Divorce Rich with Jacki Roessler, CDFA

Bossing the QDRO Process-Divorce Rich SNACKS


Listen Later

Send us a text

Ever wondered how quickly you should act on a Qualified Domestic Relations Order (QDRO) to claim your rightful share of an ex-spouse's retirement assets? We take a quick dive  into the QDRO process in this "snack" episode, offering you practical advice on gathering essential documents, choosing the right QDRO preparer, and ensuring that all parties cooperate to avoid unnecessary delays. With expert insights, I emphasize the importance of keeping the lines of communication open and navigating this complex process with urgency and precision.

Time is of the essence, and understanding the critical timing of QDROs can make a significant difference in your financial well-being post-divorce. Learn  the potential risks of delays—such as losing access to funds if your ex-spouse dies, remarries or retires before the QDRO is finalized. This episode is packed with actionable tips designed to empower you with the knowledge to act swiftly and safeguard your financial future. Share these insights with anyone you know who might benefit, and ensure you’re fully prepared as you navigate this crucial aspect of divorce proceedings.

  • POST DIVORCE QDRO AND ASSET TRANSFER MANAGEMENT SERVICES WITH JACKI: Make an appointment to learn more about our new FLAT FEE divorce transition packages. Starting in 2025, Roessler Divorce Consulting is offering a new flat-fee service for post-divorce transition coaching. CLICK HERE TO BOOK NOW:
    • https://calendly.com/roessler-jacki/post-divorce-transition-coaching-consult?month=2025-01
  • QDRO DRAFTING RESOURCES
    • Divorce Solutions (248-354-0495) https://www.divorcesolutionsllc.com
    • The QDRO Company (877-661-7376) https://www.theqdrocompany.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/

...more
View all episodesView all episodes
Download on the App Store

Divorce Rich with Jacki Roessler, CDFABy Jacqueline Roessler, CDFA

  • 5
  • 5
  • 5
  • 5
  • 5

5

7 ratings


More shows like Divorce Rich with Jacki Roessler, CDFA

View all
Journey Beyond Divorce Podcast by Karen McMahon

Journey Beyond Divorce Podcast

117 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,832 Listeners

The Indicator from Planet Money by NPR

The Indicator from Planet Money

9,508 Listeners

Disrupting Divorce: Conversations for Women by Rhonda Noordyk, CDFA® | The Women's Financial Wellness Center

Disrupting Divorce: Conversations for Women

54 Listeners

The Divorce Survival Guide Podcast by Kate Anthony, CPCC

The Divorce Survival Guide Podcast

571 Listeners

The Divorce and Beyond® Podcast with Susan Guthrie, Esq. by Susan Guthrie

The Divorce and Beyond® Podcast with Susan Guthrie, Esq.

230 Listeners

The Moving On Method® Podcast by Michelle Dempsey-Multack

The Moving On Method® Podcast

307 Listeners

Consider This from NPR by NPR

Consider This from NPR

6,379 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

1,089 Listeners

Doing Life Different with Lesa Koski by Lesa Koski

Doing Life Different with Lesa Koski

7 Listeners

How Not To Suck At Divorce: Divorce Advice and Relatable Humor by Morgan Stogsdill and Andrea Rappaport

How Not To Suck At Divorce: Divorce Advice and Relatable Humor

268 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

20,214 Listeners

Good Hang with Amy Poehler by The Ringer

Good Hang with Amy Poehler

10,024 Listeners

The Divorce Allies Podcast by The Divorce Allies

The Divorce Allies Podcast

0 Listeners

Love and Money Podcast by Money Guide LLC

Love and Money Podcast

19 Listeners