMER: Branden DuCharme is an investment advisor representative of and offers investment advisory services through SCF Investment Advisors, Inc. an SEC Registered Investment Advisor • 10150 Meanley Drive First Floor San Diego, CA 92131• (800) 955-2517 • www.scfsecurities.com SCF Investment Advisors, Inc. and DuCharme Wealth Management are separate entities.
The information in this podcast is current at the time of recording. It is based upon sources and data believed to be accurate and reliable. The information, opinions, and forward-looking statements expressed herein are subject to change without notice. Moreover, all comments & opinions voiced herein are for informational and entertainment purposes only and are not intended to provide specific advice or recommendations and should not be interpreted as such. Further the opinions expressed are Branden DuCharme's and his guests and do not reflect the views and opinions of SCF Investment Advisors or any of its affiliates.
Investing involves risk including possible loss of principal. No strategy assures success or protects against loss. To determine what is appropriate for you, consult your financial professional. This information is not intended to be a substitute for specific individualized tax or legal advice. DuCharme Wealth Management and SCF Investment Advisors do not provide legal or tax advice. These services are provided by separate entities.
The guest speakers featured in this podcast are not affiliated with SCF Investment Advisors nor are they affiliated with DuCharme Wealth Management unless otherwise indicated.

  continue reading

23 episodes

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