Retire Right

423 Grey divorce: what separation can cost you in retirement

Retire Right

Show Notes

Divorce and separation can be challenging at any stage of life, but the financial impact can be even greater when retirement is on the horizon. In this episode, Glen is joined by financial adviser and certified divorce coach Dominique Bergel-Grant to unpack the realities of "grey divorce" and what it means for your retirement plans. They touch on:

👉 what is 'grey divorce'? 👉🏼 what certification/study is needed to become a divorce coach 👉🏾 what it looks like to engage Dominique if considering divorce 👉🏿 helping clients navigate conversations with their partner 👉🏻 the first step for engaging Dominique 👉🏽 how can parents protect the family wealth in the event of their child's relationship breakdown? 👉 what if my partner is part of a family trust? 👉🏼 navigating different financial personalities in marriage 👉🏾 navigating divorce & estate planning as a couple without kids 👉🏿 Glen and Dominique's biggest advice for someone separating near retirement

Learn more at https://www.navigateyourdivorce.com.au/

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This content is for education and entertainment purposes only and is intended for Australian residents. It is not a substitute for professional financial, tax or legal advice. Any advice provided is general financial advice only, which does not take into account your objectives, financial situation or needs.You should consider whether the advice is appropriate for your circumstances before acting on it. If you choose to buy a financial product, read the relevant product disclosure statement (PDS) and target market determination (TMD), and seek personal advice from a licensed adviser. We may discuss products, services or listener questions within our content for illustration and entertainment purposes. It is impossible to provide personal advice in this format, as we don’t know your individual financial situation. We may also change the names of questioners for privacy. While we do our best to provide accurate information, we accept no responsibility for any inaccuracies. Guest opinions are theirs and their respective licence holders. SYMO Interactive Pty Ltd and Glen James are authorised representatives of MoneySherpa Pty Ltd, which holds Australian Financial Services Licence 451289. Please read our Financial Services Guide at moneypodcast.com.au. Hosted on Acast. See acast.com/privacy for more information.

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