Artwork for podcast Dollars and Sense
Empowering Your Financial Future Post-Divorce
Episode 5912th February 2025 • Dollars and Sense • Private Vista
00:00:00 00:41:05

Share Episode

Shownotes

What’s the biggest issue in a divorce? Hint: It’s not the relationship.

Nicole Romito welcomes her colleague Delaney Orozco, CFP®, back to the show to dive into the complex world of managing finances during a divorce. With a focus on empathy and practical advice, Nicole and Delaney outline a three-phase approach to help listeners navigate this challenging life event. 

Nicole and Delaney discuss: 

  • The importance of building a support team 
  • Why you should call your financial advisor once divorce has been determined
  • Emotional aspects of financial assets: from pensions to your home
  • Gathering data and understanding your financial picture
  • Looking ahead: crafting the vision for your future life post-divorce 
  • And more

Links

Chapters

Video

More from YouTube

More Episodes
59. Empowering Your Financial Future Post-Divorce
00:41:05
60. Why Insurance Coverage Matters More Than Ever
00:46:27
58. 2025 Market Projections with Jeremy Bell (Ep.58)
00:38:25
57. Finding Purpose Beyond Financial Independence with Jeff Toner (Ep. 57)
00:37:52
56. Transform Stress into Success With Brendan Cournane (Ep. 56)
00:49:23
55. The Risks of a Concentrated Portfolio With Randy Porzel (Ep.55)
00:37:56
54. Building Your Financial Dream Team with Greg Bogdan (Ep.54)
00:38:49
53. Managing Financial Markets During The Elections With Jeremy Bell (Ep.53)
00:39:44
52. Financial Planning for Medical Professionals with Stephanie Nanney – Part Two (Ep. 52)
00:32:27
51. Financial Planning for Medical Professionals with Stephanie Nanney – Part One (Ep. 51)
00:36:56
50. Tips for Estate Planning With Lindsey Markus (Ep. 50)
00:37:35
49. REPLAY: Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 49)
00:37:43
48. SPECIAL FEATURE: The Divorce and Beyond Podcast: Expensive Mistakes Made in Complex Property Division (Ep. 48)
00:37:07
47. REPLAY: Mastering Your Finances: Tips for Young Adults with Carrie Shoener (Ep. 47)
00:41:39
46. How to Prepare for the Death of a Loved One with Carrie Shoener (Ep. 46)
00:40:37
45. Action Steps After Loss with Delaney Orozco (Ep. 45)
00:39:14
44. Credit Building Essentials with Kenneth Ashford (Ep. 44)
00:28:12
43. Strategies for Maximizing Executive Compensation with Matt Parenti – Part Two (Ep. 43)
00:37:10
42. Strategies for Maximizing Executive Compensation with Matt Parenti – Part One (Ep. 42)
00:33:23
41. Living Your Fulfilled Life With Julie Liss (Ep. 41)
00:42:41
40. Preparing for the Sale of Your Business: Part 3 With Matthew Hammer & Dawn Mase (Ep. 40)
00:44:00
39. Preparing for the Sale of Your Business: Part 2 With Deanna Salo and Eric Vanderploeg (Ep. 39)
00:45:24
37. Municipal Bonds Unveiled With Matt Bernardi (Ep. 37)
00:43:15
38. Preparing for the Sale of Your Business: Part 1 With George Karavattuveetil (Ep. 38)
00:36:45
35. Key Changes in the Secure Act 2.0 With Laurie Kaplan (Ep. 35)
00:48:27
36. Building Your Team for a Successful Divorce Process With Susan Guthrie (Ep. 36)
00:47:31
34. Estate Planning for the Sandwich Generation (Ep. 34)
00:58:23
33. Finding Calmness During the Holidays With Brendan Cournane (Ep. 33)
00:46:49
32. Giving Tuesday: Time to Inspire Change With Lorena Lopez and Matt Currier (Ep. 32)
00:39:29
31. Year-end Financial Planning With Jim Weil (Ep. 31)
00:36:31
30. Hacker-proofing Your Finances This Cybersecurity Month With Sarah Khan (Ep. 30)
00:45:46
29. Co-parenting Strategies Amidst Divorce With Beth Mccormack and Jason Sposeep – Part 2 (Ep. 29)
00:48:07
28. Love’s Detour: Navigating Divorce With Beth Mccormack and Jason Sposeep (Ep. 28)
00:44:55
27. How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)
00:36:40
26. Becoming a Financial Advisor with Mahogany Person (Ep. 26)
00:34:11
25. The Ultimate Guide to Buying Your First Home With Melanie Everett (Ep. 25)
00:38:06
24. Annuities 101 with Steve Merdinger (Ep. 24)
00:46:40
22. 2023’s Mid Year Check In With Bob Westrick (Ep. 22)
00:47:47
23. Creating Meaning from Your Means with Sarah Newcomb (Ep. 23)
00:44:28
21. Mastering Your Finances: Tips for Young Adults with Carrie Mangan (Ep. 21)
00:41:21
20. Medicare Made Clear With Carly Rosswurm (Ep. 20)
00:38:23
19. Honoring Your Loved One’s Memory With Alexandra Koys (Ep. 19)
00:40:49
18. Taking Emotions out of Personal Finance with Will Howson, CFP®, CPFA (Ep. 18)
00:36:59
17. How To Support Women In Corporate With Laura Adams (Ep. 17)
00:41:20
16. Highlighting The Key Changes In Secure Act 2.0 With Laurie Kaplan (Ep. 16)
00:41:03
15. Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)
00:42:21
14. Building a Family: A Guide to Fertility and Family Planning with Dr. Allison K. Rodgers (Ep. 14)
00:44:03
13. Everything You Need To Consider To Maximize Your Social Security Benefits With Mike McCabe (Ep. 13)
00:41:33
12. The Lasting Legacy of Money Values with Mary Beth McLean (Ep. 12)
00:29:26
11. Long-Term Care Planning: Getting Your Affairs In Order with Lauren Weldon (Ep. 11)
00:48:55
10. Preparing For 2023 After A Year Of Market Volatility With Bob Westrick (Ep. 10)
00:41:33
9. A Year of Unknowns with Stephanie Link (Ep. 9)
00:48:10
8. Starting a Family Dialogue Around Getting Older With Debbie Feldman (Ep. 8)
00:41:12
7. Everything You Need To Know About 529 Plans With Colleen Dwyer (Ep. 7)
00:37:37
6. The Importance of Putting Together Your Financial Team With Ryan Guedel (Ep. 6)
00:33:14
5. What You Should and Shouldn’t Do In Today’s Market With Randy Porzel (Ep. 5)
00:32:31
4. Where You Go Is Not Who You’ll Be With Corinne Smith (Ep. 4)
00:41:32
3. Becoming A Private Vista Client (Ep. 3)
00:24:30
2. What You Can Expect From The Private Vista Experience (Ep. 2)
00:24:22
1. Everything You Need To Know About Private Vista With Nicole Romito (Ep. 1)
00:29:56