facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
Tough Topic: Retirement & Divorce Thumbnail

Tough Topic: Retirement & Divorce

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. In this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

Show Notes

1:41 - Being a certified divorce planner

2:37 - Choosing the house as a safety blanket

5:37 - The tax implications of retirement funds

7:28 - Qualified domestic relations order 

11:11 - Going to a single tax status 

13:56 - Mailbag: Should I load up on stocks?

18:48 - Join us at future webinars!

Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.