Dec 03 2024 22 mins 2
No better time to think through your finances than before the holiday season. In this episode, Lesa welcomes certified financial planner James Alexander, who shares his expertise on creating a financial plan after a divorce. They discuss how to manage changes in income, expenses, and updating financial accounts. James also outlines the importance of addressing emotional well-being before tackling financial challenges and offers practical advice on finding a trustworthy financial advisor. Furthermore, he shares insights into how he successfully grew his financial planning business in just five years. Listeners will gain valuable tips on overcoming financial fears and the steps to take to ensure financial security post-divorce.
00:00 Introduction and Guest Introduction
01:10 James Alexander's Background and Career Path
05:17 Creating a Financial Plan Post-Divorce
11:30 Finding a Trustworthy Financial Advisor
17:54 Growing a Financial Planning Business
21:07 Conclusion and Contact Information
