Wealthy After Divorce

Navigating the aftermath of a divorce can feel like charting a course through stormy seas, especially when children are on board. That's why we invited Jordana Wolfson, co-founder of Co-Parenting Solutions LLC, onto the Wealthy After Divorce podcast. Her unique insights, born from a tapestry of personal experiences as a child of divorce, a divorced parent, and a former school principal, shed light on the art of constructing parenting plans that truly anchor the family post-separation. Delve into the essential components of these plans, and discover how to sidestep common pitfalls that threaten the peace and emotional well-being of your children. Resources: BY CLICKING HEREHEREJacki RoesslerDivorce Financial PlanningPearl Planning.Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Embark on an empowering journey with us as we reflect on a year brimming with invaluable insights for financial prosperity post-divorce. Your co-hosts, Jacki Roessler and Melissa Fradenburg—certified divorce financial analysts—extend our deepest thanks for helping us reach new heights in the podcast universe. This episode is a celebration and synthesis of our most impactful discussions, including a revisit to our top five episodes. Whether you're seeking to reignite your career after time away from the workforce or deciphering the complexities of hidden assets during a high-stakes divorce, our year-end wrap-up is tailored to highlight the wisdom and strategies that resonated most with our audience in 2023. This episode isn't just a look back; it's a roadmap for what's ahead. Stay tuned in 2024! Pearl PlanningCLICK HERETO Listen to our Top 5 Episodes of 2023, Click the Links Below CLICK HERE TO LISTEN TO OUR #2 EPISODE OF 2023LISTEN TO "THINGS TO DO NOW" FOR POST-DIVORCE CLIENTSCLICK HERE TO LISTEN TO OUR #5 EPISODE OF 2023LISTEN TO "TIPS FOR STAY-AT-HOME HOMES"LISTEN TO "FINDING HIDDEN ASSETS IN DIVORCE" Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

We're thrilled to bring you a unique episode featuring Jacki's top picks for apps to make 2024 smoother and more efficient and financially sound- especially for those navigating life post-divorce. This episode is crammed with valuable insights and recommendations from the field. Allow us to guide you on the path to success after divorce through this enlightening discussion! Pearl PlanningCLICK HERECLICK HERE TO SCHEDULE A CONSULTClick here and scroll down to "Divorce Budget Worksheet"CLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Fasten your seatbelts as we journey through analyzing your housing options during the seismic shift of divorce. We view this decision from all angles - financial and emotional. The road starts with a post-divorce budget and extends to considering other assets in the marital estate. To ease this complex decision, we illustrate how financial projections can help compare the outcomes of different paths. Whether you feel pulled towards keeping the house, selling it, or a buyout, it’s essential to scrutinize all options. We highlight the importance of seeking professional guidance from a certified divorce financial analyst or financial advisor. This episode is a valuable resource for anyone wrestling with this decision. RESOURCES CLICK HERE CLICK HERE TO DOWNLOAD OUR BUDGET WORKSHEETPearl PlanningCLICK HERECLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Are you curious about how your financial landscape changes after divorce? Join us as Co-Host Melissa Fradenburg and Pearl Planning founder, Melissa Joy, CFP®, CDFA® talk Roth conversions after divorce. In this episode, Melissa discusses how a move to a lower tax bracket following a divorce can open up opportunities for financial growth. Melissa shares her insights on how to maximize the financial benefits from spousal support payments and reduce tax liabilities. Tune in to learn about the resources and events that can aid you in crafting a long-term financial strategy tailored to your new reality. Resources: Pearl Planning.Melissa Joy, CFP®Fall Economic Update and Investment Outlook.Year-End Planning with Alexa Kane.Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

*LIMITED TIME PROMO! THE NEXT FIVE LISTENERS WHO LEAVE US A REVIEW ON APPLE PODCASTS WILL RECEIVE BARB'S BOOK FOR FREE** email screenshot of your review to Jacki@pearlplan.com We often don't realize the strength we possess until life throws us into challenging situations. This episode brings you an inspiring narrative from a woman who picked up the shattered pieces of her life post-divorce and became a beacon of hope for others. Meet Barb Greenberg, author, and founder of Rediscovering U, who turned her painful personal experience of a 33-year marriage divorce into a support system for others. She shares her journey of transforming her company from organizing one-off workshops to weekly meetings - creating a nurturing environment filled with vital education and resources for those dealing with divorce. RESOURCES CLICK HERE for information on Rediscovering Uhttps://www.facebook.com/rediscoveringuPearl PlanningCLICK HERECLICK HERECLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

**OCTOBER IS DOMESTIC VIOLENCE AWARENESS MONTH** Wealthy after Divorce is joining forces with the DIVORCE COALITION; a nationwide group of podcasters, bloggers and divorce professionals seeking to raise awareness, educate and support victims and survivors of domestic abuse. Click here to learn more about the DIVORCE COALITION. Have you ever felt powerless in your financial life, or worried that someone close to you may be taking advantage of your money? We're here to help you recognize and overcome financial abuse. In this episode, Jacki Roessler, CDFA talks with Stacy Francis, CFP, CDFA, CES, president and CEO of Francis Financial and founder of Savvy Ladies, who shares her personal experience growing up with a grandmother who suffered from physical, emotional, and financial abuse. Together, we discuss the red flags of financial abuse, what steps to take if you suspect you're a victim, and how to reclaim your financial power. RESOURCES Stacy Francis, CFP, CDFA, CESHERE.Pearl PlanningCLICK HERESavvy Ladies HelplineCLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Want to unlock the secret to a less taxing and more peaceful divorce process? Join us as we chat with the accomplished mediator and attorney, Lisa Taylor, who brings a fresh perspective to divorce by advocating for pre-filing mediation. Lisa passionately shares how this method encourages couples to reach a harmonious settlement agreement before any court documentation is filed, saving them from the emotional turmoil and financial burden that traditional litigation can bring. Learn the significant differences between pre-filing mediation and end-stage mediation from Lisa and explore how she facilitates calm and productive exchanges between couples as a neutral party. RESOURCES CLICK HERECLICK HEREPearl PlanningCLICK HERECLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

The divorce is final; yet the items on your to-do list are overwhelming enough to make you want to crawl under the covers. For most people, the day after the divorce is just the beginning of the transition process, not the end. The key to maintaining sanity during this overwhelming time is breaking up your financial "To-do" list into manageable “bites”. In this, our first 3 part Mini-Bite Series, Jacki and Melissa break down your post-divorce game plan into things that you should do "NOW", "SOON" and "LATER". Each segment has its own mini episode. Part Three shares “bites” to do within the first year after your divorce is final. “Bites” include changing your name, estate planning, making QDRO distribution choices and pushing re-set on your financial plan. · To read about how Pearl Planning and Jacki Roessler, CDFA can help you though and after your divorce or schedule an initial complimentary consult, CLICK HERE · CLICK HERE FOR MORE INFO ON SOCIAL SECURITY NAME CHANGES · CLICK HERE FOR INFORMATION ON PASSPORT NAME CHANGES · To learn more from Jacki about why timing is so important with QDROs, CLICK HERE TO LISTEN NOW Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Join Melissa Fradenburg for Part 2 of our first "Mini-Bite" series. This series is all about breaking down your post-divorce checklist into manageable mini bites. Part 2 addresses managing your finances in the first six months after divorce. Melissa dissects critical aspects such as establishing a post-divorce budget, splitting assets, removing your name from any joint accounts, and why timely completion of paperwork is non-negotiable. Get the details regarding the processes of asset transfer, setting up new accounts, and how partnering with a financial advisor can make things a lot easier for you. So tune in and equip yourself with the valuable advice that will make your transition smoother and help you build your best life post-divorce. If you missed Part 1, CLICK HERE TO LISTEN NOW Pearl PlanningCLICK HERECLICK HERE TO SCHEDULE A CONSULTClick here and scroll down to "Divorce Budget Worksheet"CLICK HERE TO LISTEN NOW Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

The divorce is final; yet the items on your to-do list are overwhelming enough to make you want to crawl under the covers. For most people, the day after the divorce is just the beginning of the transition process, not the end. The key to maintaining sanity during this overwhelming time is breaking up your financial "To-do" list into manageable “bites”. In this, our first 3 part Mini-Bite Series, Jacki and Melissa break down your post-divorce game plan into things that you should do "NOW", "SOON" and "LATER". Each segment has its own mini episode. Part One covers things to do within the first 1-3 months after your divorce is final. Jacki gives the listener clear and practical tips for tackling those tasks that (if handled right away) will save much stress, aggravation and possibly money later. Pearl PlanningCLICK HERECLICK HERE TO SCHEDULE A CONSULTClick here and scroll down to "Divorce Budget Worksheet"CLICK HERE TO LISTEN NOW Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Prepare to be inspired as we are joined by Judy Richmond, the Women to Work Coordinator at Gesher Human Services, who gives us a detailed look into the transformative Women to Work Program. This program is a beacon of hope for women needing to reenter the workforce, offering essential skills training, peer support, and financial management techniques. Listen in as Judy outlines the eight-session journey, highlighting valuable learning experiences that the program offers, includiing the crafting of engaging resumes and conducting effective job searches. Let’s get inspired together as Judy and Jacki share the heartwarming stories of resilience and triumph that testify to the program’s success. Whether you're a woman looking to reenter the workforce or you want to know more about empowering women, this episode is a must-listen. RESOURCES CLICK HEREjrichmond@geshermi.org248-233-4232Pearl PlanningCLICK HERECLICK HERE TO SCHEDULE A CONSULTCLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Are you in your 50s (and up), divorced or in the process of divorce? A future long-term care need can derail your entire financial plan and divorce settlement-unless you're prepared. Long-term care needs in our later years can be catastrophically expensive-especially when you don't have a partner to share the burden. Whether it's in a desirable facility or in your home; you want to make sure you're protected. Join us as we talk with renowned Terry Altman, CLU, ChFC, CFP a veteran risk management and insurance expert, who brilliantly demystifies this complex topic. Terry, with his profound experience in the field, paints a clear picture of long-term care insurance, its importance, and who it is essential for. He emphasizes that this insurance doesn't just shoulder nursing home costs but also covers in-home care, something many people often overlook. RESOURCES HERE Send a Message to Terry R. AltmanPearl PlanningCLICK HEREConnect with Terry on LinkedIn HereCLICK HERE TO SCHEDULE A CONSULTCLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Have you ever felt powerless in your financial life, or worried that someone close to you may be taking advantage of your money? We're here to help you recognize and overcome financial abuse. In this episode, Jacki Roessler, CDFA talks with Stacy Francis, CFP, CDFA, CES, president and CEO of Francis Financial and founder of Savvy Ladies, who shares her personal experience growing up with a grandmother who suffered from physical, emotional, and financial abuse. Together, we discuss the red flags of financial abuse, what steps to take if you suspect you're a victim, and how to reclaim your financial power. **This episode contains a content warning. Among the topics discussed are financial abuse and domestic violence. These topics can be upsetting. Please use self-care and caution to decide if you want to consume this content.** RESOURCES Stacy Francis, CFP, CDFA, CESHERE.Pearl PlanningCLICK HERESavvy Ladies HelplineCLICK HERE Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. https://francisfinancial.com/blog-posts/financial-abuse-the-most-common-type-of-abuse-that-far-too-many-ignore/

Navigating insurance after a divorce can be a complex and confusing process, but our guest, Mike Turkaly from Advanced Insurance, is here to guide us through it all. In this insightful conversation, we uncover the key differences between COBRA and individual policies, discuss the timing of when to elect COBRA coverage, and learn how premiums are usually handled. Mike further breaks down the basics of Medicare Part A and B, explaining the requirements for Medicare Advantage or Medicare Supplement plans. Resources: CLICK HERELinks are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Feeling stuck, overwhelmed or paralyzed with fear? These are common feelings for individuals going through divorce. In this episode, Jacki talks with Beverly Price, a divorce coach, to explore her tips on reframing emotional barriers and empowering people to regain control. Operating remotely with clients nationwide, Beverly assists them in advocating for their rights and making rational choices. Topic Covered Include: · Helping clients understand their own needs as it relates to the relationship · Overcoming embarrassment, anger and other intense emotions during divorce · Charting progress with an “emotional assessment” throughout divorce coaching · Coaching is different for women and men Resources: Schedule a free 30-minute consultation with Jacki to learn about divorce financial planning; Click Here to Book a Convenient Day/Time in Jacki's Calendar Follow us on Facebook at https://www.facebook.com/wealthyafterdivorce/ Beverly Price, Certified Divorce© and Empowerment Coach can be reached at https://www.herempowereddivorce.com or beverly@herempowereddivorce.com FB Group - Women's Divorce and Empowerment Group | https://www.facebook.com/groups/divorcerecovery Linked In | https://www.linkedin.com/in/beverly-price Divorce and Empowerment Meetup group | https://www.meetup.com/womens-divorce-and-empowerment-group/ The Her Empowered Divorce podcast can be found at https://www.herempowereddivorce.com/podcast or wherever you listen to podcasts. Schedule a free consultation with Beverly at https://Beverly-Price.as.me/Consultation Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Getting through a divorce often takes a village. In fact, gathering an experienced team of professionals, can either make or break a smooth transition to post-divorce life. Adding a mortgage banker early in the process (yes, well before the case is settled) can change how you view settlement options. In this episode, Jacki interviews Erica Powers, CMPS®, CDLP® to discuss the following: Resources: HEREepowers@FirstMerchants.com.https://calendly.com/jacki-divorceplanner/get-to-know-youhttps://pearlplan.com/2022/08/09/five-tips-to-protect-your-credit-score-during-divorce//Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Season One Finale! Special Episode A Candid Conversation with a Divorced Client and Jacki Roessler, CDFA In this Season One ending special episode, Jacki has a candid and personal conversation with her former client, “Diane", a data analyst who was blind-sighted when her husband left and filed for divorce. Now eight months post-divorce, she reflects on her struggles and successes during her divorce. This episode has important survival tips and will leave listeners with a hopeful message about finding confidence, joy and healing after the trauma of divorce. We will discuss: Resources: · Learn more about DivorceCare’s Online and In-Person Support Groups found across the country HERE · Local Resources for Women in Michigan can be found at https://www.womenscentersemi.org/ · CLICK HERE to schedule an initial (no-charge) consult with Jacki to find out how working with a CDFA® would help you! Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

In this episode, co-host Melissa Fradenburg, CDFA®️, AIF® welcomes Tracy Coenen, a renowned forensic accountant who specializes in helping find money during divorce. Tracy has created a 10-step Divorce Money Guide to help you find hidden assets and take control of the finances during your divorce, and she and Melissa dive into a few of the steps. They also discuss how to spot financial fraud and infidelity, as well as what every spouse, especially stay-at-home partners, should know about their family finances. As a forensic accountant, Tracy has investigated hundreds of fraud cases in various industries and served as an expert witness in numerous cases involving damage calculations, commercial contract disputes, shareholder disputes, and criminal defense. Tune in for an informative and empowering conversation on how to take control of your financial future and learn from Tracy's wealth of knowledge. RESOURCES Tracy CoenenHERE.Pearl PlanningCLICK Here Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

Senior divorcing couples (often referred to as “Grey Divorce”) face unique financial challenges when it comes to the marital home. If keeping the house is a priority for one spouse and there aren’t enough assets in the estate to buy out the other’s interest, couples may start thinking outside the box. Jacki Roessler, CDFA® and her guest, Brian Cohen, 131198 Senior Mortgage Banker-Reverse Mortgage Planner of Fairway Independent Mortgage Corporation talk about the pros and cons of reverse mortgages. Brian has built his success by providing clients with over 20 years of lending experience and insightful mortgage knowledge. His high degree of reverse mortgage knowledge allows him to also help seniors understand the sometimes confusing myths, terms and conditions of reverse mortgages in order to make sound, informed decisions about what is in their best interest. Topics discussed include: RESOURCES HEREHEREClick Herejacki@pearlplan.comCLICK Here Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.