Videos
January 28, 2021
Learn the top Divorce Negotiation Strategies from the experts. Michelle and Katherine have 50+ years of combined experience in the world of divorce, and want to share a few keys to a successful divorce negotiation. Among them:
2. Investing the time and effort in preparing and planning for negotiation
3. Negotiating with emotions instead of a calculator
4. The need to understand, separate, and prepare for key components of a negotiation; the money, the legal strategy, and the emotions
5. Leveraging the ‘guilt window’ in a negotiation. How long does it last and identifying the high impact issues
6. Don’t be seduced, and use to your advantage the ‘let’s have coffee or dinner’ tactic by your soon to be ex
7. Get comfortable with being uncomfortable in a divorce negotiation
8. Refrain from the need to having to speak
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Elise Pettus - Founder, Untied
Katherine Miller – Founder, Miller Law Group
December 18, 2020
Women Who Play To Win Summit with Michelle Smith and Ellen Leikind
Michelle Smith is the lead speaker at the recent 'Women Who Play To Win' Summit, and shares her keys to success over a 29 year financial career. Michelle also discusses her Wife2CFO 8-Week Online Course.
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Ellen Leikind – Founder and CEO PokerDivas
November 2020
Budgeting – Wife2CFO Online Class
This 3-minute video discusses the dreaded 'Budget' word - and founder of Wife2CFO, Michelle Smith, explains why it doesn't have to be a love-hate relationship with budgets. It's not about cutting back on life's pleasures, it's about eliminating needless spending.
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
November 2020
Give Me My C.O.L.A. – Wife2CFO Online Class
Understand the importance of a Cost of Living Adjustment (COLA) while negotiating your divorce settlement. One of several valuable pieces of financial information you will learn from our Wife2CFO 8-Week Online Course.
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
November 2020
The Risks In Life Are Different Than You Think – Wife2CFO Online Class
Let's explore the obvious and not so obvious financial risks in life when managing your well-being. One of several valuable pieces of financial information you will learn from our Wife2CFO 8-Week Online Course.
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
November 2020
Behaviors That Can Derail A Plan – Wife2CFO Online Class
You need to be clear and understand the financial concepts that don't let adverse behaviors get in the way, which can steer you in the wrong financial direction. One of several valuable pieces of financial information you will learn from our Wife2CFO 8-Week Online Course.
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
November 2020
When Your Portfolio Becomes Your Paycheck – Wife2CFO Online Class
What is the financial plan when your income stream and support ends, a.k.a 'When Your Portfolio Becomes Your Paycheck'. One of several valuable pieces of financial information you will learn from our Wife2CFO 8-Week Online Course.
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
November 24, 2020
Financial Wellness with Michelle Smith & Erika Wasserman
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Erika Wasserman – Founder, Your Financial Therapist
October 30, 2020
Divorce Financial Tips with Katherine Miller & Michelle Smith
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Katherine Miller – Founder, Miller Law Group
June 16, 2020
Discovering how to Align Passion With Purpose for your Post Divorce Endeavors
Michelle Smith – CEO, CDFA™ Source Financial Advisors, and founder of Wife2CFO
Sheilah Crowley CEO, The Summit