Silver Divorce: How to simplify a painful process

August 3 2024

Ep6: Silver Divorce — Neuwirth Associates Consulting founder Peter Neuwirth discusses the financial impact of Silver Divorce with analytics expert and Neuwirth Associates managing partner Jackie Chin

Silver Divorce: How to simplify a painful process
Silver Divorce: How to simplify a painful process
Ep6: Silver Divorce — Neuwirth Associates Consulting founder Peter Neuwirth discusses the financial impact of Silver Divorce with analytics expert and Neuwirth Associates managing partner Jackie Chin
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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.

About Neuwirth Associates Consulting: Founded by Peter Neuwirth, FSA, FCA, and Barry Sacks, PhD, JD, Neuwirth Associates Consulting is dedicated to the proposition that the actuarial perspective is critical for addressing many of the most significant problems that individuals face as they navigate through the current economic environment and grapple with the risks and challenges associated with utilizing their assets to live on for the rest of their lives. Neuwirth Associates Consulting provides analysis and technical support to CFPs, CPAs, family lawyers, loan officers, investment advisors, and Retirement Plan sponsors in the areas of retirement planning, asset division in divorce, and Life Insurance/Annuity product analysis. Our focus is on developing specific strategies and risk mitigation techniques that will enable our clients to solve their clients’ problems in a cost- and tax-efficient manner. For more than 40 years, Pete and Barry have each provided cutting-edge actuarial and tax consulting to some of the largest organizations in the world. Since 2017, they have collaborated on groundbreaking research focusing on using different asset classes (e.g., reverse mortgages) to manage risks during the “decumulation” phase of life. Beginning in 2023, Neuwirth Associates also began to provide insight, advice, analysis, and education to family lawyers and CFPs regarding complex asset division problems among older high-net-worth couples getting divorced (aka: Silver Divorce).

Learn more at NeuwirthAssociates.consulting

Learn about actuary and author Peter Neuwirth: www.PeterNeuwirth.com • Listen to our podcasts on PeterNeuwirthRadio.com • Watch all of our episodes: www.PeterNeuwirth.tv

A Note from the Silver Divorce Consulting Team: Divorce among couples where one or both spouses are over age 50 has increased dramatically in the last few years. The challenges that lawyers and financial advisors face when working with clients going through a “Silver Divorce” can be extremely daunting.

In fact, many professionals on whom the Courts rely simply don’t have the expertise or experience to effectively address the overwhelming complexities that often arise in such cases – particularly those around real estate, taxes, and Qualified Retirement Plans.

To fill this gap, we at Silver Divorce Consulting have a team of experts who can support Family Lawyers, CPAs, and Financial Advisors in their efforts to help their clients navigate through a silver divorce without experiencing the devastating financial consequences and/or extremely long timelines associated with so many divorces that involve older couples.

Click here to learn more.

Previous Episodes
Friday, March 1st, 2024

Ep5: Silver Divorce — Neuwirth Associates’ Barry Sacks and Peter Neuwirth assess the current state of Silver Divorce

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 Click hereClick here to listen to the podcast!

Thursday, February 15th, 2024

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

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 PeteClick here to listen to the podcast!

Friday, December 1st, 2023

Ep3: Silver Divorce — Forensic accountant James Schaefer specializes in complex divorces — check out his advice!

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:  Click here to listen to the podcast!

Wednesday, November 1st, 2023

Ep2: Silver Divorce — Divorce Planner Brooke Benson shines a light on “Mortgages and Divorce” on Season 1: Episode 2 of Peter Neuwirth’s new show, Silver Divorce: How to Simplify a Painful Process

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 aClick here to listen to the podcast!

Sunday, September 17th, 2023

Ep1: Silver Divorce — Learn how to manage your money during divorce with Certified Divorce Financial Analyst, CFP® professional Marguerita Cheng today on Season 1: Episode 1 of Peter Neuwirth’s new show, Silver Divorce: How to Simplify a Painful Process

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 FinancialClick here to listen to the podcast!

Thursday, August 3rd, 2023

Introduction: Silver Divorce — Join Actuary Peter Neuwirth & Associates for a new show and learn how to simplify a painful process

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 submittedClick here to listen to the podcast!