Financial Planning Through Major Life Transitions (with Brandon Cabaniss, CFP®)

#lifetransitions #moneyandmortgages #financialplanning In this episode, host Adam Coleman interviews Brandon Cabaniss, a Certified Financial Planner™ with Williams Wealth Management. They explore financial planning during major life transitions, specifically focusing on divorce and caregiving. Brandon shares personal stories that drive her passion for helping clients through these changes, emphasizing the importance of cash flow management, asset division, and strategic planning. They discuss various financial considerations, such as liquid assets, budgeting, and long-term care, as well as the emotional and logistical challenges that accompany these transitions. Brandon highlights the need for early engagement with financial planners and the creation of supportive, well-informed teams to navigate these complex situations effectively. To learn more about Brandon's firm visit: https://wwmgreenville.com/ 00:00 Introduction 00:40 Personal Story and Motivation 01:55 Financial Planning During Divorce 02:46 Cash Flow and Liquidity Concerns 04:20 Navigating Asset Division 12:55 Caregiving Financial Considerations 20:05 Long-Term Care Planning 28:12 Final Advice and Resources Follow Me for more tips on all things Mortgage and Personal Finance: https://adamcolemanmortgage.com/ https://adamcolemanfinance.com/ https://www.facebook.com/AdamColemanFinance https://www.instagram.com/adam.coleman.finance https://www.linkedin.com/in/adamcoleman37 https://www.youtube.com/@adam.coleman.finance Disclaimer: The information provided is for general informational purposes only and should not be construed as financial, legal, or tax advice. Always consult with a qualified professional before making any financial, legal, or tax-related decisions.