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  • Why We Work Primarily with Women (Ep 3)
    2023/12/01

    Today we want to answer a question that we get a lot, which is why have we directed our practice to work almost exclusively with women. We’ve been in this industry for close to 30 years so we’ve worked with all types of people, but over the years we’ve noticed there was a gap in service between what people need and what they’re getting, specifically women.

    As you’ll hear in this show, Dan has watched his own mother deal with becoming suddenly single multiple times in her life through divorce in her 30s and widowhood more recently. This first-hand experience is a big driving force for what we do at Money & Clarity and we’ll share some of that story today.

    Here’s some of what we discuss in this episode:

    • Dan’s experience growing up as a child of divorce and why that influenced his work in financial planning.
    • Why we decided to turn our focus to women.
    • Examples of clients that have been caught off guard after becoming single unexpectedly.
    • What our book can help you with.


    Get Your Free 'Suddenly Single' Book: http://suddenlysinglebooks.com

    Want to schedule a meeting with Dan? Click here: https://go.oncehub.com/DanCuprill

    Learn more about Money & Clarity: https://www.moneyandclarity.com/

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    12 分
  • 5 Things You Must Do If You Find Yourself Suddenly Single (Ep 2)
    2023/11/16

    Divorce is an emotionally disruptive time in life and finding yourself in this position can be an incredibly challenging period to navigate. Working through the emotional and personal side of this life event is already hard enough, but add in the financial changes that come along with it and it can become overwhelming in a hurry.

    Today we’re going to help ease some of the stress around this emotional period by laying out a list of five things you need to do if you find yourself suddenly single. Many people aren’t prepared for the drastic change in lifestyle and the possibility of economic hardship - at least temporarily - that happens during a divorce, but taking the correct steps can help ease the transition.


    Here’s some of what we discuss in this episode:

    • Understanding how expenses might change and how housing plays into that.
    • Know what all assets you have to split.
    • Why a 50/50 split isn’t necessarily an even split.
    • It’s crucial to consider having a divorce team on your side beyond just a lawyer.
    • Update all of your estate plans and beneficiary designations.


    Get Your Free 'Suddenly Single' Book: http://suddenlysinglebooks.com

    Want to schedule a meeting with Dan? Click here: https://go.oncehub.com/DanCuprill

    Learn more about Money & Clarity: https://www.moneyandclarity.com/

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    18 分
  • Women are (Obviously) Different (Ep 1)
    2023/11/14

    Welcome to the first episode of Suddenly Single, a money podcast devoted specifically to women and the unique challenges they face when it comes to finances.

    Hosts Dan and Wes Cuprill of Money & Clarity kick off this initial episode by setting the table for what type of issues the show will tackle and why they’ve devoted the time to focus primarily on women. We know that women can get caught off-guard when they suddenly become single and many financial challenges come with that.

    It’s a real issue that we need to be aware of and we’ll set the table for what we’ll cover in the future by starting with some of the key differences between men and women.

    Here’s some of what we discuss in this episode:

    • The average age of widowhood is much younger than you’d expect.
    • The key differences between women and men as it relates to money.
    • It’s common for one spouse to handle the money.
    • How to get your free copy of the book.


    Get Your Free 'Suddenly Single' Book: http://suddenlysinglebooks.com

    Want to schedule a meeting with Dan? Click here: https://go.oncehub.com/DanCuprill

    Learn more about Money & Clarity: https://www.moneyandclarity.com/

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    11 分