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The Gray Divorce: What you need to know about divorce in retirement

Retiring Well with Charlie Jordan

Release Date: 06/30/2022

Finding your Finding your "Second Curve" with CEO Ray Padron

Retiring Well with Charlie Jordan

It's the latest episode of The Retiring Well Book Club!  Using a review of Arthur Brooks’ new book From Strength to Strength as a catalyst, CI Brightworth CEO Ray Padron shares his wisdom and personal reflections as he contemplates the “Second Curve” of his career. To order the book on Amazon: About our guest Ray Padron: https://www.linkedin.com/in/rayvpadron/ https://www.brightworth.com/ray-padron Do you have questions about your retirement? If you have a question about your personal situation or one that you would like us to answer on a future listener questions episode, please...

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When you are no longer called When you are no longer called "Doctor": Identity struggles in retirement

Retiring Well with Charlie Jordan

Wealth Advisor and fellow CI Private Wealth partner joins host  to discuss the identity struggles that many retirees, especially professions of public prominence such as doctors and dentists, experience as they journey into retirement. About our guest Brett Miller: [email protected] https://www.coffeewithbrett.com/ Do you have questions about your retirement? If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at .  Subscribe to the Retiring Well Connection! To subscribe...

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Women Retiring Well: High-Level Executive Women with Advisor Jane Newton show art Women Retiring Well: High-Level Executive Women with Advisor Jane Newton

Retiring Well with Charlie Jordan

In the latest episode of our Women Retiring Well series, Wealth Advisor and fellow CI Private Wealth partner joins host to discuss the unique challenges and opportunities of the high-level executive woman as she contemplates and enters retirement. We cover many topics, including:  Insights gained over Jane's career on Wall Street and the advisory industry How Jane launched the in 2010 and its impact since  How women can move from the CEO of their career to the CEO of their retirement How women can reinvent themselves over potentially multiple career starts and stops How women can...

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Retiring Well with Charlie Jordan

In this episode, host Charlie Jordan is joined by fellow CI Private Wealth advisor & partner Chase Mouchet to discuss the current bear market and how retirees can manage the financial and personal impacts. If you have a question about your personal situation or would like us to answer on a future listener questions episode, please email us at .  To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at . The information contained in this podcast is general in nature....

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Listener Questions: High-dividend stocks, bucket list spending, inflation, and more show art Listener Questions: High-dividend stocks, bucket list spending, inflation, and more

Retiring Well with Charlie Jordan

CI Brightworth Private Wealth Advisor Brett Covert joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on: High dividend-paying stocks for retirement income (1:25) Bucket list high spending early in retirement (5:44) Inflation and portfolio allocations in retirement (14:20) What is a QCD? (20:12) If you have a lump sum of cash, is now a good time to invest? (27:50) If you have a question that you would like us to answer on a future listener questions episode, please email us at .  To subscribe to our monthly email newsletter, The...

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Retiring Well Tips: The Retirement Grace Period show art Retiring Well Tips: The Retirement Grace Period

Retiring Well with Charlie Jordan

Retiring Well Tips episodes are short and practical tips for navigating life in retirement. Today's topic is The Retirement Grace Period.  In this podcast, host  discusses two areas that new retirees will have to give themselves grace in the retirement transition: Spending and Time. If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at .  To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement...

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Women Retiring Well:  Estate Attorney Stacy Hanley show art Women Retiring Well: Estate Attorney Stacy Hanley

Retiring Well with Charlie Jordan

In this new series called Women Retiring Well, host is joined by estate attorney to discuss how women can take control of their retirement and thrive.  We cover a number of topics, including:  Defining retirement for women How women can engage in the retirement and money conversation How to ensure women have the right advisory team  Stacy's process to help with Dream, Design & Build for their retirement years The role men play in supporting women's engagement in retirement About our guest Stacy Hanley:   Do you have questions about your retirement? If you have a...

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The State of Luxury Travel in Retirement show art The State of Luxury Travel in Retirement

Retiring Well with Charlie Jordan

In this podcast, host is joined by luxury travel agent to discuss the luxury travel market for retirees.  Leisure is one of our and travel is the most expressed goal for retirement by most people. In this episode, we discuss: What it's like to travel overseas currently Tips for pulling off multi-generational "The Big Family Trip" The impact of inflation on travel How safe is it to travel? Who needs a travel agent? Do I need trip insurance and what should I cover? AirBnB vs Hotel/Resort? About our guest Ginger Duval:   Virginia Duval is an Independent Travel Consultant with a...

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Retiring Well Tips: Should I stay or should I go? Making the decision to retire show art Retiring Well Tips: Should I stay or should I go? Making the decision to retire

Retiring Well with Charlie Jordan

Retiring Well Tips episodes are short and practical tips for navigating life in retirement.  Today's topic is Should I stay or should I go? Making the decision to retire.  In this podcast, host discusses three steps for helping people make this decision: Know your numbers. Focus on more than just the money. Take a hard look at how you will spend your time/Take the off-ramp. If you have a question about your personal situation or that you would like us to answer on a future listener questions episode, please email us at .  To subscribe to our monthly email newsletter, The...

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Listener Questions:  Roth Conversions, I-Bonds, Grandchildren with Special Needs and More show art Listener Questions: Roth Conversions, I-Bonds, Grandchildren with Special Needs and More

Retiring Well with Charlie Jordan

CI Brightworth Private Wealth Advisor Josh Monroe joins Charlie Jordan to answer questions submitted by listeners. In the podcast, we answer questions on: Roth IRA conversions (01:35) Using Health Savings Accounts in retirement (08:11) Moving to be closer to family in retirement (11:19) Delaying or starting Social Security benefits (17:40) I-bonds: what are they and should I have them? (23:09) Supporting grandchildren with special needs (28:24) If you have a question that you would like us to answer on a future listener questions episode, please email us at .  To subscribe to our...

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More Episodes

Divorce over age 50, also known as the Gray Divorce, is an unfortunate reality for many people. My guest, Heather Locus, Wealth Manager and head of the Divorce Practice Group of BDF, LLC in Chicago, is a nationally-renowned expert in helping women and men navigate the financial and personal impact of divorce.

In the podcast today, we will talk about:

  • Heather’s personal story and she came to focus on helping those through the divorce process
  • The trend of Gray Divorce
  • Steps one can take before making that decision
  • The differences between divorce over age 50 and under 50
  • What a successful divorce process looks like in retirement
  • How people can move forward from divorce in this stage of their lives.

To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.

We will answer listener questions on a future episode of the show.  If you have a question for us to tackle, please email us at [email protected]

Bios and contact information for today's guest can be found here:

Click here to read Heather's Forbes article on Gray Divorce: Gray Divorce article on Forbes

Disclaimer: No representation is being made that any strategy shown will or is likely to achieve results similar to those shown in this presentation. BDF does not provide legal, tax, insurance, social security or accounting advice. Clients of BDF should obtain their own independent tax, insurance and legal advice based on their particular circumstances. The information herein is provided solely to educate on a variety of topics, including wealth planning, tax considerations, insurance, estate, gift and philanthropic planning. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices. Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results. Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data. BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services. BDF’s current written disclosure statement discussing advisory services and fees is available for review at www.BDFLLC.com or upon request.