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S2E9: Post-Divorce "Mini Bite" Part 3-Things to Do LATER

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Manage episode 376934313 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.

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 “bites”. In this, our first 3 part Mini-Bite Series, Jacki and Melissa break down your post-divorce game plan into things that you should do "NOW", "SOON" and "LATER". Each segment has its own mini episode.
Part Three shares “bites” to do within the first year after your divorce is final. “Bites” include changing your name, estate planning, making QDRO distribution choices and pushing re-set on your financial plan.

· To read about how Pearl Planning and Jacki Roessler, CDFA can help you though and after your divorce or schedule an initial complimentary consult, CLICK HERE

· CLICK HERE FOR MORE INFO ON SOCIAL SECURITY NAME CHANGES

· CLICK HERE FOR INFORMATION ON PASSPORT NAME CHANGES

· To learn more from Jacki about why timing is so important with QDROs, CLICK HERE TO LISTEN NOW

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. 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

Chapters

1. S2E9: Post-Divorce "Mini Bite" Part 3-Things to Do LATER (00:00:00)

2. Post-Divorce Checklist (00:00:10)

3. Options and Consequences of IRA Distributions (00:11:53)

42 episodes

Artwork
iconShare
 
Manage episode 376934313 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.

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 “bites”. In this, our first 3 part Mini-Bite Series, Jacki and Melissa break down your post-divorce game plan into things that you should do "NOW", "SOON" and "LATER". Each segment has its own mini episode.
Part Three shares “bites” to do within the first year after your divorce is final. “Bites” include changing your name, estate planning, making QDRO distribution choices and pushing re-set on your financial plan.

· To read about how Pearl Planning and Jacki Roessler, CDFA can help you though and after your divorce or schedule an initial complimentary consult, CLICK HERE

· CLICK HERE FOR MORE INFO ON SOCIAL SECURITY NAME CHANGES

· CLICK HERE FOR INFORMATION ON PASSPORT NAME CHANGES

· To learn more from Jacki about why timing is so important with QDROs, CLICK HERE TO LISTEN NOW

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. 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

Chapters

1. S2E9: Post-Divorce "Mini Bite" Part 3-Things to Do LATER (00:00:00)

2. Post-Divorce Checklist (00:00:10)

3. Options and Consequences of IRA Distributions (00:11:53)

42 episodes

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