Wings of a Phoenix Podcast
If you've been putting off updating your estate plan after divorce — this episode is your wake-up call. Attorney, CFP®, and tax strategist Matt Meredith of Meridian Legal Advisors joins host Trena Briscoe Matthews to break down the exact legal and financial moves divorced women need to make — and what's silently at risk when they don't. In this episode, you'll learn: * Why your divorce decree does NOT mean your legal work is done * The #1 estate planning mistake divorced women make (and it's not what you think) * What happens to your business, beneficiaries, and assets if you become incapacitated * The difference between tax accounting and tax strategy — and when strategy starts saving you money * Why you should never give a 20-something an inheritance outright * How to build a legal, financial, and tax team that actually works together ABOUT THE GUEST Matt Meredith is an attorney, CFP®, and tax strategist and the founder of Meridian Legal Advisors — a one-stop firm built to serve clients at the intersection of legal, financial, and tax planning. Matt specializes in estate planning, asset protection, and post-divorce financial strategy, helping clients close the legal and financial gaps that too often go unaddressed after a major life transition. He works with divorced women navigating the critical first years after separation, ensuring their estate plans, beneficiary designations, business documents, and tax strategies reflect their new reality — not their old life. Connect with Matt Meredith: 🌐 meridianlg.com 📧 matt@meridianlg.com [matt@meridianlg.com] ABOUT THE HOST Trena Briscoe Matthews is a coach, author, and host of the Wings of a Phoenix Podcast. After more than 20 years at the CIA — including 13 years in executive leadership — and nearly a decade at Cisco Systems — she turned one of the hardest chapters of her own life into her life's mission: helping high-achieving women rebuild with intention after divorce. She is the founder of Silverline Publishing, creator of the Phoenix Protocol — a four-pillar coaching framework for women ready to move from survival to design — and the author of Self-Love for Women and the forthcoming The Phoenix Path. Resources: 📌 Free Virtual Event — Starting Over Smart: The Financial Moves That Matter Most for Post-Divorce Women — June 30th. Register here → https://us06web.zoom.us/webinar/register/WN_hRfHMMNbQxCdOr0H9wQR5Q#/registration [https://us06web.zoom.us/webinar/register/WN_hRfHMMNbQxCdOr0H9wQR5Q#/registration] 📋 Free Post-Divorce Financial Checklist: free.silverlinepublishing.cloud/checklist Wings of a Phoenix is hosted by Trena Briscoe Matthews — divorce recovery coach for high-achieving women 40+ ready to rebuild with intention. 🔔 Subscribe so you never miss an episode and leave a review — it helps more women find this show. #WingsOfAPhoenix #divorce #DivorceRecovery #EstatePlanningAfterDivorce #FinancialFreedomWomen #DivorceFinances #AssetProtection #TaxStrategy #PostDivorce #WomenAndMoney #HighAchievingWomen #DivorceCoach #EstatePlanning #MattMeredith #MeridianLegalAdvisors #TrenaBriscoeMatthews #WealthBuilding #DivorceLife #LegalAdvice #FinancialPlanning #CFP
16 episodios
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