Podcasts about qdro

⚖️ 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  

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

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