
Advertise on podcast: Divorce for Wealthy Women
Rating
4.9from
This podcast has
99 episodes
Language
EnglishPublisher
Brooke Summerhill, CFP, CDFAExplicit
No
Date created
2020/12/22
Latest episode
2026/09/28
Average duration
20 min.
Release period
60 days
Description
This podcast invites highly sought-after divorce professionals to share their guidance with all women listening. The intent is to share tips that affluent women can use to maintain their lifestyles during and after divorce. It is hosted by Brooke Summerhill, a Certified Financial Planner, Certified Divorce Financial Analyst, Divorce Mediator, and Certified Money Coach who discreetly helps high-net-worth women in divorce with their financial questions.
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Check latest episodes from Divorce for Wealthy Women podcast
After Divorce, What Do You Want Your Wealth to Make Possible?
2026/09/28
After divorce, a woman may find herself making financial decisions alone while also wondering how to help her children without making them dependent on family wealth. Those questions can bring up fear, guilt, and uncertainty for everyone involved!
In this episode of Divorce for Wealthy Women, Brooke welcomes Susan Weingartner, founder of Weingartner Legacy Co. Susan is a leading voice on the human side of generational wealth, bringing more than 25 years of experience across capital markets, philanthropy, impact investing, and family enterprise. She has spoken to audiences across the United States and internationally about preparing people for the responsibility that comes with wealth. Through Weingartner Legacy Co., Susan works privately with individuals, family leaders, and multigenerational families, helping them clarify what their wealth is for, prepare the next generation for responsibility, and navigate the conversations and decisions that shape a living legacy.
Susan also brings a deeply personal perspective. She shares how her own divorce and family losses led her to reconsider who she was and what she wanted to carry forward.
Brooke and Susan discuss why parents and children can have very different worries about inheritance, how silence and assumptions shape family conversations, and why it helps to talk about values and purpose before deciding how much wealth to transfer or when.
Learn more about Susan at Weingartner Legacy Co..
Brooke Summerhill is a Certified Financial Planner® and Certified Divorce Financial Analyst® who helps women understand and navigate the financial side of divorce. She founded The Summerhill Firm, hosts Divorce for Wealthy Women, and wrote Divorce for Wealthy Women. Learn more about Brooke and her work at summerhillfirm.com.
Follow the Money: How Private Investigators Uncover Hidden Wealth in Divorce
2026/09/01
What happens when you suspect your spouse is concealing assets, transferring money, understating income, or quietly preparing for divorce?!
In this episode, Brooke Summerhill speaks with Anthony DeLorenzo Jr., a third-generation private investigator and partner at All State Investigations, Inc., a nationally recognized leader in matrimonial and high-asset private investigations.
Anthony explains which investigative searches may provide the most valuable information when a financially dependent or less financially informed spouse fears that assets are being hidden. They discuss the financial behaviors and warning signs that may suggest concealed accounts, undisclosed transfers, understated income, support of another household, or financial preparation for divorce.
The conversation also explores how bank, brokerage, credit, cryptocurrency, business, public record, and social media investigations can work together to reveal a more complete picture of the marital estate.
Anthony shares what a private investigator can legally uncover, how evidence is documented and authenticated, and how investigative findings may assist attorneys, forensic accountants, financial professionals, mediators, and the court.
Most importantly, Brooke and Anthony discuss how someone who feels frightened, financially overwhelmed, or uncertain about their suspicions can thoughtfully decide which investigative services may be worth the cost and which searches may add expense without producing meaningful evidence.
Learn more about Anthony DeLorenzo Jr. and All State Investigations at https://allstateinvestigation.com/about-us/ or email [email protected] or call 1‑800‑948‑7884. To learn more about divorce financial planning or mediation, contact Brooke Summerhill at The Summerhill Firm.
This episode is intended for educational purposes only and does not constitute legal, financial, or investigative advice.
The High Cost of Winning: Divorce Strategies Every Woman Should Know
2026/07/22
What happens when millions of dollars, family businesses, executive compensation, and deeply personal relationships collide in divorce?
In this episode of Divorce for Wealthy Women, Brooke Summerhill sits down with nationally recognized New York divorce trial attorney Dror Bikel, author of The 1% Divorce: When Titans Clash. With more than three decades of experience representing executives, entrepreneurs, business owners, and high-net-worth individuals, Dror shares what really happens behind the scenes in some of the country's most complex divorce cases.
Together, they discuss the most expensive mistakes affluent women make during divorce, why litigation strategy matters, how emotions can quietly derail financial outcomes, and what every woman should know before making decisions that could affect her wealth for decades.
Whether you own a business, have significant investments, or simply want to protect everything you've worked so hard to build, this conversation offers valuable insight into navigating divorce with confidence and clarity.
In this episode, you'll learn:
Why wealthy divorces require a different strategy than typical divorces
The financial mistakes that can cost millions during litigation
How business ownership, executive compensation, and complex assets change negotiations
When settlement makes sense and when litigation is unavoidable
How emotions influence financial decision-making in high-net-worth divorces
The importance of assembling the right professional team early
About Dror Bikel
Dror Bikel is one of New York's leading divorce trial attorneys and the bestselling author of The 1% Divorce: When Titans Clash. For more than thirty years, he has represented executives, entrepreneurs, business owners, and high-net-worth individuals in sophisticated divorce and custody matters. His work has been featured by CNN, Newsweek, People, Business Insider, and The Hollywood Reporter.
Learn more at:https://brsmatlaw.com
Connect with Brooke Summerhill
The Summerhill Firm
Certified Financial Planner™Certified Divorce Financial Analyst®
Helping affluent women make confident financial decisions before, during, and after divorce.
Navigating Divorce with Complex Family Dynamics
2026/06/19
In this episode of the Divorce for Wealthy Women Podcast, Brooke Summerhill welcomes Natalie McVeigh, a globally recognized consultant, mediator, executive coach, Certified Happiness Trainer, and expert in family dynamics, conflict resolution, and transformational change.
Natalie brings more than 20 years of experience working with ultra-high-net-worth families, family offices, family-owned businesses, executives, and entrepreneurs. As the Founder of Oikonomia Advisory, she helps families and leaders navigate complex transitions, strengthen relationships, resolve conflict, and create meaningful change grounded in both science and human connection.
Drawing from her extensive background in organizational development, neurocardiology, applied psychophysiology, mediation, and coaching, Natalie shares powerful insights into what truly drives successful transitions during divorce and other major life changes. Together, Brooke and Natalie explore the intersection of wealth, family systems, communication, happiness, and emotional resilience.
In This Episode:
Why divorce is often more about family dynamics than finances
How high-net-worth families experience conflict differently
The role of emotional intelligence in difficult negotiations
What neuroscience teaches us about stress, communication, and decision-making
How Conversational Intelligence can transform relationships during conflict
The connection between happiness, resilience, and personal growth
Navigating family transitions with greater clarity and purpose
Why understanding family systems is critical during divorce
How mediation and interest-based negotiation can create better outcomes
Creating lasting transformation rather than temporary solutions
About Natalie McVeigh
Natalie McVeigh is the Founder of Oikonomia Advisory and an executive coach, consultant, mediator, and Certified Happiness Trainer. She specializes in helping ultra-high-net-worth families, family offices, entrepreneurs, and executives navigate complex transitions and achieve meaningful personal and professional growth.
Natalie is a Fellow and Faculty Member of the Family Firm Institute, serves on the Education Development Committee of the Purposeful Planning Institute, and is Director of Research and Development at Aspen Family Business Group. She is also a Trust and Estate Practitioner (TEP) and a Master Neuroplastician specializing in Conversational Intelligence.
Her expertise includes family dynamics, conflict resolution, governance, leadership development, mediation, systems theory, team effectiveness, executive coaching, and transformational change. Natalie is currently completing her Ph.D. in Applied Psychophysiology at Saybrook University.
Natalie's approach combines cutting-edge research, neuroscience, happiness studies, and practical experience to help individuals and families navigate life's most important transitions with greater confidence, connection, and purpose.
Key Takeaway
The most successful divorce outcomes are not created solely through legal agreements or financial settlements. They emerge when individuals understand the emotional, relational, and family-system dynamics influencing their decisions. By combining self-awareness, effective communication, and a long-term perspective, it is possible to navigate conflict while building a stronger foundation for the future.
Connect with Brooke Summerhill
For divorce financial planning, mediation support, and educational resources for women navigating divorce, visit The Summerhill Firm.
If you enjoyed this episode, please subscribe, leave a review, and share it with a friend who may benefit from this conversation!
Disclaimer: This podcast is intended for educational purposes only and should not be considered legal, financial, tax, or psychological advice. Please consult qualified professionals regarding your specific situation.
Gain Financial Control in Divorce
2025/12/05
In this conversation, I interview Amy Hale from BMO Wealth Management about the importance of financial control and confidence for women, especially during and after divorce.
Amy shares insights on common financial mistakes women make, the significance of being involved in financial discussions, and the role of financial advisors in empowering women. The discussion emphasizes the need for women to take control of their financial journeys and the importance of building confidence through knowledge and support.
Takeaways
Women often lack a seat at the financial table during divorce.
Financial confidence can decrease significantly for uninvolved women.
Establishing a relationship with a trusted financial advisor is crucial.
Women should understand their overall financial picture, including budgeting and investments.
Isolation can lead to poor financial decisions during divorce.
Choosing the right financial advisor is essential for long-term success.
Emotional decisions can cloud financial judgment in divorce.
Women should evaluate the pros and cons of keeping the marital home versus liquid assets.
Starting to engage with finances can significantly boost confidence!
Reach out to Amy: Amy Hale - BMO Harris
About the Podcast:
Divorce for Wealthy Women features top divorce professionals who share their insights with women navigating the complexities of high-net-worth divorce. Each episode is designed to help listeners protect their lifestyle and financial future - before, during, and after divorce.
Brooke discreetly helps affluent women through divorce by providing financial clarity and support.
Website: www.summerhillfirm.com
My NEW Book "Divorce for Wealthy Women": Amazon
LinkedIn: linkedin.com/in/brookesummerhill
How to Find Hidden Assets and Protect What’s Yours
2025/07/03
Divorce is never easy! Especially when significant wealth, family dynamics, and your children’s future are on the line. In this insightful episode, host Brooke Summerhill welcomes Charles D. Jamieson, a Board-Certified Marital and Family Law attorney with over 40 years of experience. Charlie breaks down the most critical legal changes and strategies that affluent women must understand during divorce.
He explains how recent changes to time-sharing laws affect mothers seeking primary custody, as well as key updates to alimony statutes. He also dives into how assets can be hidden during divorce and what women can do to protect themselves. From practical tips on financial documentation to the value of a strong legal and financial team, Charles shares actionable advice to help you safeguard your future.
Listen now to gain expert legal insight and empower yourself with the tools to navigate your divorce confidently.
Key Topics Covered:
The impact of new 50/50 time-sharing presumption
How spouses hide assets and how to find them
Why a forensic accountant is essential
Legal consequences of asset concealment
Ten things divorce attorneys wish clients knew
Guest: Charles D. Jamieson
Board Certified in Marital and Family Law
Website: www.cjamiesonlaw.com
Phone: 561-478-0312
Charles D. Jamieson is a highly principled attorney known for his assertive representation and deep commitment to family law. With a practice spanning over four decades and experience consulting on divorce cases across more than 20 states, he is widely respected for his expertise in complex family rights issues. Based in West Palm Beach, Florida, he remains a trusted ally to clients navigating the legal challenges of divorce.
About the Podcast:
Divorce for Wealthy Women features top divorce professionals who share their insights with women navigating the complexities of high-net-worth divorce. Each episode is designed to help listeners protect their lifestyle and financial future - before, during, and after divorce.
Brooke discreetly helps affluent women through divorce by providing financial clarity and support.
Website: www.summerhillfirm.com
LinkedIn: linkedin.com/in/brookesummerhill
Tax Strategies for Life After Divorce
2025/02/28
Divorce can be an emotional and financial rollercoaster, but the tax implications are often the process's most overlooked and complicated part!! In this episode, we dive deep into the intersection of taxes, alimony, child support, and divorce settlements to help you navigate the complexities of life after divorce. Do you know who gets to claim the child tax credits? What about how tax debts are shared post-divorce? We’ve got you covered.
Join Hubert Johnson, a seasoned tax attorney with over 15 years of experience, as he explains the critical tax rules every woman should know during and after divorce. Hubert breaks down the effect of tax reforms on alimony payments, why a solid marriage settlement agreement is crucial, and how to handle tax debts and deductions in shared custody situations. He also covers when it’s time to consult a tax attorney and how to avoid unwanted tax consequences, especially in cases involving bankruptcy.
Whether you’re just beginning the divorce process or dealing with post-divorce financial challenges, this episode offers actionable advice to help you make informed, strategic decisions.
Topics Discussed:
The impact of recent tax reforms on alimony payments Tax filing status options for divorced individuals Managing child tax credits and deductions in split households Addressing tax debts and joint responsibilities after divorce The essential role of tax attorneys in divorce and financial planning
About Hubert JohnsonHubert Johnson is an experienced tax attorney with a diverse background in tax law and financial planning. He began his tax law career in 2009 and has since led various tax departments, taught tax law, and helped thousands of clients navigate the complexities of the IRS and state tax agencies. Hubert is the founder and owner of Guardian Tax Law, and has saved clients millions of dollars over the years. He is also a sought-after speaker and educator on tax matters.
Hubert was admitted to the Idaho Bar in 2007 and the California Bar in 2008. He holds a law degree from the McGeorge School of Law and graduated summa cum laude from CSU Sacramento.
Connect with Hubert:
Website | Guardian Tax Law LinkedIn | Hubert Johnson
About The PodcastDivorce for Wealthy Women brings together top divorce professionals to share practical insights tailored to affluent women navigating the complexities of divorce. Hosted by Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, this podcast offers expert advice to help women preserve their lifestyle during and after divorce.
Connect with Brooke Summerhill:
Website | Summerhill Firm
Flaunt Your Resilience After Divorce
2025/01/15
Have you ever experienced a life-changing revelation that shook you to your core? In this episode, Lora Cheadle, a betrayal recovery expert, opens up about her journey through discovering her husband’s 15-year infidelity, which involved multiple betrayals. What felt like a devastating blow ultimately became the foundation for Lora’s transformative work. Now, she helps others navigate the emotional and psychological aftermath of betrayal and divorce.
Lora shares her deeply personal story of confronting betrayal, grieving lost dreams, and rebuilding her life from scratch. She discusses the unique emotional and identity challenges faced by women in high-net-worth divorces and offers practical, actionable advice for reclaiming confidence and building a new identity. From her five-step "FLAUNT" process to daily strategies for self-care, Lora gives us tools to move from heartbreak to empowerment.
Tune in for inspiring insights on how to turn betrayal into an opportunity for growth and reinvention.
Books by Lora CheadleFlaunt! Drop Your Cover and Reveal Your Smart, Sexy & Spiritual Self
The emotional impact of betrayal and how it disrupts your sense of self. Why betrayal is more than just infidelity—it’s the breaking of trust and dreams. Rebuilding your identity after the “tornado” of divorce. Simple yet powerful ways to nurture yourself and regain emotional balance. The FLAUNT framework: Find your Fetish, Laugh Out Loud, Accept Unconditionally, Navigate the Negative, and Trust in Your Truth. The healing power of laughter and small moments in emotional regulation. How to define your own narrative and future after trauma.
Lora Cheadle is a betrayal recovery coach, legal consultant, bestselling author, international speaker, and host of the FLAUNT! Create a Life You Love After Infidelity or Betrayal podcast. As a mentor and guide, Lora specializes in helping women reclaim their confidence, peace, and sovereignty after experiencing betrayal. Whether they choose to stay or leave, her mission is to empower women with the tools and support they need to regain their self-worth and autonomy.
Lora understands the soul-shattering impact of infidelity and helps women transform their devastation into empowerment. Her work is about more than just recovering from betrayal—it’s about reclaiming everything you’ve lost along the way.
Connect with Lora:Website: loracheadle.comFacebook: @lora.cheadleX: @LoraCheadle
Divorce for Wealthy Women connects affluent women with top divorce professionals to provide guidance, support, and tips for maintaining their lifestyle during and after divorce. Hosted by Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, this podcast helps women navigate the financial and emotional complexities of divorce with confidence.
Holidays and Divorce
2024/12/16
Divorce doesn't have to mean a courtroom battle during the holidays. In today’s episode, family law attorney Sandra Fava explains the powerful alternatives to traditional litigation, such as mediation and collaborative law, that can make navigating a divorce more efficient, cost-effective, and less stressful—especially for high-net-worth individuals. Sandra brings over two decades of expertise and insights into why these options are often game-changers for families.
Whether you're considering divorce or just curious about the process this holiday season, this episode will provide valuable insights into how you can avoid traditional litigation and make the experience less overwhelming.
Topics Discussed:
The importance of financial transparency in mediation and collaborative divorce.
Why alternative dispute resolutions (ADR) offer more control, creativity, and privacy.
How court backlogs make ADR faster, more efficient, and less stressful.
Financial and emotional benefits of avoiding litigation.
The role of divorce coaches, financial planners, and other professionals in the process.
How the holiday season can impact divorce decisions and planning.
About Sandra Fava
Sandra Fava is the founder and managing attorney at Fava Law, a family law practice that offers compassionate and effective legal counsel to individuals and families during transitions. Recently recognized as a "Woman to Watch" by Morris & Essex Magazine, Sandra has built a reputation as a skilled negotiator, litigator, and advocate for alternative dispute resolution.
With a career exclusively dedicated to family law, Sandra has represented clients in high-net-worth divorces, child custody disputes, spousal support, property division, and more. She believes in clear, practical advice tailored to her clients' unique needs while providing unwavering support during difficult times. Sandra is committed to offering her clients both strategic counsel and emotional support to navigate the complexities of family law.
Prior to founding Fava Law, Sandra was a Partner in the Family Law Department at a national Am Law 200 firm and Chair of Family Law at a respected regional firm.
Connect with Sandra:
Website: www.favalawnj.com
LinkedIn: Sandra Fava
Instagram: @asksandrafava
Facebook: Sandra Fava Business Page
X: @DivorceNJLaw
About the Podcast:
This podcast features divorce professionals offering their expert guidance to affluent women navigating divorce. Hosted by Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, the podcast provides tips to help high-net-worth women maintain their lifestyle during and after divorce.
Connect with Brooke Summerhill:
Website: www.summerhillfirm.com
LinkedIn: Brooke Summerhill
Effective Ways to Support a Loved One Through Divorce
2024/11/30
Divorce can be an incredibly challenging experience, especially when navigating the complexities of a high-net-worth divorce. In this episode, Jamie Berger and Sarah Jacobs, co-founders of the esteemed Jacobs Berger family law practice, share their expert advice on how friends and family can effectively support a loved one during this difficult time—without overstepping boundaries or complicating the legal and emotional process.
Jamie and Sarah, both seasoned family law professionals, delve into the critical role that loved ones can play in providing support. They offer actionable insights on how to help with organizing financial documents, when to bring in outside professionals, and how to maintain healthy boundaries throughout the divorce. They also caution against common pitfalls, such as offering unsolicited legal advice or pushing a particular lawyer, and explain how these well-meaning actions can unintentionally add stress.
This episode is packed with invaluable advice for anyone supporting someone going through a high-net-worth divorce—or for those experiencing one themselves. By the end of this conversation, you’ll have a clear understanding of how to provide the right kind of support while respecting both emotional and legal needs.
Key Topics Discussed:
Understanding Boundaries: How to respect the role of lawyers and mediators while offering emotional support.
Emotional Support vs. Legal Advice: Why it’s important to differentiate between the two and avoid giving legal guidance unless qualified.
The Dangers of Comparisons: Why comparing your loved one’s divorce to others can be harmful and unhelpful.
Financial Considerations: What friends and family need to understand about the financial complexities of ultra-high-net-worth divorces.
Common Mistakes to Avoid: Recognizing the common missteps friends and family often make during a divorce, and how to avoid them.
Connect with Jamie and Sarah:
Website: Jacobs Berger
Jamie Berger LinkedIn: Jamie Berger
Sarah Jacobs LinkedIn: Sarah Jacobs
About The Podcast:
Hosted by Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, this podcast shares expert insights and tips for affluent women navigating divorce. Whether you’re going through a divorce yourself or supporting a loved one, this podcast is your go-to resource for maintaining your lifestyle and financial stability during and after divorce.
Connect with Brooke:
Website: Summerhill Firm
LinkedIn: Brooke Summerhill
Protecting Your Assets
2024/10/29
How much of your digital life could impact your divorce? In this insightful episode, Jonathan Steele, a divorce and family law partner at Beerman, dives into the intricacies of complex divorce cases, emphasizing the crucial intersection of cybersecurity and asset protection.
Listeners will learn essential strategies for securing communication with their legal team, implementing robust cybersecurity measures, and being aware of shared digital access with a spouse. Jonathan also addresses privacy concerns in high-profile divorces, advocating for data removal services to safeguard personal information. He concludes with practical advice on making small, consistent changes to enhance cybersecurity and privacy throughout the divorce process.
Key Points:
Critical factors in navigating complex divorce cases
The role of electronic communication in divorce proceedings
Importance of two-factor authentication for financial accounts
Strategies for safeguarding assets during divorce
Maintaining privacy in high-profile divorces
Jonathan D. Steele is a highly regarded family law attorney known for his strategic approach to sensitive family law matters, including divorce, child custody, and paternity. His practice is distinguished by a holistic approach that prioritizes both the personal and digital safety of his clients.
Website: Beerman Law
LinkedIn: Jonathan Steele
Facebook: Steele Family Law
Instagram: @steelefamlaw
Twitter: @steelefamlaw
This podcast features esteemed divorce professionals sharing invaluable insights tailored for women navigating divorce. Our mission is to equip affluent women with practical tips to maintain their lifestyle during and after divorce.
Hosted by: Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, dedicated to discreetly assisting high-net-worth women with their financial concerns during divorce.
Website: Summerhill Firm
LinkedIn: Brooke Summerhill
Turning Marriage Doubts into Confident Choices
2024/09/14
Do you feel like your marriage is a shadow of what it once was? Are you contemplating divorce but feeling paralyzed by indecision and fear of regret? This episode guides you to finding a clear, realistic path to true happiness.
In this episode, we’re joined by Sharon Pope, a certified Master Life Coach specializing in helping midlife women navigate their complex marital challenges. Sharon offers insightful perspectives on why contemplating divorce can be a crucial step, even for those deeply committed to their marriage vows. She emphasizes the importance of setting healthy boundaries and not allowing the "till death do us part" vow to trap you in a detrimental relationship.
We dive into practical strategies for assessing whether your marriage can be revived, how to engage in productive arguments, and ways to achieve a peaceful divorce if that's the right path for you. Sharon also shares her expert tips on transforming your marriage into a more fulfilling partnership through conscious effort.
Tune in to gain valuable advice on maintaining your lifestyle and emotional well-being during and after a divorce. Listen now to shift your perspective on marriage and divorce.
Sharon Pope's Free Video Training: Sharon Pope Free Training
Empowering Divorce Consideration: Why evaluating divorce can be an empowering choice for your relationship, rather than a destructive one.
Identifying Unhealthy Patterns: How to recognize and address patterns in your relationship that undermine your happiness.
Productive Arguments: Techniques for having constructive arguments with your partner to effectively resolve conflicts.
Assessing Your Marriage: Steps to evaluate if your marriage can be salvaged and how to make the best decision for your future.
Achieving a Peaceful Divorce: Strategies for navigating a divorce with grace and peace if it’s the right decision for you.
Transforming Your Marriage: Secrets to strengthening and enriching your marriage through conscious effort.
About Sharon Pope:
Sharon Pope is a renowned certified Master Life Coach dedicated to helping midlife women tackle challenging marital issues. With a focus on providing tools to heal, improve, or gracefully exit relationships, Sharon is also a seven-time international best-selling author on love and relationships. Her expertise has been featured in prestigious publications like The New York Times. Connect with Sharon and explore her work to find the support you need.
Website: sharonpope.com
Instagram: @sharonpopecoach
YouTube: Sharon Pope Coach
LinkedIn: Sharon Pope
About The Podcast:
Hosted by Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, this podcast features top divorce professionals offering valuable advice to affluent women. The goal is to provide actionable insights for maintaining your lifestyle during and after divorce.
Website: summerhillfirm.com
LinkedIn: Olivia Brooke Summerhill
Mastering Financial Shifts During Divorce
2024/08/01
Facing financial transitions, such as divorce or the loss of a spouse, can be daunting. However, with the right support and guidance, achieving financial stability and confidence is entirely possible!!
In this episode, Jennifer Lee, a seasoned financial advisor, therapist, and advocate, shares her expertise in guiding women through these complex financial changes. Jennifer discusses the crucial role financial advocates play in helping clients comprehend their financial situations, manage emotional stress, and secure equitable settlements. She underscores the value of a robust support network—including advisors, attorneys, and therapists—to navigate these challenging times effectively.
Jennifer also provides targeted advice for non-monied spouses seeking financial independence and the importance of assembling a comprehensive team. She shares inspiring success stories of women who have navigated their financial transitions with minimal conflict and maximum efficiency.
Tune in to gain valuable insights into balancing emotions and finances, and discover strategies to handle significant financial changes with confidence.
Topics Discussed:
The role of financial advocates during transitions like divorce
How financial advocates can help manage emotional turmoil
Strategies to overcome overwhelm
Building a supportive team and gathering essential data
The importance of negotiating and understanding marital assets
About Jennifer Lee:
Jennifer Lee’s journey into financial advising began in her youth, when she accompanied her father to appointments and his office, where she learned the importance of dedication and client-focused values. Now the Founding Partner of Modern-Wealth, LLC, and an Investment Advisor Representative at Cambridge Investment Research Advisors, Inc., Jennifer specializes in guiding clients through significant financial transitions, including divorce, widowhood, business transactions, retirement, inheritance, and remarriage. Her goal is to provide independent analysis, strategic planning, and expert guidance through complex financial landscapes.
Jennifer is the author of “Squeeze The Juice,” a guide that combines her personal and professional experiences to inspire readers to achieve their best selves.
Connect with Jennifer Lee:
Website
About The Podcast:
This podcast features leading divorce professionals offering advice tailored for affluent women. The aim is to provide actionable tips to help maintain lifestyle and financial stability during and after divorce.
Hosted by Olivia Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, the podcast addresses financial questions specific to high-net-worth women undergoing divorce.
Connect with Olivia Brooke Summerhill:
Website
Estate Planning in Divorce
2024/07/18
Navigating through a divorce involves more than just the legal process—it requires thoughtful planning before and after. Kimberly Loveland, an esteemed estate planning expert, joins us to shed light on crucial strategies to ensure a smooth transition out of marriage!!
Key Insights:
Preparation is Key: Kimberly emphasizes the importance of proactive planning before, during, and after divorce. Updating beneficiaries and revising financial plans are critical steps to safeguarding your assets.
Building Your Support Team: Engaging professionals like estate planners and CPAs can alleviate the burden of handling complex financial decisions alone. Kimberly shares how having a skilled team was pivotal in her own divorce journey.
Estate Planning Essentials: Understanding the nuances of estate planning is essential, especially in scenarios involving blended families or common-law spouses. Kimberly advocates for preemptive measures such as premarital agreements to prevent future conflicts.
Legal and Financial Considerations: Discussing trusts, tax implications, and property agreements, Kimberly stresses the significance of seeking expert advice to navigate these intricate matters effectively.
What You'll Learn:
Strategies to update and safeguard financial assets during divorce.
The pivotal role of estate planning in protecting your interests.
Practical advice on engaging a competent support team for holistic divorce management.
Insightful tips on legal documents and their implications in divorce proceedings.
Long-term financial planning considerations for subsequent marriages.
Connect with Kimberly Loveland:
Website: www.lhestatelaw.com
LinkedIn: linkedin.com/in/kloveland
Facebook: facebook.com/lhestatelaw
Instagram: @lhestatelaw
About Kimberly Loveland:
Kimberly Loveland is a board-certified Estate Planning and Probate Law attorney practicing in Florida and Texas. With expertise in high net worth tax practices and family wealth transfer, she specializes in estate planning, trust administration, and mediation services. Kimberly is committed to empowering individuals through personalized asset protection strategies across life stages.
About the Podcast:
Hosted by Olivia Brooke Summerhill, Certified Financial Planner, and Divorce Specialist, the podcast aims to equip affluent women with practical advice to maintain their lifestyle during and after divorce.
Connect with Olivia Brooke Summerhill:
Website: www.summerhillfirm.com
LinkedIn: Click Here
Tune in to the latest episode for expert insights from Kimberly Loveland on navigating divorce with confidence and foresight.
From Wealthy Dependence to Financial Empowerment
2024/06/18
Ever wonder what H&R Block stands for? The 'R' is Barbara Huson's father. She never had to think about money, or so she thought. But shortly after Barbara got married, she found out her husband was a compulsive gambler. He went on to lose millions of her inheritance. It wasn’t until after her divorce, and after her ex-husband had left the country, that Barbara started getting million dollar tax bills for back taxes and illegal dealings that her husband had been involved in. That was the moment that Barbara realized she needed to get smart about money.
In this episode, Barbara Huson, now a renowned wealth coach, financial therapist, and bestselling author dives deep into transforming women's relationships with money. Barbara shares her personal journey from financial dependence to empowerment, highlighting key insights and strategies from her latest book, "Rewire for Wealth."
Episode Highlights:
Empowerment Through Financial Independence: Barbara recounts her upbringing in a wealthy family where she relied on men to manage finances. After a challenging divorce, she embarked on a journey of self-education and empowerment, realizing the profound impact of financial independence on personal power.
Understanding Women's Relationship with Money: Barbara explores the psychological barriers women face in managing money, emphasizing the role of fear and self-worth. She discusses how rewiring one's money mindset can lead to profound changes in financial behavior and peace of mind, especially during life transitions like divorce.
Defining Wealth Beyond Financial Assets:
Wealth, according to Barbara, extends beyond material riches to encompass peace of mind and a sense of abundance. She unpacks the holistic approach to wealth that integrates neuroscience, psychology, and spirituality, offering listeners practical tools to redefine their own wealth narratives.
Key Topics Covered:
Barbara Huson's Personal Journey: From dependence to empowerment through financial crisis.
Neuroscience and Money: Understanding the brain's role in financial decision-making.
Barbara's Book, "Rewire for Wealth": How neuroscience and psychology inform practical strategies for financial empowerment.
Defining Wealth: Beyond financial assets to encompass emotional and spiritual abundance.
Barbara's Mission: Revolutionizing women's relationship with money and power.
Connect with Barbara Huson:
Website: www.barbara-huson.com
LinkedIn: Barbara Huson
Instagram: @thebarbarahuson
Twitter: @TheBarbaraHuson
About the Podcast:
Hosted by Olivia Brooke Summerhill, a Certified Financial Planner, Divorce Specialist, and Money Coach, "Divorce for Wealthy Women" invites leading divorce professionals to share invaluable guidance for affluent women navigating divorce. The podcast aims to empower listeners with practical strategies to maintain financial stability and lifestyle throughout and after divorce.
Website: www.summerhillfirm.com
LinkedIn: Olivia Brooke Summerhill
Tune in to this empowering episode with Barbara Huson as she reshapes the dialogue on women and wealth. Discover how to transform your money mindset and redefine your relationship with wealth. Gain insights that will empower you to navigate financial challenges with confidence and clarity.
Podcast reviews
Read Divorce for Wealthy Women podcast reviews
$$$$&87)!? 2023/12/12
Refreshing and informative
I have been working with people, including scores of wealthy women going through divorce for over two decades-so it can feel like I’ve heard it all, b...
Great Source for Divorce! 2022/06/27
Such helpful and varied content
I have enjoyed listening to your experts discuss topics that are so relevant and helpful. Great podcast!
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