In this episode, Julina is joined by Tracy Coenen, a forensic accountant, whose expertise sheds light on the hidden corners of financial deception. As the founder of Divorce Money Guide, Tracy has spent years uncovering the tangled webs of deceit within relationships.
Show Highlights:
Why this is a conversation for anyone in a relationship (1:37)
The role of a forensic accountant (2:03)
What is financial infidelity (4:49)
What to do if you suspect financial infidelity (7:13)
What to do if you don't have access to your accounts (8:33)
Predictable ways to find hidden accounts (10:37)
Red flags in financial infidelity (11:49)
How to determine if you're at risk of financial fraud (13:11)
The most common place a spouse hides money (15:30)
Who needs a forensic accountant (18:51)
Costs associated with this (20:35)
How to save money in the judicious process (21:18)
Connect with Julina Ogilvie:
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180