Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners, where we believe financial decisions are most powerful when they are made with intention and grounded in what matters most to you. In this episode, hosts Susan Jones and Sara Gelsheimer tackle a critical topic: how to pick the right financial advisor.

Choosing an advisor is about more than just checking a box; it’s about finding a partner for your long-term financial journey. Many people spend more time researching a new refrigerator than the professional who will guide their financial future. Susan and Sara break down the technical "table stakes" and the emotional connections you should look for to ensure your advisor is truly in your corner.

In this episode, you’ll learn:

• The Fiduciary Standard: Why you must ask if an advisor is a fiduciary 100% of the time, and the difference between the "best interest" and "suitability" standards.
• Fee Transparency: Understanding the difference between Fee-Only, Fee-Based, and Commission-Based compensation to avoid hidden conflicts of interest.
• Decoding Credentials: What titles like CFP® (Certified Financial Planner), CFA (Chartered Financial Analyst), and CDFA® (Certified Divorce Financial Analyst) actually mean for your specific needs.
• The Value of Holistic Planning: Why true financial guidance involves a deep dive into taxes, estate planning, and asset titling, rather than just managing a portfolio.
• The "No Stupid Questions" Rule: Why your advisor should be able to explain complex strategies in plain English without relying on confusing jargon.
• Red Flags to Watch For: Why you should "run, not walk" away from anyone guaranteeing market returns or pressuring you into quick decisions.

Her Wealth: Unscripted is dedicated to helping women feel empowered and intentional in their lives. Because it’s more than numbers; it’s the life they make possible.

✨ Ready to find the right partnership? Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com

If you are looking for a non-judgmental, technical, and emotionally supportive team, we are here to guide you.

#FinancialAdvisor #Fiduciary #WealthManagement #WomenAndMoney #SorelleWealthPartners #HerWealthUnscripted #FinancialPlanning #CFP

Welcome to Her Wealth: Unscripted, the podcast from Sorelle Wealth Partners where we believe financial decisions are most powerful when made with intention. In this episode, hosts Susan Jones and Sara Gelsheimer sit down with Debbi Sluys, a former child care director turned international speaker and founder of Dare to Declare.

Debbi shares her journey from the "dusty, masculine" second floor of a building supply company to creating a global coaching business centered on the transformative power of vision boards. While the concept of "manifesting" is often dismissed as "woo-woo," Debbi grounds the practice in hard data and neuroscience, explaining how visualization is a practical tool for anyone looking to bridge the gap between their current reality and their financial goals.

In this episode, you’ll learn:

• The 42% Rule: Why simply getting your goals out of your head and onto paper makes you 42% more likely to achieve them.
• The Reticular Activation System (RAS): How to program your brain’s internal filter to scan for opportunities that align with your vision.
• The Psychology of Saving: Why we often treat our "future self" like a stranger and how visualization makes long-term financial planning feel personal.
• The Anatomy of a High-Impact Vision Board: Why "chaotic collages" fail and why you need "white space" and a central image of yourself in a happy state to anchor your goals.
• Paper vs. Digital: Why physical cutting and gluing—the "in the hand, in the heart" process—creates a deeper neurological commitment than a digital app.
• The Power Word Alternative: A simple starting point for those who feel overwhelmed by a full six-hour vision board retreat.

Her Wealth: Unscripted is dedicated to helping women feel more intentional and less overwhelmed in their financial and personal lives. It’s more than the numbers; it’s the life they make possible.

✨ Ready to program your brain for success?

• Visit Sorelle Wealth Partners: https://www.sorellewealthpartners.com
• Connect with Debbi Sluys: Visit https://debbisluys.com/ to find free masterclasses, webinars, and the Dare to Declare magazine.

#VisionBoards #Neuroscience #FinancialSuccess #WomenAndMoney #HerWealthUnscripted #SorelleWealthPartners #MindsetMatters #GoalSetting

Navigating a divorce is an emotionally taxing journey, but the long-term financial and tax implications often present a secondary, complex challenge that requires careful strategy. In this episode of Her Wealth: Unscripted, Sarah Gelsheimer sits down with Susan Jones—a tax attorney, CFP®, and Certified Divorce Financial Analyst—to discuss how to protect your assets during and after a marital split. We explore why the timing of your filing status matters, the hidden "tax traps" in keeping the family home, and why $1 million in a Roth IRA is vastly different from $1 million in a traditional IRA. Our goal is to empower you with the technical knowledge needed to make informed decisions during a time of significant personal upheaval.

You’ll learn:

• Why your filing status on December 31st dictates your entire tax year.
• The reality of "Joint and Several Liability" and why filing jointly isn't always the best move.
• How the 2018 tax law changes eliminated the "win-win" deduction for alimony.
• The critical difference between $250k and $500k capital gains exemptions when selling a home.
• Why keeping the family home might leave you with fewer liquid assets than you realize.
• How to negotiate the division of estimated tax payments before the papers are signed.
• The importance of tax projections to avoid an "April Surprise" post-divorce.

Chapters:

00:00 – Introduction to Susan Jones and the CDFA Credential

01:45 – Why Women Often Face Greater Risks in Divorce Financials

03:19 – Timing the Split: Deciding When to File

04:14 – The Risks of Joint Tax Liability

05:33 – Post-2018 Alimony Rules and Retirement Impacts

06:44 – Head of Household Status and Child Tax Credits

09:14 – The "Home Trap": Capital Gains and Cost Basis

13:00 – Liquid Assets: Roth vs. Traditional IRAs

16:18 – Managing Estimated Payments and Tax Projections

At Sorelle Wealth Partners, we believe that financial clarity leads to confidence. For more insights on navigating complex financial transitions, visit the Sorelle Journal at our website. If you are currently navigating a divorce and need a specialist's eye on your assets, we are here to help.

Material prepared herein has been created for informational purposes only and should not be considered investment advice or a recommendation. Information was obtained from sources believed to be reliable but was not verified for accuracy. It is important to note that federal tax laws under the Internal Revenue Code (IRC) of the United States are subject to change, therefore it is the responsibility of taxpayers to verify their taxation obligations.