Episode 61 — Do you have questions about “Gray Divorce?” Join us for today’s episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

Margaritas with Marguerita Cheng, CFP® Pro

Episode 61 — Do you have questions about "Gray Divorce?" Join us for today's episode of Margaritas with Marguerita Cheng, CFP® Pro and find answers from Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

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A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.

Meet our guest: Kelly Mould, senior VP and Wealth Sales Team Lead, Johnson Financial Group

Today’s Topic: Estate planning and elder care, gray divorce

With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people are wondering about their own estate plans and what aging could mean for their financial plans.

Rita asks Kelly:

What is gray divorce and how is it different than a typical divorce?
You had been a single mother to three children, then made a midlife career change to become a lawyer and just out of law school, did work as guardian ad litem. What lessons did you from learn these experiences that you use in your work as a financial advisor now?
What are some of the mistakes you think women make when it comes to their money?
As women age what should they be thinking about as part of their financial plan?
Can women plan for long-term care needs for others and themselves?

About our Guest: As Senior Vice President, Wealth Sales Team Lead, Kelly develops long-term relationships and provides comprehensive fiduciary solutions to her clients. She oversees and manages a knowledgeable team of wealth professionals in the Racine and Kenosha area. Kelly is dedicated to working with you to ensure your financial goals meet your expectations. Her experience includes:

B.A. and M.A. from Marquette University and J.D. from the University of Wisconsin Law School
Joined Johnson Bank in 2014 with a diverse professional background specializing in family law and estate planning
Served as an attorney, operated her own law firm, and had a judicial appointment as guardian ad litem for Racine County
Served as an executive in the telecommunications industry for more than 20 years

Learn more at JohnsonFinancialGroup.com.

Discover more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com

Join us this and every Friday at 5 pm EST on Facebook Live: facebook.com/hopekatzgibbs
Listen to our podcasts on www.MargueritaChengRadio.com
Watch all of our episodes: www.MargueritaCheng.tv

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv.

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

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Thursday, September 14th, 2023