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Divorce After 50: Retirement, Social Security, and Splitting Assets
On this episode of Dishing on Divorce, Mandy and Deanna sit down with Lis Davies, CDFA®, and Jeff Matthews, CFP®, CDFA®, from the Arlington Group Investment Consulting in Columbus, Ohio, to explore the growing trend of divorce after 50.
With decades of experience and personal connections to divorce, Lis and Jeff bring both professional insight and lived understanding to this important conversation. They unpack the unique financial complexities that arise later in life, when couples may be nearing retirement, managing significant accumulated assets, and reimagining a future they once assumed would look very different.
In this episode, we discuss:
• Why divorce after 50 is on the rise
• The emotional and financial realities of dividing assets after decades of marriage
• Social Security rules every divorcing spouse over 50 should understand
• Spousal support expectations today
• The real cost of keeping the family home
• Lifestyle shifts and spending patterns after divorce
• Why financial planning early in the process matters
Lis and Jeff also share how they collaborate with attorneys, therapists, CPAs, and estate planners to support clients holistically during this life transition.
Connect with Lis and Jeff: https://fa.wellsfargoadvisors.com/The-Arlington-Group/index.html
Connect with the concierge team: [email protected]
View all episodes
By dishingondivorceOn this episode of Dishing on Divorce, Mandy and Deanna sit down with Lis Davies, CDFA®, and Jeff Matthews, CFP®, CDFA®, from the Arlington Group Investment Consulting in Columbus, Ohio, to explore the growing trend of divorce after 50.
With decades of experience and personal connections to divorce, Lis and Jeff bring both professional insight and lived understanding to this important conversation. They unpack the unique financial complexities that arise later in life, when couples may be nearing retirement, managing significant accumulated assets, and reimagining a future they once assumed would look very different.
In this episode, we discuss:
• Why divorce after 50 is on the rise
• The emotional and financial realities of dividing assets after decades of marriage
• Social Security rules every divorcing spouse over 50 should understand
• Spousal support expectations today
• The real cost of keeping the family home
• Lifestyle shifts and spending patterns after divorce
• Why financial planning early in the process matters
Lis and Jeff also share how they collaborate with attorneys, therapists, CPAs, and estate planners to support clients holistically during this life transition.
Connect with Lis and Jeff: https://fa.wellsfargoadvisors.com/The-Arlington-Group/index.html
Connect with the concierge team: [email protected]