Resources
- Home
- Resources
Podcast
Breaking Barriers: Featured Collaborations
Sarah’s expertise extends beyond the office through her collaborations with industry professionals. She has been featured on several platforms discussing wealth-building strategies, financial planning, and overcoming life’s financial challenges.
Discovery Series: Unplugged
Episode 1: Navigating Divorce - The Financial Advisor's Ultimate Guide with Sarah
Join Sarah Balram, CDFA & CFDS, in the first episode of the Discovery Series: Unplugged, where she shares expert insights into divorce financial planning. Sarah covers everything from navigating divorce and separation to planning for the future, answering key questions about how to best support clients during a divorce. Gain valuable tips and strategies on managing finances through divorce and securing a stable future.
Discovery Series: Unplugged
Episode 36: Money, Marriage, and Matrimony - The Prenup Chronicles
In this special Valentine’s Day episode, hosts Reh Bhanji and David Lee engage in a candid conversation with returning guest Sarah Balram, CFP, CDFA, CFDS, CHS, exploring the often-overlooked realm of prenuptial and postnuptial agreements. Sarah shares valuable insights into financial planning for marriage contracts, emphasizing their role in protecting personal and business assets. The episode includes real-life examples, essential dos and don’ts, and a lighthearted “swipe left or swipe right” game, making it an essential guide for financial advisors navigating the delicate balance of love and financial planning for marriage.
Discovery Series: Unplugged
Episode 42: Love, Loss, and Legalities -Navigating Divorce Settlements
In this episode of the Discovery Series: Unplugged, hosts Reh Bhanji and David Lee, along with certified divorce financial expert Sarah Balram, return for part two of the “Money, Marriage, and Matrimony” series. They explore divorce settlements, the role of financial advisors in identifying planning opportunities, and strategies for navigating shared assets and securing future financial stability. This episode offers valuable insights for advisors supporting clients through the emotional complexities of divorce financial planning.
Podcast
- Sarah Balram
- December, 23 2024
Podcast
- Sarah Balram
- December, 23 2024
Downloads
Documents
Flip My Life Shop
Empower Your Financial Future
At Flip My Life Shop, I’m bringing the tools and strategies I’ve used in my professional practice directly to you. This online store is your go-to destination for practical, easy-to-use resources like downloadable budgets, planners, journals, and DIY planning tools designed to empower you to take charge of your financial future.
Life insurance quote
FAQs
Popular Questions
We’ve compiled answers to some of the most common questions to help you better understand our services and process.
Need More Questions?
Blogs & Articles
Featured Articles and Insights
Read and update the latest news from us, we have lots of the latest news about wealth management, planning and also consulting.
