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Retirement Planning Education, with Andy Panko

#054 - Financial planning and divorce, with Amy Colton (Part 1 of 2)

Retirement Planning Education, with Andy Panko

Andy Panko

Roth Conversion, Roth Ira, Education, Social Security, Ira, Taxes, Retirement Planning, Annuities, Pension, Financial Planning, Investing, 401k, Tax Planning

4.91.1K Ratings

🗓️ 22 December 2022

⏱️ 37 minutes

🧾️ Download transcript

Summary

Part 1 of 2 of my discussion with Amy Colton, MBA, CDFA, founder of Your Divorce Made Simple, to talk about financial planning considerations specific to divorce (original recording was from November 2021) Links in this episode: Amy's website - www.YourDivorceMadeSimple.comFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Newsletter - Retirement Planning Insights

Transcript

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0:00.0

Let's talk about divorce, not a very uplifting topic, but an important topic, especially

0:05.0

for those that are impacted by it.

0:07.2

Today is part one of two of my chat with Amy Coulton, a divorce-focused specialist financial

0:12.8

planner in Texas in this, the 54th episode of the Retirement Planning Education Podcast.

0:21.6

Welcome to the Retirement Planning Education Podcast. Welcome to the Retirement Planning Education Podcast. Welcome to the Retirement Planning Education Podcast, where you can learn all about IRAs and Roth IRAs,

0:27.6

employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies,

0:33.6

annuities, estate planning, and much more. And now here's your host, Andy Panko.

0:39.4

Hello again, everybody. Thank you, as always, for listening to Retirement Planning Education.

0:44.1

Today, we have part one of two of my previously recorded chat with Amy Coulton from Your

0:50.0

Divorce Made Simple down in Texas. Amy is a divorce focused financial planner, helping people

0:55.6

going through divorce or considering divorce to do the financial planning necessary around

1:03.1

how best to prepare and make those decisions, financial decisions around going through or entering

1:09.4

divorce. This was a chat

1:11.9

Amy and I had in my Facebook group from November 2021. She joined me for a live video where she

1:19.2

talked all about the divorce considerations to keep in mind for financial planning. We talked about

1:23.8

some of the things as it relates to people in or near retirement.

1:35.2

And she did a lot of great live Q&A from people in the group, you know, live at the time when we recorded it.

1:38.9

So today is just part one of two of that audio from that previous recording.

1:41.4

The whole thing was about an hour originally.

1:42.4

So I split it up in half.

1:45.7

This episode 54 will be the first half of that audio.

1:51.0

Next week's episode, the last one of the year, last one of 2022, will be part two of that audio,

...

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