In this episode of the Wealthy After 40 podcast, I interview Lisa Ziderman, a matrimonial attorney and certified divorce financial analyst based in New York.Â
Lisa discusses the critical steps to prepare for a financially successful divorce, emphasizing the importance of gathering financial documentation, choosing the right attorney, and assembling a professional team.Â
She also covers key financial documents, the significance of the Statement of Net Worth, discovery, depositions, and what to expect during litigation. Lisa provides practical advice and resources, including access to a free financial helpline for women via Savvy Ladies.
00:00 Introduction to Today's Episode
00:04 Meet Lisa Ziderman: Expert in Divorce and Finances
01:10 Preparing for the Best Financial Outcome in Divorce
02:42 Key Financial Documents to Gather
05:01 Choosing the Right Attorney and Building Your Team
07:41 Understanding the Statement of Net Worth
09:45 The Discovery Process and Marital Estate Chart
14:32 The Importance of Depositions
19:32 Navigating Litigation in Divorce
24:08 How to Connect with Lisa Ziderman
25:29 Conclusion and Final Thoughts
Connect with Expert Guest: Lisa ZeidermanÂ
@lisazeiderman on LinkedIn, FB, Insta and Twitter
June's Special Offer - Complimentary Financial Foundations Intensives. Click HERE to read more and schedule your free call to reserve a spot before they're gone. Be sure to mention JUNE when you get on the call.
Connect with me on Instagram to share your thoughts and ask questions @elevatefinances https://www.instagram.com/elevate_finances/
Be sure to join my newsletter for insights on growing wealth, behind-the-scenes musings, and opportunities to contribute to future episodes. You will receive the most updated podcast listening guide released each quarter. https://elevatefinancesllc.myflodesk.com/podcast
Are you looking for 1:1 support with your finances? Schedule your free Budget Break Thru Session to learn more about what coaching can look like for you. https://bit.ly/chatwithdalenehiggins
Send me an email with your questions, thoughts, and takeaways from the podcast: [email protected]
Book your Retirement Roadmap Session today and take the first step toward simple stress-free saving
Book A Free Clarity Connection Call to chat about working with me
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement