Going through a divorce at any age is difficult, but doing it near or in retirement adds all sorts of additional complications. On this episode, we’ll talk about some of the financial mistakes we see people make in the midst of a divorce.
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/Show Notes:
1:41 - Being a certified divorce planner
2:37 - Choosing the house as a safety blanket
5:37 - The tax implications of retirement funds
7:28 - Qualified domestic relations order
11:11 - Going to a single tax status
13:56 - Mailbag: Should I load up on stocks?
18:48 - Join us at future webinars!