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  • Why the "Hard-Stop" Retirement is Losing Its Appeal
    May 5 2026

    The podcast discusses the decline of hard stop retirement, the evolution of retirement planning, the changing nature of work, forces driving the gray zone, benefits of partial retirement, the growing practicality of partial retirement, the gray zone as a legitimate path, variety in the gray zone, financial considerations for the gray zone, healthcare and cash flow planning, tax planning for the self-employed gray zone, and intentional design of the gray zone.

    Takeaways

    • Partial retirement offers financial flexibility and a gradual transition to a new chapter.
    • The gray zone is a legitimate and financially superior path for retirement.
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    13 Min.
  • Tips For a Cheap DIvorce
    Apr 28 2026

    The podcast episode discusses 10 tips for navigating a divorce affordably and with ease. It covers the cost of divorce, choosing the right process, open communication, do-it-yourself divorce, mediation vs. litigation, dividing assets, child custody and support, legal resources for affordable divorce, common mistakes to avoid, and financial planning after divorce.

    Takeaways

    • Cost of divorce
    • Choosing the right divorce process
    • Open communication
    • Do-it-yourself divorce
    • Mediation vs. litigation
    • Dividing assets
    • Child custody and support
    • Legal resources for affordable divorce
    • Common mistakes to avoid
    • Financial planning after divorce
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    14 Min.
  • Financial Steps to Reduce Stress in Divorce
    Apr 21 2026

    The podcast episode discusses the financial aspects of navigating divorce, emphasizing the importance of professional support and practical actions to reduce uncertainty. It covers the role of a CDFA, legal guidance, managing credit and joint accounts, creating a clear budget, building a financial roadmap, addressing key financial issues, and transitioning post-divorce with the help of professional financial support.

    Takeaways

    • Financial planning during divorce
    • Importance of professional support
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    10 Min.
  • Divorce in New York
    Apr 14 2026

    Navigating the divorce process in New York involves understanding the factors that influence the duration of the case, the differences between contested and uncontested divorces, the role of mediation and arbitration, common delays, and resources available for support. Preparation, proactive steps, and seeking professional guidance can expedite the divorce process and reduce emotional and financial strain.

    Takeaways

    • Factors influencing divorce duration
    • Differences between contested and uncontested divorces
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    16 Min.
  • Why the Financial News is Against You.
    Apr 7 2026

    The episode discusses the negative impact of the financial news cycle on long-term investors, emphasizing the need for intentional consumption and informed decision-making. It highlights the dangers of reacting to news and the keys to long-term investing success.

    Takeaways

    • Financial news can create anxiety for long-term investors.
    • Intentional consumption and informed decision-making are crucial for long-term investing success.

    Chapters

    • 00:00 The Impact of Financial News
    • 06:30 The Danger of Social Media
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    9 Min.
  • Why YOU need a CDFA
    Mar 30 2026

    The role of a Certified Divorce Financial Analyst (CDFA) is crucial in providing comprehensive financial planning and guidance during divorce. This episode dives deeper into what one can provide and why having one might be useful.

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    10 Min.