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Wealthy After Divorce

Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®

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Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy and Melissa Fradenburg, will roll out a new episode every other Thursday, with advice to improve financial decisions during and after the divorce process. Pearl Planning is a financial planning and wealth management practice located at 8031 Main Street in Dexter, Michigan, and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274- ...
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Navigating the aftermath of a divorce can feel like charting a course through stormy seas, especially when children are on board. That's why we invited Jordana Wolfson, co-founder of Co-Parenting Solutions LLC, onto the Wealthy After Divorce podcast. Her unique insights, born from a tapestry of personal experiences as a child of divorce, a divorced…
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Embark on an empowering journey with us as we reflect on a year brimming with invaluable insights for financial prosperity post-divorce. Your co-hosts, Jacki Roessler and Melissa Fradenburg—certified divorce financial analysts—extend our deepest thanks for helping us reach new heights in the podcast universe. This episode is a celebration and synth…
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We're thrilled to bring you a unique episode featuring Jacki's top picks for apps to make 2024 smoother and more efficient and financially sound- especially for those navigating life post-divorce. This episode is crammed with valuable insights and recommendations from the field. Allow us to guide you on the path to success after divorce through thi…
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Fasten your seatbelts as we journey through analyzing your housing options during the seismic shift of divorce. We view this decision from all angles - financial and emotional. The road starts with a post-divorce budget and extends to considering other assets in the marital estate. To ease this complex decision, we illustrate how financial projecti…
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Are you curious about how your financial landscape changes after divorce? Join us as Co-Host Melissa Fradenburg and Pearl Planning founder, Melissa Joy, CFP®, CDFA® talk Roth conversions after divorce. In this episode, Melissa discusses how a move to a lower tax bracket following a divorce can open up opportunities for financial growth. Melissa sha…
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*LIMITED TIME PROMO! THE NEXT FIVE LISTENERS WHO LEAVE US A REVIEW ON APPLE PODCASTS WILL RECEIVE BARB'S BOOK FOR FREE** email screenshot of your review to Jacki@pearlplan.com We often don't realize the strength we possess until life throws us into challenging situations. This episode brings you an inspiring narrative from a woman who picked up the…
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**OCTOBER IS DOMESTIC VIOLENCE AWARENESS MONTH** Wealthy after Divorce is joining forces with the DIVORCE COALITION; a nationwide group of podcasters, bloggers and divorce professionals seeking to raise awareness, educate and support victims and survivors of domestic abuse. Click here to learn more about the DIVORCE COALITION. Have you ever felt po…
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Want to unlock the secret to a less taxing and more peaceful divorce process? Join us as we chat with the accomplished mediator and attorney, Lisa Taylor, who brings a fresh perspective to divorce by advocating for pre-filing mediation. Lisa passionately shares how this method encourages couples to reach a harmonious settlement agreement before any…
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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 “bi…
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Join Melissa Fradenburg for Part 2 of our first "Mini-Bite" series. This series is all about breaking down your post-divorce checklist into manageable mini bites. Part 2 addresses managing your finances in the first six months after divorce. Melissa dissects critical aspects such as establishing a post-divorce budget, splitting assets, removing you…
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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 “bi…
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Prepare to be inspired as we are joined by Judy Richmond, the Women to Work Coordinator at Gesher Human Services, who gives us a detailed look into the transformative Women to Work Program. This program is a beacon of hope for women needing to reenter the workforce, offering essential skills training, peer support, and financial management techniqu…
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Are you in your 50s (and up), divorced or in the process of divorce? A future long-term care need can derail your entire financial plan and divorce settlement-unless you're prepared. Long-term care needs in our later years can be catastrophically expensive-especially when you don't have a partner to share the burden. Whether it's in a desirable fac…
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Have you ever felt powerless in your financial life, or worried that someone close to you may be taking advantage of your money? We're here to help you recognize and overcome financial abuse. In this episode, Jacki Roessler, CDFA talks with Stacy Francis, CFP, CDFA, CES, president and CEO of Francis Financial and founder of Savvy Ladies, who shares…
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Navigating insurance after a divorce can be a complex and confusing process, but our guest, Mike Turkaly from Advanced Insurance, is here to guide us through it all. In this insightful conversation, we uncover the key differences between COBRA and individual policies, discuss the timing of when to elect COBRA coverage, and learn how premiums are us…
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Feeling stuck, overwhelmed or paralyzed with fear? These are common feelings for individuals going through divorce. In this episode, Jacki talks with Beverly Price, a divorce coach, to explore her tips on reframing emotional barriers and empowering people to regain control. Operating remotely with clients nationwide, Beverly assists them in advocat…
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Getting through a divorce often takes a village. In fact, gathering an experienced team of professionals, can either make or break a smooth transition to post-divorce life. Adding a mortgage banker early in the process (yes, well before the case is settled) can change how you view settlement options. In this episode, Jacki interviews Erica Powers, …
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Season One Finale! Special Episode A Candid Conversation with a Divorced Client and Jacki Roessler, CDFA In this Season One ending special episode, Jacki has a candid and personal conversation with her former client, “Diane", a data analyst who was blind-sighted when her husband left and filed for divorce. Now eight months post-divorce, she reflect…
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In this episode, co-host Melissa Fradenburg, CDFA®️, AIF® welcomes Tracy Coenen, a renowned forensic accountant who specializes in helping find money during divorce. Tracy has created a 10-step Divorce Money Guide to help you find hidden assets and take control of the finances during your divorce, and she and Melissa dive into a few of the steps. T…
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Senior divorcing couples (often referred to as “Grey Divorce”) face unique financial challenges when it comes to the marital home. If keeping the house is a priority for one spouse and there aren’t enough assets in the estate to buy out the other’s interest, couples may start thinking outside the box. Jacki Roessler, CDFA® and her guest, Brian Cohe…
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In this episode, Jacqueline Roessler, CDFA® and her guest, Leah Hadley, CDFA® talk about divorce and supporting the unique concerns of stay-at-home parents. For any client who has been out of the workforce and dependent on their spouse’s income, financial fears can be a primary barrier to settlement. In fact, some people wait years to file for divo…
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Thinking about digging in and skipping legal advice in your divorce? In this episode, Jacqueline Roessler, CDFA® discusses the dangers of the new “DIY” divorce trend. Jacki addresses the main reasons clients object to hiring an attorney and walks the listeners through her opinion on why having legal expertise during divorce is critical to a good ou…
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Dividing property during a divorce can be a contentious topic for many couples. Today our guest is Family Law Attorney and Mediator Alisa Peskin-Shepherd. Alisa specializes in looking at what is presented to her as well as what is possible while practicing family law and conflict resolution. She will share her best practices for those navigating pr…
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Finding footing and choosing next steps to live your best life after divorce can be overwhelming. Today our guest Nicole Middendorf, CEO of Prosperwell Financial, will be discussing how to live life to the fullest after divorce. Nicole is a born coach, entrepreneur, accomplished public speaker, author of 5 books and believes that sometimes out of t…
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Getting a divorce when one (or both) parties own a business adds an extra layer of ambiguity. Most often in these situations, the attorneys will recommend hiring an expert to place a value on the business. However, clients often feel unsure about the importance of taking on this added expense and effort. Jacqueline Roessler, CDFA is joined by busin…
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In this episode, Jacqueline Roessler, CDFA® explains the QDRO process for post-divorce clients. Clients are often overwhelmed and confused by the length of the time it takes to put QDROs in place. Additionally, clients are confused about who plays what role in getting to the QDRO finish line and why it’s important to be proactive. If you’re wonderi…
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Finding a health plan can be overwhelming and there is more to shopping for health insurance than just finding the lowest premium. This weeks’ guest, Anthony Fracchia, President, and CEO of Altruis Benefit Consulting will be discussing the process of purchasing health insurance after divorce. Anthony co-founded Altruis Benefit Consulting with his f…
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In this episode, Jacqueline Roessler, CDFA® sits down with family law attorney Jorin Rubin to get the inside scoop on spousal support in Michigan divorce matters. Following law school, Jorin worked for the United States Attorney's Office in New York in the civil division. Using that experience as the foundation of her private practice, she broadene…
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Social Security rules and calculations are confusing for everyone. Being divorced doesn’t make it simpler. The good news is Social Security representatives can make it easier. We go to the source with our guest, Vonda VanTil, the public affairs specialist for Social Security servicing Michigan. Jacki Roessler and Vonda get into the nitty gritty of …
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Getting through a divorce (well) often takes a village. In fact, gathering an experienced team of professionals, each specializing in divorce can either make or break a smooth transition to post-divorce life. In addition to a divorce attorney and a divorce financial planner, adding a realtor who specializes in divorce can be a time and money saving…
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Are you recently or soon-to-be divorced? As a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst®, Melissa Joy specializes in post-divorce financial planning and wealth management. She is the founder of Pearl Planning, podcast host of 52 Pearls: Weekly Money Wisdom and has over 20 years industry experience. In this ep…
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Fall and early winter is a special time of year for children in the Midwest. Apple orchards, pumpkin patches, Halloween, Thanksgiving and Christmas/Hannukkah are exciting! For divorced families who are settling into their new normal, holidays also have the potential to generate anxiety for children. In this episode, Jacqueline Roessler, CDFA® invit…
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In this episode, Jacqueline Roessler, CDFA® and renowned financial planning visionary, author, speaker and founder of the “Sudden Money Institute”, Susan Bradley discuss recognizing and respecting the stages of trauma when working with divorcing and divorced clients. Even though the world thinks clients should be “over” their divorce within the fir…
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In this episode, Jacqueline Roessler, CDFA® and trust and estate planning attorney Kristen Gross discuss why it’s critical to get your estate in order as soon as the divorce is final. In this truly eye-opening episode, Kristen explains issues that can arise when estate planning is delayed after the divorce. Kristen also shares important information…
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When a divorcing couple decides it’s time to sell their home, is it better to sell while the divorce is pending or after it’s final? What are current market conditions like for sellers in Michigan? How do realtors help mitigate conflicts that arise when they’re working as a neutral agent party for both clients? Jacki interviews realtor Jolene Jacob…
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In this episode, Melissa Fradenburg, CDFA and Jamie Wilkerson CPA, discuss the common tax issues and considerations in divorce. With over 20 years of experience as a CPA and experience going through her own divorce, Jamie knows there are a lot of financial changes through the process. While it can be daunting to face these changes, especially if yo…
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The divorce is final and you’ve decided on your temporary (and maybe long-term) housing plan. Life Coach and Professional Organizer, Amelia Pleasant Kennedy shares some of her most valuable tips to help you with your post-divorce transitions whether they involve getting your house ready for sale, downsizing, organizing or simply creating a peaceful…
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The first and most important piece of advice I have for every person considering, in the middle of and even after divorce is to create a monthly budget for yourself. Why is a budget so important? One important reason is that it’s a critical tool your attorney can use when advocating for you with respect to spousal support/alimony. It solidifies wha…
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The divorce is final and everyone wants to take a break from all things divorce-related. Yet, now is the right time for clients to immediately get started on their QDROS. What is a QDRO and why do you need one after your divorce? A QDRO (short for Qualified Domestic Relations Order) is a legal document (separate from your Judgment of Divorce) that …
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How will market volatility affect your divorce settlement? Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA® discuss what's behind current market ups and downs and how it could impact divorce settlements. Listen in for their best tips on how to navigate any rocky waters ahead. Resources: Will I Have Access to Money When I File for Divorce? Four T…
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How do you remove your ex-spouse’s name from the mortgage after the divorce? How do you know if you’ll qualify on your own for a mortgage after divorce? What happens if your ex-spouse doesn’t make the mortgage payments? These are questions that should be considered before you sign your Judgment of Divorce. In this episode, Carri Goldring, CDLP shar…
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Are you afraid to file for divorce because you don’t have access to marital funds? How will you pay your attorney’s retainer or pay the household expenses if your spouse moves out? In the episode, Michigan family law attorney, Max Emmer, will ease the fears many women (and men!) have when it comes to taking the first step in the divorce process. Ma…
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