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After a separation, your contribution and deferral limits will likely change... #divorce #retirementplanning #taxtips

To conclude our short series surrounding financial changes to be aware of during a divorce, we talk about arguable the most important topic. Taxes... Deferral and contribution limits, child custody, scavenging for documents, and more. Free Checklist for a Divorce: https://www.therealmoneypros.com/post/divorce-financialchanges Ask Us Your Questions! https://www.therealmoneypros.com 00:00 - Intro 00:35 - Who’s Claiming the Kids? 01:00 - Contribution/Deferral Limits 02:02 - Gather the Right Documents 03:08 - Consider Using a Tax Professional 04:38 - Outro Hosts: Jeremiah Bates, Financial Advisor Alex Lundgren, RSSA®, AIF®, Financial Advisor ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Ataraxis PEO https://ataraxispeo.com/offer   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————

Nic and Alex dive into the complexities of Qualified Domestic Relations Orders (QDROs) – an essential aspect of divorce settlements involving retirement accounts. What they do, the benefits of implementing one, and everything you need to include to make it valid. Free Checklist for a Divorce: https://www.therealmoneypros.com/post/divorce-financialchanges The Real Money Pros https://www.therealmoneypros.com 00:00 - Intro 01:46 - What a QDRO Must Contain 03:20 - Other Details to Note 05:08 - Outro Hosts: Alex Lundgren, RSSA®, AIF®, Financial Advisor Nic Daniels, BFA™, Financial Advisor ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Ataraxis PEO https://ataraxispeo.com/offer   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————

Social Security is already filled with tricky vocabulary and what-ifs. Mix that with a divorce and you're left with a big, unsolved puzzle. If you're experiencing a separation from your ex-spouse, Alex and Jeremiah give tips that help make sure you maximize your Social Security benefits during those difficult times. What if you were a business owner with your ex? What if your ex was the breadwinner? Answers to those questions and more. Free Checklist for a Divorce: https://www.therealmoneypros.com/post/divorce-financialchanges Hosts: Jeremiah Bates, Financial Advisor Alex Lundgren, RSSA®, AIF®, Financial Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Ataraxis PEO https://ataraxispeo.com/offer   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— Chapters: 00:00 - Intro 00:41 - When a Spouse is the “Breadwinner” 01:45 - Spousal Benefits 05:42 - Business Owner Couples 09:30 - Other Considerations 10:16 - Outro

Don't let you and your family's insurance coverage slip through the cracks during this highly emotional time! Free Checklist for a Divorce: https://www.therealmoneypros.com/post/divorce-financialchanges Hosts: Alex Lundgren, AIF®, Financial Advisor Nic Daniels, BFA™, Financial Advisor The Real Money Pros: https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Ataraxis PEO https://ataraxispeo.com/offer   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————

This first episode in our series surrounding divorce focuses on when you should (or not) change the financial professionals that you are currently working with. Likely, you and your previous spouse working with these people together–but now that you're a "free agent", are you better off finding a new team? Shoot us your questions! https://www.therealmoneypros.com Free Checklist for a Divorce: https://www.therealmoneypros.com/post/divorce-financialchanges Hosts: Jeremiah Bates, Financial Advisor Alex Lundgren, AIF®, Financial Advisor ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Ataraxis PEO https://ataraxispeo.com/offer   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— 00:00 - Intro 01:10 - Why Change Your Team? 02:20 - CPA 04:19 - Financial Adviser 05:36 - Insurance Agent 06:44 - Estate Planning Attorney 09:00 - What's Next 09:30 - Outro

The scariest question we encounter on our financial journeys. If you've always been mindful about whether or not you'll have enough money to survive, chances are you'll be just fine. But that's only if you've done your due diligence... Nic and Alex give you a list of things to consider when calculating the answer to this question. So, will you have enough? Nic Daniels, BFA™, Financial Advisor Alex Lundgren, AIF®, Financial Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— Chapters: 00:00 - Intro 00:45 - 1.) Get a Current Snapshot 01:19 - 2.) Know Your Monthly Expenses 02:46 - 3.) Account for Extra Retirement Income 03:50 - 4.) Clarify Your Future Goals 04:52 - 5.) Estimating Expenses in Retirement 08:36 - 6.) Life Expectancy 09:35 - 7.) Calculate & Estimate 06:35 - Outro

As life goes on, all types of things start to accumulate. Junk in your garage piles on, assets grow, and the amount of accounts you open become overwhelming. Jeremiah explains why you NEED to get rid of some of your "financial junk". Consolidation means simplicity, and simplicity means effective planning. Host: Jeremiah Bates, Financial Advisor Get Your Financial Questions Answered! (For FREE) https://www.therealmoneypros.com ————————————————————— OUR SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————

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