Taylored Wealth

DO NOT let this RUIN your FUTURE

#womenempowerment #womenandmoney #divorce In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Get in touch with our guest: https://beltzandbeltz.com/ Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  Jennifer Beltz and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC. Sources:  Power of Attorney - https://www.ncoa.org/article/what-is-power-of-attorney/ Fiduciary - https://www.wealthenhancement.com/blog/what-is-a-fiduciary Health Care Surrogate - https://ufhealth.org/advance-directives/kinds-of-advance-directives/health-care-surrogate#:~:text =Your%20health%20care%20surrogate%20is,is%20in%20your%20best%20interest. Living Will - https://www.medicareinteractive.org/understanding-medicare/planning-for-medicare-securing-ca re/preparing-for-future-health-care-needs/living-wills Do Not Resuscitate - https://www.ohiobar.org/public-resources/commonly-asked-law-questions-results/law-facts/law-f acts-do-not-resuscitate/#:~:text=People%20with%20terminal%20illnesses%20or,CPR%20shoul d%20not%20be%20given). Beneficiary - https://www.fidelity.com/learning-center/smart-money/what-is-a-beneficiary#:~:text=A%20benefi ciary%20is%20a%20person%20or%20entity%20(such%20as%20a,to%20one%20or%20more %20beneficiaries. Probate - https://www.investopedia.com/terms/p/probate.asp Pre-need Guardian - https://www.leg.state.fl.us/Statutes/index.cfm?App_mode=Display_Statute&URL=0700-0799/07 44/Sections/0744.3045.html#:~:text=(1)%20A%20competent%20adult%20may,unqualified%20t o%20serve%20as%20guardian. Pet Trust - https://www.aspca.org/pet-care/pet-planning/pet-trust-primer#:~:text=A%20pet%20trust%20is% 20a,pet%20trusts%20in%20your%20state. Life Estate - https://www.law.cornell.edu/wex/life_estate#:~:text=A%20life%20estate%20is%20created,to%2 0Jane%20upon%20John's%20death. Step-up in Cost Basis - https://taxfoundation.org/taxedu/glossary/step-up-in-basis/ Chapters:  00:00 becoming an estate planning attorney 01:49 power of attorney 06:49 Trusts and Wills 17:37 beneficiaries 20:10 marriage and children 33:49 safe deposit box 40:56 what to ask an estate planning attorney 42:05 life estates 45:55 step up and cost basis ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

WHERE IS MY MONEY???

#womenempowerment #womenandmoney #divorce In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself!  Get in touch with Efrain Mercado: https://www.elitemoneycoaching.com/ Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.  Efrain Mercado and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC. #womenempowerment #womenandmoney #divorce Sources:  Financial Advising - https://www.investopedia.com/articles/personal-finance/050815/what-do-financial-advisers-do.a sp#:~:text=A%20financial%20advisor's%20role%20goes%20far%20beyond,education%20to%2 0managing%20debt%20and%20planning%20estates. Financial Coach - https://www.ramseysolutions.com/debt/what-is-a-financial-coach#:~:text=Key%20Takeaways,an %20investment%20in%20your%20future Financial Affidavit - https://www.legalzoom.com/articles/understanding-your-financial-affidavit#:~:text=A%20financial %20affidavit%20is%20a%20statement%20that,Determining%20whether%20to%20invest%20in %20a%20company Snowball Effect - https://www.ramseysolutions.com/debt/how-the-debt-snowball-method-works#:~:text=Key%20T akeaways%20*%20The%20debt%20snowball%20method,you%20stay%20focused%20as%20y ou%20eliminate%20debt. Avalanching - https://www.investopedia.com/terms/d/debt-avalanche.asp#:~:text=The%20debt%20avalanche %20is%20a,but%20saves%20more%20on%20interest 401k - https://www.fidelity.com/learning-center/smart-money/what-is-a-401k#:~:text=Key%20takeaways ,ll%20live%20off%20in%20retirement. Chapters:  00:00 intro 00:37 about Efrain backstory 02:40 money coaching 11:01 how di efrain get good at financial coaching 15:42 advice for new financial clients 18:51 why hire a financial coach 20:48 budgeting rules 22:16 financial advice for relationships 28:34 lifestyle management 37:07 the when factor 40:22 debt advice 46:05 excess money ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

DIVORCE is CHANGING...

In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself! Get in touch with Nicole Gehringer: https://www.harrishuntderr.com/ Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through MFP Financial Services, LLC, a registered investment advisor and separate entity from LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Nicole Gehringer and their company are not affiliated with or endorsed by LPL Financial or MFP Financial Services, LLC. #womenempowerment #womenandmoney #divorce Sources: Legal Consult - https://www.zaralawgroup.com/post/what-happens-during-a-legal-consultation#:~:text=A%20legal%20consultation%20is%20a,assistance%20you%20need%20representation%20for. Conflict Out - https://www.waltersgilbreath.com/how-conflicting-out-attorneys-can-impact-your-divorce/#:~:text=A%20%E2%80%9Cconflicting%20out%E2%80%9D%20divorce%20tactic%20is%20when,*%20Speaking%20to%20the%20other%20spouse's%20first Serve - https://selfhelp.courts.ca.gov/divorce/start-divorce/serve#:~:text=After%20you%20file%20your%20divorce,A%20professional%20process%20server Mediation - https://www.nysmediate.org/what-is-divorce-mediation-#:~:text=Without%20taking%20sides%2C%20a%20divorce,agreements%20that%20benefit%20your%20family. Financial Affidavit - https://www.legalzoom.com/articles/understanding-your-financial-affidavit#:~:text=A%20financial%20affidavit%20is%20a%20statement%20that,Determining%20whether%20to%20invest%20in%20a%20company Forensic Accountant - https://www.familydivorcelaw.com/articles/what-is-the-role-of-a-forensic-accountant-in-a-divorce Vocational Expert - https://www.oasinc.org/why-you-need-to-obtain-a-vocational-evaluation-in-your-divorce-case#:~:text=A%20vocational%20expert%20is%20trained,judge%20can%20make%20a%20decision. Alimony - https://www.lawhelp.org/dc/resource/frequently-asked-questions-about-alimony#:~:text=The%20judge%20will%20consider%20all%20relevant%20factors,there%20has%20been%20a%20change%20in%20circumstances. Marital Settlement Agreement - https://www.stanislaus.courts.ca.gov/system/files/msa-addendum_website-pkg_0.pdf Divorce Decree - https://www.usa.gov/divorce-decree#:~:text=A%20divorce%20decree%20is%20a%20court%20order,records%20office%20where%20the%20divorce%20took%20place Prenup - https://www.superlawyers.com/resources/family-law/marriage-and-legal-relationship-planning/what-is-a-prenuptial-agreement-and-should-i-have-one/ Postnup - https://www.llmfamilylaw.com/blog/what-is-a-postnuptial-agreement Chapters: 00:00 Intro 07:09 Know your Judges 09:23 Divorce Process Breakdown 13:32 Financial Disclosures 20:09 Alimony 28:44 After Happy Ever After 35:04 Marital Settlement vs Divorce Decree 36:09 Prenups 40:17 Postnups ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

The REALITY of DIVORCE...

In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself!  Get in touch with John Thacker: https://thackerlawgroup.com/ Sources: What is Family law? https://www.lawfirm.com/family-law/#:~:text=Essentially%2C%20family%20law%20addresses%20the,in%20the%20child's%20best%20interests. Court of Equity https://dictionary.law.com/Default.aspx?selected=387#:~:text=n.,operate%20as%20courts%20of%20equity. Equity Vs Equality - Equality focuses on providing everyone with the same resources and opportunities, irrespective of their individual circumstances or starting points. While Equity recognizes that people have different needs and circumstances and aims to achieve fair outcomes by providing the specific resources and opportunities needed to reach the same level of success.  https://www.marinhhs.org/sites/default/files/boards/general/equality_v._equity_04_05_2021.pdf Collaborative law https://www.friedandfried.com/cooperative-divorce/collaborative-law/#:~:text=The%20Collaborative%20Law%20Process%20Act,to%20terminate%20the%20collaborative%20process Guardian Ad Litem https://www.bonderudlaw.com/blog/understanding-the-role-of-a-guardian-ad-litem-in-florida-family-law-cases/#:~:text=A%20guardian%20ad%20litem%20plays,for%20you%20and%20your%20child. Chapters: 00:00 Intro 11:18 How often are contested trials? 17:10 Divorce Story 19:31 Trials and Kids 28:00 Collaborative Law 33:16 Favorite Type of Case 37:30 Where do Step Parents fit? 39:48 Prenups 46:35 Common Law Marriage 50:40 Prenups vs Postnups 53:58 Advice for Non-Working Spouse ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

DIVORCE and STAYING SANE!

In the 21st century, you’d think everyone would have been taught about finance. But women especially are being under-educated in finance and Taylor is here to fix that! In Taylored Wealth, we are going to teach the world that women’s finance is more important than people think. And that with the right team, you can build an incredible financial future for yourself!  Get in touch with Kathryn Collier: https://pinellasfamilylawyer.com/ Sources: Certified divorce financial analyst (CDFA):  https://www.investopedia.com/terms/c/cdfa.asp Generally there are no public defender divorce attorneys: https://www.joleenalouislaw.com/blog/cant-afford-attorney#:~:text=Get%20A%20Court%20Appointed%20Attorney,for%20a%20court%20appointed%20attorney. Florida Bar Divorce Site: https://www.floridabar.org/public/consumer/pamphlet010/ Pinellas County Self Help: https://www.mypinellasclerk.gov/Self-Help Easily split divorce assets: https://www.myfloridalaw.com/asset-debts/keeping-inherited-assets-during-a-divorce/ Alimony: https://www.investopedia.com/terms/a/alimony.asp Durational Alimony: http://www.leg.state.fl.us/Statutes/index.cfm/Ch0316/index.cfm?App_mode=Display_Statute&Search_String=&URL=0000-0099/0061/Sections/0061.08.html#:~:text=(8)(a)%20Durational%20alimony,2. Supportive Relationship: https://dewittlaw.com/alimony/6281/alimony-when-does-cohabitation-terminate-alimony/#:~:text=A%20supportive%20relationship%20is%20a,2010)%20(quoting%20French%20v. Pre Nup Positives: https://gbfamilylaw.com/blogs/why-a-pre-nuptial-agreement-is-an-expression-of-love/#:~:text=Why%20Is%20a%20Prenuptial%20Agreement,feelings%20of%20anger%20or%20fear. Postnup: https://www.investopedia.com/terms/p/postnuptial_agreement.asp#:~:text=A%20postnuptial%20agreement%20is%20a,post%2Dmarital%20agreement%20or%20postnup. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.