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Ep. 18: Social Security in Divorce
Manage episode 377539799 series 3469115
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In this episode, Attorney O'Neil is joined by Theresa Hutchinson to navigate the complex world of social security. Over the last several years, there has been a significant increase in divorces of couples aged 55 years and older, which can have an impact on retirement and social security.
Theresa Hutchinson is the Vice President of Medallion Wealth Management with more than 35 years of financial services experience, providing financial guidance to individual and institutional investors, as well as acting as the firm's head fixed income trader. Theresa has achieved the National Social Security Advisor Certificate Holder (NSSA®) designation, which uniquely qualifies her to navigate clients through the complexity of the Social Security system, and guide them on the variety of claiming strategies available. The NSSA program is the gold standard of Social Security certification and training in the nation.
Dorothy O'Neil, Esq. is a Partner and Founding Member of BOK Law & Mediation Services, PLLC. She is a Family Law Mediator, Collaborative Divorce Practitioner, and Certified Divorce Financial Analyst. If you have any questions, please contact Dorothy O'Neil at info@boklawfirm.com, or visit our website at www.boklawfirm.com.
The Donuts & Divorce podcast is intended as a general reference, and is considered general advertising. Any listener should check for changes in any applicable laws, and should consult with an attorney on any legal issues. No attorney-client relationship is formed by listening to, or participating in, this podcast. The information provided in this podcast does not constitute legal advice, and any thoughts or commentary by the podcasting lawyers and/or guests is provided as a service to the community, and does not constitute solicitation or legal advice. Any information is provided on an "as is" basis, and the lawyer/law firm makes no warranties and disclaims all liabilities for damages resulting from its use. Nothing provided in the podcast should be considered a substitute for advice of competent counsel. In the event the podcast receives emails about the subject matter, no attorney-client relationship is created via that email communication.
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