DiscoverDivorce Rich with Jacki Roessler, CDFAWhy Your Lawyer is not Your Financial Planner
Why Your Lawyer is not Your Financial Planner

Why Your Lawyer is not Your Financial Planner

Update: 2025-09-25
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Ever had a doctor prescribe surgery but wondered who would guide you through the daily rehabilitation afterward? That's exactly the situation many people face in divorce when they rely solely on their attorney without bringing in a financial expert.

The most successful divorces involve a collaborative team: your attorney handling legal strategy, a financial expert analyzing long-term sustainability, and you—the informed client—making decisions based on both legal rights and financial realities. This approach not only leads to better outcomes but often saves money by having the right professional handle the right tasks.

Listen as I break down the three most common financial mistakes in divorce, share real client stories of settlements gone wrong, and explain the red flags that signal you need financial expertise on your team. You'll learn why the house you're fighting for might become a financial prison, how retirement accounts aren't created equal, and why spousal support calculations require more than just legal formulas.

Don't let your divorce victory turn into a financial defeat. Subscribe to Divorce Rich Podcast for insights that help you build both legal protection and financial security for your future.

To find a local CDFA, click the link below

https://institutedfa.com/

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/

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Why Your Lawyer is not Your Financial Planner

Why Your Lawyer is not Your Financial Planner