Navigating the transition of divorce can be challenging, especially when it occurs right before or during retirement. That’s why this week on Wisdom and Wealth, we’re going to share 3 immediate steps you’ll want to take during this pivotal time: first, understanding your flow of income; second, evaluating your net worth; and third, updating your beneficiary designations.

In moments like divorce, having the right team by your side can make all the difference. Tune in for valuable tips on seeing the big picture, avoiding costly mistakes, and navigating these life-changing decisions with confidence. After all, who better to share insights on this subject than a Certified Divorce Financial Analyst and CFP?

Here’s what we share in today’s show:

0:00 – Intro

2:10 – Figuring out your flow of income

5:31 – Understanding your net worth

8:24 – A beneficiary review

10:50 –Social Security benefits + Final takeaways

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

Resources for this episode:

Donna’s book, A Guide to Widowhood + other resources

https://www.donnajeankendrick.com/a-guide-for-widowhood

Phone: (215) 948-3945

Click HERE to schedule a free consultation with Donna

Check out the video version of the podcast HERE

Click HERE for downloadables and resources