Divorce Rich with Jacki Roessler, CDFA

Jacqueline Roessler, CDFA
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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. 4D AGO

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

    Send us 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
  2. The Truth about Divorce in the Age of AI

    JAN 8

    The Truth about Divorce in the Age of AI

    Send us a text We explore how AI can help you prepare during divorce while also showing where it can mislead you with confident but wrong answers. We share safe workflows, a real test that went off the rails on spousal support and legal advice and a clear path for choosing the right professionals. • defining the core risk of AI’s false certainty  • examples of bad legal and financial outputs from AI  • safe uses: question drafting, summaries, checklists  • the validation rule: local attorney and CDFA review  • interview questions for attorneys and CDFAs  • real‑world spousal support test and lessons  • final takeaways: AI as flashlight, not map Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/Disclaimer: 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/

    20 min
  3. Teenagers and Divorce: The Hardcore Truth with Sarah Kuretzky Rossington

    12/19/2025

    Teenagers and Divorce: The Hardcore Truth with Sarah Kuretzky Rossington

    Send us a text When a family splits, teens often look “fine” on the surface—grades steady, activities unchanged—while carrying a storm of fear, anger, and confusion underneath. We sit down with mental health pro Sarah Kuretzky Rossington to unpack how divorce impacts identity formation, autonomy, and early relationships, and why older kids shouldn’t be left to figure it out alone. We get practical about support that actually works. Sarah explains why narrative therapy helps teens make sense of their story without shame, how a light Internal Family Systems framework validates conflicting emotions, and why DBT skills like distress tolerance, opposite action, and interpersonal effectiveness can calm reactivity in high-conflict homes. We also break down how to choose the right therapist for adolescents and college-age kids, the value of parent coaching, and how to run joint sessions that improve communication without turning your teen into a mediator. Social media takes center stage as we examine comparison spirals, image management, risky DMs, and algorithm-driven content that can fuel anxiety, disordered eating, and isolation.  Schedule a consult with Sarah at https://www.thehardcoretherapist.com/Listen to Sarah's advice on Divorce De-Tox; Self Care Strategies on the Divorce Rich podcast by clicking here https://podcasts.apple.com/us/podcast/divorce-detox-self-care-strategies-from-the-hardcore/id1735150222?i=1000663280799 Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/Disclaimer: 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/

    27 min
  4. Grey Divorce after 50 Revisited: Why the Rules Completely Change with Financial Advisor, Sandy Adams, CFP

    12/15/2025

    Grey Divorce after 50 Revisited: Why the Rules Completely Change with Financial Advisor, Sandy Adams, CFP

    Send us a text Unlock crucial insights into the growing phenomenon of gray divorce with our latest episode featuring Sandy Adams from the Center for Financial Planning. We'll unravel the complexities older adults face when contemplating a late-in-life divorce. From understanding the significance of healthcare insurance and Medicare eligibility to the intricacies of timing retirement benefits, Sandy shares indispensable advice that can shape a financially secure future. We dive into the nuances of Social Security, clarifying the difference between Medicare and Social Security benefits, and discussing options for reconsidering Social Security elections under specific conditions. In another enlightening segment, we take a closer look at equity conversion mortgages, offering a clear explanation of how loans against home equity operate. Addressing common concerns surrounding interest rates, home sales, and impacts on heirs, we aim to demystify this financial tool. We also spotlight the unique financial challenges women often encounter during gray divorce, such as higher poverty rates and the demand for long-term care. Sandy provides practical strategies to mitigate these risks, including long-term care insurance, asset leverage, and co-op living arrangements for mutual support. Tune in to discover how you can navigate the financial intricacies of gray divorce with confidence and knowledge. RESOURCES CLICK HERE TO LEARN MORE ABOUT SANDY ADAMS or email Sandy at Sandy.Adams@Centerfinplan.com or call at 248-948-7900. CLICK HERE to learn more about ex-spouse benefits through Social SecurityDo you want to know what your Social Security benefits may be? You can set up your own free “My Social Security Account” with Social Security, CLICK HERE to set up today.For general, non-proprietary information about Home Equity Conversion Mortgages (HECM) and a simplified comparison table between a HECM and Standard Mortgage, CLICK HEREVisit 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/

    29 min
  5. Holiday Hustle Break: The Divorce Money Tune-Up Your Future Self Will Thank You For

    12/04/2025

    Holiday Hustle Break: The Divorce Money Tune-Up Your Future Self Will Thank You For

    Send us a text Holiday plans are loud; money problems are louder. We press pause on the overwhelm and walk you through a clean, step-by-step year-end checklist designed for life after divorce. From tax withholding to FSAs, investment strategy, and credit safeguards, we focus on the handful of actions that prevent April shocks and set you up for a calmer new year. If you’re rebuilding after divorce and need a focused path to financial stability, this guide gives you practical, timely steps you can complete this week. Subscribe for more smart divorce money insights, share this with someone who needs a calm plan, and leave a review with the top fix you’re tackling today. To access the IRS' 2025 w-4 Calculator, Click https://apps.irs.gov/app/tax-withholding-estimatorCenter for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/Disclaimer: 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/

    21 min
  6. Switch Days Without Stress: Expert Tips From Forest Levy-Wolfe

    11/20/2025

    Switch Days Without Stress: Expert Tips From Forest Levy-Wolfe

    Send us a text Jacki and her guest, parenting coach Forrest Levy Wolfe explore how to reduce chaos during two-home transitions with simple rituals, validating language, and clear, respectful limits.  We cover:  • why kids struggle most with uncertainty and loss of control • a transition ritual of plan, food, and rest • the A and A Protocol to acknowledge and affirm feelings • replacing threats with “as soon as” clear limits • staying in your lane when co-parents differ • moving belongings with checklists and routines • self-regulation for parents so kids can co-regulate • reframing divorce as a resilience advantage To Connect with Forest Levy Wolfe; https://www.teachingcircle.org/https://www.facebook.com/forest.l.wolfe/@teachingcircle_TEACHING CIRCLE248.990.5555 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/

    38 min
  7. Money Panic After Divorce? Let’s Unpanic with Coach Angela Cipriano

    11/06/2025

    Money Panic After Divorce? Let’s Unpanic with Coach Angela Cipriano

    Send us a text The moment the decree is signed, real life begins. We walk through the first months of financial independence after a divorce and show how small, steady actions create relief fast. Our guest, Angela Cipriano, a financial coach who rebuilt her own life post-divorce, explains how to move from overwhelm to ownership with checklists, simple systems, and a mindset that actually sticks. We start by demystifying the roles: a financial coach handles what most advisors skip—beneficiary updates, utility transfers, passwords, bill flow, and day-to-day budgeting—so you can arrive at your planner’s office organized and confident.  We also tackle the emotional side of money. If you’ve heard “you’re bad with money,” we show how to replace that script with data and small wins. Then we get tactical: why your emergency fund belongs in a high-yield savings account, how to sanity-check a 401(k) allocation, and where to look for signs of hidden accounts using pay stubs, bank statements, and tax schedules. In our mailbag, we answer two big questions: who pays old medical bills after the divorce, and can a “vibes-only” budget work? Spoiler: numbers give you choices, and your decree often decides the bills. Reach out to Angela by clicking this link https://www.aiocoachingmi.com/To review and download Jacki's post-divorce game plan form, click below: https://www.roesslerdivorce.com/wp-content/uploads/2024/09/post-divorce-gameplan-fillable.pdfListen to the Divorce Rich podcast episode, "Ready, Set, Go"..creating your post-divorce Game Plan https://podcasts.apple.com/us/podcast/ready-set-go-post-divorce-gameplan-divorce-rich-snacks/id1735150222?i=1000691831731 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/

    29 min

  8. 10/24/2025

    The Shocking Cost of Health Coverage After Divorce

    Send us a text The moment a divorce becomes real, health insurance can feel like quicksand. Premiums spike, deadlines loom, and the plans you relied on may no longer cover the treatments that keep you well. We walk through a real client’s story to show how to evaluate COBRA, employer coverage, and ACA marketplace plans without guesswork or panic. The twist: even with a higher monthly premium, COBRA can sometimes save you money and protect continuity of care when you factor in deductibles, prescriptions, integrative therapies, and network access. Health insurance choices are also legal strategy. We explain how to document costs and negotiate COBRA into temporary orders, spousal support, or property settlements, especially when one spouse keeps valuable workplace subsidies. To cap it off, our mailbag tackles QDROs—what they are, why your divorce judgment isn’t enough to divide retirement plans, and why using a specialist protects your share. If you’re navigating divorce and want clarity, control, and peace of mind, this conversation gives you a step-by-step plan to protect your health and your wallet. Follow the show, share with a friend who needs it, and leave a review to help others find these resources. Click this link to discover Affordable Care Act options, https://www.healthcare.gov/To meet with Jacki and discuss if you're a good fit for divorce financial planning, click here https://www.roesslerdivorce.com/contact-us/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/

    23 min
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5
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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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