Shows
Divorce Rich with Jacki Roessler, CDFADivorce, Decoded: Collaborative Divorce Explored with Siedah Spencer-Ardis, MA, LMFT & Alisa Peskin-Shepherd, Esq.Send a textIn this episode of the Divorce Rich Podcast, part of our Divorce, Decoded mini-series, we take a strategic look at collaborative divorce — a private, team-based alternative to traditional litigation. Joined by Siedah Spencer-Ardis and Alisa Peskin-Shepherd, Esq., we explore how the collaborative law process works, who it may be appropriate for, and how it compares to other divorce options.Designed for individuals seeking informed decision-making, this conversation highlights key considerations for privacy, team support, and long-term co-parenting outcomes. Whether you’re exploring alternatives to court or simply want clar...
2026-02-2033 min
Divorce Rich with Jacki Roessler, CDFAPost-Divorce Investing Strategy for 2026 with Angela Palacios, CFP®, AIF®Send a textMarkets keep shouting; our plan gets quieter. We bring on Angela Palacios, Partner and Chief Investment Officer at the Center for Financial Planning, to translate noisy headlines into steady, real-world steps for anyone rebuilding finances after a divorce. From interest rates and mortgages to taxes and risk, we focus on choices that protect your present and grow your future.We start by grounding the investment outlook in fundamentals. After a volatile stretch, both stocks and bonds showed surprising resilience, reminding us that corporate earnings, consumer strength, and employment drive long-term returns more...
2026-02-1337 min
Divorce Rich with Jacki Roessler, CDFA“I Just Want to Be Done"—and Why That’s the Most Dangerous Mindset in DivorceSend us a textEver felt the surge of “I just want to be done” and almost signed away your future for a little quiet? We’ve been there with countless clients, and today we walk through how to turn that burnout into smarter, calmer decisions that protect your long-term peace. We talk strategy, not slogans: how to slow down without stalling, how to see numbers instead of noise, and how to finish wisely so you’re not paying for quick relief with decades of regret.We also unpack the house dilemma—the powerful urge to keep it...
2026-02-0923 min
Divorce Rich with Jacki Roessler, CDFAAre You Ready for Your First Meeting with Your Divorce Attorney with Family Law Attorney, Jorin Rubin, Esq.Send us a textDivorce feels like someone shuffled your entire life and told you to play the next hand perfectly. We walk you through the first moves that matter most: which documents to gather, how to build a simple but powerful budget, and how to choose an attorney whose strengths match your case and county. Family law attorney Joran Rubin joins us to share what impresses counsel in the first meeting, why three years of tax returns reveal more than you think, and how a budget becomes the backbone of support discussions and housing decisions.
2026-01-3030 min
Divorce Rich with Jacki Roessler, CDFAHow A Classic Comedy Sparks Real Talk On Divorce And Money: The First Wives' ClubSend us a textA classic comedy, a live panel, and the real decisions that shape life after divorce—this episode brings it all together. We announce a special screening of First Wives Club at the Michigan Theater on January 28, 2026 at 7:00 pm https://marquee-arts.org/event-page/tickets/?showingId=990348 and unpack why a female-centered story still sparks the most practical conversations about money, housing, and agency. Alongside the theater’s community mission, we explore how film can open the door to legal and financial literacy without losing the hope and humor that keep people moving forward. We si...
2026-01-2335 minDivorce Rich with Jacki Roessler, CDFADivorce and the Mortgage: Can One Spouse Keep the Low Rate? With Brian Mutter, CDLPSend us a textThink you can simply “assume” the mortgage and keep that sweet 3% rate? We pull back the curtain on what actually happens when one spouse tries to take over the home loan after divorce—and why lenders often say “maybe” on the phone but “no” in underwriting. With guest Brian Mutter, a Certified Divorce Lending Professional, we unpack how assumptions work, when they collapse under lender-specific rules, and what to do when you still need to pull equity to buy out your spouse.Throughout, we show why involving a CDLP before your judgment is fi...
2026-01-1530 min
Divorce Rich with Jacki Roessler, CDFAThe Truth about Divorce in the Age of AISend us a textWe explore how AI can help you prepare during divorce while also showing where it can mislead you with confident but wrong answers. We share safe workflows, a real test that went off the rails on spousal support and legal advice and a clear path for choosing the right professionals.• defining the core risk of AI’s false certainty • examples of bad legal and financial outputs from AI • safe uses: question drafting, summaries, checklists • the validation rule: local attorney and CDFA review • interview questions for attorneys and CDFAs • rea...
2026-01-0819 min
Divorce Rich with Jacki Roessler, CDFATeenagers and Divorce: The Hardcore Truth with Sarah Kuretzky RossingtonSend us a textWhen a family splits, teens often look “fine” on the surface—grades steady, activities unchanged—while carrying a storm of fear, anger, and confusion underneath. We sit down with mental health pro Sarah Kuretzky Rossington to unpack how divorce impacts identity formation, autonomy, and early relationships, and why older kids shouldn’t be left to figure it out alone.We get practical about support that actually works. Sarah explains why narrative therapy helps teens make sense of their story without shame, how a light Internal Family Systems framework validates conflicting emotions, and why DB...
2025-12-1926 min
Divorce Rich with Jacki Roessler, CDFAGrey Divorce after 50 Revisited: Why the Rules Completely Change with Financial Advisor, Sandy Adams, CFPSend us a textUnlock crucial insights into the growing phenomenon of gray divorce with our latest episode featuring Sandy Adams from the Center for Financial Planning. We'll unravel the complexities older adults face when contemplating a late-in-life divorce. From understanding the significance of healthcare insurance and Medicare eligibility to the intricacies of timing retirement benefits, Sandy shares indispensable advice that can shape a financially secure future. We dive into the nuances of Social Security, clarifying the difference between Medicare and Social Security benefits, and discussing options for reconsidering Social Security elections under specific conditions....
2025-12-1528 min
Divorce Rich with Jacki Roessler, CDFAHoliday Hustle Break: The Divorce Money Tune-Up Your Future Self Will Thank You ForSend us a textHoliday plans are loud; money problems are louder. We press pause on the overwhelm and walk you through a clean, step-by-step year-end checklist designed for life after divorce. From tax withholding to FSAs, investment strategy, and credit safeguards, we focus on the handful of actions that prevent April shocks and set you up for a calmer new year. If you’re rebuilding after divorce and need a focused path to financial stability, this guide gives you practical, timely steps you can complete this week. Subscribe for more smart divorce money insights, share this wi...
2025-12-0420 min
Divorce Rich with Jacki Roessler, CDFASwitch Days Without Stress: Expert Tips From Forest Levy-WolfeSend us a textJacki and her guest, parenting coach Forrest Levy Wolfe explore how to reduce chaos during two-home transitions with simple rituals, validating language, and clear, respectful limits. We cover: • why kids struggle most with uncertainty and loss of control• a transition ritual of plan, food, and rest• the A and A Protocol to acknowledge and affirm feelings• replacing threats with “as soon as” clear limits• staying in your lane when co-parents differ• moving belongings with checklists and routines• self-regulation for parents so kids can co-regulate• reframing divorce as a...
2025-11-2038 min
Divorce Rich with Jacki Roessler, CDFAMoney Panic After Divorce? Let’s Unpanic with Coach Angela CiprianoSend us a textThe 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 updates, utility transfers, passwords, bill flow, and day-to-day budgeting—so you can arrive at your plan...
2025-11-0629 minDivorce Rich with Jacki Roessler, CDFAThe Shocking Cost of Health Coverage After DivorceSend us a textThe moment a divorce becomes real, health insurance can feel like quicksand. Premiums spike, deadlines loom, and the plans you relied on may no longer cover the treatments that keep you well. We walk through a real client’s story to show how to evaluate COBRA, employer coverage, and ACA marketplace plans without guesswork or panic. The twist: even with a higher monthly premium, COBRA can sometimes save you money and protect continuity of care when you factor in deductibles, prescriptions, integrative therapies, and network access.Health insurance choices are al...
2025-10-2423 min
Divorce Rich with Jacki Roessler, CDFACollaborative Instead of Combative Divorce with Attorney Randy PitlerSend us a textDivorce doesn’t have to be a courtroom sport. We sit down with Michigan family law attorney Randy Pittler to unpack how collaborative divorce reframes the process from “win-lose” to problem solving—replacing subpoenas and shuttle diplomacy with a trained team, full transparency, and solutions built for real life. Randy explains why litigation so often breeds delay, expense, and post‑mediation regret, and how Collaborative Divorce flips the incentives: each spouse has a collaboratively trained attorney, a neutral financial expert gathers documents and models options, and a mental health coach keeps emotions from steering t...
2025-10-1639 min
Divorce Rich with Jacki Roessler, CDFAThe Financial Cost of Staying in a Bad MarriageSend us a textWhat if the most expensive choice isn’t divorce—it’s staying put? We pull back the curtain on the true financial toll of an unhappy marriage, from hidden debts you never signed off on to the slow bleed of funding a lifestyle that later becomes the benchmark for spousal support. Through real client stories, we trace how shared liabilities, unapproved loans, and retirement withdrawals can quietly rewrite your balance sheet while you’re trying to keep the peace.We talk through practical safeguards—prenups or postnups, shared logins, regular financial check-ins—...
2025-10-1025 min
Divorce Rich with Jacki Roessler, CDFAWhy Your Lawyer is not Your Financial PlannerSend us a textEver had a doctor prescribe surgery but wondered who would guide you through the daily rehabilitation afterward? That's exactly the situation many people face in divorce when they rely solely on their attorney without bringing in a financial expert.The most successful divorces involve a collaborative team: your attorney handling legal strategy, a financial expert analyzing long-term sustainability, and you—the informed client—making decisions based on both legal rights and financial realities. This approach not only leads to better outcomes but often saves money by having the right professional handle the...
2025-09-2531 min
Divorce Rich with Jacki Roessler, CDFACo-Parenting or Coercing? Recognizing the Difference with AJ GajjarSend us a textEver had your child return from their other parent's house acting like a completely different person? The tears, the aggression, the withdrawal – these aren't just normal post-visitation blues. They might be signs of something more concerning: coercive parenting control.Child development specialist AJ Gajar joins us to shine a light on this often-misunderstood dynamic that leaves many co-parents feeling helpless and confused. She explains how "strict parenting" can sometimes mask controlling behaviors that profoundly impact children's emotional and psychological development. Drawing from her background in developmental psychology and her own personal ex...
2025-09-1833 min
Divorce Rich with Jacki Roessler, CDFACould the Court Decide You Should Have a Bigger Paycheck? with Vocational Expert Karen GrossbergSend a textEver wondered who determines what you "could" be earning during a divorce? Meet the vocational expert—a professional whose assessment of your earning potential might significantly impact your financial settlement.Vocational experts analyze education, work experience, and job market opportunities to establish reasonable income expectations for divorcing spouses. They're often hired when one spouse has been out of the workforce, works part-time, or appears underemployed relative to their qualifications. While their evaluations frequently benefit the higher-earning spouse, understanding their methodology empowers you to navigate this aspect of divorce more effectively.Ou...
2025-09-0931 min
Divorce Rich with Jacki Roessler, CDFA5 Biggest Money Myths in Divorce (and the Truth Behind Them)Send us a textWe're starting off Season 2 with a bang! Divorce is the single largest financial transaction of most people's lives, and making uninformed decisions based on common money myths can have devastating long-term consequences. We debunk five major misconceptions about divorce finances to help you navigate this complex process with confidence and clarity.• DIY divorce is rarely the money-saving solution it appears to be and can cost significantly more in the long run• Keeping the house requires careful financial analysis including mortgage qualification, affordability, and evaluating its long-term impact on your finances...
2025-08-2837 min
Intentional Divorce InsightsDouble the Insight: Divorce Financial Planners Tackle Tough QuestionsIn this insightful episode, Leah Hadley is joined by fellow CDFA, Jacki Roessler, for a deep-dive into some of the most common and costly financial mistakes made during divorce. Drawing from decades of experience, Leah and Jacki share a wealth of knowledge relating to the financial aspect of divorce.
Whether you’re beginning the divorce process, in the thick of negotiations, or advocating for someone you care about, this episode is packed with tips and stories to help you approach financial decisions with clarity and confidence.
Key Topics Covered:
- Biggest Financial Mistakes in...
2025-08-2631 min
Divorce Rich with Jacki Roessler, CDFADivorce Like a Boss: Real Talk and Strategy for High Earners with Financial Advisor, Nick Defenthaler, CFP, RIPCSend us a textTax 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 more than 10-20% within one particular company stock," explains Nick, while acknowledging the emotional attachment many feel...
2025-07-3137 min
Divorce Rich with Jacki Roessler, CDFAThe Mailbag is Here! Divorce Rich gets PersonalSend us a textEver wondered who pays for your kid's braces after divorce? Or whether your ex can claim half your frequent flyer miles? The Divorce Rich Podcast tackles these questions head-on in our exciting new "Divorce Rich Mailbag" segment.Host Jacki Roessler, CDFA, a veteran Certified Divorce Financial Analyst introduces her son Kevyn as co-host for this listener-driven Q&A feature that will close every episode moving forward. Together, they dive into the financial questions that keep divorcees up at night, offering straightforward answers with a touch of warmth and occasional humor.Ready t...
2025-07-2421 min
Divorce Rich with Jacki Roessler, CDFAThe Money Moves That Can Make or Break You — Jacki on Journey Beyond DivorceSend us a textTaking control of your financial future after divorce isn't just important—it's urgent. When that settlement ink dries, most people want to close the book and move on, but that's exactly when crucial financial decisions need attention. What happens in those first weeks and months can dramatically impact your long-term security.In my conversation with Karen McMahon on her Journey Beyond Divorce podcast, we dive deep into the post-divorce money moves that absolutely cannot wait. From creating a strategic calendar of settlement-related dates to making immediate decisions about retirement accounts, we br...
2025-07-1743 min
Divorce Rich with Jacki Roessler, CDFASweat Equity: Securing RSUs and Company Stock in DivorceSend a textEver wonder if your tech executive spouse has compensation you don't fully understand? You're not alone. The modern divorce landscape has become increasingly complex as companies shift away from straightforward salaries toward sophisticated equity-based compensation packages.In this essential episode, I tackle one of divorce's most misunderstood financial topics: non-standard compensation. I break down the mysterious world of RSUs (Restricted Stock Units), PSUs (Performance Stock Units), deferred compensation, and various bonus structures that often make up significant portions of total income in tech, finance, and corporate settings.Through clear explanations...
2025-07-0817 min
Journey Beyond Divorce PodcastPost Divorce Money Moves That Can't Wait with Jacki Roessler, CDFAReady 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...
2025-07-0139 min
Divorce Rich with Jacki Roessler, CDFAThe Right Attorney Can Change EVERYTHING-How to Choose Yours with Family Law Attorney Kelsey MinorSend a textChoosing the right divorce attorney is the most crucial decision you can make during this life transition, with geographic expertise and family law specialization being top priorities. Managing partner Kelsey Minor from DAWN (Divorce Attorneys for Women's Needs) shares her insights on finding representation that provides both legal expertise and emotional support.• Hire an attorney experienced in your specific county as local court procedures vary significantly between judges• Look for family law specialists who understand both legal complexities and emotional dynamics• Good attorneys provide clear process timelines and connect you with s...
2025-06-1928 minDivorce Rich with Jacki Roessler, CDFAWhose Career Is It Anyway? Divorce and Professional AssetsSend us a textForgotten assets can cost you thousands in your divorce settlement. While houses and retirement accounts get plenty of attention, your spouse's career—that law degree you helped them earn, the executive position you moved cities for, or the tenure track you supported them through—often gets overlooked completely.Career assets represent significant value that you helped build during your marriage. From company cars and expense accounts to health insurance benefits, advanced degrees, stock options, and performance-based compensation, these benefits directly impact your spouse's financial position after divorce. Even unvested benefits deserve cons...
2025-06-0512 min