Divorce Rich with Jacki Roessler, CDFA
Jacqueline Roessler, CDFA
Welcome to the Divorce Rich Podcast! Join your host, highly sought-after speaker and experienced Certified Divorce Financial Analyst, Jacki Roessler, CDFA in this engaging and down to earth show. Along with her guests, Jacki offers clear and detailed advice to improve your financial decisions before, during and after divorce so you can survive divorce rich! New episodes are posted every Thursday! You can reach Jacki through her Michigan-based firm, Roessler Divorce Consulting, located at 600 S. Adams, Suite 300, Birmingham, MI 48009 or by email at jacqueline@roesslerdivorce.com.
Starting Fresh after Divorce with Author, Barb Greenberg
Send us a textDiscover how Barb Greenberg transformed the heartbreak of a 33-year marriage ending into a powerful movement of hope and empowerment for women navigating the aftermath of divorce. This episode features Barb's extraordinary journey from personal turmoil to founding "Rediscovering U," an inspiring company that offers educational resources and a community of connection. Listeners will hear about the transformative impact of workshops and monthly gatherings that Barb hosts, where women
Ready, Set, GO! Post-Divorce Gameplan: Divorce Rich SNACKS
Send us a textHave you ever wondered how to navigate the maze of post-divorce financial tasks without losing your sanity? This episode promises to equip you with essential tools and strategies, transforming a challenging process into a manageable one. From mastering the art of organization with a downloadable worksheet to celebrating your progress with well-deserved rewards, Jacki ensures you're not just surviving but thriving after divorce.This episode is packed with quick, practical advice des
Divide and Conquer! Organize Your Life Through Divorce with Lani Moore
Send us a textDiscover the transformative power of organization during life's most challenging transitions with our special guest, professional organizer, Lani Moore. Having made a remarkable shift from the world of supply chain to become a professional organizer, Lani opens up about her personal journey through divorce. She shares how structured organization can provide both a therapeutic outlet and a sense of control amidst chaos. From managing the overwhelming piles of paperwork to gracefully
Bossing the QDRO Process-Divorce Rich SNACKS
Send us a textEver wondered how quickly you should act on a Qualified Domestic Relations Order (QDRO) to claim your rightful share of an ex-spouse's retirement assets? We take a quick dive into the QDRO process in this "snack" episode, offering you practical advice on gathering essential documents, choosing the right QDRO preparer, and ensuring that all parties cooperate to avoid unnecessary delays. With expert insights, I emphasize the importance of keeping the lines of communic
Financial Wisdom for Divorce: Mastering 401(k)s and IRAs with Kali Hassinger, CFP
Send us a textUnlock the secrets of managing your financial future amidst the challenges of divorce with our latest episode featuring certified financial planner Kali Hassinger, CFP®, CSRIC® from the Center for Financial Planning. We dive into the world of defined contribution plans like 401(k)s and IRAs, revealing the tax advantages they offer and how they can lower taxable income while boosting long-term savings. Callie's expertise sheds light on the complex rules surrounding 401(k) withd
Death after Divorce; Are You Prepared? with Karen Schultz Tarnopol
Send us a textUnlock the secrets to regaining financial control after divorce with insights from our special guest, Karen Schultz-Tarnopol, the mastermind behind Heirloom Consulting. Karen offers her wisdom on the often neglected yet vital realm of estate planning and legacy management, shedding light on the intense responsibilities a trustee carries and the sometimes staggering 500 hours it can take to settle an estate. This episode is a treasure trove of advice for single individuals aged 40 t
Plant-Based Eating: Re-set your Body (and Budget) after Divorce with author and nutritionist, Kathryn J. Pollard, MS
Send us a textDiscover how a plate full of plants can give your body, mind and wallet the re-set it needs after divorce with my guest, Kathryn Pollard, MS, a celebrated author and nutritionist. Kathryn's award-winning book "Eating Does It" serves as our guide, offering a roadmap to reclaim health and wellness through nutrition. We dig into groundbreaking research by Dr. T. Colin Campbell shedding light on how whole food, plant-based diets can lead to improved health and prevent di
Investment Literacy 101 (and why it matters in divorce)
Send us a textHave you ever said, "I'm bad with money"? How about "My spouse understands finances and I just don't-it's a weak area for me"? If you answered yes to either of the above, this episode is a must-listen! Financial and investment literacy has nothing to do with intelligence and everything to do with exposure and education. Divorcing individuals need a basic understanding of finances to make good decisions about which investments to take in a divorce
The BEST Way to Divide Pensions in Divorce: One Canoe or Two?
Send us a textUnlock one of the big secrets to dividing pensions in divorce with Jacki Roessler on the Divorce Rich Podcast. Ever wondered how a Qualified Domestic Relations Order (QDRO) could impact your financial future? This episode promises to simplify the complexities of pension plans, especially for those in Michigan's automotive industry, where pensions are a cornerstone of retirement. One Canoe or Two? Imagine your retirement pension income as a river, which can be navigated with ei
Scaring Away Bad Credit Scores and Debt after Divorce
Send us a textCan truly understanding your credit alter your financial future after divorce? Prepare to uncover strategies that could reshape your financial landscape. In this episode, Jacki will guide you through the complexities of maintaining and improving your credit score during and after divorce. This episode of the Divorce Rich Podcast will explain why your credit score is more important than ever, especially in securing loans, mortgages, and even job opportunities. If you want financi
From Abuse to Empowered Divorce Settlements with Divorce Coach Beverly Price
Send us a textHow do survivors of domestic violence navigate the treacherous waters of divorce without being re-traumatized? On this episode of the Divorce Rich Podcast, we're joined by Beverly Price, the formidable CEO of the Divorce Coalition and founder of Her Empowered Divorce, to unravel the complexities of divorcing an abusive partner. Together, we break down the crucial elements required for survivors to advocate for themselves effectively. Beverly sheds light on the harsh realities
Investing Myths Busted, with Melissa Fradenburg, Wealth Advisor
Send us a textCan investing outside of a bank account or CD be safe for those navigating a divorce? Tune in as we shatter the myth of high investment risk with my special guest, Melissa Fradenburg, CDFA, AIF, a seasoned wealth advisor with Antonelli Financial in Grosse Pointe, Michigan. Together, we unpack the essential strategies for maintaining your purchasing power and combating inflation through long-term investments. Learn how balancing financial safety with diversified investments can se
Maximizing Divorce Benefits with an Expert from Social Security
Send us a textDiscover how to navigate the maze of Social Security benefits and divorce with insights from Vonda Van Til, former Public Affairs Specialist for the Social Security Administration in Michigan. Learn the essential requirements for a former spouse to collect benefits, such as the marriage needing to last at least 10 years and both parties being at least 62 years old. Understand how you can file for benefits based on the highest amount from any qualifying former spouse, even if you&ap
Divorce after 50; The Finances of "Gray Divorce" with Sandy Adams
Send us a textUnlock crucial insights into the growing phenomenon of gray divorce with our latest episode featuring Sandy Adams from the Center for Financial Planning. We'll unravel the complexities older adults face when contemplating a late-in-life divorce. From understanding the significance of healthcare insurance and Medicare eligibility to the intricacies of timing retirement benefits, Sandy shares indispensable advice that can shape a financially secure future. We dive into the nuanc
Prenup Lessons from J.Lo and Ben with Family Law Attorney, Max Emmer
Send us a textIn this mini-episode, host and certified divorce financial analyst, Jacki Roessler, CDFA invites family law attorney, Max Emmer to dissect the recent buzz around high-profile divorces, such as Jennifer Lopez and Ben Affleck, and discuss the surprising fact that they lacked a prenup. The discussion goes beyond the celebrity world, offering practical advice for everyday people contemplating marriage. If you're thinking about tying the knot and want to make informed financial dec
Financial Infidelity with Divorce Attorney Amy Byer
Send us a textGrab some coffee and listen in as Jacki sits down with family law attorney, Amy Byer for a candid and frank conversation about the importance of financial transparency in romantic relationships. Discover how financial infidelity—often as damaging as adultery—can erode trust and stability within a partnership. We'll break down why financial honesty is essential and how hidden debts and poor money management can lead to significant consequences, particularly for women who may be
Divorce Detox: Self-Care Strategies from the "Hardcore Therapist" Sarah Kuretzky-Rossington
Send us a text"I can't sleep!" "I'm too stressed to think about exercise!" "I have no appetite." Sound familiar? If you're dealing with divorce and find yourself saying any of the above, you're not alone! You need to give your body a divorce detox!Unlock the secrets to maintaining your mental and physical well-being during one of life's most challenging transitions: divorce. In this episode, Jacki is joined by the "Hardcore Therapist&qu
Separate vs. Marital Property with Divorce Attorney Alisa Peskin-Shepherd
Send us a textDividing property during a divorce can be a contentious topic for many couples. Today our guest is Family Law Attorney and Mediator Alisa Peskin-Shepherd. Alisa specializes in looking at what is presented to her as well as what is possible while practicing family law and conflict resolution. She will share her best practices for those navigating property issues during divorce. Resources:Find more information on Alisa Peskin-Shepherd, click HERE.To schedule an intro Zoom or phone
A House Divided: Your Home and Divorce
Send us a textWhat happens to the family home after a divorce? In this episode, Jacki Roessler unravels one of the toughest financial decisions you're likely to face during a divorce. We explore whether to sell the home and split the proceeds, or if one spouse should buy out the other's interest. With a focus on financial clarity, Jackie guides you through the emotional and financial pros and cons of each option, emphasizing the importance of gathering the necessary financial informati
Uncovering Financial Abuse in Relationships with Stacey Francis
Send us a textEver wondered how financial abuse can manifest in relationships and what red flags to watch for? Join us on the Divorce Rich Podcast as we uncover these crucial insights with our guest, Stacey Francis, a financial advisor and CEO of Francis Financial. Stacey shares her deeply personal connection to this topic, inspired by her grandmother's harrowing experiences. Together, we expose the subtle and overt tactics abusers use to control their partners financially, such as restrict
Is your Divorce Lawyer the Right Fit? with Max Emmer, Esq.
Send us a textFind the perfect divorce attorney for your unique situation with insights from our esteemed guest, attorney Max Emmer. Together, we emphasize the importance of hiring a lawyer with extensive experience in family law and caution against those who offer unrealistic guarantees. Discover the value of establishing a good rapport with your attorney and why interviewing multiple lawyers can make all the difference in your divorce process.Explore various alternatives to traditional courtro
I'm Divorced, Now What? with Financial Advisor, Melissa Fradenburg
Send us a textJoin Jacki and her guest, financial advisor Melissa Fradenburg to tackle the crucial steps to regain your financial footing after divorce. This episode isn't just about crunching numbers; it's about crafting a future paved with financial clarity and independence.Transparency is the cornerstone of any relationship, especially the one with your financial advisor. We peel back the curtain on the compensation models of advisors, emphasizing the need for a crystal-clear under
Best Apps of 2024 for Divorced and Divorcing Spouses
Send us a textListen in to this "legacy" episode as Jacki shares her favorite apps of 2024 for divorced and divorcing couples. Do you have your favorites? Send Jacki an email at jacqueline@roesslerdivorce.com to share your faves!https://www.ourfamilywizard.com/ Click here for information on the co-parenting app, Our Family WizardYou'll love Credit Karma, an app to help you keep your credit score at the top of your mind when making financial decisions. https://www.creditkarma.com/R
A QDRO "Horror Story" with former client, Brooke
Send us a textHave you ever wondered how long it might take to get your money from a QDRO after your divorce is final?This episode is not just about the dry legalities of divorce; it's a first-hand account of the emotional rollercoaster that can accompany the division of assets. As Brooke narrates the impact on her finances of QDRO processing delays, you'll understand the weight of patience and self-advocacy, Her personal experiences emphasize the mental fortitude necessary to claim
Post Divorce Estate Planning with Attorney Kristen Gross
Send us a textUnlock the secrets to fortifying your financial future post-divorce with the invaluable advice from estate and trust attorney Kristen Gross. Diving into the complexities of post-divorce financial entanglement, our conversation navigates the necessity of severing fiscal connections with your former spouse. Learn how to avoid the common pitfalls that can lead to probate puzzles and unintended involvement from an ex in your financial legacy. Kristen and I dissect the strategic use of
Co-Parenting Success with Jordana Wolfson
Send us a textDiscover the blueprint to successful co-parenting with Jordana Wolfson, the co-founder of Co-Parenting Solutions LLC. With Jordana's rich background in social work paired with her personal journey as a child and parent of divorce, we unravel the complexities of crafting parenting plans that put children's needs at the forefront. Our enlightening discussion underscores the importance of maintaining normalcy for children post-divorce, particularly through their extracurricu
A Candid Conversation with Jacki and a Former Divorce Client
Send us a textDivorce is overwhelming and feels like a whirlwind while you're in it. Who better to give advice about what worked for them (and what didn't) than someone whose divorce is firmly in the rearview mirror? In this candid episode, Jacki interviews one of her former clients to discuss the importance of having the right attorney, working with a financial advisor during the divorce, finding support and much more! Get the inside scoop!RESOURCES:Click here to book a complimentary
QDRO Time Bombs with Expert Dave Roessler
Send us a textWhen the divorce is final, no one wants to think about filling out more paperwork and paying additional fees. But what if your former spouse dies, remarries or retires before the QDRO is entered? What if the market takes a nose-dive in the interim? In this episwode, Jacki and her guest, Dave Roessler, owner of Divorce Solutions (a QDRO preparation firm in Michigan) have a conversation about why getting the QDRO started quickly should be your top priority when the divorce is final.
How Does Spousal Support Work with Attorney Jorin Rubin?
Send us a textJacki's guest, family law attorney Jorin Rubin provides invaluable advice for those divorcing in Michigan. Since opening her own office in 2002, she has focused much of her practice on divorce, child custody and spousal support matters, in addition to criminal defense. An aggressive litigator in both civil and criminal matters, Jorin knows when a fair and reasonable agreement has been reached and when to engage in litigation “warfare.” Tune in to hear her best tips!Resources
Understanding your Budget and Divorce with Jacki Roessler, CDFA
Send us a textJoin Jacki Roessler, CDFA in this keystone episode about the importance of creating a current and post-divorce anticipated budget. Although often forgotten or overlooked, getting on paper what you spend every month is a powerful tool that helps clients make decisions. It's one thing to say you want to keep the house and another to put that idea into concrete numbers.Resources:Click here to download Jacki's budget worksheetClick here to book a complimentary 30-minute Zoo