EP: 106 Ivy Menchel Developing a Financial Plan for Divorcing Couples It’s never really just about the numbers. Money is emotional, and our feelings about finances reflect what’s going on inside. This is especially true for divorcing couples making major money decisions that will impact the rest of their lives. So, how can we navigate […]
Understanding the Numbers with a Divorce Financial Analyst with Michelle Smith
EP: 038 Michelle Smith Understanding the Numbers with a Divorce Financial Analyst If you left the more complex issues of financial planning to your spouse during the marriage, navigating the numbers during the divorce settlement process can be incredibly intimidating. You may need considerable time to process any financial proposal brought to the table, and […]
The Bipartisan Budget Act & Changes to Social Security with Gayle Lob
EP: 023 Gayle Lob The Bipartisan Budget Act & Changes to Social Security With the Bipartisan Budget Act of 2015, lawmakers closed the loophole that allowed a worker to file for social security benefits and then suspend payments—while his or her partner collected the spousal benefit. How might these changes impact your social security benefits? […]
Making Financial Decisions After Divorce with Carole Epstein
EP: 013 Carole Epstein Making Financial Decisions After Divorce Divorce often means being thrust into a series of financial decisions that you may or may not feel prepared to make. And if divorce has brought you sudden wealth, financial professionals are likely crawling out of the woodwork to offer their services. How do you choose […]
Don Juan, Divorce and the Spousal Benefits of Social Security with Gayle Lob
EP: 010 Gayle Lob Don Juan, Divorce and the Spousal Benefits of Social Security According to the Economic Policy Institute, nearly half of families in the US have no retirement savings at all, and the failure to set money aside for the future ranks as the number one financial regret among Americans. So what if […]
The Role of a Financial Neutral in the Divorce Process with Steve Kaplan CPA/ABV, MBA
EP: 007 Steve Kaplan The Role of a Financial Neutral in the Divorce Process Money is so much more than a way to pay the bills. It’s how we judge ourselves and others. It represents power and control. For a divorcing couple, uncertainty around finances and a sense of mistrust complicate the process. Enter the […]
‘Second Saturday’ and the Role of a Divorce Financial Planner with Andy Samalin
EP: 004 Andy Samalin ‘Second Saturday’ and the Role of a Divorce Financial Planner Divorce is not just a legal process. It also involves an emotional detangling as well as a financial restructuring. Money can be a particularly stressful part of the process, especially as couples begin to consider whether they will be able to […]