Divorce drains wallets and energy faster than almost any other life event.
This month, Regina is exploring the topic of divorce with expert guests to help connect you with resources, information and insights into what you should (and shouldn't do), what options are available and how to navigate this process.
This episode features Kristen Shearin, an attorney, Certified Family Financial Mediator, and a Certified Divorce Financial Analyst. She has 15 years of family law litigation experience, has mediated over 150 cases, and has testified as a financial expert witness.
She joins Regina to unpack why January sees a spike in filings, when mediation beats court, and when court is necessary for safety. They dig into the financial side of divorce, why a CDFA can protect your net worth the documents to organize before you make any moves and much more!
Episode Highlights:
0:00 - Intro
0:35 - Episode beginning
3:01 - January is "divorce month"
6:36 - The IDFA and what Kristen does for it
11:15 - Financial statements, utilizing professionals
16:39 - How you can find more info (and a CDFA)
19:12 - What's upcoming for the IDFA
21:02 - Mediation
23:54 - Where you can learn more about the IDFA
24:43 - Challenges Kristen has faced as a professional woman
28:34 - Kristen's vision of retirement
30:01 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
CONNECT WITH KRISTEN
Website: https://www.shearinlegal.com/
LinkedIn: https://www.linkedin.com/in/kristen-shearin-b1581562/
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.