It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
[00:50] Introducing Stacy Francis & The topics of today’s episode.
[02:20] 3 things you should know going into a divorce.
[08:50] Ways financial assets and income can be hidden.
[11:21] Thinking of getting a divorce? Here are the top 3 things you should and should not do.
[15:19] How to find and choose a Certified Divorce Financial Analyst (CDFA®) & How they charge.
[19:08] Getting a divorce? This is what should be on your financial checklist for divorce.
[27:53] Rapid Fire Questions:
Should we sell our house or keep it?
If a spouse came into the marriage with assets from starting their own business, what part of the business is the ex-spouse entitled to?
Is my ex-spouse entitled to part of my inheritance in the divorce?
Can stock options or RSUs be divided in a divorce agreement? Who pays the taxes?
When is the best time to start working with a financial advisor during divorce?
[38:40] Stacy’s recommendations on picking the right divorce professionals for you.