Ep 15: Tough Topic – Retirement and Divorce

Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.

Here are some of the things you’ll learn on this episode: 

• Why choosing the house over other financial assets might not be the best result over the long-term.
• The tax implications that you’ll need to keep in mind when dividing assets. 
• ·The role your advisor will play in the divorce process and why it’s valuable to have someone to work with along with your attorney. 

 

Key Topics on This Show:

2:00 – The role an advisor plays  

3:32 – Choosing the house 

6:09 – Tax implications 

8:02 – Rolling over a 401(k) 

9:47 – Emotional decisions 

12:26 – Getting the help you need 


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