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Wealthy After Divorce

Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA®

Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Jacki Roessler 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, 600 South Adams, Birmingham, Michigan and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at 248.795.1133 ext. 407 or (313) 486-9634. Investment advisory services offered by Pearl Planning, a DBA of Stephens Consulting LLC., an SEC registered investment adviser. Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Pearl Planning, or any non-investment related content, made reference to directly or indirectly in this Podcast will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Pearl Planning. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Pearl Planning is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Pearl Planning’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.pearlplan.com. Content represents the opinion of the speaker and not necessarily that of Pearl Planning.

S2E1: Divorcing the Mortgage with Erica Powers, CMPS, CDLPMay 25, 2023
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Episode 25: SPECIAL_A Candid Conversation with a Former Divorce Client and Jacki Roessler, CDFAMay 11, 2023
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Episode 24: Uncovering Hidden Assets During Divorce with Tracy CoenenApril 27, 2023
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Episode 23: Grey Divorce and Reverse Mortgages with Brian CohenApril 13, 2023
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Episode 22: Surviving Divorce for Stay-At-Home Moms with Leah Hadley, CDFAMarch 30, 2023
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Episode 21: The Dangerous "DIY" Divorce with Jacki Roessler, CDFAMarch 16, 2023
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Episode 20: What's Mine is Mine and What's Yours is Ours: Separate Property in Divorce with Attorney Alisa Peskin-ShepherdMarch 02, 2023
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Episode 19: How to Live Life to the Fullest after Divorce with Nicole MiddendorfFebruary 16, 2023
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Episode 18: Taking the Mystery out of Business Valuations in Divorce with Ben BershadFebruary 02, 2023
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Episode 17: Where is My Money? How QDROs Work with Jacki Roessler, CDFAJanuary 19, 2023
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Episode 16: Health Insurance after Divorce with Anthony FracchiaJanuary 05, 2023
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Episode 15: Spousal Support in Michigan Divorces with attorney Jorin RubinDecember 22, 2022
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Episode 14: Social Security & Divorce Tips with SSA's Vonda VanTilDecember 08, 2022
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Episode 13: The Smartest Way to Sell the Home in Divorce with Jodi DouglasDecember 01, 2022
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Episode 12: Year End Financial Planning with Melissa Joy, CFP® November 10, 2022
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Episode 11: Keeping Holidays Sweet for Divorced Families with Brett ShermanOctober 27, 2022
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Episode 10: The Stages of Divorce Financial Recovery with Author Susan BradleyOctober 13, 2022
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Ep. 9: Estate Planning After Divorce with Attorney Kristen GrossSeptember 29, 2022
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Episode 8: Selling the Marital Home During Divorce with Jolene JacobsSeptember 15, 2022
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Episode 7: Tax Considerations in Divorce with Jamie WilkersonSeptember 01, 2022
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Episode 6: Getting Organized After Divorce with Amelia Pleasant KennedyAugust 18, 2022
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Episode 5: Creating a Budget and Divorce: The Most Important TipAugust 04, 2022
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Episode 4: QDRO Time Bombs with Dave RoesslerJuly 21, 2022
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Episode 3: Rocky Markets and Your Divorce Settlement with Jacki Roessler and Melissa FradenburgJuly 07, 2022
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Episode 2: Divorce and Your Mortgage with Carri GoldringJune 16, 2022
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