Divorce Rich with Jacki Roessler, CDFA

Jacqueline Roessler, CDFA
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  • SELF-IMPROVEMENT
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Welcome to the Divorce Rich Podcast! Join your host,  highly sought-after speaker and experienced Certified Divorce Financial Analyst, Jacki Roessler, CDFA in this engaging  and down to earth show.  Along with her guests, Jacki offers clear and detailed advice to improve your financial decisions before, during and after divorce so you can survive divorce rich! New episodes are posted every  Thursday!  You can reach Jacki through her Michigan-based firm, Roessler Divorce Consulting, located at 600 S. Adams, Suite 300, Birmingham, MI 48009 or by email at jacqueline@roesslerdivorce.com.

  1. Divorce Rich Book Club: Leah Hadley, CDFA, on Intentional Money

    MAR 12

    Divorce Rich Book Club: Leah Hadley, CDFA, on Intentional Money

    Send a text Leah Hadley’s Intentional Money invites women to rethink their relationship with money and build wealth in a way that supports the life they truly want. Drawing from years of experience helping women navigate career shifts, divorce, caregiving, and reinvention, Hadley introduces the Intentional Money Method™—a framework built on clarity, values, mindset, strategy, action, and support. Instead of chasing someone else’s definition of financial success, readers learn how to align earning, spending, saving, investing, and giving with what matters most. Through relatable stories and practical guidance, Intentional Money helps women move from financial anxiety and avoidance to confidence and purpose. This empowering guide shows how small, intentional choices can create stability, freedom, and peace—so money becomes a tool for living well, not a source of pressure. To purchase Leah's book, click the link below! https://amzn.to/4rjYubz To find Leah online, use the links below. The  Empowered Sisterhood:https://www.watchherthrive.co/empowered-sisterhoodWatch Her Thrive You Tube channel: https://www.youtube.com/@watchherthriveWatch Her Thrive on IG: https://www.instagram.com/watchherthriveIntentional Divorce Solutions:Website: Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    34 min
  2. Divorce, Taxes & the Big Beautiful Bill: What Changes Now? with Michael Brocavich, CFP®, MBA

    MAR 5

    Divorce, Taxes & the Big Beautiful Bill: What Changes Now? with Michael Brocavich, CFP®, MBA

    Send a text Taxes changed, and so did the playbook for anyone navigating divorce, parenting costs, or retirement income. We sat down with Michael Brocavich, CFP, MBA Partner and Director of Financial Planning at the Center for Financial Planning in Southfield, Michigan, to break down what actually matters: permanent lower brackets, a larger standard deduction, a new “senior bonus,” and how credits can put cash back in your pocket when money feels tight. To reach out to Michael,  24800 Denso Drive, Suite 300 Southfield, MI 48033 Phone: 248.948.7900 or 800.621.1338 Fax: 248.948.1008 Via email; michael.brocavich@centerfinplan.comTo schedule a consult with Jacki, click the following link https://calendly.com/roessler-jacki/30min?month=2026-03To learn more about IRS Regulation 72t (waiver of 10% early withdrawal penalty on retirement accounts), click the following link https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributions Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    40 min
  3. Divorce, Decoded: Collaborative Divorce Explored with Siedah Spencer-Ardis, MA, LMFT & Alisa Peskin-Shepherd, Esq.

    FEB 19

    Divorce, Decoded: Collaborative Divorce Explored with Siedah Spencer-Ardis, MA, LMFT & Alisa Peskin-Shepherd, Esq.

    Send a text In this episode of the Divorce Rich Podcast, part of our Divorce, Decoded mini-series, we take a strategic look at collaborative divorce — a private, team-based alternative to traditional litigation. Joined by Siedah Spencer-Ardis and Alisa Peskin-Shepherd, Esq., we explore how the collaborative law process works, who it may be appropriate for, and how it compares to other divorce options. Designed for individuals seeking informed decision-making, this conversation highlights key considerations for privacy, team support, and long-term co-parenting outcomes. Whether you’re exploring alternatives to court or simply want clarity on your options, this episode provides expert insights on Collaborative Divorce as a strong option for your case.  Click Here to register for a free consultation with a Collaborative Divorce Professional, https://collaborativedivorcecalifornia.com/dwrw/To connect with or learn more about Siedah Spencer-Ardis, click here https://focustherapyclinic.com/staff/siedah-spencer-ardis-ma-lmft-clinical-director/To connect with or learn more about Alisa Peskin-Shepherd and Transitions Legal, click here https://transitionslegal.com/about/alisa-peskin-shepherd/Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    33 min
  4. Post-Divorce Investing Strategy for 2026 with Angela Palacios, CFP®, AIF®

    FEB 12

    Post-Divorce Investing Strategy for 2026 with Angela Palacios, CFP®, AIF®

    Send a text Markets keep shouting; our plan gets quieter. We bring on Angela Palacios, Partner and Chief Investment Officer at the Center for Financial Planning, to translate noisy headlines into steady, real-world steps for anyone rebuilding finances after a divorce. From interest rates and mortgages to taxes and risk, we focus on choices that protect your present and grow your future. We start by grounding the investment outlook in fundamentals. After a volatile stretch, both stocks and bonds showed surprising resilience, reminding us that corporate earnings, consumer strength, and employment drive long-term returns more than breaking news. We unpack how potential rate cuts may filter into mortgage costs and why timing a home decision is less important than building a runway of six to twenty-four months of cash. That buffer buys peace of mind and avoids panic selling. Next, we get practical with portfolio building blocks. Bonds offer scheduled income and lower volatility for mid-term needs, while stocks fuel long-term growth and protect purchasing power. We explain how to match money to time—now, soon, and later—so market dips don’t derail essential spending. We tackle common post-divorce questions: Should you liquidate investments to pay off the mortgage? What’s the tax impact of rebalancing after a strong year? How do you reset risk tolerance when your income and responsibilities change? If you’re ready to feel in control of your money, follow the show, share this episode with a friend who needs it, and leave a quick review telling us your top financial question post-divorce. Your feedback shapes future conversations and helps more people find the guidance they need. RSVP by February 18 2026: To hear Angela speak on February 25, 2026 about the 2026 Economic and  Investment Outlook in person at the Great Lakes Culinary Institute in Southfield, CLICK HERE to register https://lp.constantcontactpages.com/ev/reg/xt2germ/lp/bd4e0ed9-1f5c-4a7a-9d2c-0830d4f7d69a Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    37 min

  5. FEB 9

    “I Just Want to Be Done"—and Why That’s the Most Dangerous Mindset in Divorce

    Send a text Ever felt the surge of “I just want to be done” and almost signed away your future for a little quiet? We’ve been there with countless clients, and today we walk through how to turn that burnout into smarter, calmer decisions that protect your long-term peace. We talk strategy, not slogans: how to slow down without stalling, how to see numbers instead of noise, and how to finish wisely so you’re not paying for quick relief with decades of regret. We also unpack the house dilemma—the powerful urge to keep it at any cost. We break down the real math: maintenance, taxes, insurance, repairs, and the emotional premium we pay for “stability.” You’ll learn to compare scenarios like keeping the home, downsizing later, or setting a cash reserve, and how those choices change net worth and breathing room over time.  If you’re ready to trade panic for a plan—quantify tradeoffs, set pre-commitment rules, and keep your energy for the parts that truly matter—this conversation is for you. Subscribe, share with a friend who needs clarity, and leave a review to help more people find the guidance they deserve. Click HERE to schedule an initial complementary consult with Jacki, https://calendly.com/roessler-jacki/30min?month=2026-02To learn more about the difference between the marginal and effective tax rate, click HERE https://www.investopedia.com/ask/answers/082614/whats-difference-between-tax-rate-and-tax-bracket.asp Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    24 min
  6. Are You Ready for Your First Meeting with Your Divorce Attorney with Family Law Attorney, Jorin Rubin, Esq.

    JAN 30

    Are You Ready for Your First Meeting with Your Divorce Attorney with Family Law Attorney, Jorin Rubin, Esq.

    Send a text Divorce feels like someone shuffled your entire life and told you to play the next hand perfectly. We walk you through the first moves that matter most: which documents to gather, how to build a simple but powerful budget, and how to choose an attorney whose strengths match your case and county. Family law attorney Joran Rubin joins us to share what impresses counsel in the first meeting, why three years of tax returns reveal more than you think, and how a budget becomes the backbone of support discussions and housing decisions. We dig into messy realities too. What if there’s debt you never saw? We unpack how courts look at purpose and timing, and why a roof loan differs from a secret vacation. We talk strategy around mediation and trial prep, and why preparing like you’ll litigate often leads to faster, smarter settlements. If your finances are complex—business ownership, RSUs, nonqualified deferred comp—we explain how to vet experts who won’t learn on your dime and who can translate complexity into clear choices. To schedule a call with Jorin Rubin, Esq., click HERE https://rubinframpton.com/jorin-g-rubin/Want more of Jorin's tips and advice? Find her on TikTok at JayattorneyTo schedule an initial call with Jacki to see if you're a good fit for her CDFA services, CLICK HERE https://calendly.com/roessler-jacki/30min?month=2024-03Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    31 min
  7. How A Classic Comedy Sparks Real Talk On Divorce And Money: The First Wives' Club

    JAN 23

    How A Classic Comedy Sparks Real Talk On Divorce And Money: The First Wives' Club

    Send a text A classic comedy, a live panel, and the real decisions that shape life after divorce—this episode brings it all together. We announce a special screening of First Wives Club at the Michigan Theater on January 28, 2026 at 7:00 pm https://marquee-arts.org/event-page/tickets/?showingId=990348 and unpack why a female-centered story still sparks the most practical conversations about money, housing, and agency. Alongside the theater’s community mission, we explore how film can open the door to legal and financial literacy without losing the hope and humor that keep people moving forward.  We sit down with certified divorce real estate expert Jodi Douglas to get specific about the toughest choice many face: the home. We dig into emotions versus math, the four divorces happening at once, and the first-year realities of single homeownership. Expect grounded tactics—budgeting true carrying costs, using a home warranty to buffer surprise repairs, and writing enforceable safeguards when couples keep a house jointly for a limited time. From payment verification to credit protection and repair protocols, we show how clear rules prevent avoidable damage. Click here to reach out to Jodi Douglas, https://www.howardhanna.com/Agent/Detail/Jodi-Douglas/67640Click here to purchase tickets to The First Wives' Club movie screening at the Michigan Theater on January 28, 2026 at 7:00 pm https://marquee-arts.org/event-page/tickets/?showingId=990348Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    36 min

  8. JAN 15

    Divorce and the Mortgage: Can One Spouse Keep the Low Rate? With Brian Mutter, CDLP

    Send a text Think you can simply “assume” the mortgage and keep that sweet 3% rate? We pull back the curtain on what actually happens when one spouse tries to take over the home loan after divorce—and why lenders often say “maybe” on the phone but “no” in underwriting. With guest Brian Mutter, a Certified Divorce Lending Professional, we unpack how assumptions work, when they collapse under lender-specific rules, and what to do when you still need to pull equity to buy out your spouse. Throughout, we show why involving a CDLP before your judgment is final protects you from unfinanceable settlements. Align legal decisions with lending rules, document the right income at the right time, and avoid assumptions that unravel after the ink dries. Plus, in our mailbag, we explain how to access an ex-spouse’s 401(k) using a QDRO, timelines to expect, and why a specialist is worth the fee. If this helped clarify your housing plan, follow the show, share it with a friend who needs it, and leave a review with your biggest mortgage question—we might feature it next. To contact Brian at Go Forward Mortgage, email at brian@goforwardmortgage.com or call 248-956-0445To schedule an intro call with Jacki to see if she's a good fit for your divorce, click this link https://calendly.com/roessler-jacki/30minCenter for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

    31 min
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About

Welcome to the Divorce Rich Podcast! Join your host,  highly sought-after speaker and experienced Certified Divorce Financial Analyst, Jacki Roessler, CDFA in this engaging  and down to earth show.  Along with her guests, Jacki offers clear and detailed advice to improve your financial decisions before, during and after divorce so you can survive divorce rich! New episodes are posted every  Thursday!  You can reach Jacki through her Michigan-based firm, Roessler Divorce Consulting, located at 600 S. Adams, Suite 300, Birmingham, MI 48009 or by email at jacqueline@roesslerdivorce.com.

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