Me Financial - Phoenix, AZ

View Original

Supporting Newly Single Women on Their Journey to Financial Independence

See this content in the original post

How Do You Prepare Your Finances for Death or Divorce?

Rachael Burns, CFP and Certified Divorce Financial Analyst joins me to discuss ways to prepare yourself if you find yourself on your own.

We Talk About:

  • How spiking interest rates have complicated divorce settlements, especially when dealing with real estate.

  • Creative living arrangements like 'nesting'.

  • How you can always be prepared just by being involved in the finances regularly.

Rachel will tell us why fixating on to the family home might not always be the best financial decision in a divorce, and why sacrificing retirement savings to keep a house might lead to regret.

We'll also cover the emotional and administrative chaos that typically follows a partner's death, offering essential tips on how you can better prepare for managing finances solo. Our discussion will extend to the importance of not just knowing your financial assets but also having a hand in managing them, even if finances aren't really your thing.

Contact Info:

Contact Rachael Burns at True Worth Financial

Time Stamps

00:20 Meet Rachel Burns: Financial Independence for Women

01:07 Real Estate Challenges in Divorce

03:02 Creative Solutions for Housing Post-Divorce

04:33 Financial Trade-offs in Keeping the House

10:55 Navigating Refinancing and Mortgage Issues

15:59 Credit and Financial Preparedness in Divorce

18:00 The Importance of Financial Awareness in Marriage

18:24 Common Financial Issues in Relationships

19:14 The Consequences of Financial Ignorance

20:18 Preparing for Financial Independence

23:28 Addressing Financial Concerns Before Divorce

24:23 Misconceptions About Post-Divorce Finances

26:10 The Role of Flexibility in Divorce

27:43 Working with Attorneys and Financial Experts

28:50 Handling Finances After a Death

34:13 Final Thoughts and Advice

Disclaimer: The information provided in this podcast is for general informational purposes only and should not be construed as professional financial advice. Always consult with a qualified financial advisor or professional before making any financial decisions. The hosts and guests of this podcast are not responsible for any actions taken based on the information presented.