Podcasts about qdro

The Federal Reserve's Beige Book reported a slight decline in economic activity, a phrase last used in November 2023, which foreshadowed the economic slowdown in Q1 2024. Uncertainty is driving caution among businesses and consumers, impacting growth. Brian Jacobsen discusses this in our Week-in-Review, alongside topics like common financial mistakes by age group, financial planning in the first year of widowhood, the role of a QDRO in divorce proceedings, and debunking myths about millionaires.

⏰ 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.

⚖️ 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

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

How to Split Investments and Stocks During 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.

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