August 3 2024
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
