The Confident Retirement

Latest Episodes:

Ep 081: Retirement Plan Considerations in Divorce Dec 01, 2022

Show notes

An experienced Chicagoland area family law mediator and litigator and immigration law practitioner. Graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science with a double major in Psychology and Political Science, and completed Juris Doctor degree at the DePaul University College of Law in 2000. Practicing law for 22 years, including mediation, contested divorce litigation, preparing prenuptial (premarital)/postnuptial, Qualified Domestic Relations Orders (QDRO’s) and Qualified Illinois Domestic Relations Orders (QILDRO’s). Serving as court appointed Guardian Ad Litem (GAL) and Child Representative. Immigrated from Poland as a child, married with 3 children. Fluent in Polish and conversational in Spanish. Tom is licensed to practice by the State of Illinois.

Listen to this informative The Confident Retirement episode with Thomas Miller about retirement plan considerations in divorce.

Here is what to expect on this week’s show:

How did Thomas decide on what areas of law to focus on.
What is a Qualified Domestic Relations Order?
What is the ideal client?
What is a divorce decree?
Pre and post nuptial agreements.
What’s happening with the public divorce rate?

Connect with Thomas:

https://www.thomaspmiller.com/

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Ep 080: Family Law from the Heart Nov 24, 2022

Show notes

Daryl has lectured and taught classes around family law for 25 years. She is managing partner at her law firm. Ms. Weinman is admitted to practice before the U.S. District Court for the Western District of Texas, the U.S. Court of Appeals for the 5th Circuit, and the Supreme Court of the United States. She is board certified in family law by the Texas Board of Legal Specialization since 2000, and was awarded her Juris Doctor from New York Law School in 1994, and with a background in economics from Colgate University.

Listen to this informative The Confident Retirement episode with Daryl Weinman about family law and the divorce process.

Here is what to expect on this week’s show:

Daryl’s background and how she landed in Austin.
Don’t forget about what your kids are going through.
Ideal client for Daryl would be…
Common fears that people get wrong in the process.
When emotions get involved the price goes up and process drags out.
What is Divorce Resort?
Daryl’s advice on resolving conflict in our own lives.

Connect with Daryl:

https://www.weinmanfamilylaw.com/attorney/daryl-g-weinman/

DivorceResort.com

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Ep 079: Divorce Done Differently Nov 17, 2022

Show notes

Karen Covy is a Divorce Coach, Lawyer, Author and Speaker who is committed to helping people make the best, most effective choices during one of life’s most turbulent times. She is the author of When Happily Ever After Ends: How to Survive Your Divorce Emotionally, Financially, and Legally. Karen is also a former adjunct law professor, former Chief of the Civil Actions Bureau for the Cook County State’s Attorney’s Office, and former trial lawyer at Querrey & Harrow. Karen graduated from Western Michigan University and the University of Notre Dame Law School. She is a member of numerous bar and professional associations, including the American Bar Association, the Association of Family and Conciliatory Courts, EPWNG, WESOS and NAWBO. She has also been a member of the Chicago Bar Association, The Illinois State Bar Association, The Collaborative Law Institute of Illinois, and the International Academy of Collaborative Professionals. Karen is a popular speaker and has been featured on the Channel 7 News, WCIU You and Me This Morning, and on numerous radio shows and podcasts.

Listen to this informative The Confident Retirement episode with Karen Covy about divorce done right.

Here is what to expect on this week’s show:

● How a divorce coach is different than utilizing an attorney.

● Coaching is about 3 things…

● Common fears working with a divorce coach.

● How does Karen help people make better decisions?

● How to decide whether you want to divorce or not.

● Karen’s biggest opportunity in her business.

Connect with Karen:

https://karencovy.com/divorce-blog/

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Ep 078: Conflict Resolution and Mediation Nov 10, 2022

Show notes

Dori Goikhman is an attorney and mediator based in Silicon Valley. As founder of Off the Record Mediation Services LLC, Dori assists clients in complex and high asset divorces. Dori also focuses a large portion of her practice on pre-marital and post-marital agreements. Dori is licensed in California, New York and New Jersey.

Listen to this informative The Confident Retirement episode with Dori Goikhman about divorce insights.

Here is what to expect on this week’s show:

● The Importance of finding your focus.

● What’s an ideal mediation client?

● The types of areas that Dori specializes in.

● What’s the biggest misconception about mediation?

● Why some people can’t confront their shadows.

● Dori’s proudest moments in mediation.

● If Dori wasn’t a mediator, what would she be doing?

Connect with Dori:

www.OTRmediation.com

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Ep 077: Secret Systems to Strategic Planning Nov 07, 2022

Show notes

Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.

Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.

Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.

Listen to this informative The Confident Retirement episode with Bruce Willey about secret systems to strategic tax planning.

Here is what to expect on this week’s show:

● Why Bruce is a tax preparer and not a planner.

● How Bruce picked the services his firm offers.

● The difference between reactive vs proactive tax planning

● Americans view tax refunds incorrectly.

● The amount of retirement from the IRS is alarming.

● What is an outsourced CFO and who is a good candidate?

● What is the Secret System?

Connect with Bruce:

Americantpb.com

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Ep 076: Family Law, Divorce and Foreclosure Options – The Confident Retirement Oct 27, 2022

Show notes

Rajeh A. Saadeh leads a team of attorneys at The Law Office of Rajeh A.Saadeh, L.L.C., and devotes a substantial portion of his litigation practice to matrimonial and family law. In connection with his family law background, Rajeh served as an appointee to the Supreme Court of New Jersey’s Family Practice Committee and is a trained family law mediator.

Prior to private practice, Rajeh served as the Judicial Law Clerk to the Honorable Hany A. Mawla, a former Presiding Judge of the Family Part in three New Jersey counties and current Judge of the Appellate Division of the Superior Court of New Jersey. Rajeh graduated from the University of Pennsylvania Law School where he was elected Class Officer by his peers. At Rutgers, The State University of New Jersey, where he earned a Bachelor of Arts, Rajeh was an Edward J. Bloustein Distinguished Scholar, a member of the Rutgers College Honors Program, and a frequenter on the Dean’s List.

Rajeh is licensed to practice law in the States of New Jersey and New York and authorized to appear before the United States District Court for the District of New Jersey and the United States Court of Appeals for the Third Circuit.

Listen to this informative The Confident Retirement episode with Rajeh Saadeh about legal family matters.

Here is what to expect on this week’s show:

● An ideal client is one who is responsive and realistic.

● Why it’s necessary to have representation when considering a divorce.

● What makes a divorce complex?

● What is a foreclosure?

● What’s the biggest future opportunity for Rajeh’s practice?

Connect with Rajeh:

Website: https://www.rajehsaadeh.com

LinkedIn: https://www.linkedin.com/in/rajehsaadeh

Firm's LinkedIn: https://www.linkedin.com/company/rajehsaadeh/

Twitter: https://www.twitter.com/rajehsaadeh

Facebook: https://www.facebook.com/rajehsaadeh/

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Ep 075: IRAs, Incapacity and Veterans Estate Planning Oct 20, 2022

Show notes

Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, a Division of Frost Law since January 2021 where he has been serving the Washington metropolitan area, practicing law and estate planning since 1980.

A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness, and commitment to his clients’ needs” has earned him repeated recognition by Washingtonian magazine and Bethesda magazine as among the DC, Maryland region’s “Best Estate Planners”. He has also been repeatedly honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer”.

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, Boomer-Living.com, FOX News, and more. He writes an estate planning blog, Altman Speaks, which can be found via the firm’s website.

Listen to this informative The Confident Retirement episode with Gary Altman about estate planning and specifically veterans.

Here is what to expect on this week’s show:

● Negative consequences occur when you don’t ask the right questions.

● Why do people procrastinate estate planning?

● Why is estate planning so important?

● What is incapacitation?

● What is a revocable living trust?

● Important things for veterans planning their estate.

● It’s better to plan early and often.

● The biggest opportunity and challenge for Gary’s practice going forward

Connect with Gary:

https://altmanassociates.net/

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Ep 074: In Tax Disputes, Experience Matters Oct 13, 2022

Show notes

Karen Tenenbaum has been a tax attorney for 39 years with an LL.M. in tax and she is also a CPA. She founded Tenenbaum Law, P.C., in Melville, NY, 25 years ago. The firm helps individuals and businesses facing IRS and New York State tax problems. Karen is a frequent speaker on IRS and NYS tax issues for numerous professional organizations, including the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, New York State Society of Enrolled Agents and more. Presently, she serves as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee. Her firm has successfully helped many individuals and businesses resolve their tax problems.

Listen to this informative The Confident Retirement episode with Karen Tenenbaum about tax law advice.

Here is what to expect on this week’s show:

● Reasons the government can withdraw money from your account.

● The importance of being in a niche.

● Tips to avoid being put in a tax audit.

● Phenomenal program in NY for voluntary disclosure.

Connect with Karen:

https://www.litaxattorney.com/

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Ep 073: Divorce Sensei: People Have Options Oct 06, 2022

Show notes

Anthony J. Diaz, Esq, is a Family Law and Collaborative Divorce attorney and Florida Certified Family Law mediator specializing in resolving disputes easily, effortlessly and amicably. He previously practiced as a CPA in New York for many years. .Anthony has been Collaboratively trained since 2009, taken numerous advanced training and collaborated on many cases. In his practice, Anthony is known as The Peacemaker and guides families through the divorce process reducing conflict toward a more peaceful and amicable outcome to move forward with their lives. He works with those who want their divorce done differently, with dignity, and without court. He believes how one moves through divorce is how they move into their next chapter living the life they deserve and desire beyond their wildest dreams.

Anthony was selected as 1 of 21 Collaborative professionals from around the world for the IACP Leadership Academy 2021-2022. Anthony is also a co-chair of the Outreach Committee and a member of the Practice Group Committee with the FACP. He continues his support of the Collaborative practice by appearing on numerous podcasts and interviews.

Listen to this informative The Confident Retirement episode with Anthony Diaz about divorce mediation.

Here is what to expect on this week’s show:

● Anthony’s path to becoming an attorney and how he got started.

● Being approachable is helpful for the clients and the other attorney as well.

● What is a post-nuptial agreement?

● What is the difference between an attorney and a mediator?

● The collaborative process is confidential. It’s a peaceful process.

● How to manage client expectations and emotions.

● The biggest opportunity for the future of his practice.

Connect with Anthony:

http://www.anthonyjdiaz.com/

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Ep 072: Divorce Advocacy Done Right Sep 29, 2022

Show notes

Vicky Townsend is the founder and President of Divorce Right, Inc. an Employee Assistance Program company serving companies and government agencies in the US and abroad. She is also the co-founder and former CEO of the National Association of Divorce Professionals, a professional association consisting of the licensed and certified professionals that serve families going through a divorce.

Vicky is revolutionizing the divorce process by training HR professionals and company supervisors about the issues facing their divorcing employees, signs an employee may be experiencing or even contemplating a divorce, and the issues that they may be facing by way of international culture issues, religious matters, and more. Vicky is a proud FSU alum, and looks forward to the day that the divorce process doesn’t destroy families financially or emotionally.

Listen to this informative The Confident Retirement episode with Vicky Townsend

about divorce and the work place.

Here is what to expect on this week’s show:

● The labyrinthine system of divorce is designed by the people you hire to get you out of it.

● Divorce the number one business disruptor other than death.

● Average employee loses 40% of productivity for 4-5 years.

● The biggest effect of a divorce on the business is productivity.

● What is a win-win for everyone?

● Why 5% of your divorcing employees quit.

● What is a post-nuptial agreement and how does it work?

Connect with Vicky:

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