Ep4: Silver Divorce — Meet Divorce Financial Expert Lili A. Vasileff, CFP®, author of “Money & Divorce,” our star on Season 1: Ep4 of Peter Neuwirth’s show, Silver Divorce: How to Simplify a Painful Process

August 2024: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Silver Divorce, where for 30 minutes, we unpack ways you can simplify the painful process of getting divorced in your senior years.

Meet our guest: Financial analytics executive Jackie Chin, Managing Partner at Neuwirth Associates Consulting

This month's topic: The reality of dividing assets in Silver Divorce

About our guest: Analytics executive Jackie Chin has nearly 30 years of diverse financial services experience, including actuarial consulting, predictive modeling, product management, and analytics. As an executive at Charles Schwab, she championed and delivered key initiatives to help more clients meet their financial goals. She also launched a commission-free ETF Platform at Schwab, driving down the cost of ETF investing for all clients. Jackie graduated from SUNY Potsdam with a BA in Mathematics. Following graduation, she studied actuarial science and received an MBA from UC Berkeley. Jackie is a National Trustee for the Boys & Girls Club of America. read more...

March 2024: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Silver Divorce, where for 30 minutes, we unpack ways you can simplify the painful process of getting divorced in your senior years.

Meet our guest: Barry Sacks, PhD, JD, Reverse Mortgage/Retirement Portfolio Longevity Expert and co-founder of Neuwirth Associates Consulting

This month's topic: The current state of affairs in Silver Divorce read more...

Winter 2024: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Silver Divorce, where for 30 minutes, we unpack ways you can simplify the painful process of getting divorced in your senior years.

Meet our guest: Divorce Financial Expert Lili A. Vasileff, CFP®, author of "Money & Divorce: The Essential Roadmap to Mastering Financial Decisions"

This month's topic: Creating your Silver Divorce Roadmap read more...

December 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Silver Divorce, where for 30 minutes, we unpack ways you can simplify the painful process of getting divorced in your senior years.

Meet our guest: Forensic Accountant James Schaefer

This month's topic: Accounting Matters in Silver Divorce

Pete will ask Jim the following about the topics and videos he's crafted for clients: read more...

November 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Silver Divorce, where for 30 minutes, we unpack ways you can simplify the painful process of getting divorced in your senior years.

Meet our guest: Divorce Planner and Mortgage Banker Brooke Benson, MA, CDLP

This month's topic: Identifying and engaging the variety of financial experts you will need to work with in a Silver Divorce read more...

October 1, 2023: A Note from Actuary and Author Peter Neuwirth, FSA, FCA — I invite you to tune in for this month's episode of my podcast and video show, Silver Divorce, where for 30 minutes, we unpack ways you can simplify the painful process of getting divorced in your senior years.

Meet our guest: Marguerita Cheng, CFP® Pro

This month's topic: An Essential Conversation with a CFP Pro about Silver Divorce

Pete and Marguerita discuss:

You are a Certified Divorce Financial Analyst, CFP® professional. Discuss these roles and how you help your clients when they are going through the painful process of getting a divorce. Presumably, all divorces will eventually require a lawyer to get involved. How soon should attorneys become involved? It seems that among older couples contemplating divorce, real estate, taxes, and retirement income are the biggest financial issues. Do you agree? All three of these issues are related and potentially complex. In your experience, how do most couples address those complexities, especially when one or both spouses might have brought real estate or retirement benefits to the marriage? I often think of a CFP as the "general contractor", who is hired to build a solid financial house for a married couple to live in for the rest of their lives. Silver Divorce seems like a demo/renovation project where you must take apart the couple's financial life and then rebuild what is left into two smaller financial homes for each spouse to live in separately. First, do you agree with that analogy, and second, which "subcontractors" would you suggest looking to — both for the demo and the reconstruction? Perhaps to strain the analogy further, if you do need to take apart a couple's financial life, what are some tips you might have for how to do that while preserving enough of the building materials to construct two viable and sustainable lifestyles? About our guest: Marguerita is the founder and Chief Executive Officer of Blue Ocean Global Wealth. She has also been a spokesperson for the AARP Financial Freedom Campaign and a regular columnist for Investopedia & Kiplinger. Previously, she was a Financial Advisor at Ameriprise Financial and an analyst and editor at Towa Securities in Tokyo, Japan. Her certifications include being a Certified Divorce Financial Analyst, CFP® professional, Chartered Retirement Planning CounselorSM, and Retirement Income Certified Professional®. As a Certified Financial Planner Board of Standards (CFP Board) Ambassador, Marguerita helps educate the public, policymakers, and media about the benefits of competent, ethical financial planning. She serves as a Women’s Initiative (WIN) Advocate and subject matter expert for the CFP Board, contributing to developing examination questions for the CFP® Certification Examination. Rita volunteers for several organizations, including the CFP Board Disciplinary and Ethics Commission (DEC) hearings; she has also served on the Financial Planning Association (FPA) National Board of Directors from 2013-2015 and is a past president of the Financial Planning Association of the National Capital Area (FPA NCA). Her awards include the Ameriprise Financial Presidential Award for Quality of Advice and the prestigious Japanese Monbukagakusho Scholarship. In 2017, she was named the #3 Most Influential Financial Advisor in the Investopedia Top 100, a Woman to Watch by InvestmentNews, and a Top 100 Minority Business Enterprise (MBE®) by the Capital Region Minority Supplier Development Council (CRMSDC). Click here to learn more: MargueritaCheng.com. read more...

September 2023: A Note from Peter Neuwirth — Silver Divorce Consulting and the lessons I have learned from a California wildfire

Having my house burn down in a California wildfire taught me much about risk. In the last chapter of my second book, Money Mountaineering, I muse on the difference between financial forest fires and “real” ones like the Glass Fire of September 2020, which destroyed my home in Santa Rosa just before I completed writing the book and submitted it to my publisher. read more...