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Post Divorce Money Moves That Can’t Wait with Jacki Roessler, CDFA

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Manage episode 491839231 series 2736418
Content provided by Karen McMahon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karen McMahon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ready to regain your confidence and clarity during divorce? Join Karen McMahon’s High Conflict Divorce Support Group—a 6-session group coaching program designed to help you manage triggers, set boundaries, and take back control.

--

In this empowering episode of the Journey Beyond Divorce Podcast, Karen McMahon sits down with Certified Divorce Financial Analyst® Jacki Roessler to explore what really happens with your money after the ink dries on your divorce agreement.

If you're wondering what financial steps to take after divorce, this conversation is your roadmap. Jacki walks you through a strategic post-divorce financial plan—from what to tackle in the first 3 months to a full year out. We dig deep into smart post-divorce money moves, like organizing your settlement paperwork, budgeting for your new reality, managing name changes and property titles, and understanding why delaying your QDRO (Qualified Domestic Relations Order) can be a costly mistake.

With nearly 30 years of experience, Jacki shares insider tips on navigating stock options, RSUs, cash flow, taxes, and more. You’ll walk away with a clear, actionable post-divorce financial checklist—and a free customizable worksheet to help you rebuild your financial identity with clarity and confidence.

Connect with Jacki:

Resources Mentioned in this episode:

  continue reading

417 episodes

Artwork
iconShare
 
Manage episode 491839231 series 2736418
Content provided by Karen McMahon. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karen McMahon or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ready to regain your confidence and clarity during divorce? Join Karen McMahon’s High Conflict Divorce Support Group—a 6-session group coaching program designed to help you manage triggers, set boundaries, and take back control.

--

In this empowering episode of the Journey Beyond Divorce Podcast, Karen McMahon sits down with Certified Divorce Financial Analyst® Jacki Roessler to explore what really happens with your money after the ink dries on your divorce agreement.

If you're wondering what financial steps to take after divorce, this conversation is your roadmap. Jacki walks you through a strategic post-divorce financial plan—from what to tackle in the first 3 months to a full year out. We dig deep into smart post-divorce money moves, like organizing your settlement paperwork, budgeting for your new reality, managing name changes and property titles, and understanding why delaying your QDRO (Qualified Domestic Relations Order) can be a costly mistake.

With nearly 30 years of experience, Jacki shares insider tips on navigating stock options, RSUs, cash flow, taxes, and more. You’ll walk away with a clear, actionable post-divorce financial checklist—and a free customizable worksheet to help you rebuild your financial identity with clarity and confidence.

Connect with Jacki:

Resources Mentioned in this episode:

  continue reading

417 episodes

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