Divorce Rich with Jacki Roessler, CDFA

Divorce, Taxes & the Big Beautiful Bill: What Changes Now? with Michael Brocavich, CFP®, MBA

Send a textTaxes changed, and so did the playbook for anyone navigating divorce, parenting costs, or retirement income. We sat down with Michael Brocavich, CFP, MBA Partner and Director of Financial Planning at the Center for Financial Planning in Southfield, Michigan, to break down what actually matters: permanent lower brackets, a larger standard deduction, a new “senior bonus,” and how credits can put cash back in your pocket when money feels tight.To reach out to Michael,  24800 Denso Drive, Suite 300Southfield, MI 48033Phone: 248.948.7900 or 800.621.1338Fax: 248.948.1008 Via email; michael.brocavich@centerfinplan.comTo schedule a consult with Jacki, click the following link https://calendly.com/roessler-jacki/30min?month=2026-03To learn more about IRS Regulation 72t (waiver of 10% early withdrawal penalty on retirement accounts), click the following link https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-topics-exceptions-to-tax-on-early-distributionsCenter for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

Divorce, Decoded: Collaborative Divorce Explored with Siedah Spencer-Ardis, MA, LMFT & Alisa Peskin-Shepherd, Esq.

Send a textIn this episode of the Divorce Rich Podcast, part of our Divorce, Decoded mini-series, we take a strategic look at collaborative divorce — a private, team-based alternative to traditional litigation. Joined by Siedah Spencer-Ardis and Alisa Peskin-Shepherd, Esq., we explore how the collaborative law process works, who it may be appropriate for, and how it compares to other divorce options.Designed for individuals seeking informed decision-making, this conversation highlights key considerations for privacy, team support, and long-term co-parenting outcomes. Whether you’re exploring alternatives to court or simply want clarity on your options, this episode provides expert insights on Collaborative Divorce as a strong option for your case. Click Here to register for a free consultation with a Collaborative Divorce Professional, https://collaborativedivorcecalifornia.com/dwrw/To connect with or learn more about Siedah Spencer-Ardis, click here https://focustherapyclinic.com/staff/siedah-spencer-ardis-ma-lmft-clinical-director/To connect with or learn more about Alisa Peskin-Shepherd and Transitions Legal, click here https://transitionslegal.com/about/alisa-peskin-shepherd/Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

Post-Divorce Investing Strategy for 2026 with Angela Palacios, CFP®, AIF®

Send a textMarkets keep shouting; our plan gets quieter. We bring on Angela Palacios, Partner and Chief Investment Officer at the Center for Financial Planning, to translate noisy headlines into steady, real-world steps for anyone rebuilding finances after a divorce. From interest rates and mortgages to taxes and risk, we focus on choices that protect your present and grow your future.We start by grounding the investment outlook in fundamentals. After a volatile stretch, both stocks and bonds showed surprising resilience, reminding us that corporate earnings, consumer strength, and employment drive long-term returns more than breaking news. We unpack how potential rate cuts may filter into mortgage costs and why timing a home decision is less important than building a runway of six to twenty-four months of cash. That buffer buys peace of mind and avoids panic selling.Next, we get practical with portfolio building blocks. Bonds offer scheduled income and lower volatility for mid-term needs, while stocks fuel long-term growth and protect purchasing power. We explain how to match money to time—now, soon, and later—so market dips don’t derail essential spending. We tackle common post-divorce questions: Should you liquidate investments to pay off the mortgage? What’s the tax impact of rebalancing after a strong year? How do you reset risk tolerance when your income and responsibilities change?If you’re ready to feel in control of your money, follow the show, share this episode with a friend who needs it, and leave a quick review telling us your top financial question post-divorce. Your feedback shapes future conversations and helps more people find the guidance they need.RSVP by February 18 2026: To hear Angela speak on February 25, 2026 about the 2026 Economic and  Investment Outlook in person at the Great Lakes Culinary Institute in Southfield, CLICK HERE to register https://lp.constantcontactpages.com/ev/reg/xt2germ/lp/bd4e0ed9-1f5c-4a7a-9d2c-0830d4f7d69aCenter for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

“I Just Want to Be Done"—and Why That’s the Most Dangerous Mindset in Divorce

Send a textEver felt the surge of “I just want to be done” and almost signed away your future for a little quiet? We’ve been there with countless clients, and today we walk through how to turn that burnout into smarter, calmer decisions that protect your long-term peace. We talk strategy, not slogans: how to slow down without stalling, how to see numbers instead of noise, and how to finish wisely so you’re not paying for quick relief with decades of regret.We also unpack the house dilemma—the powerful urge to keep it at any cost. We break down the real math: maintenance, taxes, insurance, repairs, and the emotional premium we pay for “stability.” You’ll learn to compare scenarios like keeping the home, downsizing later, or setting a cash reserve, and how those choices change net worth and breathing room over time. If you’re ready to trade panic for a plan—quantify tradeoffs, set pre-commitment rules, and keep your energy for the parts that truly matter—this conversation is for you. Subscribe, share with a friend who needs clarity, and leave a review to help more people find the guidance they deserve.Click HERE to schedule an initial complementary consult with Jacki, https://calendly.com/roessler-jacki/30min?month=2026-02To learn more about the difference between the marginal and effective tax rate, click HERE https://www.investopedia.com/ask/answers/082614/whats-difference-between-tax-rate-and-tax-bracket.aspCenter for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

Are You Ready for Your First Meeting with Your Divorce Attorney with Family Law Attorney, Jorin Rubin, Esq.

Send a textDivorce feels like someone shuffled your entire life and told you to play the next hand perfectly. We walk you through the first moves that matter most: which documents to gather, how to build a simple but powerful budget, and how to choose an attorney whose strengths match your case and county. Family law attorney Joran Rubin joins us to share what impresses counsel in the first meeting, why three years of tax returns reveal more than you think, and how a budget becomes the backbone of support discussions and housing decisions.We dig into messy realities too. What if there’s debt you never saw? We unpack how courts look at purpose and timing, and why a roof loan differs from a secret vacation. We talk strategy around mediation and trial prep, and why preparing like you’ll litigate often leads to faster, smarter settlements. If your finances are complex—business ownership, RSUs, nonqualified deferred comp—we explain how to vet experts who won’t learn on your dime and who can translate complexity into clear choices.To schedule a call with Jorin Rubin, Esq., click HERE https://rubinframpton.com/jorin-g-rubin/Want more of Jorin's tips and advice? Find her on TikTok at JayattorneyTo schedule an initial call with Jacki to see if you're a good fit for her CDFA services, CLICK HERE https://calendly.com/roessler-jacki/30min?month=2024-03Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case. The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/