Podcasts about qdro

Divorce is already brutal. But when the money is handled wrong, it stops being “emotional pain” and turns into “your future just got cut in half.” In today's 12 Days of Giving episode, Jamie Lima is back—and we walk through a real case where a woman was about to sign a settlement that would have effectively given away $300K–$400K she didn't need to lose and forced her to sell the home she desperately wanted to keep for her and her special needs daughter. Jamie breaks down how this client—Mary—came to him at the tail end of her divorce. Attorney in place. Settlement basically done. Everyone “felt” like it was fair. But the numbers didn't smell right. Once Jamie dug into the pension valuation, the 401(k), the house, and the way the QDRO was being handled, it became clear: the math was wrong, the tax advice was off, and she was about to pay the price for other people's blind spots.We get into the uncomfortable truth: most divorce attorneys are not money people. They're experts in law, not in pensions, actuarial tables, tax rules, or QDROs. Yet millions of people just nod along and sign whatever's in front of them—because they're exhausted, emotional, and just want it to be over. That's exactly how life-changing mistakes get locked in for the next 20–30 years.You'll hear how a simple 30-day “divorce clarity” review turned a $2,000 investment into a $400,000 problem avoided, allowed Mary to keep her house, protect her daughter's future, and avoid an unnecessary tax hit that her original advice would have triggered. This isn't theory. This is what it looks like when someone who actually understands the numbers steps into the process.If you're going through a divorce—or you know someone who is—this episode is your wake-up call. Get a second opinion. Stop letting emotions and fatigue make permanent financial decisions. And stop pretending your attorney is your financial planner.

In this episode, host Tracy Ann Moore-Grant discusses the intricacies of drafting a good settlement agreement with attorney Kathryn Harry. They cover essential topics such as the importance of specificity in agreements, the legal requirements for child support, tax considerations in divorce settlements, and the role of Qualified Domestic Relations Orders (QDROs) in dividing retirement accounts. The conversation emphasizes the necessity of legal advice to ensure that agreements are clear, enforceable, and protect the interests of both parties. How to Work with Kathryn HarryIf you're divorcing in Illinois or Georgia, Kathryn can help you prepare a detailed, enforceable, and fair settlement agreement—and make sure your QDRO and financial documents are handled properly.

⚖️ How to Minimize Financial Losses During a Divorce Settlement? | Los Angeles Divorce

⚖️ How to Minimize Financial Losses During a Divorce Settlement? | Los Angeles Divorce

Ready to regain your confidence and clarity during divorce? Join Karen McMahon's High Conflict Divorce Support Group—a 6-session group coaching program designed to help you manage triggers, set boundaries, and take back control.  -- In this empowering episode of the Journey Beyond Divorce Podcast, Karen McMahon sits down with Certified Divorce Financial Analyst® Jacki Roessler to explore what really happens with your money after the ink dries on your divorce agreement. If you're wondering what financial steps to take after divorce, this conversation is your roadmap. Jacki walks you through a strategic post-divorce financial plan—from what to tackle in the first 3 months to a full year out. We dig deep into smart post-divorce money moves, like organizing your settlement paperwork, budgeting for your new reality, managing name changes and property titles, and understanding why delaying your QDRO (Qualified Domestic Relations Order) can be a costly mistake. With nearly 30 years of experience, Jacki shares insider tips on navigating stock options, RSUs, cash flow, taxes, and more. You'll walk away with a clear, actionable post-divorce financial checklist—and a free customizable worksheet to help you rebuild your financial identity with clarity and confidence. Connect with Jacki: Free Gift:  Post-Divorce Game Plan - https://www.roesslerdivorce.com/wp-content/uploads/2024/09/post-divorce-gameplan-fillable.pdf Linkedin: https://www.linkedin.com/in/jackiroessler/ Facebook: https://www.facebook.com/JackiRoesslerCDFA Website:: https://www.roesslerdivorce.com/ Podcast: https://podcasts.apple.com/us/podcast/divorce-rich-with-jacki-roessler-cdfa/id1735150222 Resources Mentioned in this episode: Follow JBD on Instagram: @journey_beyond_divorce Book a Free Rapid Relief Call: http://rapidreliefcall.com Join the High Conflict Divorce Support Group: https://www.jbddivorcesupport.com/hcdsg  

⏰ How to Keep Track of Important Deadlines Post-Divorce? | Los Angeles Divorce

⏰ How to Keep Track of Important Deadlines Post-Divorce? | Los Angeles Divorce ⏰ Finalizing your divorce is a huge step—but there's still work to do. From filing QDROs to updating financial accounts, missing a post-divorce deadline can lead to costly mistakes and unnecessary delays. Let's talk about how to stay organized and avoid stress.