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. 5D AGO

    Finish Line Whiplash and Divorce

    Send us Fan Mail You’re finally at the end of your divorce, you sign the agreement, and for a moment you can breathe again. Then the doubt rushes in and it feels like your brain is replaying every conversation, every number, every “what if I went to trial” scenario. We call that finish line whiplash, and it’s one of the most common patterns I see after years of divorce financial analysis and divorce settlement support. The hard truth is that urgency to be done and panic after it’s done are both terrible places to evaluate major money decisions.  Click here to book a complimentary consultation with Jacki by clicking here https://calendly.com/roessler-jacki/30min?month=2024-03Click here to download your Post Divorce Gameplan worksheet https://www.roesslerdivorce.com/wp-content/uploads/2024/09/post-divorce-gameplan-fillable.pdf 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/

    18 min
  2. Divorce in the Digital Age: What Your Digital Footprint Reveals with Max Emmer, Family Law Attorney

    APR 23

    Divorce in the Digital Age: What Your Digital Footprint Reveals with Max Emmer, Family Law Attorney

    Send us Fan Mail Your divorce isn’t just happening in courtrooms and conference rooms anymore. It’s happening in your texts, your emails, your payment apps, and the posts you forget you made. We’re joined by Michigan family law attorney, mediator, and collaborative attorney Max Emmer to unpack what a “digital footprint” really means in modern divorce and how one careless message can become expensive leverage. We talk through what’s truly discoverable in divorce discovery versus what’s actually relevant, and why that difference matters when emotions are high. Max shares practical guidance on co parenting communication, including how hostile text chains can show a court that neither parent can effectively cooperate. We also dig into the money trail: Venmo and Zelle transfers, credit card statements, and the “optics” that can make small charges feel explosive when they show up as pages of transactions. To reach out to Max to schedule a consult, click here https://www.emmerlawplc.com/To schedule a consultation to see if Jacki is a good fit for your case, click here https://calendly.com/roessler-jacki/30min?month=2025-01If this helped, subscribe, share the episode with someone who needs it, and leave a review so more people can find clear divorce financial and legal guidance. 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/

    27 min
  3. The Big Issue with QDROs (It's Not What You Think It Is!)

    APR 16

    The Big Issue with QDROs (It's Not What You Think It Is!)

    Send us Fan Mail A pension can look “handled” in your divorce judgment and the former  spouse can still get reduced (or zero) benefits. That is the gut punch behind today’s deep dive on QDROs, the qualified domestic relations orders that actually control pension division in divorce. We walk through what a QDRO does, why plan administrators only follow the approved order, and how a delay can undo an otherwise solid settlement.  That “most important” factor is timing. We explain how QDROs often get treated like leftover paperwork after the judgment, how plans can require multiple revisions, and why no one is automatically tracking the process unless you step in.  Then we shift to the mailbag: a listener asks what to do when an ex agrees to pay credit card debt but the creditors still come after her, and we talk through enforcement and protecting your credit.  Subscribe to Divorce Rich, share this with someone navigating divorce financial planning, and leave a review if it helped you take one concrete step toward protecting your financial future. 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/

    23 min
  4. The "Hot Stock Problem": When One Investment Dominates your Divorce

    APR 11

    The "Hot Stock Problem": When One Investment Dominates your Divorce

    Send us Fan Mail One stock can quietly take over your entire financial life and divorce forces you to make a decision before you feel ready. When a concentrated stock position grows out of employer equity, a hot tip, or a long run of gains, it can look like the easiest asset on the spreadsheet. We see the opposite: it can be the riskiest, most emotional, and most misunderstood part of the divorce settlement. We walk through why concentration risk matters more during divorce than almost any other life moment. Diversification is not just an investing buzzword here, it is protection against extreme volatility exposure and bad timing. We also dig into the practical fight that shows up at the table: one spouse wants to hold for future growth while the other wants stability now, and neither view is “wrong” until you run the numbers against real life cash flow needs. Then we get specific about the money details that change outcomes, especially cost basis and capital gains taxes. A large stock position with a low cost basis can carry a big tax bill under the surface, so a million dollar asset may not be a million dollars after tax. From there, we lay out three settlement paths: sell and split the cash, divide shares in kind, or let one spouse keep the stock while the other takes offsetting assets, as long as risk and taxes are properly considered. 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/

    26 min
  5. Stop Letting Chatbots Negotiate Your Divorce

    MAR 26

    Stop Letting Chatbots Negotiate Your Divorce

    Send us Fan Mail AI is already sitting at the negotiation table in divorce, whether we want it there or not and that’s exactly why we wanted this conversation. I’m joined by Jamie Lima, a financial planner, certified divorce financial analyst, and software developer who’s building Secure Split to modernize how divorce professionals and clients handle the money side of a case. We get honest about the downside first: AI hallucinations and misinformation. When someone is overwhelmed and searching for certainty, a confident-sounding answer from a chatbot can feel like truth, even when it ignores state rules, county-to-county differences, and the reality that most divorces settle through negotiation. Jamie shares why prompting matters, why citations and controlled sources matter, and why AI is not the same thing as a search engine. Then we dig into what AI can do well in divorce financial planning: streamline data gathering, reduce manual entry mistakes, and help professionals build clearer scenarios faster. Jamie walks me through Secure Split’s approach to case management, secure client data collection, and an embedded AI assistant called Casey that can explain what you’re seeing on screen, guide workflows, and help generate scenarios based on the facts in the file. We also talk about the consumer version and why educational tools still need guardrails that steer people back to qualified legal and financial advice. Finally, our mailbag tackles a question I hear all the time: should you take a pension buyout or keep lifetime income? I explain how pension valuation works, why assumptions drive the number, and how side-by-side projections help you compare outcomes without letting emotion run the decision. Subscribe for more practical divorce money guidance, share this with someone who needs clarity, and leave a review so more people can find the show. To learn more about Secure Split, click https://essentials.securesplit.com/To schedule an introductory call with Jacki, click https://calendly.com/roessler-jacki/30min?month=2024-03 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/

    30 min
  6. Divorce Rich Book Club: Leah Hadley, CDFA, on Intentional Money

    MAR 12

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

    Send us Fan Mail 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
  7. 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 us Fan Mail 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
  8. 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 us Fan Mail 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
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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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