Starting Over

English - March 17, 2021 10:00 - 41 minutes - 38.2 MB - ★★★★ - 28 ratings
Education Business Investing retirement social security investmentnews investing mary beth franklin medicare money finance financial advice financial podcast Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Caring for Caregivers

Next Episode: A Widow’s Journey

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