Aug 31 2023 15 mins 1
Join Melissa Fradenburg for Part 2 of our first "Mini-Bite" series. This series is all about breaking down your post-divorce checklist into manageable mini bites. Part 2 addresses managing your finances in the first six months after divorce. Melissa dissects critical aspects such as establishing a post-divorce budget, splitting assets, removing your name from any joint accounts, and why timely completion of paperwork is non-negotiable. Get the details regarding the processes of asset transfer, setting up new accounts, and how partnering with a financial advisor can make things a lot easier for you.
So tune in and equip yourself with the valuable advice that will make your transition smoother and help you build your best life post-divorce. If you missed Part 1, CLICK HERE TO LISTEN NOW
- To learn about how Pearl Planning and Jacki Roessler, CDFA can help you though your divorce or schedule an initial complimentary consult, CLICK HERE
- If you're already divorced and are looking for post-divorce financial planning from an advisor who specializes post-divorce planning, contact Melissa Fradenburg CLICK HERE TO SCHEDULE A CONSULT
- To download Pearl Planning's post-divorce "budget" worksheet, Click here and scroll down to "Divorce Budget Worksheet"
- 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.
