4.6 • 658 Ratings
🗓️ 17 November 2023
⏱️ 53 minutes
🧾️ Download transcript
Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next 20 years.
For more information, visit the show notes at https://moneytreepodcast.com/financial-divorce-sharon-klein
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0:00.0 | Welcome to the Money Tree Investing Podcast. |
0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
0:10.0 | Hello, Smart Money Tree Podcasts listeners. |
0:13.0 | Welcome to this week's show. |
0:14.0 | My name is Kirk Chisholm and I'll be your host. |
0:16.0 | So today I'm joined with Sharon Klein. |
0:18.0 | How are you today, Sharon? |
0:20.0 | I'm great. How are you? Good. Well, glad to have you join us. |
0:22.8 | Brought Sharon on. We want to talk about an interesting topic. We're getting a lot of questions |
0:26.2 | from listeners about. So I wanted to kind of tie this in. But Sharon, why do you tell us a bit |
0:30.6 | about your background? I'm president of family wealth in the eastern U.S. region for Wilmington Trust. And I oversee the delivery of the full spectrum of |
0:39.9 | wealth management services that we deliver by our teams of professionals. So that is everything |
0:45.2 | from investment management, acting as trustee, estate and tax planning, financial planning, |
0:51.2 | financing, insurance, banking services, the whole panoply of services there. |
0:56.1 | And I also lead our national divorce advisory practice, which has a broad array of offerings |
1:01.5 | that are specifically designed for people who are maneuvering through divorce or recently divorced. |
1:07.0 | In terms of my background, I'm actually a trust in a state's attorney by training. |
1:11.4 | I spent the first 11 years of my career at a big New York City law firm before moving to the corporate side of the fence. |
1:18.4 | And before Wilmington, I was at heading up the wealth advisory platform at Lazard, the storied investment bank at their wealth management platform. |
1:27.0 | And I've been at Wilmington 10 years now. |
1:29.2 | What kind of drew you into getting into the divorce area? I mean, that seems like a very |
1:34.3 | specialized area. It is a specialized area. And actually, that's a great question. It was a niche that |
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