Episode 44: How to Financially Transition from Married to Single Life (and Not Run Out of Money) with Laurie Itkin

Episode 44: How to Financially Transition from Married to Single Life (and Not Run Out of Money) with Laurie Itkin

Work Your Wealth
Episode 44: How to Financially Transition from Married to Single Life (and Not Run Out of Money) with Laurie Itkin
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This week I sat down with Financial Advisor and Certified Divorce Financial Analyst, Laurie Itkin.

Laurie Itkin is a financial advisor and certified divorce financial analyst who specializes in helping women transition financially from married to single life. She is passionate about increasing the financial literacy of under-served populations and provides pro-bono financial planning through the San Diego Financial Literacy Center. Her book, “Every Woman Should Know Her Options: Invest Your Way to Financial Empowerment,” became an Amazon best seller in three categories. Laurie also offers an affordable online course specifically for recently-divorced women called, “How Not to Run Out of Money: The Recently-Divorced Woman’s Guide to Financial Independence.” She received her B.S. in economics with a concentration in finance from the Wharton School of the University of Pennsylvania.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • What a Certified Divorce Financial Analyst is
  • Considerations when planning to keep the home as a part of a divorce settlement
  • The biggest financial mistakes people are making when it comes to dividing assets and the growth potential you’re giving up
  • How you may unknowingly turn yourself into a martyr
  • The changes that you’re going to face in downshifting your lifestyle
  • Why knowing your priorities is important and debt is not an option
  • Where to begin in getting financially organized if you’re preparing for a divorce
  • How to find your assets and debts and educate yourself up front
  • What a settlement agreement is and why it’s important to take action on it ASAP
  • What a Qualified Domestic Relationship Order is  and how it benefits you
  • Where to begin with securing and protecting what is yours (and what you’re probably overlooking)
  • How to start with getting track of what is coming in versus what is going out
  • Why it’s important to live below your means now

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH LAURIE AND LET HER KNOW YOU HEARD ABOUT HER HERE!

ENJOY THE SHOW?

Episode 11: Finding Your MoneyZen and Excelling Financially with Manisha Thakor

Episode 11: Finding Your MoneyZen and Excelling Financially with Manisha Thakor

Work Your Wealth
Episode 11: Finding Your MoneyZen and Excelling Financially with Manisha Thakor
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This week I had the chance to chat with Manisha Thakor, CFA, CFP® ardent financial literacy advocate for women.

Manisha Thakor, CFA, CFP® is Director of Wealth Strategies for Women at Buckingham and The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country.

An ardent financial literacy advocate for women, Manisha is the co-author of two critically acclaimed personal finance books: ON MY OWN TWO FEET: a modern girl’s guide to personal finance and GET FINANCIALLY NAKED: how to talk money with your honey.

Manisha is also a member of The Wall Street Journal’s Wealth Experts Panel, CNBC’s 2016 Financial Advisor Council, and sits on faculty at The Omega Institute. Her financial literacy advocacy work for women has been featured in countless national media outlets ranging from Real Simple and Cosmopolitan to The New York Times and The Today Show.

Manisha earned her MBA from the Harvard Business School and her BA from Wellesley College. She lives in Portland, Oregon where she delights in the active coffee culture and stunning beauty of the pacific northwest.

HERE’S WHAT YOU’LL LEARN FROM THIS EPISODE:

  • How perfectionism can impact your investments
  • The four stages in a person’s career path and where women versus men excel
  • How to move forward even with the negative screen savers in our mind
  • The biggest mistakes women and men make in their finances
  • Why determining what your “enough” means is imperative to financial confidence.
  • What common characteristics people who are financially successful have.
  • Questions that arise financially when going through a divorce.
  • Being well-thy vs. being wealthy

LINKS WE MENTIONED ON THE SHOW:

GET SOCIAL WITH MANISHA AND LET HER KNOW YOU HEARD ABOUT HER HERE!

ENJOY THE SHOW?