Podcasts about qdro

If you're going through divorce and feeling overwhelmed by the financial decisions in front of you, you are not imagining it. There is far more to divorce financial planning than most people are ever told. Divorce creates financial challenges that most traditional financial advisors simply are not trained to handle, which is why I invited Jamie Lima, a Certified Divorce Financial Analyst and the founder of Allegiant Divorce Solutions, to the show to help demystify the financial realities of divorce. Jamie explains why dividing assets during divorce is rarely as straightforward as it seems, especially once taxes, retirement accounts, and long-term consequences are factored in. We talk about some of the most common and costly blind spots women face, including critical documents like QDROs, along with who actually carries the tax burden when assets are divided.  Throughout the conversation, we come back to one essential truth. You should not be navigating this alone. Divorce requires a team, and having the right financial expertise can protect your future long after the paperwork is signed. What you'll hear about in this episode: What a Certified Divorce Financial Analyst does and why divorce financial planning is different from traditional financial planning (2:02) What a QDRO is, how it works, and why it is essential when retirement accounts and pensions are involved (7:38) How after tax value changes the true worth of assets in a divorce settlement (17:43) The most common financial mistakes people make during divorce and what Jamie wishes everyone knew before signing an agreement (31:28) Learn more about Jamie Lima, CDFA®: After watching her parents go through a divorce at a young age, and experiencing a tremendously expensive and emotionally draining divorce herself in 2017, she launched Allegiant Divorce Solutions as a sister company to her traditional financial planning firm. She recognizes the challenges people face as they decide how to handle their finances during divorce. Her parents struggled, and it was challenging for her as well. Looking back, there were mistakes she made during her own divorce that could have been avoided had she had the support of a Certified Divorce Financial Analyst ®. At present, armed with this ever growing knowledge and almost 20 years of financial planning experience, she is dedicated to helping her clients navigate the complex aspects of divorce and gain a fair settlement, with much less stress. Resources & Links: Get Your Curated Podcast PlaylistFocused Strategy Sessions with Kate The Divorce Survival Guide Resource BundlePhoenix Rising: A Divorce Empowerment CollectiveKate on InstagramKate on FacebookKate's Substack Newsletter: Divorce Coaching Dispatch The Divorce Survival Guide Podcast Episodes are also available YouTube! Jamie's websiteJamie on LinkedIn Jamie on Instagram Jamie on TikTok Jamie on Facebook =================== 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-351-protecting-your-financial-future-during-divorce-with-jamie-lima-cdfa/  

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