Divorce for Wealthy Women

In this conversation, I interview Amy Hale from BMO Wealth Management about the importance of financial control and confidence for women, especially during and after divorce.

Amy shares insights on common financial mistakes women make, the significance of being involved in financial discussions, and the role of financial advisors in empowering women. The discussion emphasizes the need for women to take control of their financial journeys and the importance of building confidence through knowledge and support.

Takeaways

Women often lack a seat at the financial table during divorce.

Financial confidence can decrease significantly for uninvolved women.

Establishing a relationship with a trusted financial advisor is crucial.

Women should understand their overall financial picture, including budgeting and investments.

Isolation can lead to poor financial decisions during divorce.

Choosing the right financial advisor is essential for long-term success.

Emotional decisions can cloud financial judgment in divorce.

Women should evaluate the pros and cons of keeping the marital home versus liquid assets.

Starting to engage with finances can significantly boost confidence!

Divorce is never easy! Especially when significant wealth, family dynamics, and your children’s future are on the line. In this insightful episode, host Brooke Summerhill welcomes Charles D. Jamieson, a Board-Certified Marital and Family Law attorney with over 40 years of experience. Charlie breaks down the most critical legal changes and strategies that affluent women must understand during divorce.

He explains how recent changes to time-sharing laws affect mothers seeking primary custody, as well as key updates to alimony statutes. He also dives into how assets can be hidden during divorce and what women can do to protect themselves. From practical tips on financial documentation to the value of a strong legal and financial team, Charles shares actionable advice to help you safeguard your future.

Listen now to gain expert legal insight and empower yourself with the tools to navigate your divorce confidently.

Key Topics Covered:

• The impact of new 50/50 time-sharing presumption

• How spouses hide assets and how to find them

• Why a forensic accountant is essential

• Legal consequences of asset concealment

• Ten things divorce attorneys wish clients knew
  

Guest: Charles D. Jamieson

Board Certified in Marital and Family Law

Divorce can be an emotional and financial rollercoaster, but the tax implications are often the process's most overlooked and complicated part!! In this episode, we dive deep into the intersection of taxes, alimony, child support, and divorce settlements to help you navigate the complexities of life after divorce. Do you know who gets to claim the child tax credits? What about how tax debts are shared post-divorce? We’ve got you covered.

Join Hubert Johnson, a seasoned tax attorney with over 15 years of experience, as he explains the critical tax rules every woman should know during and after divorce. Hubert breaks down the effect of tax reforms on alimony payments, why a solid marriage settlement agreement is crucial, and how to handle tax debts and deductions in shared custody situations. He also covers when it’s time to consult a tax attorney and how to avoid unwanted tax consequences, especially in cases involving bankruptcy.

Whether you’re just beginning the divorce process or dealing with post-divorce financial challenges, this episode offers actionable advice to help you make informed, strategic decisions.

Topics Discussed:

• The impact of recent tax reforms on alimony payments
• Tax filing status options for divorced individuals
• Managing child tax credits and deductions in split households
• Addressing tax debts and joint responsibilities after divorce
• The essential role of tax attorneys in divorce and financial planning

About Hubert Johnson
Hubert Johnson is an experienced tax attorney with a diverse background in tax law and financial planning. He began his tax law career in 2009 and has since led various tax departments, taught tax law, and helped thousands of clients navigate the complexities of the IRS and state tax agencies. Hubert is the founder and owner of Guardian Tax Law, and has saved clients millions of dollars over the years. He is also a sought-after speaker and educator on tax matters.

Hubert was admitted to the Idaho Bar in 2007 and the California Bar in 2008. He holds a law degree from the McGeorge School of Law and graduated summa cum laude from CSU Sacramento.

Connect with Hubert:

Have you ever experienced a life-changing revelation that shook you to your core? In this episode, Lora Cheadle, a betrayal recovery expert, opens up about her journey through discovering her husband’s 15-year infidelity, which involved multiple betrayals. What felt like a devastating blow ultimately became the foundation for Lora’s transformative work. Now, she helps others navigate the emotional and psychological aftermath of betrayal and divorce.

Lora shares her deeply personal story of confronting betrayal, grieving lost dreams, and rebuilding her life from scratch. She discusses the unique emotional and identity challenges faced by women in high-net-worth divorces and offers practical, actionable advice for reclaiming confidence and building a new identity. From her five-step "FLAUNT" process to daily strategies for self-care, Lora gives us tools to move from heartbreak to empowerment.

Tune in for inspiring insights on how to turn betrayal into an opportunity for growth and reinvention.

Books by Lora Cheadle
Flaunt! Drop Your Cover and Reveal Your Smart, Sexy & Spiritual Self

• The emotional impact of betrayal and how it disrupts your sense of self.
• Why betrayal is more than just infidelity—it’s the breaking of trust and dreams.
• Rebuilding your identity after the “tornado” of divorce.
• Simple yet powerful ways to nurture yourself and regain emotional balance.

• The FLAUNT framework: Find your Fetish, Laugh Out Loud, Accept Unconditionally, Navigate the Negative, and Trust in Your Truth.
• The healing power of laughter and small moments in emotional regulation.
• How to define your own narrative and future after trauma.

Lora Cheadle is a betrayal recovery coach, legal consultant, bestselling author, international speaker, and host of the FLAUNT! Create a Life You Love After Infidelity or Betrayal podcast. As a mentor and guide, Lora specializes in helping women reclaim their confidence, peace, and sovereignty after experiencing betrayal. Whether they choose to stay or leave, her mission is to empower women with the tools and support they need to regain their self-worth and autonomy.

Lora understands the soul-shattering impact of infidelity and helps women transform their devastation into empowerment. Her work is about more than just recovering from betrayal—it’s about reclaiming everything you’ve lost along the way.

Divorce doesn't have to mean a courtroom battle during the holidays. In today’s episode, family law attorney Sandra Fava explains the powerful alternatives to traditional litigation, such as mediation and collaborative law, that can make navigating a divorce more efficient, cost-effective, and less stressful—especially for high-net-worth individuals. Sandra brings over two decades of expertise and insights into why these options are often game-changers for families.

Whether you're considering divorce or just curious about the process this holiday season, this episode will provide valuable insights into how you can avoid traditional litigation and make the experience less overwhelming.

Topics Discussed:

• The importance of financial transparency in mediation and collaborative divorce.
• Why alternative dispute resolutions (ADR) offer more control, creativity, and privacy.
• How court backlogs make ADR faster, more efficient, and less stressful.
• Financial and emotional benefits of avoiding litigation.
• The role of divorce coaches, financial planners, and other professionals in the process.
• How the holiday season can impact divorce decisions and planning.

About Sandra Fava

Sandra Fava is the founder and managing attorney at Fava Law, a family law practice that offers compassionate and effective legal counsel to individuals and families during transitions. Recently recognized as a "Woman to Watch" by Morris & Essex Magazine, Sandra has built a reputation as a skilled negotiator, litigator, and advocate for alternative dispute resolution.

With a career exclusively dedicated to family law, Sandra has represented clients in high-net-worth divorces, child custody disputes, spousal support, property division, and more. She believes in clear, practical advice tailored to her clients' unique needs while providing unwavering support during difficult times. Sandra is committed to offering her clients both strategic counsel and emotional support to navigate the complexities of family law.

Prior to founding Fava Law, Sandra was a Partner in the Family Law Department at a national Am Law 200 firm and Chair of Family Law at a respected regional firm.

Connect with Sandra:

Divorce can be an incredibly challenging experience, especially when navigating the complexities of a high-net-worth divorce. In this episode, Jamie Berger and Sarah Jacobs, co-founders of the esteemed Jacobs Berger family law practice, share their expert advice on how friends and family can effectively support a loved one during this difficult time—without overstepping boundaries or complicating the legal and emotional process.

Jamie and Sarah, both seasoned family law professionals, delve into the critical role that loved ones can play in providing support. They offer actionable insights on how to help with organizing financial documents, when to bring in outside professionals, and how to maintain healthy boundaries throughout the divorce. They also caution against common pitfalls, such as offering unsolicited legal advice or pushing a particular lawyer, and explain how these well-meaning actions can unintentionally add stress.

This episode is packed with invaluable advice for anyone supporting someone going through a high-net-worth divorce—or for those experiencing one themselves. By the end of this conversation, you’ll have a clear understanding of how to provide the right kind of support while respecting both emotional and legal needs.

Key Topics Discussed:

• Understanding Boundaries: How to respect the role of lawyers and mediators while offering emotional support.
• Emotional Support vs. Legal Advice: Why it’s important to differentiate between the two and avoid giving legal guidance unless qualified.
• The Dangers of Comparisons: Why comparing your loved one’s divorce to others can be harmful and unhelpful.
• Financial Considerations: What friends and family need to understand about the financial complexities of ultra-high-net-worth divorces.
• Common Mistakes to Avoid: Recognizing the common missteps friends and family often make during a divorce, and how to avoid them.

Connect with Jamie and Sarah:

How much of your digital life could impact your divorce? In this insightful episode, Jonathan Steele, a divorce and family law partner at Beerman, dives into the intricacies of complex divorce cases, emphasizing the crucial intersection of cybersecurity and asset protection.

Listeners will learn essential strategies for securing communication with their legal team, implementing robust cybersecurity measures, and being aware of shared digital access with a spouse. Jonathan also addresses privacy concerns in high-profile divorces, advocating for data removal services to safeguard personal information. He concludes with practical advice on making small, consistent changes to enhance cybersecurity and privacy throughout the divorce process.

Key Points:

• Critical factors in navigating complex divorce cases

• The role of electronic communication in divorce proceedings

• Importance of two-factor authentication for financial accounts

• Strategies for safeguarding assets during divorce

• Maintaining privacy in high-profile divorces

Jonathan D. Steele is a highly regarded family law attorney known for his strategic approach to sensitive family law matters, including divorce, child custody, and paternity. His practice is distinguished by a holistic approach that prioritizes both the personal and digital safety of his clients.

Do you feel like your marriage is a shadow of what it once was? Are you contemplating divorce but feeling paralyzed by indecision and fear of regret? This episode guides you to finding a clear, realistic path to true happiness.

In this episode, we’re joined by Sharon Pope, a certified Master Life Coach specializing in helping midlife women navigate their complex marital challenges. Sharon offers insightful perspectives on why contemplating divorce can be a crucial step, even for those deeply committed to their marriage vows. She emphasizes the importance of setting healthy boundaries and not allowing the "till death do us part" vow to trap you in a detrimental relationship.

We dive into practical strategies for assessing whether your marriage can be revived, how to engage in productive arguments, and ways to achieve a peaceful divorce if that's the right path for you. Sharon also shares her expert tips on transforming your marriage into a more fulfilling partnership through conscious effort.

Tune in to gain valuable advice on maintaining your lifestyle and emotional well-being during and after a divorce. Listen now to shift your perspective on marriage and divorce.

Facing financial transitions, such as divorce or the loss of a spouse, can be daunting. However, with the right support and guidance, achieving financial stability and confidence is entirely possible!!

In this episode, Jennifer Lee, a seasoned financial advisor, therapist, and advocate, shares her expertise in guiding women through these complex financial changes. Jennifer discusses the crucial role financial advocates play in helping clients comprehend their financial situations, manage emotional stress, and secure equitable settlements. She underscores the value of a robust support network—including advisors, attorneys, and therapists—to navigate these challenging times effectively.

Jennifer also provides targeted advice for non-monied spouses seeking financial independence and the importance of assembling a comprehensive team. She shares inspiring success stories of women who have navigated their financial transitions with minimal conflict and maximum efficiency.

Tune in to gain valuable insights into balancing emotions and finances, and discover strategies to handle significant financial changes with confidence.

Topics Discussed:

The role of financial advocates during transitions like divorce

How financial advocates can help manage emotional turmoil

Strategies to overcome overwhelm

Building a supportive team and gathering essential data

The importance of negotiating and understanding marital assets

About Jennifer Lee:

Jennifer Lee’s journey into financial advising began in her youth, when she accompanied her father to appointments and his office, where she learned the importance of dedication and client-focused values. Now the Founding Partner of Modern-Wealth, LLC, and an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc., Jennifer specializes in guiding clients through significant financial transitions, including divorce, widowhood, business transactions, retirement, inheritance, and remarriage. Her goal is to provide independent analysis, strategic planning, and expert guidance through complex financial landscapes.

Jennifer is the author of “Squeeze The Juice,” a guide that combines her personal and professional experiences to inspire readers to achieve their best selves.

Connect with Jennifer Lee:

Navigating through a divorce involves more than just the legal process—it requires thoughtful planning before and after. Kimberly Loveland, an esteemed estate planning expert, joins us to shed light on crucial strategies to ensure a smooth transition out of marriage!!

Key Insights:

Preparation is Key: Kimberly emphasizes the importance of proactive planning before, during, and after divorce. Updating beneficiaries and revising financial plans are critical steps to safeguarding your assets.

Building Your Support Team: Engaging professionals like estate planners and CPAs can alleviate the burden of handling complex financial decisions alone. Kimberly shares how having a skilled team was pivotal in her own divorce journey.

Estate Planning Essentials: Understanding the nuances of estate planning is essential, especially in scenarios involving blended families or common-law spouses. Kimberly advocates for preemptive measures such as premarital agreements to prevent future conflicts.

Legal and Financial Considerations: Discussing trusts, tax implications, and property agreements, Kimberly stresses the significance of seeking expert advice to navigate these intricate matters effectively.

What You'll Learn:

Strategies to update and safeguard financial assets during divorce.

The pivotal role of estate planning in protecting your interests.

Practical advice on engaging a competent support team for holistic divorce management.

Insightful tips on legal documents and their implications in divorce proceedings.

Long-term financial planning considerations for subsequent marriages.

Connect with Kimberly Loveland:

Ever wonder what H&R Block stands for? The 'R' is Barbara Huson's father. She never had to think about money, or so she thought. But shortly after Barbara got married, she found out her husband was a compulsive gambler. He went on to lose millions of her inheritance. It wasn’t until after her divorce, and after her ex-husband had left the country, that Barbara started getting million dollar tax bills for back taxes and illegal dealings that her husband had been involved in. That was the moment that Barbara realized she needed to get smart about money. In this episode, Barbara Huson, now a renowned wealth coach, financial therapist, and bestselling author dives deep into transforming women's relationships with money. Barbara shares her personal journey from financial dependence to empowerment, highlighting key insights and strategies from her latest book, "Rewire for Wealth."

Episode Highlights:

Empowerment Through Financial Independence: Barbara recounts her upbringing in a wealthy family where she relied on men to manage finances. After a challenging divorce, she embarked on a journey of self-education and empowerment, realizing the profound impact of financial independence on personal power.

Understanding Women's Relationship with Money: Barbara explores the psychological barriers women face in managing money, emphasizing the role of fear and self-worth. She discusses how rewiring one's money mindset can lead to profound changes in financial behavior and peace of mind, especially during life transitions like divorce.

Defining Wealth Beyond Financial Assets:

Wealth, according to Barbara, extends beyond material riches to encompass peace of mind and a sense of abundance. She unpacks the holistic approach to wealth that integrates neuroscience, psychology, and spirituality, offering listeners practical tools to redefine their own wealth narratives.

Key Topics Covered:

Barbara Huson's Personal Journey: From dependence to empowerment through financial crisis.

Neuroscience and Money: Understanding the brain's role in financial decision-making.

Barbara's Book, "Rewire for Wealth": How neuroscience and psychology inform practical strategies for financial empowerment.

Defining Wealth: Beyond financial assets to encompass emotional and spiritual abundance.

Barbara's Mission: Revolutionizing women's relationship with money and power.

Connect with Barbara Huson:

Website: www.barbara-huson.com

LinkedIn: Barbara Huson

Instagram: @thebarbarahuson

Twitter: @TheBarbaraHuson

About the Podcast:

Hosted by Olivia Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, "Divorce for Wealthy Women" invites leading divorce professionals to share invaluable guidance for affluent women navigating divorce. The podcast aims to empower listeners with practical strategies to maintain financial stability and lifestyle throughout and after divorce.

Today, we dive into the world of divorce law with the esteemed Ron Bavero, who not only brings decades of legal expertise but also shares invaluable insights from his newly released book, "An Elephant Doesn't Marry A Giraffe: Everything I Learned As A Divorce Attorney."

About Our Guest: Ronald J. Bavero, Esq., is a renowned matrimonial and family law figure boasting nearly forty years of experience. His accolades include recognition as one of America's Most Honored Attorneys, Super Lawyers of New York, and membership in prestigious organizations such as the American Academy of Matrimonial Lawyers. As an educator, Ron has taught Matrimonial Law and Practice at Pace University School of Law and continues to impart his wisdom through lectures and his website, divorcedeverafter.com.

Key Discussion Points:

1. Inspiration Behind "An Elephant Doesn't Marry a Giraffe": Ron shares the inspiration behind his book and the message he aims to convey through its compelling stories and practical advice.

2. Common Misconceptions About Divorce: Exploring prevalent misconceptions, Ron sheds light on the legal intricacies of divorce and dispels myths surrounding the process.

3. Guiding Clients Through Emotional and Legal Complexities: Ron offers insights into his approach to supporting clients through the emotional and legal challenges of divorce with empathy and expertise.

4. Key Advice for Individuals Contemplating or Going Through Divorce: Ron shares invaluable advice for navigating divorce, empowering individuals to make informed decisions and prioritize their well-being.

5. Challenges Faced by Divorce Attorneys: Reflecting on his career, Ron discusses the challenges divorce attorneys encounter and strategies for overcoming them.

6. Prioritizing Children's Well-being: Ron emphasizes the importance of prioritizing children's well-being in divorce cases and shares strategies for minimizing the impact on them.

7. Role of Mediation and Collaborative Divorce: Ron discusses the role of mediation and collaborative divorce in fostering amicable resolutions and reducing conflict.

8. Memorable Career Experiences: Ron shares a memorable or rewarding experience from his illustrious career as a divorce attorney, offering insight into the profound impact of his work.

9. Staying Updated on Family Law: Finally, Ron shares his strategies for staying abreast of family law changes and continuously improving his practice to better serve his clients.

Introduction: Divorce is a multifaceted challenge that touches every corner of life, from emotional wounds to financial strains. However, the journey through divorce can be eased with the right support, particularly from a knowledgeable financial planner. In this episode, Kaki Perdue, a CPA and certified financial planner, joins us to shed light on the crucial role of financial planners in guiding divorced individuals through the maze of financial complexities.

Main Discussion Points:

1. Understanding the Role of a Certified Financial Planner (CFP):

   • Kaki highlights the legal commitment of CFPs to act as fiduciaries, prioritizing the client's interests above their own.
   • She dives into the importance of this fiduciary duty in providing trustworthy guidance during divorce proceedings.

2. Navigating Emotional Burdens and Debts:

   • Kaki advises on the significance of managing emotional burdens alongside financial debts.
   • By setting emotions aside, individuals can effectively engage in productive discussions on resolving debts.

3. Strategies for Debt Resolution:

   • Adopting an open-minded approach to exploring various debt resolution strategies is crucial.
   • Kaki emphasizes the importance of understanding the pros and cons of different solutions before making decisions.

4. Post-Divorce Financial Review:

   • Kaki stresses the need for a comprehensive review and update of beneficiaries on investment accounts and life insurance post-divorce.
   • This ensures financial assets align with current wishes and avoid unintended beneficiaries, such as ex-spouses.

5. Trusting Instincts and Understanding Financial Decisions:

   • Kaki encourages listeners to trust their instincts and gain a thorough understanding of financial decisions, empowering them to make informed choices.

About Kaki Perdue: Kaki Perdue is a seasoned CPA and certified financial planner with a wealth of experience in public accounting and tech industry finance. In 2023, she founded Look Both Ways Financial, driven by a commitment to providing judgment-free financial guidance to clients. Kaki's "Less is More" philosophy extends beyond financial planning to enriching lives. Outside work, she finds joy in outdoor pursuits like hiking, skiing, gardening, and camping.

Connect with Kaki:

In this episode, we dive into the resonating themes of empowerment, resilience, and the power of voice, drawing parallels between historical injustices and contemporary challenges faced by women, particularly in the context of divorce.

Join us as we explore insights from Kate Moore, a New York Times best-selling author, as she discusses her book "The Woman They Could Not Silence" and its relevance to the experiences of divorced women today!

Episode Overview:

1. The Story Behind "The Woman They Could Not Silence": Kate Moore shares the captivating narrative of Elizabeth, a courageous woman from the 1860s who defied societal norms and stood up against injustice, even in the face of being labeled as "crazy" and silenced. We explore how Elizabeth's story echoes the struggles of women silenced in various contexts, including divorce.
2. Resonance with Divorced Women: Drawing parallels between historical oppression and contemporary challenges, we examine how the narrative of Elizabeth resonates with the experiences of divorced women, especially concerning unfair societal judgments and the use of derogatory labels to discredit their voices.
3. Breaking Free from Societal Expectations: Kate emphasizes the importance of breaking free from societal expectations and reclaiming one's voice and agency, particularly during and after divorce. We discuss strategies for overcoming stigma and finding empowerment in self-expression.
4. Building Support Networks: Recognizing the significance of support systems, especially during challenging life transitions like divorce, Kate offers practical advice on building strong support networks and finding solidarity with like-minded individuals.
5. Personal Transformations and Self-Discovery: Viewing divorce as an opportunity for personal growth and self-discovery, Kate encourages listeners to embrace the journey of transformation and see divorce not merely as a loss but as a chance for new beginnings and authentic self-expression.

About Kate Moore:

Kate Moore, a New York Times best-selling author, is known for her captivating storytelling and her dedication to giving voice to the silenced. With a background in publishing and a passion for uncovering untold stories, Kate's work sheds light on forgotten histories and empowers readers to engage with the lives of extraordinary individuals. Her latest book, "The Woman They Could Not Silence," exemplifies her commitment to amplifying marginalized voices and inspiring change.

Connect with Kate:

Join us in this insightful episode as Casey McGuire Davidson, a renowned Life and Sobriety Coach and host of the famous podcast called The Hello Someday Podcast, delves into the often-overlooked connection between women navigating divorce and their relationship with alcohol.

Casey sheds light on the societal influences, such as the pervasive "wine mom culture," that contribute to the normalization of alcohol consumption during challenging times. She and I also discuss the effervescent world of champagne, the comforting allure of wine, and their role in the complex divorce journey.

Key Discussion Points:

1. The Norm of Alcohol in Society:

• Casey explores the role of alcohol in the community and how its consumption has become normalized.
• Discusses the potential adverse effects of viewing alcohol as a societal norm.

1. Wine as a Coping Mechanism:

• Unpacks the common trend of women turning to alcohol as a coping mechanism during challenging life transitions.
• Highlights the impact of societal marketing and the "wine mom culture" on women's drinking habits.

1. Effects of Alcohol on Women:

• Explores how alcohol can act as a suppressant for emotions and frustrations in women.
• Emphasizes the need for open communication about drinking habits and the importance of reflection and self-discovery.

1. Creating Alternatives to Alcohol Consumption:

• Casey provides valuable insights into alternatives to alcohol consumption, including improving appearance, better sleep, and engaging in diverting activities.
• Encourages a respectful understanding of diverse approaches to managing personal situations.

1. Supportive Community During Change:

• Discusses the significance of a supportive community for individuals exploring their relationship with alcohol.
• Advocates for open dialogue and destigmatizing the discussion around alcohol use.

1. Addressing Alcohol Drinking Habits:

• Casey encourages addressing alcohol drinking habits without labeling individuals as "alcoholics."
• Proposes therapy and coaching as alternative approaches to excessive alcohol consumption.

Connect with Casey:

In today's episode, we delve into the often-overlooked aspects of divorce with Karen McNenny, an expert in relationships and human behavior who brings over two decades of experience as a divorce coach. Karen sheds light on the path to a positive and constructive divorce, urging a shift in mindset towards rebuilding relationships rather than tearing them apart.

Key Takeaways:

1. Embracing a Positive Mindset: Karen emphasizes the importance of adopting a positive mindset when approaching divorce. Rather than focusing on animosity, she encourages couples to rebuild relationships, especially when children, common friends, and business partnerships are involved.
2. Effective Communication: Our guest underscores the significance of effective communication during divorce, mainly when children are in the picture. Karen shares insights on managing joint business ventures and recognizing blind spots that often go unnoticed.
3. Navigating Emotional Difficulties: Acknowledging the emotional challenges of divorce, Karen discusses the importance of addressing these difficulties head-on. She shares strategies for managing the emotional aspects and stresses the need for a clear plan and communication strategy.
4. Role of a Mediator and Coach: Karen advocates for seeking blind spots during the divorce process and highlights the value of having a coach to reduce the risk of adverse outcomes. A collaborative approach is explored as an alternative, fostering proper handling and fewer complications.

Topics Discussed:

• Kimberly's Divorce Story: An insightful real-life example of navigating divorce challenges.
• Importance of Effective Communication: Strategies for maintaining open and constructive communication.
• Examining Blind Spots: How identifying blind spots can prevent adverse outcomes in the long run.
• Acknowledging Emotional Difficulties: Strategies for managing and addressing emotional challenges during divorce.
• Crucial Role of Mediators and Coaches: Understanding the importance of professional guidance in the divorce process.
• Exploring the Collaborative Approach: An alternative method to align contracts and minimize complications.

About Karen McNenny:

Karen's journey from actress and dancer to a certified Drama and Movement Therapist has uniquely positioned her as a divorce coach. Her extensive background includes corporate experience, where she focused on workplace culture, employee engagement, and leadership excellence. Since 2007, Karen has dedicated herself to supporting individuals and groups in their journey toward improvement and fostering better connections in personal and professional life.

Connect with Karen:

Introduction

Gaining control of your finances after a divorce can be overwhelming, but you're not alone. In this episode, Mikelann Valterra, a renowned money coach, writer, and speaker, guides us through the intricate journey of post-divorce financial empowerment. Discover the concept of "Money Fog" and practical tips from her latest book, "Rise Above the Money Fog."

Mikelann is a seasoned money coach, writer, speaker, and leader in personal finance. With over 20 years of private practice, she helps individuals manage cash flow effortlessly, addressing their unique financial psychology. Her mission is to alleviate financial stress, reduce debt, and clarify the future.

The Myth of the Silver Spoon

Introduction:

Welcome, listeners, to another insightful episode of "Divorce for Wealthy Women." I'm your host, Olivia Summerhill, and today, we have the privilege of delving into the intricate world of family wealth dynamics, focusing on navigating divorce alongside the esteemed Kristin Keffeler.

Kristin is not just a consultant; she's a thought leader paving the way in the evolving landscape of global family wealth advising, commonly called Wealth 3.0. As the founder of illumination360 and the Chief Learning Officer for the Johnson Financial Group, Kristin is no stranger to guiding affluent families through life-altering events, especially the complexities of divorce.

In our conversation, we'll explore Kristin's strengths-based approach, grounded in extensive research and years of private practice. She specializes in human motivation, behavioral change, family dynamics, governance, rising generation education, and intergenerational collaboration—all within the context of divorce. Join us as we uncover the wisdom and insights Kristin has gained on her journey, shedding light on how families can navigate the challenges of divorce and empower the rising generation to make a meaningful impact in the world.

Stay tuned for an enriching discussion that goes beyond the surface, right here on "Divorce for Wealthy Women."

Key Takeaways:

Embracing Transformation:

• Divorce, while challenging, can be a catalyst for personal growth. Kristin explores how embracing the pain and reevaluating beliefs can pave the way for a better future.

Inner Work in Affluent Families:

• Kristin emphasizes the importance of inner work in affluent families navigating divorce, providing insights into understanding motivations, beliefs, and emotional responses.

Seven-Step Method from "The Myth of the Silver Spoon":

• Kristin shares the seven-step method outlined in her book, "The Myth of the Silver Spoon," which is designed to help individuals navigate family riches and create a meaningful life.

Developing Confidence and Finding One's Voice in Divorce:

• Specific techniques are discussed, focusing on how clients can develop confidence and find their voice during the complexities of divorce, particularly in affluent circles.

The Power of Reframing and Effective Communication:

• Kristin explores the power of reframing the narrative around wealth and divorce and the importance of effective communication within wealthy families to ensure everyone feels heard and understood.

Insights from "The Myth of the Silver Spoon":

• A glimpse into Kristin's book provides a guide that combines practical advice with psychological insights, offering actionable steps for personal growth and empowerment during life transitions for ultra-high-net-worth families.

Encouraging Personal Growth During Divorce:

• Personal growth during divorce is highlighted as a transformative opportunity for individuals to reassess values, redefine goals, and embark on a journey of self-discovery.

Connect with Kristin Keffeler:

Sometimes, we don't see the genuine attitude of a person even if we've been with them for many years because we've been blinded by the thought of 'love.'

In this episode, Tracy Malone, a surTHRIVER of narcissistic abuse and the founder of NarcissistAbuseSupport.com shares her experiences with divorce and selfish behavior. 

Tune in to this episode to gain valuable insights into navigating divorce with a narcissistic partner, building a strong support system, and protecting your children's well-being. 

Topics Discussed

• Fears when it comes to planning your divorce with your team
• Dealing with the logistics of divorce, particularly for parents
• What is a narcissist
• What is gaslighting
• Establishing financial security during divorce
• Importance of documentation and evidence gathering during divorce

About Tracy Malone

Tracy Malone is a surTHRIVER of narcissistic abuse, life coach, and the founder of NarcissistAbuseSupport.com, a global resource for victims of emotional abuse that offers support and coaching to those trying to break the ties with the narcissists in their lives. Tracy has written multiple books on narcissistic abuse to educate victims on divorcing a narcissist.

Connect with Tracy Malone

Overview: 

In this episode, we explore the crucial journey toward financial independence for divorced women, focusing on how it empowers them to support their children confidently. Our guest, Heather Black, founder and CEO of Supermums, shares her career relaunch experience after having children and its relation to her work with ambitious women. We dive into her career transition while still married, the challenges she faced, and her achievements at Salesforce. Heather also sheds light on Super Mums, a transformative training program offering technical skills, mentorship, career counseling, peer support, and job opportunities.

Key Takeaways:

1. Financial Independence
2. Heather's Career Journey
3. Super Mums Program
4. Support Networks
5. Balancing Parenthood and Career during Divorce
6. Career Exploration and Growth Mindset

Connect with Heather Black:

Introduction

In this episode, we delve into the often-overlooked world of divorce and the crucial role of divorce professionals. Join us as Jonathan Satovsky, CEO and Chief Behavioral Coach of SAM, shares insights into his work with divorcing clients, focusing on supporting women through this challenging process.

1. The Importance of Attorneys in Divorce

• Some people underestimate the role of attorneys in divorce proceedings.
• Attorneys are vital because they have a deep understanding of the unique nuances within each state's divorce laws.

2. Guest Introduction: Jonathan Satovsky

• Jonathan's impressive array of professional titles, including Certified Divorce Financial Analyst (CDFA), Certified Financial Planner (CFP®), and more.
• His journey from American Express Financial Advisors to founding SAM in 2007.

3. Emotions vs. Logical Planning

• Jonathan emphasizes the need to remove emotions from divorce conversations.
• Balancing emotional support with logical financial planning is essential for a smoother process.

4. Simplifying the Divorce Process

• The benefits of involving a Certified Divorce Financial Analyst (CDFA) to provide neutral guidance on financial matters.
• How CDFA's help ensure a secure financial future during and after divorce.

5. Behavioral Finance and Money Coaching

• Jonathan's expertise in behavioral finance and how it influences financial decisions during divorce.
• The importance of addressing personal behavioral patterns when managing finances.

6. Personal Experiences and Empathy

• Jonathan's personal experiences that shape his empathetic approach to helping clients.
• Understanding the emotional turmoil of divorce and offering reassurance and support.

7. Talking to Children about Divorce

• Tips for navigating the challenging conversation about divorce with children.
• Balancing honesty and age-appropriate explanations to minimize confusion.

Knowledge is the ultimate shield, applicable in all life's battles, from prenuptial agreements to divorce. Prepare to take control! Join us for invaluable insights that will fortify your path ahead in this episode with Evan Shien.

In this episode, we bring you the foremost authority in Manhattan: Evan Schein, a partner at Berkman Bottger Newman & Schein LLP and a litigation powerhouse. He passionately reveals the art of self-preservation through prenuptial agreements and divorce preparedness. Evan underscores the absolute necessity of comprehensive understanding before taking decisive action. He's your unwavering guide, especially if you're the stay-at-home mom navigating the tumultuous waters of divorce without financial control. Evan's mission? To craft a brighter post-divorce future, always dignified and never compromising.

Evan fervently believes that knowledge and communication are your greatest allies in the divorce journey. Please tune in to this episode with Evan and harness his expertise in making informed choices, securing your financial future, and mastering the art of communication in the tumultuous world of divorce.

Key Takeaways

• Evan's unparalleled expertise in divorce, finance, and legal intricacies.
• Conquering fear and uncertainty.
• The power of financial acumen.
• Effective communication and collaboration with professionals.
• Discover Evan's profound passion for his work.

Meet Evan Schein. Evan Schein is a partner and the driving force behind the firm's litigation practice. Mr. Schein joined Berkman Bottger Newman & Schein LLP in 2010 with a history at a renowned matrimonial law firm.

He's an accomplished litigator and a creative problem solver, ensuring optimum outcomes in trial or negotiation. Evan's hallmark is tailoring strategies that align with your unique goals, whether negotiating prenuptial agreements or navigating a divorce. His battlefield spans multiple counties' Supreme and Family Courts and is extensively involved in other New York County legal landscapes.

Evan's niche? Representing professional athletes in family law matters. His dual background as a sports agent equips him with a profound understanding of the intricacies of athlete contracts, compensation structures, endorsements, and custody issues. He's a trusted partner for athletes, working closely with sports and entertainment agents, top trust and estate attorneys, financial advisors, and insurance experts. Evan's commitment to knowledge extends to his role as an educator at the Benjamin N. Cardozo School of Law.

Connect with Evan:

You are going to get so much out of this episode!! The importance of financial education and mindful personal finance is a growing relevant topic in modern times, particularly in life-changing events like divorce.

In this episode, Dana Miranda, the founder of Healthy Rich, discusses inclusive financial education and how it counters budget culture. Dana also touches on philanthropic giving and the challenges of determining how much to give away versus saving for oneself. Dana is currently writing a book called "You Don't Need a Budget," which offers an alternative approach to managing finances without following traditional rules around budgeting, debt payoff, and investing. 

We also talk about the challenges faced by low and middle-income individuals who are often bombarded with materialism and the desire for wealth. Learn how to break free from budget culture constraints and explore a new approach to managing your money.

Topics Discussed

• Dana’s platform inclusive financial education and how it counters budget culture
• Emphasizing the importance of understanding one's relationship with money
• Focusing on generosity rather than hoarding wealth
• Philanthropic giving and the challenges of determining how much to give away versus saving for oneself
• An alternative approach to managing finances without following traditional rules around budgeting, debt payoff, and investing
• The connection between personal turmoil and financial decisions during stressful times like divorce
• The challenges faced by individuals regarding materialism and the desire for wealth

About Dana Miranda

Dana Miranda is a Certified Educator in Personal Finance® (CEPF®), author, and personal finance journalist. With a passion for making work enjoyable and money management easy, she has dedicated her career to changing the conversation around personal finance.

Growing up in a working-class family in a small town in Wisconsin, Dana recognized the lack of diverse perspectives in the personal finance industry, which was dominated by advice from middle-class white men. Motivated to bridge this gap, she entered the world of personal finance media in 2015.

After gaining valuable experience and insights with a popular financial media startup, Olivia ventured into freelance writing for over two years. During this time, she realized the need for a new approach to discussing money. In response, she founded Healthy Rich, a platform aimed at transforming how people think and talk about personal finance.

Dan'a upcoming book, "YOU DON'T NEED A BUDGET: How Toxic Budget Culture Ruined Your Relationship With Money—And How To Fix It," delves deep into the harmful effects of budget culture and presents the EASY approach to budget-free money management. By challenging traditional notions and providing practical solutions, Dana empowers individuals to take control of their financial lives.

Her expertise in work and money has been featured in reputable publications such as Forbes, Business Insider, The Penny Hoarder, Culture Study, the New York Times, CNBC, The Motley Fool, NextAdvisor, and Inc. magazine. Through her writing and advocacy, Dana aims to inspire a diverse range of individuals to achieve financial well-being and find joy in their financial journey.

Connect with Dana Miranda

Financial independence for women is a transformative journey that liberates them from societal constraints and enables them to embrace their full potential. It grants us the freedom to chart our path, make independent choices, and create a future that aligns with our aspirations.

In this episode, Millen Livis, an International Holistic Financial Independence mentor, best selling author, investor, and entrepreneur, shares her insights and expertise on helping women become financially savvy and achieve financial freedom, regardless of their past. She delves into her personal experiences that have shaped her career path of supporting women through challenging financial times. Millen also addresses the factors that contribute to the belief among women that they cannot attain financial independence, including cultural upbringing and conditioning.

Whether you have 50 million, 500 million or are terrified you may not have anything post-divorce, empower yourself with knowledge, make smart financial decisions, and pave the way for a life of freedom, choice, and fulfillment.

Topics Discussed

• About her background and how did she get into her career path
• Why women believed that they can’t be financially independent
• Financial freedom
• What drives her to help women create financial freedom

Connect with Millen:

Have you ever thought about your financial well-being and emotional relationship with money? Financial Therapy is a compassionate and holistic approach that recognizes our deep emotional connection with money. Recent research has shown that financial issues trigger various emotions, from anxiety and fear to shame and frustration. And add that financial matters in divorce, such as asset division, alimony, child support, and budgeting, will often trigger strong emotions like fear, anger, and sadness.

Joining us is Megan McCoy, a licensed marriage and family therapist and a certified financial therapist who shares about herself and her work which specializes in helping individuals and couples explore their complex relationships and financial issues. Today she discusses the context of divorce, money, and emotions and how they can intertwine in complex ways. She educates and empowers clients to become more financially literate, understand basic financial concepts, develop budgeting skills, and create financial goals and plans. Welcome, Megan!

Topics Discussed

• About financial therapy
• How do money and emotions get managed during the divorce
• Do couples bring up money issues?
• What does Megan see as a good opportunity or help for clients who may not know about financial issues?
• Does she have any fun activities or ideas for clients regarding money matters?
• About her current and upcoming projects about money!

About Megan McCoy



Dr. Megan McCoy is a licensed Marriage and Family Therapist and a Certified Financial Therapist-I. She is a Professor of Practice at Kansas State University, where she served as the Director of the Financial Planning Masters Program and key faculty in the Financial Therapy Certificate. Also an Executive Board member of the Financial Therapy Association and the Associate Editor of the Journal of Financial Therapy. Her research interests focus on improving well-being through financial literacy, self-efficacy, and locus of control.

Connect with Megan

People often think that prenuptial agreements only protect the money they bring into the marriage. But there is a lot more to prenup agreements than that.

In this episode, a Registered Investment Advisor, Kaylin Dillon, shares how she helps couples with their financial planning with prenuptial agreements, blended families, and separating assets. She shares her expertise regarding prenups and whether everyone needs one. Kaylin helps couples thrive financially regardless of how they define "what's mine" and "what's ours." She simplifies the financial conversations and decisions that most busy couples either do not have time to take on or find too messy to face alone.

By listening to this episode, take advantage to enhance your financial knowledge, empower, and protect your assets!

Topics Discussed

• Does everyone need a prenup
• What do people most often get wrong about prenups
• How Kaylin specializes in helping couples with prenuptial agreements
• Her recommendation when finding a prenup attorney

Connect with Kaylin:

Going through the financial aspects after divorce can be overwhelming. Without proper guidance, women often make poor financial choices that create additional challenges after the divorce is final.

In this episode, Leah Hadley, the founder, and CEO of Great Lakes Divorce Financial Solutions, shares her professional expertise in helping women navigate their financial concerns. She offers valuable recommendations for women who find themselves worrying about money, providing guidance and support to alleviate their anxieties. Leah and her team consistently encourage clients to consider mediation, which involves a neutral third party who assists couples in reaching mutually acceptable agreements on divorce terms, including asset division, child custody, and financial matters.

Learn how mediation can help you go through the divorce process without being too overwhelmed! 

Topics Discussed:

• Recommendations for women worrying about their finances 
• Benefits of mediation
• How can affluent women realign their finances with their values
• About her book that is designed for stay-at-home moms

Connect with Leah Hadley:

Divorce can be a challenging and life-changing event for women who may struggle with unique issues like emotional distress and body image concerns.

In this episode, Marcella Dodge Webster, a health and wellness coach and life coach, shares her expertise in supporting women during the transition from divorce. Marcella offers practical advice on addressing body image issues and patterns that affect overall well-being, drawing from her extensive experience working with women in similar situations. Her book, "Does This Divorce Make Me Look Fat?" guides women to heal and build a new beginning after divorce.

Tune in now to gain insights and guidance for a better post-divorce life and to prioritize women's health after divorce.

Topics Discussed

• Opportunities for growth and empowerment after divorce
• Addressing body image issues
• Patterns that affect overall health and well-being
• Building a new beginning after divorce

About Marcella Dodge Webster

Meet Marcella, a professional energy worker with over a decade of experience in the health and wellness industry. She started her journey as a 500 ERYT yoga instructor and studio owner in 2012, where she developed a keen ability to read the body and chakras to release stuck energy patterns in her students.

Driven by her innate passion for health and well-being, Marcella expanded her expertise to health coaching, specializing in body image issues. With her extensive knowledge and experience, she now coaches on every aspect of well-being, including grief recovery, love, and family relationships.

Marcella's unique approach to coaching involves blending her innate psychic guidance with spiritually guided insights honed through psychic training under GOOP's Deganit Nuur and Reiki Master Caitlin Marino. This allows her to offer personalized coaching that is both practical and intuitive. With her passion for health and wellness, expertise, and intuition, Marcella is dedicated to helping her clients achieve their optimal well-being. In addition to coaching, Marcella also offers talks and workshops, sharing her knowledge and experience with others. You can find her on her mountain bike, taking a trail run, or spending time with her three teenage children when she's not working.

Connect with Marcella Dodge Webster:

It is finally time to have Tamir Berkman on my podcast! Divorce is a painful and emotional experience, and we often fail to acknowledge that it can be incredibly challenging for men. In this episode, who better to have on than Australian Tamir Berkman, the founder of Divorce Cowboy, who explores men's unique difficulties during divorce and separation. Tamir's program offers emotional support and tools for men to navigate the challenging emotions of divorce, including the suppression of emotions, identity crises, and blame games. 

Furthermore, Tamir discusses the importance of empathy in negotiation tactics, which can lead to better outcomes for everyone involved. Lastly, Tamir touches on the troubling trend of labeling ex-partners with personality disorders without proper diagnosis or understanding of mental health issues. 

Today's episode sheds light on men's unique challenges during divorce and provides valuable insights into coping and moving forward during difficult times. This episode is a MUST-LISTEN for women going through a divorce to learn about the other side!

Topics Discussed

• Challenges of divorce for men and how it differs from women
• Emotional aspects of divorce
• The importance of managing emotions during the separation
• The three main pain points of divorce for men - emotional roller coasters, the blaming game, and the identity crisis
• The power of vulnerability and how it can be a strength, especially for men
• The importance of being authentic and standing for one's truth in all relationships

About 

Tamir Berkman is a divorce coach for men who have been through a separation. Tamir understands firsthand the pain, stress, and confusion of divorce. After his divorce, Tamir received invaluable support that completely transformed his life. That's why he's dedicated to helping men survive and thrive during this difficult time. He's eager to share his roadmap with men of wealth so they can overcome separation obstacles.

Connect with 

Grief is a universal human experience that can arise from losing a loved one or going through a divorce. It can be incredibly challenging and painful, filled with various emotions and complexities.  

Join us in this episode as we welcome Lizzie Pickering, a renowned Speaker, and Grief Investigator. Lizzie shares what she does as a grief investigator and her upcoming trip to the British countryside, a personal journey to find solace and healing in nature. Her favorite part of her work is providing a safe space for individuals to share their thoughts, emotions, and memories of their loved ones without judgment. (This includes your ex and the life you thought you would have!!) She understands the importance of creating a non-judgmental environment for individuals to express their grief openly and without fear of criticism.

Discover the power of grief investigation with Lizzie, and find solace in a judgment-free space.

Topics Discussed

• About what Lizzy
• A trip to the British countryside
• The best part of being a grief investigator
• Finding people who will not judge you
• Importance of finding the right tribe to be around you for your new phase of life (after divorce)

About Lizzie Pickering

Lizzie Pickering is a Speaker, Grief Investigator, and Film and Podcast producer. Her primary work is offering Grief Guidance to companies through presentations, podcasts, and 1:1 sessions. Her unique advantage is that she is not a counselor or therapist (there are so many good ones). Still, she has 20 years of experience investigating responses to shock, trauma, and grief through her films, podcasts, and the years she spent caring for her terminally ill eldest child, Harry. She helps to translate and navigate the confusion around grief with reading lists, self-help practices, and knowledge of how to navigate loss and dramatic change.

Connect with Lizzie Pickering:

Divorce is emotionally draining and challenging, especially for women not used to handling finances in their previous relationships. 

Working with a financial advisor who understands your situation and cares can help you set the right financial objectives in this new season. Not just a plan for the near future, but they can also create a long-term plan for managing your money and growing your wealth. Working with the right financial advisor can be an excellent approach to boosting your financial confidence during divorce and beyond.

In this episode, Jenifer Sapel is a Financial Advisor and the Founder of Utor Wealth, a company on a mission to help women increase their financial confidence and independence. She shares what she is focusing on as a financial advisor and how she creates financial confidence in women who are going through a divorce and don't have the confidence to handle finances. Jenifer also explains what independence means in the financial world. 

Topics Discussed

• About Jenifer
• How Jenifer guides women to financial confidence in divorce
• What is independence in financial world
• Reasons Jenifer started Utor
• The people she is working with as a financial advisor
• Two tips from Jenifer

About Jenifer Sapel

Jenifer Sapel ChFC®, WMCP®, founder of Utor Wealth, poet, mother, athlete, and begrudging lover of nature, is an accomplished financial advisor and 40-something who uses F bombs frequently. With two kids under 4 and caregiving for an autistic niece, she enjoys learning to love her size 14 body, laughing with tiny humans, and squeezing an audiobook in whenever possible. She is busy crushing the patriarchy by loving herself, creating solid boundaries, and showing more women to own and build wealth at her financial planning firm.

Connect with Jenifer:

The current divorce system is broken, and many affluent women cannot afford a lawyer, while those who can fear getting caught up in a long, messy, expensive ordeal. Hello Divorce aims to solve these problems by embracing technology to make the divorce process easier for its customers, providing plain English instructions for its digital tools, and offering expert help for those who need it.

Hello Divorce is a startup founded by family law attorney Erin Levin that provides digital tools combined with expert help from lawyers, financial advisors, and mediators to help people navigate the divorce process. The company's three-step approach aims to make divorce easier, kinder, and less expensive by simplifying the procedural part of the divorce process and offering expert help to negotiate a fair agreement for both spouses.

In addition to divorce-related resources, Hello Divorce provides:

• Free co-parenting worksheets.
• Settlement agreement checklists.
• A post-divorce checklist to help people navigate the administrative tasks after a divorce.

Erin Levine emphasizes the importance of trusting one's gut during divorce and recommends other divorce resources, including books and podcasts. 

Tune in to this episode to learn more about how technology can help make divorce easier.

Topics Discussed

• Erin Levine's background and how she founded Hello Divorce
• Hello Divorce's three-step process that combines easy-to-use digital tools and integrated expert help
• Digital tools that make the procedural part of divorce easy
• How Hello Divorce helps resolve conflict and work toward a fair agreement
• What is collaborative divorce
• Resources at the Hello Divorce website
• Erin's recommended authors and books about divorce (Michelle Dempsey-Multack, Susan Guthrie, and Bill Eddy)

About Erin Levine

Erin was a divorce lawyer for 17 years and a certified family law specialist. She's been a private judge, mediator, and litigator. Erin knows how broken, toxic, wildly inefficient, and unreasonably expensive the family law system is. Erin set out to revolutionize how consumers interact with the law and provide a kinder, more accessible, and cheaper pathway to divorce. Erin's access to justice work has been recognized by the legal industry and beyond, with awards and recognition from Women Founders Network, TechCrunch, Vice, Forbes, and the American Bar Association.

Connect with Erin:

Divorce for Wealthy Women

Simplifying Divorce Through Technology: The Benefits of Using DComply with Marco Munoz

There are a lot of tools that can help women and children go through a divorce with more ease and efficiency. And we’ll talk more about that in this episode.

Joining us is Marco Munoz, the Co-Founder of the DComply app. DComply is the #1 co-parenting app on the market today. Every divorced parent deals with child support and shared expenses, and this app will help minimize divorce conflict over money.

We talk about Marco’s personal experience with co-parenting troubles when it comes to sharing financial responsibilities with his ex-wife. He also shares methods and techniques on how to make co-parenting easier.  We talk about how women going through a divorce can better manage their finances and have a better ex-relationship.

If you want to streamline your finances and how you collect child support, listen to this episode!

Topics Discussed

• Disagreement over expenses or finances
• Strategies for your ex-partner to comply with child support
• Confidentiality and safety of DComply’s user information and data privacy
• Why use DeComply for child support
• Struggles Marco experienced with child support collection
• How long does it take for the funds to be transferred
• Autopay features of DeComply

About Marco Munoz

Marco Munoz, co-founder of DComply. Marco has 20 years of experience in technology, but primarily in sales leadership, operations, and account management. 

Connect with Marco:

'My past was always just beneath the surface. I couldn't look into someone's eyes without them knowing the truth. The truth is...The day I met Jeremy changed me forever. More than once, I thought it would be my last day. The feelings of despair were so intense I couldn't look at me in the mirror. I was so ashamed. The double life, the $94 million in stolen money, and the FBI investigation. What other choice did I have? Behind my brown eyes and long brown hair and the seemingly perfect life—I am a woman who experienced pain and trauma far beyond my years. Finally, I am ready to look into your eyes and share my story—there is a chance it can help you too.'

Author Kimberly Blackburn shares her story of breaking the cycle of abuse in her new book, Dirty Love. She is working to build a community for women to better their relationships and feel supported while talking about serious issues that are still very prominent in our society. She knows her work will inspire other wealthy women to live a more authentic life. 

Some topics and questions covered: 

-Trauma, materialism, abuse, healing journey, single parenting

-How did your lavish lifestyle play into the cycle of abuse you experienced in your relationship?

Lisa Zeiderman is Managing Partner at Miller Zeiderman LLP. A Matrimonial Attorney, CFL, and Certified Divorce Financial Analyst, she regularly handles complex financial and custody divorce matters for high-net-worth individuals. Named to the Crain’s New York list of Notable Women Attorneys for 2022, a Hudson Valley Best Lawyer in 2022, and a 2021 Best Family Law Attorney for Client Satisfaction by the American Institute of Family Law Attorneys, among other awards, Ms. Zeiderman is also a founding member of the American Academy of Certified Financial Litigators and a member of the panel for Attorneys for Children. 

In addition to authoring a well-read blog on Psychology Today, “Legal Matters: Understanding Mental Health Issues as They Apply to Divorce and Child Custody,” Ms. Zeiderman is regularly published in Financial Advisor Magazine, the New York Law Journal, and various other publications, quoted on issues ranging from financial empowerment to tax matters to child custody. Ms. Zeiderman, a Fordham University of Law graduate, also serves as the Vice President of the Board of Savvy Ladies, Inc., and on the board of LIFT, Legal Information for Families Today.

Today we discuss a range of topics: 

• Setting up a divorce financial checklist

• Figuring out executive compensation, tax issues, stocks, RSUs, bonuses, etc.

• Financial abuse: how to spot it and what to do

• Separation of property: when one spouse owns a business or the two built a business together

• Prenuptial agreements

Worried about your spouse hiding Crypto, and do you not understand the metaverse, FTX, or NFTs? Listen to this episode with Bob and me!

Bob Mayer is the owner and founder of Twenty Second Consulting, LLC. He has close to 20 years of experience in starting, running, and consulting businesses in various fields. He has nine blockchain, cryptocurrency, and NFT-related certifications and advises high-net-worth individuals and companies on those topics. He is a writer and soon-to-be published author, and he lives on a farm in Western Massachusetts with his wife, Carrie. 

Some questions answered today: 

Is crypto easy to hide?

How do you explain NFT's and FTX?

How do you diversify crypto?

What could Tom and Giselle have done differently? 

Celebrity attorney Natalie Elisha Goldberg founded Goldberg LLP in order to help makes sense of the money within the confusing law jargon. As a mother, wife, and attorney, she has made it her mission to help people protect their hard-earned life savings, property, and future. Natalie is an award-winning attorney, best-selling author, a nationwide speaker about women and money, and a fearless cheerleader for her client's success. Natalie founded Goldberg LLP to bring the power of estate planning law to clients and focuses her legal practice on high-net-worth and ultra-high-net-worth families.

Our topics today on the podcast with Natalie include three themes: Estate Planning, Prenups, and Trusts, and answer questions such as You may get married a second time around; why do you need a prenup? What are some of the issues you see around estate planning for affluent women? Why are trusts a MUST?

Jenni Rochelle is a world-class coach, mentor, and go-to expert on love and relationships for women who don't want to give up on love.

Inspired by her clients and informed by her own journey, Jenni teaches women how to move through trauma and break old patterns so they can stop the cycle of toxic relationships and create the happiest and healthiest intimate connections of their lives. Empowering women to believe that there is always more love for them, Jenni's approach to healing, dating, and love creates a hopeful, joyful, and safe space for women to land through her online communities, group programs, and private coaching sessions. Jenni is a thought leader, specifically in the field of betrayal trauma. Her podcast, Beauty After Betrayal, has helped thousands of women heal with hope and rise to become their best selves. She is happily and healthfully married and having the best sex of her life – in her 50s!

Topics covered on our episode today:

How to Heal from Betrayal Trauma

Codependency is a B.S. Label

We All Need A Big, Sexy Comeback

Daring to Date Again (And Do It Differently)

As stated in the introduction, I was fortunate to hear our next guest, David York, speak at a conference focused on practitioners helping their affluent clients build purpose. David said his keynote speech with such elegance and intention, conveying numerous empathetic moments and wanting to change how the world views wealth. As a thriving author, speaker, estate planning attorney, and CPA with more than 25 years of experience, David has found principles and processes to help clients with their planning and perspectives for wealth in the 21st century, which he will share with us today.

In addition, David will discuss the lies around money for ultra-high-net-worth families, and we will also get into exciting topics around happiness, meaning, stewardship and inheritance!

Our health during and post-divorce is a genuine concern for most of us. That is why today we are going to have a conversation with Victoria! The youngest graduate of NYU dental, Dr. Victoria Veytsman, is a celebrity cosmetic dentist passionate about oral health and beauty, wellness, and building confidence. Victoria is sought out by celebrities, media personalities, and prominent individuals for her unique approach to patient care (including numerous prominent organizations such as Miss America, Miss Universe, and the New York Giants Cheerleaders.) 

She continues to be featured in national and international publications and has been highlighted in countless well-known media outlets for her outstanding results. (TLC, The Hollywood Reporter, The New York Times, Entrepreneur Magazine, Haute Living, WebMD, Yahoo! Health, New Beauty, Latina Magazine, Allure, Brides, Men’sHealth, Social Life Magazine, the Huffington Post, and Hamptons Magazine to name a few.) She is here to highlight how our smiles affect our lives and divorces!

Some topics that we discuss today:

- Looking younger post-divorce and quick cosmetic dental suggestions

- Smiles as we age

-Painful and contentious divorce and dental health affecting women's overall health

- Women starting a business post-divorce and the entrepreneurial mindset for success 

Who better to talk about divorce than someone who has achieved his Master of Laws degree in Dispute Resolution from The Straus Institute at Pepperdine University Law School, the country's #1 ranked Dispute Resolution program? A.J. Grossman's goal is to help people solve problems, plain and simple, and he will talk about many topics in today's episode. He focuses his efforts on providing solutions that protect the interests of those who seek amicable resolutions in their lives. Being in the right place and doing the right thing, at the right time, for a person (or a couple of people) in need drives A.J. to continue growing his legal practice!

We will gain some clarity on this episode around the following questions:

Can I have a good co-parenting relationship with my spouse after the divorce?

What can I do to protect my children from the nastiness that usually happens in a divorce?

What can I do to communicate better with my spouse since we don't see eye to eye on many things?

How should I respond to my spouse's nasty texts and emails?

What should I do in my divorce since I believe my spouse is a narcissist?

What will happen to my financial future after the divorce since I left a lucrative career to stay home to raise our children and have not worked for 20 years?

To reach A.J. and his team of experts, visit Leap Frog Divorce at the following links:

Today's guest is Ronald Varney, who, with his team, assists clients internationally with their specialized needs for the valuation, sale, acquisition, and management of art. 

The firm advises families, private collectors, estate lawyers, trust companies, private wealth management firms, business advisors, accountants, museums, foundations, and other non-profit institutions on all aspects of the art market. They act solely in the best interests of their clients, with complete transparency, and are skilled in resolving complex issues related to the valuation, authentication, and sale of artwork. 

Ronald Varney has over twenty-five years of experience in the international art market, working first at Sotheby's for twelve years before beginning his own specialist art advisory firm in 2002. He is exceptionally skilled in serving the complex art-related needs of families and private collectors. He wrote for numerous Sotheby's publications and also founded Sotheby's Books. 

His objective in starting an independent art advisory firm was to be an advocate for private clients in navigating the challenges of an increasingly complex global art market. Mr. Varney has written widely on the arts for such publications as Esquire, the Smithsonian, House & Garden, and The Harvard Business Review. His personal collecting interests include rare books, drawings, photographs, English furniture, and Japanese art. 

Our podcast conversation is tailored around numerous aspects of divorce and art, including topics such as: -Is the art insured and secure during divorce proceedings?  

-Sales at auction houses. 

-Buyout of the art from one party in a divorce. 

-Philanthropic aspects to the distribution of art in a divorce. 

-Remember to look everywhere for works of value! Things that can be overlooked. 

Have you been told not to worry about the finances? Have you just been told he wants a divorce? Get out a pen and paper, as this episode contains valuable information from the renowned forensic accountant Tracy Coenen!

Widely known as a no-nonsense professional who delivers the “real deal” to her clients, Tracy has become one of the most sought-after forensic accountants working in the divorce space. As a woman in an industry once dominated by men, Tracy works tirelessly to help women going through complicated and high-net-worth divorces who feel powerless in their financial situations. 

Some questions we cover in today's episode: 

• What are the red flags of financial infidelity?

• What are some common lies that partners tell to hide money?

• What is financial abuse, and how can you protect yourself if you suspect it’s happening?

• What steps can she take to protect herself in a divorce if she was not the primary wage earner of their household?

Reach out to Tracy:

After over a decade as a divorce consultant in the San Francisco Bay area, Storey Jones has leveraged that experience to build the first holistic end-to-end platform for divorce to bring innovation and technology to an outdated system. She is determined to change the experience by providing education and brilliant efficiency with expansive daily tools designed so clients and professionals can seamlessly work on and understand the same financial and other case-related data. Storey will discuss dtour.life and how it is designed from the ground up to fundamentally redefine this life transition for both spouses and professionals.

Storey believes that a lot of the fighting in divorce is partly due to the lack of a framework for how to think about it, along with a lack of access to information, guidance, and tools. That is where dtour.life's philosophy comes into play!

Old Thought: I am so angry. I am devastated. I am scared. This is going to be a fight. I need a shark. I am so afraid of what I will have to give away or that I won’t get enough. What do I do? How am I going to survive it? (Complete and utter chaos of the mind.)

New Thought: I am so angry. I am devastated. I am scared. I know this emotional pain makes it difficult to be rational, so I will work on it and separate it from the process. I need to learn as much as possible about my options. I want to prepare so that I can make wise, informed decisions about how to move forward. We will always have a past together, and now we have to chart a new future for both of us.

Are you an affluent stay-at-home mother who was not involved in the finances for the entire marriage? Then listen in closely to this episode! Sarah Armstrong is a good divorce proponent who, based on her personal experience, wrote The Mom's Guide to a Good Divorce: What to Think Through When Children are Involved. She defines a good divorce as one that puts the children first.

Of course, most divorcing parents say they want to do what's best for the children, but walking that walk through the stresses of divorce is challenging at best. Sarah's valuable advice and actionable strategies can help. What is so interesting about Sarah is that by day she is vice president of global marketing operations at Google and has mentored both men and women her entire career. After hours, she is an avid "good divorce" advocate whose personal passion is sharing the keys to having a good divorce with affluent moms everywhere.

Today we discuss: Sharing and managing a nanny, the benefits of joint financial accounts for children's expenses, mortgage brokers in divorce, co-parenting tips, life insurance, and the way to have a good divorce! I know this episode will inspire you and make you feel like you are not alone. 

Visit Sarah at the following places:

With her personal experience and professional expertise as a powerful and passionate change-maker in South Africa, Jen is making waves of transformation of the divorce narrative worldwide for wealthy women. (Although Jen Stoler will not mention her client names, we talked a lot about the Kardasians in this episode, so it makes me wonder!) Attorney, coach, passionate international speaker, writer, podcaster, and the CEO & Founder of The Divorce Chick™ Tribe, Jen is an entrepreneur who advocates for the voice of children and the transformation of the narrative on divorce with the belief that "No divorce should be treated the same." 

Through the Divorce Chick™ Tribe, Jen offers support, information, and compassion to women who have decided to take their pain and turn it into power, giving themselves another opportunity to live their best life as their best selves. She not only gives women practical tools, insight, and legal guidance but also designs your personalized life in and after divorce roadmap. She is committed to helping others blossom and bloom and not purely exist through the divorce process and shares her wisdom with us today on the show.

Find Jen at the following places: 

Stacy Francis is the President and CEO of Francis Financial: a fee-only boutique, wealth management, and financial planning firm dedicated to improving women's lives through economic and personal empowerment. The firm provides ongoing comprehensive advice for individuals and couples and specializes in helping divorcing or divorced women. Stacy is also the founder of the nonprofit Savvy Ladies, which supports and provides resources to all women. Stacy is a Certified Financial Planner, Certified Divorce Financial Analyst®, and Certified Estate and Trust Specialist with over 20 years of experience in the financial industry. 

She is the host of the Financially Ever After podcast and the author of The Financial Challenges Women Face During and After Divorce. She is a nationally recognized financial expert, one of twenty of the nation's leading wealth managers on CNBC's Digital Financial Advisor Council, a member of the Forbes Finance Council, and an expert contributor for The Wall Street Journal. She has appeared in hundreds of media outlets and has received numerous industry awards, among them, Forbes Top Women Wealth Advisors, Investopedia's 100 Top Wealth Advisors, Investment News Top 20 Women to Watch in the United States, and Financial Planning Magazine's Pro Bono Award.

Today we cover questions including:

• What financial aspect of divorce do most wealthy women forget about?

• Should you sell the homes and receive more in settlement or keep the houses?

• When is the best time to start working with a financial advisor (who actually understands the complexity of divorce and Ultra-High-Net-Worth lifestyles?)

• Do you have recommendations for getting educated once beginning a divorce?

• What should be my first step in investing after receiving a settlement?

Learn more about Stacy and her powerful work:

francisfinancial.com

francisfinancial.com/francis_team/stacy-francis/

feeonlynetwork.com/financial-advisor/stacy-francis/

/in/stacyfrancis/

Stacy@francisfinancial.com

And to learn about Savvy Ladies, Stacy's nonprofit: