Life's major milestones greatly affect your finances. Whether you’re starting a family, buying a home, getting married, or going through a divorce, it's crucial to handle these financial transitions with the right tools and know-how.
Welcome to the conversation of the 3Ds - divestiture, divorce, and death.
Today, Cade Peterson takes on the role of host and interviews Billy and Shaun, both of whom hold Certified Divorce Financial Analyst designations. While this episode delves into their expertise in guiding clients through the complexities of divorce, they also discuss how to manage financial transitions like divestiture (selling a business) and death.
Uncover strategies for the 3D’s as the guys uncover:
Understanding the complexities of selling a business including tax implications, deal structuring, and emotional considerations
The emotional and financial implications of divorce
Personal and client scenarios regarding selling off assets and dividing pensions
End-of-life planning including estate considerations, charitable giving, and the importance of organized documentation
And more!
Connect with Cade Peterson:
Peterson Wealth Services: Cade Peterson
LinkedIn: Cade Peterson
cade@petersonws.com
801-475-4002
Connect with Billy Peterson:
Peterson Wealth Services: Billy Peterson
LinkedIn: Billy Peterson
billy@petersonws.com
801-475-4002
Connect with Shaun Peterson:
Peterson Wealth Services: Shaun Peterson
LinkedIn: Shaun Peterson
shaun@petersonws.com
801-475-4002
