Podcasts about qdro

⏰ 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.

⚖️ What Are the Most Overlooked Legal Issues in Divorce? | Los Angeles Divorce

⚖️ What Are the Most Overlooked Legal Issues in Divorce? | Los Angeles Divorce

⚖️ How to Make Sure Your Divorce Settlement Is Enforceable. | Los Angeles Divorce ⚖️ Is Your Divorce Settlement Legally Enforceable? Don't Make These Costly Mistakes! A divorce settlement is only as good as its enforceability. If your agreement isn't legally binding, you could face major issues down the road. In this video, I'll show you how to make sure your divorce settlement holds up in court and how to enforce it if your ex doesn't comply!

⚖️ How to Make Sure Your Divorce Settlement Is Enforceable. | Los Angeles Divorce

How to Split Investments and Stocks During Divorce | Los Angeles Divorce

What Happens to Your Pension in a Divorce? | Los Angeles Divorce

How to Divide Retirement Accounts in a Divorce | Los Angeles Divorce

How to Protect Your Retirement Savings in Divorce | Los Angeles Divorce

How to Protect Your Retirement Savings in Divorce | Los Angeles Divorce

Jennifer Lee, financial advisor and founder of Modern Wealth, returns to the show to break down the financial realities of grey divorce. Whether you're the stay-at-home parent wondering what you're entitled to or the moneyed spouse navigating how to divide assets fairly, Jennifer's insights will help you make informed decisions with a clear sense of direction. Together, we unpack the unique financial challenges that come with untangling decades of shared assets—from businesses and retirement accounts to the realities of living on half the resources you once had. Jennifer shares her expert advice on how to avoid costly mistakes and take control of your financial future. You'll also hear: What makes grey divorce financially unique and how to prepare (3:58) The importance of a qualified domestic relations order (QDRO) and how it works (5:12) Key mistakes people make when dividing marital assets (7:47) How to approach long-term financial planning post-divorce (16:51) Learn more about Jennifer Lee: Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life's upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.” Resources & Links: Unbreakable – the Divorce Recovery Retreat, Sedona, AZ in April 2025 Submit your questions here for possible inclusion in future Q&A podcast episodes Focused Strategy Sessions with Kate  Phoenix Rising: A Divorce Empowerment Collective Jennifer's website Consultation with Jennifer =================== DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE. YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM. Episode link: https://kateanthony.com/podcast/episode-308-grey-divorce-and-your-money-with-jennifer-lee/

Jennifer Lee, financial advisor and founder of Modern Wealth, returns to the show to break down the financial realities of grey divorce. Whether you're the stay-at-home parent wondering what you're entitled to or the moneyed spouse navigating how to divide assets fairly, Jennifer's insights will help you make informed decisions with a clear sense of direction. Together, we unpack the unique financial challenges that come with untangling decades of shared assets—from businesses and retirement accounts to the realities of living on half the resources you once had. Jennifer shares her expert advice on how to avoid costly mistakes and take control of your financial future. You'll also hear: What makes grey divorce financially unique and how to prepare (3:58) The importance of a qualified domestic relations order (QDRO) and how it works (5:12) Key mistakes people make when dividing marital assets (7:47) How to approach long-term financial planning post-divorce (16:51) Learn more about Jennifer Lee: Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life's upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.” Resources & Links: Unbreakable – the Divorce Recovery Retreat, Sedona, AZ in April 2025 Submit your questions here for possible inclusion in future Q&A podcast episodes Focused Strategy Sessions with Kate  Phoenix Rising: A Divorce Empowerment Collective Jennifer's website Consultation with Jennifer =================== DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE. YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM. Episode link: https://kateanthony.com/podcast/episode-308-grey-divorce-and-your-money-with-jennifer-lee/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Text me your email after leaving a review for chance to win a $50 Target gift card or $50 credit toward services. Winner will be notified via email Nov. 7thDivorcing in midlife can feel like your life has been turned upside down. The next step is unraveling a lifetime of savings and assets you've built together.Navigating through the emotional and financial ups and downs of managing and understanding your divorce finances can be overwhelming, but with the right team, the process can be less painful and even save you money in the long run. In this episode, I welcome Jennifer Lee, a certified financial planner and author of “Squeeze The Juice." Jennifer specializes in helping women manage during major life changes like divorce or widowhood.Key takeaways from this episode include:The importance of confronting your finances head-on after a divorce and not stick your head in the sand.Know your “why” when it comes to your money.Build a healthier relationship with your money.How to choose the right financial advisor (and why having a fiduciary is key!).Why it's smart to take small steps toward your financial future instead of trying to figure everything out at once when it comes to managing your money.What a QDRO is and its significance to you.The significance of legacy planning—and why creating a legacy can be more than just leaving money behind.Whether you're going through a significant financial shift or you want to learn how to manage uncertainty with more confidence, this episode is packed with valuable tips! Take the next step towards your financial independence by tuning in and facing your finances head-on!Cheers to more financial freedom,LaurieThese guides will help you take the next step in life. Click here to learn about my November 6th  “Somatic Healing” class - RECOVERClick here for my FREE “Somatic Healing for Beginners Guide”Click here for my FREE Core Values ExerciseClick here to purchase my book: Sandwiched: A Memoir of Holding On and Letting GoSign up for my newsletter here to stay current on my upcoming offerings and podcast interviews!WebsiteAbout Jennifer:Website Squeeze the Juice BookSchedule a call with Jennifer***************************************************************************************DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL, MEDICAL OR PROFESSIONAL ADVICE. YOU SHOULD CONTACT A LICENSED THERAPIST IF YOU ARE EXPERIENCING SUICIDAL THOUGHTS. YOU SHOULD CONTACT AN ATTORNEY IN YOUR STATE TO OBTAIN LEGAL ADVICE. YOU SHOULD CONTACT A LICENSED MEDICAL PROFESSIONAL WITH RESPECT TO ANY MEDICAL ISSUE OR PROBLEM.

Send us a textAndrew chats with Shann Winesett, a family law attorney and experienced QDRO preparer. They discuss the importance of the QDRO in retirement plan division in divorce. They discuss common mistakes that are made in preparing QDROs and how to avoid potential financial grief in the future. Thanks for listening! We'd be very grateful if you'd subscribe to the podcast and give us 5 stars! Please visit Transcend Retirement or Wiser Divorce Solutions. Follow Andrew on LinkedIn too!

Do you know what a QDRO is and do you understand the process? My guest in this episode is Wade Griffin Jr., a divorce attorney and partner at Varghese Summersett, as well as a QDRO expert. Wade and I discuss everything QDRO related! Learn more here: https://www.divorcedgirlsmiling.com/what-is-a-qdro-this-is-your-go-to-guide/

In this listener question episode, Seth and Pete address a variety of concerns that many individuals face when going through a divorce or considering ending their marriage.The hosts dive into topics such as dating during the divorce process, fighting for your marriage, handling unresponsive attorneys, and the potential impact of changing laws on no-fault divorces. They also discuss the differences between equitable distribution and alimony, inheritance laws in Florida, and how to approach property appraisals during a divorce.Questions we answer in this episode:How should you handle dating before your divorce is finalized?Can the divorce process actually save a marriage?What should you do if your attorney is unresponsive and hasn't filed important documents like your QDRO?Key Takeaways:Equitable distribution deals with the division of assets and debts, while alimony is based on need and ability to pay.In Florida, inheritance maintained as separate property is generally considered non-marital and not subject to equitable distribution.When seeking a property appraisal, focus on finding a reputable and qualified appraiser rather than trying to manipulate the outcome.It's an information-packed episode with questions sent in from listeners, and also from listeners who have used our chatbot on the website. Those questions are valuable too, so if you have questions of your own, make sure you get them asked and we'll do our best to answer them in an episode for you.Links & NotesReach out to Andy to practice dating while going through your divorceReach out to Matt Lundy to see if he works in your state regarding QDROsSchedule a consult with SethGot a question you want to ask on the show? Click here! (00:00) - Welcome to How to Split a Toaster (00:26) - Listener Questions! (00:51) - Question #1 (02:57) - Question #2 (06:17) - Question #3 (10:27) - Question #4 (14:14) - Question #5 (18:39) - Question #6 (20:46) - Question #7 (25:38) - Question #8 (31:38) - Wrap Up

A Fed cut in September could make non-US equities attractive for a while.  Dave Spano and Brian Jacobsen present our Week-in-Review. Learn more about the value of an advisor, aging in place, QDRO's and divorce, and excuses we use when putting off retirement planning.

In this session, the panelist will discuss: The process for dividing retirement accounts, including when to use QDRO's and Letters of Instruction. Contempt actions and the process for enforcing the terms of the Judgment of Divorce including when an award of attorney's fees is appropriate. Modification actions and the process for modifying the terms of the Judgment of Divorce Nisi. Questions? Inquiries about program materials? Contact Trenon Browne at tbrowne@bostonbar.org

Send us a Text Message.Facing the financial unknown can be terrifying, especially when it comes to divorce. But what if you had a guide to lead you through the monetary maze of separation? Enter Catherine Shanahan from My Divorce Solution, our beacon of clarity in this episode. She joins us to debunk the myth that divorce is unaffordable and shines a light on the real cost of staying in an unhealthy marriage. With her deep financial acumen, Catherine delves into the essential realm of financial literacy, from dissecting tax returns to confronting the daunting task of substantiating financial claims against a narcissistic partner.When the division of assets looms large on the horizon of a divorce, being unprepared is not an option. Catherine walks us through the critical role of Qualified Domestic Relations Orders in splitting retirement assets, and how a specialized QDRO administrator can make all the difference. We also grapple with the thorny issue of asset dissipation and infidelity, stressing the importance of meticulous documentation and cost-benefit analysis. Catherine implores listeners to keep their emotions in check, to focus on the facts, and to understand that sometimes the fight for financial justice is worth the battle.Finally, we chart the course for financial recovery post-divorce, tackling the challenge of rebuilding credit with the same precision as a strategic game plan. Catherine offers sage advice on why it's vital to maintain a strong credit score and outlines the refinancing ropes for the family home. Her empowering message reinforces the value of education through My Divorce Solution's resources, equipping our listeners with the tools to take control of their financial futures. After all, knowledge isn't just power—it's peace of mind during life's most tumultuous transitions.

Welcome to another great episode of Our 2 Cents with Steve and Gabriel Lewit! They are excited to share the cicada craze this year, how to not make any big financial decisions based on predictions, and their financial take on money management with some listener questions. Listen in now using a link below!Cicada Emergence 2024:Learn about the rare occurrence of two broods of cicadas appearing together at the same time this year and how they make their "lovely" screeching noises.  Morgan Stanley's Poor Predictions:A Morgan Stanley exec went back on his own word for the S&P 500 target, as he realized the market did not take a turn for the worse.Discover why it's in your best interest to not make a financial decision based a prediction.  Write-In Article Question & Listener Questions: Write-In: "Do I continue with my current financial adviser or is it time to DIY?""I'm recently divorced and have just received money in a QDRO as part of our settlement. What are my options for what I can do with this money?" - Rebecca"Should I continue with my 401k rollover or hold off since it's performing well?" - Eric"I'll be receiving a settlement from a lawsuit and have some credit card debt and car loans that could be paid off entirely with the settlement, or I could invest the money instead. Do you have a recommendation?" - Alina

We met recently with a young client who was just getting started and wanted to learn more about investing. They were so eager to get a jump on the finances and figure everything out. Today we're going to share insightful anecdotes from this recent meeting, where we talked about the underlying principles of planning, highlighting the importance of understanding risk, diversification, and keeping a long-term outlook.   Here's some of what we discuss in this episode: Investing should feel more like watching paint dry. How you should view risk and apply that to your investment strategy. The way we explained diversification to a novice investor. Understand your time horizon and structure your portfolio to align with that. What should you do with a QDRO disbursement after a divorce? The best account options for independent contractors to use.   Want to contact us? Website - https://smartmoneyquestions.com/ Email - info@smartmoneyquestions.com Set up a time to talk – http://SpeakWithMatt.com     Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/

We've got another round-up of hot topics questions about divorce - this time we cover everything from why you need a QDRO to whether or not you need permission to change your name to common divorce mistakes. Don't forget to send us your questions to hello@exexperts.com if you'd like them answered in an upcoming episode! (Guest: Tracy Moore Grant, Divorce Attorney, Amicable Divorce Network) Sign up for the exEXPERTS' ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Divorce Rulebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.exEXPERTS.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow @exEXPERTS on TikTok and Instagram. --- Send in a voice message: https://podcasters.spotify.com/pod/show/divorceetc/message

Sometimes financial planning is about more than investing toward goals. For Lynne Knox, a private wealth manager at Capital Group Private Client Services, that often means helping people move from fragility to strength. This is particularly true for women age 65 and older going through “gray divorce” after spending decades in a traditional homemaker role.  These women may have high net worth but little experience making their own financial decisions. They need guidance, but they also want allies they can trust and lean on during a time of great uncertainty.  In this episode, Knox describes the financial advice she gives them, a technique for better client conversations, and how she nurtures these client relationships after the divorce is finalized.  For more, visit PracticeLab.

Sometimes financial planning is about more than investing toward goals. For Lynne Knox, a private wealth manager at Capital Group Private Client Services, that often means helping people move from fragility to strength. This is particularly true for women age 65 and older going through “gray divorce” after spending decades in a traditional homemaker role.   These women may have high net worth but little experience making their own financial decisions. They need guidance, but they also want allies they can trust and lean on during a time of great uncertainty.  In this episode, Knox describes the financial advice she gives them, a technique for better client conversations, and how she nurtures these client relationships after the divorce is finalized.  For more, visit PracticeLab.

Soft landings, straight lines, and struggles. Dave Spano and Brian Jacobsen present our week-in-review. Learn more about QDRO's, passion assets, letdown in retirement, and how Annex assists widows. 

A listener writes in and asks, "What are the aspects of a QDRO that I need to know? Is this always court ordered or can one spouse initiate it?" Matthew Brickman answers your most frequently asked questions about divorce as he goes over several key points:Assume nothing.Know who you are before you get married. Know who you're getting married to. Know the laws and statutes in the state you live in.Don't take advice from anyone who isn't a legal professional in the state in which you're getting married and living in.If you have a matter, disagreement, or dispute you need professional help with then visit iMediate.com - Email mbrickman@ichatmediation or Call (877) 822-1479Matthew Brickman is a Florida Supreme Court certified family and appellate mediator who has worked in the 15th and 19th Judicial Circuit Courts since 2009 and 2006 respectively. But what makes him qualified to speak on the subject of conflict resolution is his own personal experience with divorce.Download Matthew's book on iTunes for FREE:You're Not the Only One - The Agony of Divorce: The Joy of Peaceful ResolutionMatthew Brickman President iMediate Inc. Mediator 20836CFAiMediateInc.comSCHEDULE YOUR MEDIATION: https://ichatmediation.com/calendar/OFFICIAL BLOG: https://ichatmediation.com/podcastOFFICIAL YOUTUBE: http://www.youtube.com/ichatmediationOFFICIAL LINKEDIN: https://www.linkedin.com/company/ichat-mediation/ABOUT MATTHEW BRICKMAN:Matthew Brickman is a Supreme Court of Florida certified county civil family mediator who has worked in the 15th and 19th Judicial Circuit Courts since 2009 and 2006 respectively. He is also an appellate certified mediator who mediates a variety of small claims, civil, and family cases. Mr. Brickman recently graduated both the Harvard Business School Negotiation Mastery Program and the Negotiation Master Class at Harvard Law School.

The UAW strike might be a doozy--we'll discuss the possible impact.  Arm's IPO went pretty well, is it a signal for the rest of the tech sector? Fresh IPO numbers arrived and we'll dig in during our Week-in-Review. How about that Arm IPO? What's that mean for the tech sector?  Our Retirement Plan Services weighs in on 401ks---traditional and Roth. We'll open the mailbag for Ask Annex and explore QDRO's and the potential impact on one's investment and retirement planning. Branch Director Robert Chastain tackles 5 myths about Social Security. 

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.

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Lauren F. Riesenfeld, Esq., specializes in Matrimonial and Family Law. She is best known for her litigation skills using a unique combination of compassion, integrity and aggressiveness. Exactly what you need! It's important to know, like and completely trust your attorney. Lauren prides herself in maintaining this intimate connection with every one of her clients. Trust is essential. Dependability is essential. You are not just another client. You will not be transferred to an intern. Lauren will guide you every step of the way, personally. Lauren protects your interests ensuring the confidence in her that you expect. Contact Lauren at:

Most people don't prepare for a divorce before they get married. In most divorces, property that was acquired during the marriage is subject to division between the spouses depending on a number of factors.  Dividing assets and understanding how they are calculated post-separation is a crucial step in the divorce process. A QDRO can be … Continue reading QDROs & Divorce: Understanding the Settlement of Retirement Assets with Derrick A. Rubin, Esq. (Ep. 124) →

Whether you've experienced it yourself or have seen it happen to someone close to you, you're likely to agree that there aren't many life events that are more emotionally taxing than divorce. Two lives that have been bound together — by law and through shared experiences — are severed, and with that comes the necessities required to complete that break. The emotional component, however, often makes every step in the process as contentious as it can be, with both parties not only going to the mat to look after their own best interests but sometimes — let's face it — also inflicting emotional and financial harm on each other. In a “50/50” state like California, where assets are required by law to be divided equally among spouses, it would seem like a cut-and-dry job, and in some respects, it is. But not all community assets are that easy to divide. The most obvious example of this would be the family home. You're not likely to find many divorced couples willing to live under the same roof with spatial boundaries cutting the residence in half, and, of course, literally dividing a house in half would render both halves unlivable. In reality, arriving at an equitable division of assets after a divorce is a very complex undertaking. There are plenty of considerations to be made — many of which wouldn't even be on the average person's radar. But, if you're contemplating divorce or want to provide some insight to someone close to you who is, you'll definitely want to tune into the latest episode of Absolute Trust Talk, as Kirsten welcomes Glenn Bittner, who is not only a financial advisor with Pacific Wealth Planning but also a Certified Divorce Financial Analyst. Glenn offers a unique blend of practical knowledge and experience that allows him to view the emotionally fraught issue of divorce from the rational, financial side. In addition to his CDFA® certification, Glenn obtained his FINRA Series 6, 63, 65, and 7 licenses. As a former mathematics major, he has a penchant for calculating the present and future valuations of a wide array of financial assets. He was born for this role! In this episode, we're going to discuss: The importance for Glenn and any CDFA® is to ask the right questions and learn essential information about both parties in a divorce proceeding. What a Qualified Domestic Relations Order (QDRO) is, its role in a divorce proceeding, and why it's sometimes best to avoid a QDRO altogether? Why dividing a pension earned by one spouse between both parties can be especially challenging, if not impossible. The various emotional aspects of the family home often make it a particularly contentious part of the divorce process. Why allowing emotion to dominate divorce proceedings may not only lead to a less than equitable settlement but also bring about unforeseen financial consequences for one or both parties down the road. And more! Unfortunately, as we all know, divorce is never easy, and many moving parts require us to set aside emotion so that rational thinking can take center stage – easier said than done, right?! We aim to help you walk away from this episode with a better idea of what needs to be considered when equitably dividing financial assets.