Send us a text The moment the decree is signed, real life begins. We walk through the first months of financial independence after a divorce and show how small, steady actions create relief fast. Our guest, Angela Cipriano, a financial coach who rebuilt her own life post-divorce, explains how to move from overwhelm to ownership with checklists, simple systems, and a mindset that actually sticks. We start by demystifying the roles: a financial coach handles what most advisors skip—beneficiary...
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Send us a text The moment the decree is signed, real life begins. We walk through the first months of financial independence after a divorce and show how small, steady actions create relief fast. Our guest, Angela Cipriano, a financial coach who rebuilt her own life post-divorce, explains how to move from overwhelm to ownership with checklists, simple systems, and a mindset that actually sticks. We start by demystifying the roles: a financial coach handles what most advisors skip—beneficiary...
Divorce Like a Boss: Real Talk and Strategy for High Earners with Financial Advisor, Nick Defenthaler, CFP, RIPC
Divorce Rich with Jacki Roessler, CDFA
37 minutes
3 months ago
Divorce Like a Boss: Real Talk and Strategy for High Earners with Financial Advisor, Nick Defenthaler, CFP, RIPC
Send us a text Tax strategies that high-wage earners need during divorce but rarely receive proper guidance on - that's the focus of this deep-diving conversation between host Jacki Roessler, CDFA and returning guest Nick Defenthaler, CFP and partner at the Center for Financial Planning. For executives receiving equity compensation, the conversation turns to concentration risk - the danger of having too much net worth tied to a single company's performance. "Our general rule of thumb is no m...
Divorce Rich with Jacki Roessler, CDFA
Send us a text The moment the decree is signed, real life begins. We walk through the first months of financial independence after a divorce and show how small, steady actions create relief fast. Our guest, Angela Cipriano, a financial coach who rebuilt her own life post-divorce, explains how to move from overwhelm to ownership with checklists, simple systems, and a mindset that actually sticks. We start by demystifying the roles: a financial coach handles what most advisors skip—beneficiary...