Managing Your Finances Before, During, and After a Divorce

[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.

Francis Financial conducted a study on women who are going through or have gone through a divorce. The results shed light on the emotional, legal, and financial difficulties that women face during and after divorce. You can access their white paper online and share it with others here: https://francisfinancial.com/divorce
Francis Financial: https://bit.ly/3KIcrg3

Learn about Savvy Ladies: https://bit.ly/3AIOPmJ

Listen to the Financially Ever After Podcast: https://bit.ly/3B4AVwB

Mint: https://mint.intuit.com

Personal Capital: https://www.personalcapital.com

Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce: https://bit.ly/3RASf1T

Institute of Divorce Financial Analysts (IDFA): https://institutedfa.com

Questions to Ask a Certified Divorce Financial Analyst (CDFA®): https://bit.ly/3q3Lud0

Stacy Francis is the President and CEO of Francis Financial. Francis Financial is a fee-only boutique wealth management, financial planning, and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.

She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), Certified Grief Recovery Specialist® and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the host of the Financially Ever After podcast and the author of “Financial Help for Widows: A Complete Resource Guide” as well as “Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce”.

Stacy is a nationally recognized financial expert, being one of 20 of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, a member of the Forbes Finance Council, as well as an expert contributor for The Wall Street Journal. She has appeared in hundreds of media outlets and has received numerous industry awards.

As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a nonprofit organization founded by Francis to educate and empower women to take control of their finances. Savvy Ladies has helped over 20,000 women through free one-on-one financial counseling, workshops, and retreats.

Connect with her on LinkedIn: https://www.linkedin.com/in/stacyfrancis

OFF THE WALL is a podcast for business professionals and high-net-worth investors who want to build wealth with purpose. A little bit Wall Street, a little bit off-the-wall; it’s your go-to for straightforward, unfiltered wealth advice on topics that founders, business owners, and executives care about.