In this episode of The Free Lawyer podcast, Gary interviews Brianna Beski, a Certified Divorce Financial Analyst at Raymond James. Brianna shares how her parents’ divorce inspired her career and discusses the financial complexities of divorce, including common misunderstandings about retirement accounts and asset valuation. She explains the critical role of financial clarity, collaboration with attorneys, and tailored support for high net worth individuals and business owners. Brianna emphasizes empowering clients to make informed decisions, reduce stress, and confidently rebuild their financial futures after divorce.
Brianna’s not just a Certified Divorce Financial Analyst (CDFA®)— she’s someone who truly understands the emotional weight of divorce and how it impacts every area of life. Her unique backgroundallows her to:
✔️ Provide financial clarity in emotionally charged situations, helping clients avoid fear-driven decisions they’ll regret later.
✔️ Help high-achieving professionals maintain control over their financial future, especially when assets, businesses, and long-term planning are at stake.
✔️ Act as a calm, strategic advocate—helping clients navigate complex financial decisions while prioritizing their well-being and their family’s future.
Brianna’s Personal Divorce Experience (00:02:11)
Career Path and Olympic Aspirations (00:04:14) B
Emotional Impact of Divorce (00:05:27)
Common Retirement Account Mistakes (00:05:44)
Valuing Pensions and Retirement Assets (00:07:44)
When to Use a CDFA (00:09:39)
Case Example: Settlement Misconceptions (00:11:26)
Role of CDFA in Divorce Process (00:13:37)
Client Support and Financial Clarity (00:16:05)
Unique Challenges for High Net Worth and Business Owners (00:18:55)
Transformation Through Financial Clarity (00:22:16)
Advice for Lawyers Hesitant to Use Financial Experts (00:24:13)
Maintaining Self-Worth After Asset Division (00:26:31)
Finding Personal Freedom After Divorce (00:29:48)
Advice for Lawyers Going Through Divorce (00:30:49)
Financial Planning for Married Couples (00:32:41)
Advice to Her Younger Self (00:35:10)
Would you like to learn what it looks like to become a truly Free Lawyer? You can schedule a courtesy call here: https://calendly.com/garymiles-successcoach/one-one-discovery-call
Would you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free