Starting Over

03/17/21 • 41 min

2:30 - Stacy's background and inspiration

5:00 - The persistence of a gender imbalance in talking about money over generations

7:15 - The surge in gray divorce

11:00 - Silver linings from the pandemic

14:00 - Financial advisors handling divorce

17:00 - Specialists for helping sort out finances in a divorce

19:00 - The effect of new tax treatment on alimony/spousal support

21:30 - Nuances to dividing assets equally, especially tax impacts

24:30 - The disparity between married women and divorced women's retirement confidence

27:00 - The family home pitfall

28:45 - The risk of not investing

31:00 - The mortgage process for the post-divorce home

33:00 - 3 different divorce models
36:15 - Background on Savvy Ladies, Stacy's nonprofit

This episode is sponsored by Transamerica.

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing

2:30 - Stacy's background and inspiration

5:00 - The persistence of a gender imbalance in talking about money over generations

7:15 - The surge in gray divorce

11:00 - Silver linings from the pandemic

14:00 - Financial advisors handling divorce

17:00 - Specialists for helping sort out finances in a divorce

19:00 - The effect of new tax treatment on alimony/spousal support

21:30 - Nuances to dividing assets equally, especially tax impacts

24:30 - The disparity between married women and divorced women's retirement confidence

27:00 - The family home pitfall

28:45 - The risk of not investing

31:00 - The mortgage process for the post-divorce home

33:00 - 3 different divorce models
36:15 - Background on Savvy Ladies, Stacy's nonprofit

This episode is sponsored by Transamerica.

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing

02:00 - Background on Liz O’Donnell’s elder care experience – what happened, what it meant for her earnings potential
05:30 - A first experience with a financial advisor and how it went wrong vs. why a second experience was better
12:00 - Guidelines for FAs when working with caregiver clients and the role the FA can play in coordinating
19:30 - How modern technology can help FAs in these situations, e.g. Zoom
24:30 - Connecting with the other professionals who support caregiver clients
28:30 - What goes into selecting a care facility
35:30 - Affording a care facility
41:45 - COVID-19 effect
44:30 - Approaching the discussions around this topic

This episode is sponsored by Transamerica

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing

This episode is sponsored by Transamerica.

For more information, and tools on how you can support female clients on their journey to and through retirement visit www.transamerica.com/women-and-investing