EP #37: Divorce By The Numbers: Creating Clarity And Confidence With Guest Allison Terrill, CDFA Divorce Diaries: Lessons From The Trenches podcast

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Divorce Diaries: Lessons From the Trenches »
EP #37: Divorce by the Numbers: Creating Clarity and Confidence with Guest Allison Terrill, CDFA

1M ago 27:48

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In this episode of Divorce Diaries: Lessons from the Trenches, host Cary Jacobson is joined by Certified Divorce Financial Analyst Allison Terrill to explore how financial experts can help individuals navigate the complex financial aspects of divorce. From understanding asset division and business valuations to planning for long-term stability, this conversation sheds light on the strategies that bring confidence and clarity to the divorce process.
Subscribe for more candid guidance on divorce, custody, and co-parenting, share this with someone who needs a steady voice, and leave a quick review to help others find it. For legal support, visit jacobsonfamilylaw.com. To connect with Catherine or book a complimentary strategy session, head to coveryourassetsdivorce.com.

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Chapters

1. Welcome, Theme, Guest Intro (00:00:00)

2. Catherine’s Divorce & Awakening (00:01:49)

3. “House on Fire” Metaphor (00:03:41)

4. Hidden Assets & Relief (00:05:09)

5. What a CDFA Actually Does (00:06:23)

6. Creative Splits & Tax Impact (00:09:12)

7. Post-Divorce To-Dos & Cleanup (00:11:05)

8. Commingling Risks & Prenups (00:13:02)

9. Intake Process & Data Gathering (00:15:08)

10. Overwhelm, Pacing, and Mindset (00:16:46)

11. QDROs and Account Transfers (00:17:47)

12. Gray Divorce & Retirement Realities (00:18:20)

13. Empowerment Through Understanding (00:19:35)

14. First Steps, Coaches, Free Resources (00:20:58)

15. Owning Decisions & Ongoing Learning (00:22:38)

16. One Courageous Step at a Time (00:23:46)

17. Where to Find Catherine & CTAs (00:25:06)

18. Closing and Support Info (00:26:32)

36 episodes

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