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Episode 10: The Stages of Divorce Financial Recovery with Author Susan Bradley

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Content provided by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 first year, divorce financial planners know that the transition to a happy new “normal” can take years versus months to achieve. Susan provides practical tips for making the working relationship between divorce clients and their advisors (legal and financial) more effective and productive along the road of the divorce transition. Susan is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.

We will discuss:

  • The stages of divorce
  • Settlement Stage: occurs during the divorce process
  • Ending Stage: handling all the new financial aspects that need to be addressed after the divorce
  • Passage Stage: A critical time of adapting/adjusting and rethinking what you really want - can last 3-5 years.
  • New Normal
  • How to make financial decisions during all stages of transition

Resources:

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

  continue reading

42 episodes

Artwork
iconShare
 
Manage episode 343912778 series 3390560
Content provided by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Melissa Fradenburg, CDFA® and Melissa Joy, CDFA®, Melissa Fradenburg, and Melissa Joy or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 first year, divorce financial planners know that the transition to a happy new “normal” can take years versus months to achieve. Susan provides practical tips for making the working relationship between divorce clients and their advisors (legal and financial) more effective and productive along the road of the divorce transition. Susan is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal and The New York Times.

We will discuss:

  • The stages of divorce
  • Settlement Stage: occurs during the divorce process
  • Ending Stage: handling all the new financial aspects that need to be addressed after the divorce
  • Passage Stage: A critical time of adapting/adjusting and rethinking what you really want - can last 3-5 years.
  • New Normal
  • How to make financial decisions during all stages of transition

Resources:

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

  continue reading

42 episodes

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