In this special Q2 Market Review episode of Off the Wall, we’re introducing a new segment: Ask Monument Anything (AMA). Dave, Nate and Erin answer questions from clients and listeners, and also cover what went down in the markets during the second quarter of 2025. They cover everything from interest rates and inflation to timing your investment strategy and understanding international diversification.
[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.