317: Shauntae Funkhouser - A4 Wealth Advisors

In this episode, Jeff sits down with Shauntae Funkhouser, a financial advisor with A4 Wealth Advisors in Huntersville, NC. Shauntae shares her journey from healthcare to finance, her passion for helping clients navigate retirement and complex financial decisions, and her unique specialization in divorce financial planning. She discusses how A4 Wealth offers a comprehensive, in-house approach to financial services—including estate planning, tax strategy, Medicare, and more. Shauntae also highlights the rising trend of "gray divorce" and how her firm, LKN Divorce Finance, supports clients and attorneys with equitable financial separations. The conversation covers key financial trends like tax-efficient investing, Roth conversions, and reverse mortgages—plus a few real estate insights along the way.If you're seeking smart, empathetic financial guidance or curious about retirement and divorce planning, this episode is packed with valuable insights.A4 Wealth Advisors16140 Northcross DrHuntersville, NC 28078(704) 509-1141Lake Norman Finance and Divorce ConsultantsSpecial thanks to:Lake Norman CURRENTS MagazineBusinesses mentioned:Mike Stanley - Victorian FinanceBook mentioned:Unreasonable Hospitality by Will Guidara---------------------------------------------------------------------------------------Lake Norman’s #1 Podcast & Email NewsletterThe Best of LKNhttps://thebestoflkn.com/Hosted by:Jeff HammElevate Land & RealtyCharlotte | Lake Norman | High Countryhttps://lknreal.com/Support the show