Description

What steps should you take to get your financial life in order after a divorce? In this episode of Retire with Ryan I lay out, step-by-step, the checklist of things you’ll want to look over, everything from calculating your net worth to designating beneficiaries. There’s a lot to consider. My aim is to simplify the process so that you can focus on what really matters—rebuilding your life. 

You will want to hear this episode if you are interested in...

• [0:45] Recap of the last two episodes
• [1:15] Organize your net worth and budget
• [4:27] Review insurance coverage
• [6:28] Review overall debt
• [8:27] Consider hiring a financial advisor
• [9:32] Review your retirement plan 
• [10:38] Review your estate plan

Resources Mentioned

• Retirement Readiness Review
• Subscribe to the Retire with Ryan YouTube Channel
• Get a free copy of my net worth statement and budget spreadsheet
• Use my “I love you letter” template
• Fiduciary: How to Find, Hire, and Establish an Aligned and Trusted Partnership with a Fee-Only Financial Advisor
• LegalZoom
• Trust & Will

Connect With Morrissey Wealth Management 

www.MorrisseyWealthManagement.com/contact

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