In this episode, Jacqueline Roessler, CDFA® and her guest, Leah Hadley, CDFA® talk about divorce and supporting the unique concerns of stay-at-home parents. For any client who has been out of the workforce and dependent on their spouse’s income, financial fears can be a primary barrier to settlement. In fact, some people wait years to file for divorce simply due to that fear. Working with a CDFA (Certified Divorce Financial Analyst) as a “thinking” partner can provide insight on the process and teach clients how to analyze the financial decisions they’re facing with confidence.
We will discuss:
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 adv&a
In this episode, Jacqueline Roessler, CDFA® and her guest, Leah Hadley, CDFA® talk about divorce and supporting the unique concerns of stay-at-home parents. For any client who has been out of the workforce and dependent on their spouse’s income, financial fears can be a primary barrier to settlement. In fact, some people wait years to file for divorce simply due to that fear. Working with a CDFA (Certified Divorce Financial Analyst) as a “thinking” partner can provide insight on the process and teach clients how to analyze the financial decisions they’re facing with confidence.
We will discuss:
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 adv&a