Show notes
"I'm not selling my house right now, so it doesn't matter what it's worth today."
That one sentence changed everything about how I look at my INVESTMENT accounts. And if watching your investments go up and down makes you want to hide under the covers, you need to hear this analogy.
Today we’re talking about investing after divorce by breaking down the three buckets every divorced woman needs to understand, what to do with settlement money sitting in your bank account, and when you actually need a financial advisor versus when you can handle it yourself.
If you've ever thought "someone needs to rescue me financially," this episode is for you.
Read the full show notes and/or ask Natalie a question here
Resources mentioned in this episode:
- Feel like a hot mess after divorce? This FREE 5-Day Workshop will teach you a mind-shift tool to help you learn a powerful way to manage your thoughts and emotions in order to navigate adult decisions with clarity and peace.
- Flying Higher (https://joinflyinghigher.com) is my live mentorship program for Christian women pursuing increased confidence in their relationships, emotional management, decision making, and self-development. Join us for live classes, coaching, Bible study, and book studies every month. Plus access to a huge library of education and coaching resources. Only $59/month.
- The Renew Your Mind Podcast with Diana Swillinger
- Dave Ramsey Baby Steps
- Money with Katie Show
- Investing for Dummies
Today's Guest: Samantha Compton, President & Senior Financial Advisor
It wasn’t until a major life event that Samantha realized a desire to understand and set up her own financial future. That transitional experience helps her remember that financial topics can be intimidating and confusing, especially for those unfamiliar with industry lingo.
Once Samantha became educated and equipped in her own finances, she wanted to serve others by giving insight for their financial futures. She especially enjoys helping women going through divorce and/or the loss of a spouse as well as facilitating financial conversations between couples and helping the non-CFO of the family understand what is in place for their future.
Samantha has helped singles and couples develop their long-term financial plans since 2012, when she began her financial career. In 2016, she transitioned to Wise Wealth as a senior financial advisor, and in 2023, she opened Insight Wealth, an EverSource Wealth Advisors team.
The information discussed in this podcast is provided for informational and educational purposes only and should not be construed as investment, tax, or legal advice. The views expressed are those of Samantha Compton and do not necessarily reflect those of EverSource Wealth Advisors.Advisory services are offered through EverSource Wealth Advisors, a registered investment adviser. Registration does not imply a certain level of skill or training.Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Listeners should consult their own financial, tax, or legal professionals before making any investment decisions.
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