• Navigating Financial Education and Tax Strategies in Divorce with Ralph Estep

  • 2025/02/04
  • 再生時間： 42 分
  • ポッドキャスト

Navigating Financial Education and Tax Strategies in Divorce with Ralph Estep

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  • Jamie M. Lima is joined by Ralph Estep to explore the multifaceted impacts of divorce on both children and financial education. They delve into consolidated tax considerations, discussing alimony and child claim implications, alongside property, retirement, and record-keeping issues. The episode underscores the importance of professional financial advice, while also addressing emotional, practical, and negotiation strategies. Mediation benefits are highlighted, along with common financial pitfalls to avoid. The conversation emphasizes building a strong support network and taking charge as the "CEO of your life" through effective tax planning.
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あらすじ・解説

Jamie M. Lima is joined by Ralph Estep to explore the multifaceted impacts of divorce on both children and financial education. They delve into consolidated tax considerations, discussing alimony and child claim implications, alongside property, retirement, and record-keeping issues. The episode underscores the importance of professional financial advice, while also addressing emotional, practical, and negotiation strategies. Mediation benefits are highlighted, along with common financial pitfalls to avoid. The conversation emphasizes building a strong support network and taking charge as the "CEO of your life" through effective tax planning.
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