Couverture de Wealthy After Divorce

Wealthy After Divorce

De : Melissa Fradenburg CDFA® and Melissa Joy CDFA®
  • Résumé

  • Welcome to the Wealthy After Divorce Podcast! Hosts and Certified Divorce Financial Analysts® at Pearl Planning, Melissa Joy 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,  and 81 Kercheval Avenue, in Grosse Pointe Farms, Michigan. You can reach our offices at (734)274-6744 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.

    © 2024 Wealthy After Divorce
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    Épisodes
    • 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 min
    • 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 min
    • 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 min

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