Major life changes like divorce, the death of a spouse or the sale of a business are emotionally complex. They’re also financially consequential in ways that can catch people off guard if they don’t have the right team in place.
On this episode of “Breaking Upward,” host Beth Andersen sits down with Marc Cimmino, CFA and Certified Exit Planning Advisor with Thompson, Singor & Cimmino, to talk about what thoughtful financial planning looks like during life’s biggest transitions. Marc specializes in investment strategy, tax-efficient planning, and helping individuals and business owners make smart decisions when the stakes are high.
Beth and Marc explore how coordinating early between your attorney, accountant, and financial advisor can protect your assets and lead to significantly better outcomes. They also discuss the role trusts and investment strategy play in long-term financial health, and Marc shares practical guidance on building a financial plan that addresses both immediate needs and the road ahead.
Listen now on Apple Podcasts or Spotify.
Have questions about protecting your assets during a divorce or other major life transition in Colorado? Call Andersen Law PC at 720-922-3880 to schedule a free consultation.
