Episodes

  • S2EP17:Navigating Co-Parenting After Divorce with Jordana Wolfson
    Jan 11 2024

    Navigating the aftermath of a divorce can feel like charting a course through stormy seas, especially when children are on board. That's why we invited Jordana Wolfson, co-founder of Co-Parenting Solutions LLC, onto the Wealthy After Divorce podcast. Her unique insights, born from a tapestry of personal experiences as a child of divorce, a divorced parent, and a former school principal, shed light on the art of constructing parenting plans that truly anchor the family post-separation. Delve into the essential components of these plans, and discover how to sidestep common pitfalls that threaten the peace and emotional well-being of your children.

    Resources:

    • Connect with Jordana BY CLICKING HERE
    • Read more about the value of co-parenting facilitation from Jordana HERE.
    • Connect with Jacki Roessler and learn more about Divorce Financial Planning at Pearl Planning.

    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 advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.






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    33 mins
  • S2EP16: Wealthy after Divorce 2023 Backtrack
    Dec 28 2023

    Embark on an empowering journey with us as we reflect on a year brimming with invaluable insights for financial prosperity post-divorce. Your co-hosts, Jacki Roessler and Melissa Fradenburg—certified divorce financial analysts—extend our deepest thanks for helping us reach new heights in the podcast universe. This episode is a celebration and synthesis of our most impactful discussions, including a revisit to our top five episodes. Whether you're seeking to reignite your career after time away from the workforce or deciphering the complexities of hidden assets during a high-stakes divorce, our year-end wrap-up is tailored to highlight the wisdom and strategies that resonated most with our audience in 2023.

    This episode isn't just a look back; it's a roadmap for what's ahead. Stay tuned in 2024!

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

    TO Listen to our Top 5 Episodes of 2023, Click the Links Below

    • CLICK HERE TO LISTEN TO OUR #2 EPISODE OF 2023
    • LISTEN TO "THINGS TO DO NOW" FOR POST-DIVORCE CLIENTS
    • CLICK HERE TO LISTEN TO OUR #5 EPISODE OF 2023
    • LISTEN TO "TIPS FOR STAY-AT-HOME HOMES"
    • LISTEN TO "FINDING HIDDEN ASSETS IN DIVORCE"


    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.

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    14 mins
  • S2EP15: Best Apps for Divorced Clients in 2024
    Dec 14 2023

    We're thrilled to bring you a unique episode featuring Jacki's top picks for apps to make 2024 smoother and more efficient and financially sound- especially for those navigating life post-divorce.

    This episode is crammed with valuable insights and recommendations from the field. Allow us to guide you on the path to success after divorce through this enlightening discussion!

    • To read 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 in this area, 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"
    • CLICK HERE to read more about protecting your credit after divorce.


    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.

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    12 mins
  • S2EP14:To Keep or Not to Keep, That is the HOUSE Question with Jacki Roessler
    Nov 30 2023

    Fasten your seatbelts as we journey through analyzing your housing options during the seismic shift of divorce. We view this decision from all angles - financial and emotional. The road starts with a post-divorce budget and extends to considering other assets in the marital estate. To ease this complex decision, we illustrate how financial projections can help compare the outcomes of different paths. Whether you feel pulled towards keeping the house, selling it, or a buyout, it’s essential to scrutinize all options. We highlight the importance of seeking professional guidance from a certified divorce financial analyst or financial advisor. This episode is a valuable resource for anyone wrestling with this decision.

    RESOURCES

    • CLICK HERE to listen to Jacki's episode on creating a budget
    • CLICK HERE TO DOWNLOAD OUR BUDGET WORKSHEET
    • To read about how Pearl Planning can help you though your divorce or schedule an initial complimentary consult with Jacki, CLICK HERE
    • If you're considering divorce and want some preliminary financial information, CLICK HERE


    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.

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    19 mins
  • S2EP13: Transforming Finances: The Role of Roth Conversions After Divorce with Melissa Joy
    Nov 16 2023

    Are you curious about how your financial landscape changes after divorce? Join us as Co-Host Melissa Fradenburg and Pearl Planning founder, Melissa Joy, CFP®, CDFA® talk Roth conversions after divorce. In this episode, Melissa discusses how a move to a lower tax bracket following a divorce can open up opportunities for financial growth. Melissa shares her insights on how to maximize the financial benefits from spousal support payments and reduce tax liabilities. Tune in to learn about the resources and events that can aid you in crafting a long-term financial strategy tailored to your new reality.

    Resources:

    • Learn more about Pearl Planning.
    • Connect with Melissa Joy, CFP®
    • Replay for our Fall Economic Update and Investment Outlook.
    • Listen to Year-End Planning with Alexa Kane.

    Links are being provided for information purposes only. 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 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 matters. You should discuss any tax matters with the appropriate professional.

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    23 mins
  • ReDiscovering U Through Divorce with Author Barb Greenberg
    Oct 26 2023

    *LIMITED TIME PROMO! THE NEXT FIVE LISTENERS WHO LEAVE US A REVIEW ON APPLE PODCASTS WILL RECEIVE BARB'S BOOK FOR FREE** email screenshot of your review to Jacki@pearlplan.com

    We often don't realize the strength we possess until life throws us into challenging situations. This episode brings you an inspiring narrative from a woman who picked up the shattered pieces of her life post-divorce and became a beacon of hope for others. Meet Barb Greenberg, author, and founder of Rediscovering U, who turned her painful personal experience of a 33-year marriage divorce into a support system for others. She shares her journey of transforming her company from organizing one-off workshops to weekly meetings - creating a nurturing environment filled with vital education and resources for those dealing with divorce.

    RESOURCES

    • CLICK HERE for information on Rediscovering U
    • To connect with Rediscovering U on Facebook, click here https://www.facebook.com/rediscoveringu
    • To read about how Pearl Planning can help you though your divorce or schedule an initial complimentary consult with Jacki, CLICK HERE
    • To purchase Barb’s Book, The Seasons of Divorce, CLICK HERE
    • If you're considering divorce and want some preliminary financial information, CLICK HERE


    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.



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    16 mins
  • S2EP11: #BreakTheSilence for Domestic Violence Awareness Month
    Oct 12 2023

    **OCTOBER IS DOMESTIC VIOLENCE AWARENESS MONTH**

    Wealthy after Divorce is joining forces with the
    DIVORCE COALITION; a nationwide group of podcasters, bloggers and divorce professionals seeking to raise awareness, educate and support victims and survivors of domestic abuse. Click here to learn more about the DIVORCE COALITION.

    Have you ever felt powerless in your financial life, or worried that someone close to you may be taking advantage of your money? We're here to help you recognize and overcome financial abuse. In this episode, Jacki Roessler, CDFA talks with Stacy Francis, CFP, CDFA, CES, president and CEO of Francis Financial and founder of Savvy Ladies, who shares her personal experience growing up with a grandmother who suffered from physical, emotional, and financial abuse. Together, we discuss the red flags of financial abuse, what steps to take if you suspect you're a victim, and how to reclaim your financial power.

    RESOURCES

    • You can learn more about Stacy Francis, CFP, CDFA, CES and find all the resources mentioned in this episode HERE.
    • To read about how Pearl Planning can help you though your divorce or schedule an initial complimentary consult, CLICK HERE
    • Share the Savvy Ladies Helpline
    • If you're considering divorce and want some preliminary financial information, CLICK HERE


    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.



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    25 mins
  • S2EP10: Divorce Mediation Options with attorney/mediator Lisa Taylor
    Sep 28 2023

    Want to unlock the secret to a less taxing and more peaceful divorce process? Join us as we chat with the accomplished mediator and attorney, Lisa Taylor, who brings a fresh perspective to divorce by advocating for pre-filing mediation. Lisa passionately shares how this method encourages couples to reach a harmonious settlement agreement before any court documentation is filed, saving them from the emotional turmoil and financial burden that traditional litigation can bring. Learn the significant differences between pre-filing mediation and end-stage mediation from Lisa and explore how she facilitates calm and productive exchanges between couples as a neutral party.

    RESOURCES

    • To connect with Lisa and learn more about her mediation process CLICK HERE
    • To learn more about divorce mediation or to find a mediator in your area, CLICK HERE
    • To read 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 considering divorce and want to prepare yourself financially, CLICK HERE


    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.

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    22 mins