39. The Nitty-Gritty on Retirement Plan Division with Donna M. Cheswick, CDFA®, CQS

39. The Nitty-Gritty on Retirement Plan Division with Donna M. Cheswick, CDFA®, CQS

On the newest episode of We Chat Divorce we’re speaking with Donna M. Cheswick. Donna has over 30 years of experience in the financial services industry. She is a Certified Divorce Financial Analyst (CDFA®) and a Certified QDRO Specialist (CQS). She is the owner of Cheswick Divorce Solutions LLC, located in Southwestern Pennsylvania, where she helps individuals, couples, and family law attorneys with all the financial complexities that arise during divorce to ensure the most financial advantageous settlement possible. Education is the backbone of her business. She frequently teaches workshops on a wide variety of topics relating to finance and divorce, as well as authors numerous articles for local/national print and online publications. Donna also is a trained divorce mediator and a collaborative financial neutral. She has also been drafting QDROs and other like orders for the last ten years. Learn More >> http://cheswickdivorcesolutions.com/ Connect with Donna Cheswick on LinkedIn >> https://www.linkedin.com/in/donnacheswick/ The We Chat Divorce podcast (hereinafter referred to as the “WCD”) represents the opinions of Shanahan, Chellew, and their guests to the show. WCD should not be considered professional or legal advice. The content here is for informational purposes only. Views and opinions expressed on WCD are our own and do not represent that of our places of work. WCD should not be used in any legal capacity whatsoever. Listeners should contact their attorney to obtain advice with respect to any particular legal matter. No listener should act or refrain from acting on the basis of information on WCD without first seeking legal advice from counsel in the relevant jurisdiction. No guarantee is given regarding the accuracy of any statements or opinions made on WCD. Unless specifically stated otherwise, Shanahan and Chellew do not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned on WCD, and information from this podcast should not be referenced in any way to imply such approval or endorsement. The third-party materials or content of any third-party site referenced on WCD do not necessarily reflect the opinions, standards or policies of Catherine Shanahan or Karen Chellew. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(220)

208. Should You Keep the House in Divorce? Why Your Realtor Can't Answer That Alone

208. Should You Keep the House in Divorce? Why Your Realtor Can't Answer That Alone

Should you keep the house in your divorce — or sell it? Your realtor can give you an answer. But excellent real estate advice can still be a costly divorce mistake. In this episode of Divorce Explore...

12 Elo 24min

207. How to Trust Yourself in Divorce: Stop Overthinking and Make Clear Decisions with Amy Armstrong

207. How to Trust Yourself in Divorce: Stop Overthinking and Make Clear Decisions with Amy Armstrong

Divorce can make even the most confident person question every decision. When fear, conflicting advice, and financial uncertainty take over, how do you determine what is truly right for you? Divorce ...

5 Elo 45min

206. Hidden Assets or Costly Rabbit Holes? How Much Financial Discovery Is Enough?

206. Hidden Assets or Costly Rabbit Holes? How Much Financial Discovery Is Enough?

One missing financial document could change the outcome of a divorce—but spending thousands tracing an account that once held only a few hundred dollars may not. So how do you know when you have enoug...

29 Heinä 32min

205. The 50/50 Divorce Myth: What Equitable Distribution Actually Means

205. The 50/50 Divorce Myth: What Equitable Distribution Actually Means

Most people assume divorce means everything splits 50/50. In most of the country, that's not how the law works — and learning it mid-process can cost you dearly. In this episode of We Chat Divorce, K...

22 Heinä 45min

204. Should You Move Money Before Divorce? Why One-Off Financial Advice Backfires

204. Should You Move Money Before Divorce? Why One-Off Financial Advice Backfires

Someone tells you to move money out of the joint account. Someone else says stop depositing your paycheck. Your attorney raises temporary orders. Each piece of advice may sound reasonable on its own —...

15 Heinä 23min

203. Why Clients Leave Good Attorneys: Communication, Financial Clarity & AI in Divorce with Jessica Marshall

203. Why Clients Leave Good Attorneys: Communication, Financial Clarity & AI in Divorce with Jessica Marshall

In this episode of We Chat Divorce, Karen Chellew and Catherine Shanahan sit down with Chicago family law attorney Jessica Marshall for a candid conversation about what really protects you during divo...

8 Heinä 36min

202. Inheritance and Divorce: What Gray Divorce Couples Don't Know Can Cost Them

202. Inheritance and Divorce: What Gray Divorce Couples Don't Know Can Cost Them

Is inherited money really "yours" in a divorce? Not necessarily — and the details of how that money was handled can make or break your case. In this episode of We Chat Divorce, Karen Chellew and Cathe...

1 Heinä 23min

201. Is This Gaslighting? How to Recognize, Document, and Protect Yourself in High-Conflict Divorce

201. Is This Gaslighting? How to Recognize, Document, and Protect Yourself in High-Conflict Divorce

Is what you’re experiencing actually gaslighting? In this episode of We Chat Divorce, Karen Chellew and Catherine Shanahan sit down with narcissistic abuse expert Tracy Malone — author of Divorcing Yo...

24 Kesä 31min

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