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  • Divorce Lawyer Talks Top 5 Financial Considerations

    Divorce Lawyer Talks Top 5 Financial Considerations
    2024/09/20
    Are you going through a divorce? Do you know someone who is going through a divorce? There are a lot things to think about during a divorce and there are some big mistakes people can make if they act out of emotion. Hear what Elizabeth Stephenson and Jason Deshayes have to say about navigating finances during a divorce. In this episode, you'll learn about: What does New Direction Family Law do? Managing Expenses During Divorce Getting a New Home after Divorce Figuring Out Income During a Divorce Business Owner Income During a Divorce Splitting Retirement Assets During a Divorce Dealing with the Marital Residence During a Divorce Dividing Property During a Divorce and more! Connect with Elizabeth "I get to make people's lives better everyday" Elizabeth A. Stephenson, MSW - New Direction Family Law https://newdirectionfamilylaw.com/about/elizabeth-stephenson/ Get a Consultation with New Direction Family Law - https://newdirectionfamilylaw.com/ The Ex-It Strategy Podcast (Your No Bullsh$t Guide to Divorce) - https://newdirectionfamilylaw.com/podcasts/ Connect with Jason LinkedIn Website Bio
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    27 分
  • Financial Advice for People with Aging Parents – Sandwich Money Part 3

    Financial Advice for People with Aging Parents – Sandwich Money Part 3
    2024/09/02
    Do you have aging parents and kids? This video is for you. It's the third video from our Sandwich Money series, where Mike and Sophie discuss financial considerations for adults who have aging parents while also caring for their own children. At the end, Mike asks "Is it more impactful for them [beneficiaries] to get a big lump sum after they've already gotten through those hurdles on their own?" This video is part 3 of a 3-part series called "Sandwich Money", where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents. Part 1: Financial Advice for Young Parents Part 2: Financial Advice for Adults with Children in the Workforce Part 3: Financial Advice for Adults with Aging Parents Topics in this episode include: What do people with aging parents face financially? Planning for long-term care Why is it important to talk to your parents about their estate plan? How can I bring up the estate plan talk with my parents? Who do you decide who to make the executor of your will? the POA? How do you set up a will without stress? Have you ever had an executor challenge their parents? When's the right time to talk to your parents about their estate plan? Bonus time: Retirees, how can you make sure your kids are comfortable and ok? Retirees taking families on trips vs giving a lump sum inheritance Connect with Sophie LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell Connect with Mike LinkedIn: Michael Holloway, CFP® Cook Wealth Bio: Mike Holloway
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    1分未満
  • Financial Advice for Parents of Adult Children – Sandwich Money Part 2

    Financial Advice for Parents of Adult Children – Sandwich Money Part 2
    2024/08/26
    Are your kids starting new jobs? Graduating college soon? Getting promoted? Do they listen to you? Do you wish there was a mutual third party to help set them up for financial success? This video is part 2 of a 3 part series called "Sandwich Money", where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents. Part 1: Financial Advice for Young Parents Part 2: Financial Advice for Parents of Adult Children Part 3: Financial Advice for Adults with Aging Parents Topics in this episode include Financial milestones for young adults What should people consider with their first job offer? Story: max your match, not max your contribution Getting an unbiased third party for financial advice Uncomfortable family conversations about money Quality time instead of financial logistics and numbers How do you introduce your young adult to a financial advisor? What changes financially when you become an empty nester? If you have multiple kids, who do you want to name as the executor? A health scare that ended up positively Cautionary tale: Have written agreements Approaching the Estate conversation with your adult children Ideal sequence of financial conversations for your adult children with an advisory team What happens if you can't think of someone to be the executor of your will? What's the scope of a corporate trust? When do lawyers get involved? Connect with Sophie LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell Connect with Mike LinkedIn: Michael Holloway, CFP® Cook Wealth Bio: Mike Holloway
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    44 分
  • Financial Advice for Parents with Children in School – Sandwich Money Part 1

    Financial Advice for Parents with Children in School – Sandwich Money Part 1
    2024/05/28
    Parenting is hard! Mike eases the burden a bit with some tips about money for parents with children college age and younger. This video is part 1 of a 3-part series called "Sandwich Money", where Sophie and Mike discuss financial advice for adults who are sandwiched between raising children and caring for aging parents. Part 1: Financial Advice for Young Parents Part 2: Financial Advice for Adults with Children in the Workforce Part 3: Financial Advice for Adults with Aging Parents Topics in this episode include: Why is money an important topic for parents with young children? What does it mean for a kid to be financially literate? When is the right time to talk to kids about money? How do you explain the relationship between work and money to kids? How do you make learning about money fun for kids? How can we help children understand the value of money when it's digital? How to teach kids about saving money. When should you talk to your child about credit cards and credit debt? How can I teach my child about investing money? How can an advisor help parents with young kids? What's the difference between trust and a will? What's the going rate for allowance? Connect with Sophie LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell Connect with Mike LinkedIn: Michael Holloway, CFP® Cook Wealth Bio: Mike Holloway
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    36 分
  • Talking To Your Family About Your Estate Plan (Ep. 25)

    Talking To Your Family About Your Estate Plan (Ep. 25)
    2024/04/25
    Why is talking about money with your family so taboo? How can we take some of the awkwardness out of talking about money? Is it important to discuss your estate plan with your children? How much money transparency is too much? Hear what Jason Deshayes, COO and Partner, and Sophie Howell, CXO, have to say about why talking about money can be so funny. Listen now to learn: How do different generations approach money differently? How can you set good money habits in your family? How can you contextualize money for small children? How do you bring up the estate planning conversation with your children? Connect with Jason LinkedIn: Jason Deshayes Cook Wealth Bio: Jason Deshayes Connect with Sophie Howell LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell
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    32 分
  • What is an Experience Team? (Ep. 24)

    What is an Experience Team? (Ep. 24)
    2024/04/18
    What is the Cook Wealth Experience Team? What is a Chief Experience Officer? How do these things help us deliver the best client and employee experience possible? Learn how the idea of the Experience Team at Cook Wealth, LLC came to be. Jason Deshayes hosts Sophie Howell on the latest episode of the Own Your Wealth Podcast. Listen now to learn: What does a Chief Experience Officer do? Who is on the experience team? Where did the idea for the experience team come from? Connect with Jason LinkedIn: Jason Deshayes Cook Wealth Bio: Jason Deshayes Connect with Sophie Howell LinkedIn: Sophie Howell Cook Wealth Bio: Sophie Howell
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    25 分
  • What are Wealth Management Advice Teams? (Ep. 23)

    What are Wealth Management Advice Teams? (Ep. 23)
    2024/04/11
    What is Cook Wealth doing to serve clients better? How are we making sure we can serve the needs of our clients AND making sure we keep top talent on our team as we grow? Historically, the wealth management model has centered around one advisor serving one client. What happens if the advisor leaves the company? What happens if the advisor goes on vacation? How do people get training to become wealth advisors? At Cook Wealth, our Advice Team models include a Senior Advisor, an Associate Advisor, a Planner, and a Client Services Associate. This model allows for growth within roles. It also ensures clients have zero gaps in service and their needs are served efficiently. Listen now to learn: What are Advice Team Roles? What does each role do? How do Advice Teams ensure I have the best service? What is Cook Wealth working on next? Connect with Dave: LinkedIn: Dave McDougall Cook Wealth: Dave McDougall Resources: Linkedin: Cook Wealth Cook Wealth Connect with Jason: Linkedin: Jason Deshayes
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    20 分
  • Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)

    Making a Clean Break: What You Need to Know About Changing Financial Advisors or CPAs (Ep. 22)
    2024/01/30
    We get it—the decision to change financial advisors or CPAs isn’t an easy one. But if you’re struggling to reach your advisor, don’t see eye-to-eye on risk or investment strategies, or are ready for a deeper level of support, this awkward conversation can be a necessary one. In this episode, host Jason and special guest Dave McDougall, CFP® offer simple advice for smoothing out the transition process from one firm to another. From bringing up the conversation with your advisor, to walking out with the right paperwork, if you’re considering making a switch, this timely discussion will help you navigate the “breakup” process—without triggering an unexpected tax bill. Listen now to learn: Why the courtesy of a heads-up goes a long way Key questions to ask before you sign with a new advisor How to transfer your funds without locking in capital gains taxes The most important paperwork to request before you leave And more Connect with Dave: LinkedIn: Dave McDougall Cook Wealth: Dave McDougall Resources: Linkedin: Cook Wealth Cook Wealth Connect with Jason: Linkedin: Jason Deshayes
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    27 分