meta_pixel
Tapesearch Logo
Log in
Retirement Planning Education, with Andy Panko

#055 - Financial planning and divorce, with Amy Colton (Part 2 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

🗓️ 29 December 2022

⏱️ 31 minutes

🧾️ Download transcript

Summary

Part 2 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

Click on a timestamp to play from that location

0:00.0

Let's continue talking about divorce.

0:02.6

Again, not a very fun topic, but an important topic, especially for those impacted by it.

0:08.2

Today is part two of two of my previous chat with Amy Coulton in this is the 55th episode of the Retirement Planning Education Podcast.

0:19.2

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

0:25.3

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

0:31.1

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

0:36.8

Obie KB, everyone. Thank you again for listening as always. Welcome back. Today is part two of two

0:43.6

of my previously recorded chat in one of my Facebook live videos with Amy Coulton from Your

0:50.0

Divorce Made Simple down in Texas. Amy is a divorce-focused specialization financial planner

0:56.8

working with clients going through divorce or contemplating divorce. She's an absolute expert

1:02.9

in the sort of divorce subset specialization of financial planning. And she was kind enough

1:10.1

to take some time and hang out with me virtually

1:12.3

in my Facebook group in November 2021 to talk for about an hour and answer member questions live

1:20.7

and on the spot about divorce and the various financial implications and planning things to

1:26.6

consider around those going through

1:29.0

divorce or contemplating divorce.

1:30.8

It was super, super helpful, not a lighthearted or exciting topic or, you know, uplifting topic,

1:38.4

but definitely important, obviously, for those experiencing divorce or considering divorce,

1:45.6

there's a lot of things you should know, need to know, take into consideration so as to not

1:51.0

shoot yourself in the foot or hurt yourself financially more so. I mean, divorce is devastating

1:56.6

regardless, but hurt yourself financially more so than necessary. So people like Amy can really help you think through, talk through, and make the best

2:05.4

decisions for you given the circumstances.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Andy Panko, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Andy Panko and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.