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Major life changes can shake your financial confidence. In this episode, Tony sits down with Chris Olofson, Founder of DIVEE Financial, to discuss how to take control of your money during transitions like divorce, retirement, or other major shifts.

Key Takeaways:

🔹 Think about the planning process as an investment in yourself.
🔹 Know your expenses inside and out, including irregular annual costs such as gifts and insurance. 
🔹 Be sure to include income-generating assets, since your portfolio will become your paycheck. 
🔹 Maintain access to liquid assets
🔹 Understand how each asset will impact you, including factoring in capital gains or other related expenses.
🔹 Define what a successful outcome looks like for you and trust your instincts.

🔹 Women should take the time to understand family finances today. 90% of women will be 100% in charge of their money at some time. 

💭 Tony’s Take:
The more you understand your money, the more control you have during moments when life shifts unexpectedly.

Connect with Chris Olofson:

• Website: https://diveefi.com
• LinkedIn: https://www.linkedin.com/in/chrisolofson/

Bio: 

Chris Olofson was raised in Oregon and Oklahoma and studied Economics at UC Santa Barbara. After graduation, I obtained my CPA license & moved to San Francisco to start a career at KPMG, one of the BIG FOUR public accounting firms.  I met my husband of 33 years during a three-month secondment for the firm in Auckland, New Zealand. Shortly after returning, I left KPMG to become a Controller and CFO for a small community bank in Marin County. From that five-year stint, my next career move was to work in the mortgage-backed securities business as VP of Operations for GMAC Commercial Mortgage in San Francisco staying there another five years through the birth of my two boys. When my youngest was 6 months old, I quit and took six  years off to enjoy being a full-time mom. When Trevor started kindergarten, I created my own financial consulting company helping companies, in a wide variety of industries, implementing financial best practices and infrastructure. After taking another year off to care for my mom, I then went back into banking with a focus on multi-family commercial lending. 

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.