Tag Archives: PortfolioPlanning

How Do I Plan for My Financial Future While Going Through a Divorce? With Rachel Rasmussen, MBA, CFA, CDFA®, and Joe Patterson, CFP®

Did you know that the United States ranks 4th in the world for the highest number of divorces? 

If you’re going through a divorce, it’s essential to understand the financial implications that could impact your future. 

In this episode, Rachel Rasmussen, MBA, CFA, CDFA®, and Joe Patterson, CFP®, help us understand the divorce process so you can plan for your financial future. You’ll also learn how working with a financial advisor can help you understand the financial impact of your divorce proceedings.    

Rachel and Joe share more about:

  • The importance of planning  for your new financial future
  • Financial factors in a divorce that you may not be aware of
  • Financial considerations pre and post-divorce
  • Why having a team of advisors can help to reduce stress
  • And more


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Is Your Cash Working for You? With Thom Guidi, CFA

What has your money done for you lately? The times are changing and interest rates are rising. 

In this episode, Thom Guidi, CFA, talks about ways to put your cash to work, whether that’s money you have set aside for an emergency or  cash saved for spending you anticipate in the next year or so. 

Thom shares more about:

  • Why cash yields are a topic of conversation right now
  • Your unique uses for cash
  • Where to look for the best interest rates on cash
  • And more

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A Chat About Balance Sheets with Joe Patterson, CFP®

A balance sheet can be  a useful tool in personal finance to inventory your assets and track growth over time.

In this episode, Joe Patterson, CFP®, explains the benefits of using a balance sheet and some actionable next steps for creating a personal balance sheet.

Joe shares more about:

  • A definition of a balance sheet
  • Why the balance sheet is one of our core client reports
  • How your balance sheet connects to your estate plans
  • And more


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