Wealthy After Divorce

Episode 3: Dividing Assets in a Down Market

July 07, 2022 Jacki Roessler, CDFA® Season 1 Episode 3
Wealthy After Divorce
Episode 3: Dividing Assets in a Down Market
Show Notes Chapter Markers

How will market volatility affect your divorce settlement? Melissa Fradenburg, CDFA® and Jacki Roessler, CDFA® discuss what's behind current market ups and downs and how it could impact divorce settlements. Listen in for their best tips on how to navigate any rocky waters ahead. 

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Why is there a delay in transferring assets
Why timing is critical in a volatile market
Tax implications of retirement account distributions
Weighing distribution options
Overcoming post-divorce inertia
Melissa's parting thoughts on market volatility