.jpg)
Cases & Cocktails
Cases & Cocktails is your go-to weekly podcast for raw, real, and revealing conversations about family law. Hosted by Bryan & Janice Eggleston of The Eggleston Law Firm, this video and audio podcast brings you expert insights, firsthand experiences, and the untold stories behind high-stakes family law cases.
From judges and attorneys to former clients and industry experts, Cases & Cocktails invites a diverse lineup of guests to break down complex legal battles, parental alienation, child custody disputes, and high-conflict divorces—all over a cocktail (or two).
Whether you’re facing a legal challenge, working in the legal field, or just fascinated by the drama and dynamics of family law, this podcast serves up valuable insights with a personal touch.
🎙️ New episodes drop every week! Tune in, pour yourself a drink, and join the conversation.
Cases & Cocktails
Financial Planning After Divorce with Alex Groth – Episode 22
In Episode 22 of Cases & Cocktails, Bryan and Janice Eggleston welcome Alex Groth from Springline Wealth to discuss the essential topic of financial planning after divorce. With nearly two decades in the financial services industry, Alex brings clarity and practical strategies for managing money after a marital split. Over a bourbon-based Boulevardier cocktail, the trio dives into how individuals can regain control over their financial future and avoid costly missteps.
Divorce, Finances & Starting Fresh
Bryan and Janice regularly encounter clients going through divorce who are overwhelmed by the financial implications. Many haven't handled household finances before and are unsure where to begin. Alex explains that the first step is understanding cash flow—knowing what comes in, what goes out, and creating a realistic budget.
He also highlights the importance of:
- Identifying all financial accounts and investment vehicles (401(k)s, IRAs, pensions, annuities, etc.).
- Updating account titles and beneficiaries post-divorce.
- Clarifying goals, as financial priorities often shift after a major life event.
Common Mistakes to Avoid
Alex points out that many people treat every investment account the same, investing with identical strategies regardless of the account's purpose. Instead, he encourages a goal-based approach that aligns risk tolerance and investment strategy with short- and long-term objectives.
Other frequent oversights include:
- Failing to update beneficiaries on retirement accounts or life insurance.
- Neglecting to create or revise a will or estate plan after a divorce.
- Not considering the need for a prenup when entering a new relationship post-divorce.
DIY Financial Planning? Start Here
For those not ready to hire a financial planner, Alex recommends starting with these steps:
- Create a basic budget – Know your essential expenses.
- Review account beneficiaries and insurance policies.
- Start setting financial goals – even if you don’t have all the answers yet.
When you're ready, working with a professional can help ensure your strategy is aligned with your goals and risk profile. Alex emphasizes that financial planning is not one-size-fits-all—especially after divorce.
Team Approach: Your Legal and Financial Advisors Should Work Together
One of Alex's core principles is collaboration. He encourages clients to work with financial planners, attorneys, and accountants who communicate with each other. This integrated team approach ensures a cohesive plan and avoids conflicting advice.
"We aim to be the quarterback or coach, organizing the client's team to work toward a common goal," Alex explains.
Final Thoughts
Financial planning after divorce doesn’t have to be overwhelming. Whether you’re rebuilding, protecting your assets, or planning for a new future, professionals like Alex Groth at Springline Wealth can help you gain clarity and confidence.
📅 Learn more at springlinewealth.com
📺 Subscribe to Cases & Cocktails for weekly episodes on Texas family law—served with insight and a splash of bourbon. Cheers to fresh starts!