Shows
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 us 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...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 strateg...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 us 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 wi...2025-06-1928 min
Divorce 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
Divorce Rich with Jacki Roessler, CDFAFrom Pay Cuts to Job Changes: Adjusting Child Support with Attorney Jorin RubinSend us a textThe economic landscape is shifting. With potential downturns and job insecurity looming, knowing exactly when and how to modify child support becomes more than just useful information—it's financial protection. This candid conversation with family law attorney Jorin Rubin of https://rubinframpton.com/jorin-g-rubin/ reveals the hidden mechanisms behind child support modifications that every divorced or separating parent should understand.What makes this discussion particularly valuable is the exploration of complex scenarios rarely addressed in standard divorce guidance. For self-employed parents, those standard business deductions that keep the IRS satisfied won't shi...2025-05-1526 min
Divorce Rich with Jacki Roessler, CDFAYour Post-Divorce Paycheck: Creating Tax-Efficient Income in Retirement with Nick Defenthaler, CFP®, RIPC®Send us a textFacing the financial complexities of divorce in your 50s or 60s? The retirement planning decisions you make now could save you tens of thousands in taxes down the road.Jacki Roessler welcomes financial planning expert Nick Defenthaler to unpack the crucial yet often overlooked retirement account strategies that can transform your financial future after divorce. Nick breaks down the fundamental differences between traditional and Roth IRAs with crystal clarity, revealing why understanding these distinctions matters tremendously when dividing assets in a divorce settlement.Nick shares practical wisdom about creating...2025-04-1733 min
Divorce Rich with Jacki Roessler, CDFADivorce in a Downturn: Stock Market Fears with Wealth Advisor, Melissa FradenburgSend us a textWhen market volatility collides with divorce proceedings, the resulting anxiety can feel overwhelming. But what if this turbulence actually presents unexpected opportunities? Jacki Roessler and wealth advisor Melissa Fradenburg cut through the political noise surrounding recent tariffs to deliver actionable financial wisdom for those navigating divorce during uncertain economic times.This eye-opening conversation tackles the psychological barriers that prevent smart financial decision-making. While most of us hunt for sales when shopping for clothes or furniture, we panic when investments go "on sale" during market dips. During divorce, when emotions a...2025-04-1033 min