The Confident Retirement

Latest Episodes:

Ep 091: Tax Attorney Talk You Can Understand Feb 16, 2023

Show notes

Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies.

Yvonne has been selected to New York Metro SuperLawyers, a designation given to only 5% of the lawyers in the state. She has served as Chair of the IRS Downstate New York Practitioner Liaison Group and Chair of the Business Law, Tax and Accounting Committee of the Nassau County Bar Association. She is a member of the Executive Committee of the NYS Bar Association Tax Section, where she has contributed to policy papers.. Yvonne has been honored as a Long Island Business News Top 50 Women in Business, and is a recipient of the Long Island Power Women in Business award from Long Island Press.

Yvonne received her B. A. magna cum laude from the University of Rochester, and her J.D. from the University of Pennsylvania Carey Law School. Yvonne is admitted to the Bar in New York and Pennsylvania, and admitted to practice before the United States Tax Court.

She is a Steering Committee Member for Women Owned Law.

Listen to this informative The Confident Retirement episode with Yvonne Cort about tax law controversy and how to handle.

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

Misconceptions about tax law.
What is a residency audit?
Misconceptions about being audited by the IRS.
It’s important to get a professional involved ASAP.
What about interest and penalties on the taxes?
Who makes decisions on how money is spent?

Connect with Yvonne:

https://cbmslaw.com/team/yvonne-r-cort/

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Ep 090: The Human Aspect of Divorce Feb 09, 2023

Show notes

Jonathan Merel is an experienced attorney who advocates for his clients in all divorce and family law proceedings, including settlement negotiations and trials. Jonathan founded the Law Offices of Jonathan Merel, P.C. in early 2009 after working for many years at another family law firm in Chicago. Through his hard work and unwavering dedication to his clients, Jonathan has quickly grown the firm to become one of the premier divorce and family law firms in the Chicagoland area.

Jonathan has a great deal of experience in obtaining favorable outcomes for his clients in multi-million dollar marital estates and contested custody suits (custody is now known as the allocation of parental responsibilities in the State of Illinois). His ability to settle heated divorces and custody disputes has gained him a great deal of respect from fellow attorneys and judges within the Chicagoland legal community. When settlement is not a viable or reasonable option, Jonathan’s experience as a zealous litigator in the courtroom has produced outstanding results for his clients.

Listen to this informative The Confident Retirement episode with Jonathan Merel about connecting, risks and culture.

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

Why you must take more risks.
Common fears people have when working with attorneys.
Communication is the reason people feel connected.
The importance of establishing a personal connection with clients.
Misconceptions about divorce and the legal process.
The challenges of working remotely from home.

Connect with Jonathan:

https://www.merelfamilylaw.com/

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Ep 089: A Distinctly Different Divorce Approach Feb 02, 2023

Show notes

Katherine Eisold Miller is is an attorney on a mission to change how people divorce and help them divorce with dignity. She is the founder of the Miller Law Group and a directora and Trainer with the Center for Understanding in Conflict. She has been working in the field of family law for more than 35 years as a mediator as well as an advocate. She hosts the radio show/podcast Divorce Dialogues and is co-author of the #1 Amazon bestseller “A Cup of Coffee with 10 of the Top Divorce Attorneys in the United States” and the author of the “New Yorker’s Guide to Collaborative Divorce.” Her many media accolades include interviews on CBS New York, NBC New York, as well as features in New York Times (2), ABC News, Newsday, Money Magazine, Splitopia, TheStreet.com, Huffpost, and BravoTV.

Listen to this informative The Confident Retirement episode with Katherine Miller about divorce mediation.

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

Don’t be afraid to make money. The business of law is still business.
Katherine uses the divorce metaphor of a kitten playing with a basket of yarn.
Lack of education and the media cause misconceptions about divorce.
95% of divorces settle before a judge makes a decision.
High conflict between parents in divorce is an indicator of problems for the kids future.

Connect with Katherine:

https://www.instagram.com/millerlaw_ny

https://www.facebook.com/MillerLawGroupNY/

https://twitter.com/MillerLaw_NY

https://www.youtube.com/channel/UCSyPGfbJh9clN0oGxUzBomQ

https://www.linkedin.com/company/millerlawgroupny/

https://miller-law.com/

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Ep 088: Proactive vs Reactive Accountancy Jan 26, 2023

Show notes

Mel was born and raised in Simpsonville, Kentucky, and graduated from the University of Louisville in 2006 with a BS in Business Administration with a concentration in Accounting. Mel has been in public accounting since 2007, and became a CPA in 2010. He is a member of the American Institute of CPAs and the Florida Institute of CPAs.

Listen to this informative The Confident Retirement episode with Mel Sams about being a CPA an owner of firm.

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

Every year there are changes that your tax professional knows about.
When Mel gets new clients, he has them sign an agreement to meet at least four times a year.
Mel enjoys hunting in his “free time”.
2022 saw a decline of 17% of accountants in the space.

Connect with Mel:

https://www.samscpa.com/

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Ep 087: Complex HNW Family Law Jan 19, 2023

Show notes

Eliana T. Baer, Esq. is a Partner at the national law firm, Fox Rothchild, LLP, where she focuses her state-wide practice on representing clients on issues relating to divorce, equitable distribution, support, custody, adoption, domestic violence, premarital agreements and Appellate Practice.

Ms. Baer, I received her undergraduate degree from Yeshiva University, magna cum laude. She is a 2009 graduate of Seton Hall University School of Law, and is admitted to practice in the New Jersey and New York. She is also admitted to practice in the United States District Court for the District of New Jersey.

Ms. Baer is member of the New Jersey State Bar Association - Family Law Section and Family Law Young Lawyers Section. She has been named a Rising Star by New Jersey Monthly Magazine and Law & Politics Magazine for 2014 through 2023. In 2016, Ms. Baer was named a Trailblazer in Divorce by The National Law Journal. In 2018, Ms. Baer was named New Leader to the Bar by the New Jersey Law Journal. She has been inducted as one of the Ten Leaders, Family Law, Age 45 & Under from 2018 through 2023. Ms. Baer currently serves on the New Jersey State Bar Association’s Family Law Executive Committee

Listen to this informative The Confident Retirement episode with Eliana Baer about high-net-worth divorce complexities.

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

Eliana chose this type of law because of the impact that it can have.
Every day is different with family law.
Mark Segal was a mentor of Eliana’s.
What is nuance support and what are the New Jersey guidelines?
What is the three pony rule in family law?

Connect with Eliana:

https://www.foxrothschild.com/eliana-baer

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Ep 086: Laser Focus on Family Law Jan 12, 2023

Show notes

Scott Kimberly owns and operates the Law Office of W. Scott Kimberly, located on the Historic Public Square in Murfreesboro. His practice primarily focuses on criminal defense, family law, and personal injury.

Scott is committed to making the community a better place to live. He currently serves as the Chairman of The Kimberly Family Foundation, which he founded in 2016 to encourage philanthropy in Rutherford County and Middle Tennessee. He also serves as President of Murfreesboro Young Professionals and has served in various nonprofit roles throughout his career.

Scott and his wife Denise live in Murfreesboro with his two children, Henry and Julia. They attend Mother Theresa Catholic Church in Nolensville, Tennessee.

Listen to this informative The Confident Retirement episode with Scott Kimberly about being a family law attorney.

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

A good client is one that will listen to advice.
The feeling of making an impact in the lives of others.
Setting expectations w/ a client is a must.
The fear of the unknown and what you don’t know.
Advice to Scott’s 20 year old self would be to cultivate relationships.

Connect with Scott:

https://murfreesborolawyer.com/

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Ep 085: Top 4 Thoughts from 2022 Dec 29, 2022

Show notes

Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning.

Outside of work, Kris enjoys family, golf, music, reading and exercise. He and his wife, Meg, live in Bradenton with their four children.

Listen to this informative The Confident Retirement episode with Kris Flammang about the top 4 thoughts from 2022.

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

Have a war chest. 6-12 months of cushion.
Have a financial plan. Think through your ‘what-ifs’, a pre-mortem.
Control the controllables.
Remember what’s important. Know your why.

Connect with Kris:

LPFadvisors.com

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Ep 084: A Proven Process to De-Stress Divorce Dec 22, 2022

Show notes

Marco owns Brown Family Law in Salt Lake City, Utah. Brown Family Law specializes solely on family law and helps more people through divorce than any other law firm in Utah.

Marco’s path started a long way from Salt Lake. He grew up in Cold Bay, Alaska, a tiny village of 85 people. His dad ran a salmon hatchery and his mom was an air traffic controller. Eventually, Marco made his way to Anchorage to attend high school before he left out early to attend college. Alaska formed Marco’s personality in profound ways and has given him the ability to be fiercely independent and persist in no matter the challenge.

Marco lived in Italy for a couple years before graduating college at BYU, which is where he met his beautiful wife, Demaree. Demaree is an opera singer and college professor, and she and Marco have three kids. After graduating law school with honors, Marco made his way back to Salt Lake and opened Brown Family Law in 2010 with no money, no connections, and no clients. It took years of work and mistakes for Marco to build a law firm that worked both for his family and for his clients.

Now, Marco leads Brown Family Law and the legal teams in order to ensure all clients are served exceptionally well. In his spare time, Marco spends time with Dem and the kids, cooks, reads, and travels to Italy as often as possible.

Listen to this informative The Confident Retirement episode with Marco Brown about his path in family law and how he forges ahead.

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

The financial house needs to be in order if you’re going to grow your business.
From high school dropout to law school honors.
An effort on consistent communication and a roadmap helps alleviate client stress.
Thinking about your law firm as a job vs a wealth creation machine.

Connect with Marco:

https://www.brownfamilylaw.com

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Ep 083: Strategic Planning in Family Law Dec 15, 2022

Show notes

Jamie Berger is a Co-founder of Jacobs Berger, LLC, a Divorce and Family Law Firm in Morristown, New Jersey. Her career focuses exclusively on all areas of family law including an emphasis on appellate matters. She is a NJ Qualified Mediator. Her firm’s core value is taking Divorce from “Distress” to “De-Stressed” and every member of her firm practices with that value at the forefront of their representation.

Listen to this informative The Confident Retirement episode with Jamie Berger about being strategic with divorce.

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

What’s the difference between a traditional consultation and strategic planning sessions?
Every difficult situation there is potential value. You need to look for it.
Approach each case creatively and uniquely is Jamie’s recommendation her younger self.
Her perfect client doesn’t let emotions get involved and can look into the future.
Financial security and your kids are the biggest divorce fears.
Hiding money and changing beneficiaries will damage your divorce case.
Setting expectations and strategic partnerships help Jamie reduce her clients stress.

Connect with Jamie:

https://jacobsberger.com/

@JacobsBergerLLC

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Ep 082: Family Law and Adoptions Done Right Dec 08, 2022

Show notes

Diana C. Schimmel, Esq. has been practicing family law for over a decade. She works with families in the Greater Philadelphia area, South and Central New Jersey. In addition to guiding families through the difficulties divorce and custody matters can cause, she also focuses her practice on building families through the adoption process.

Diana earned her Juris Doctorate from the Widener University Commonwealth School of Law in Harrisburg, PA. As a law student, she was a member of the Student Bar Association as well as an associate staff member and then a senior staff member of Widener Law Journal. Diana earned her Bachelor of Arts in Government & International Politics with a minor in Dance from George Mason University in Fairfax, VA.

Diana served as the interim law clerk to Judge Donna M. Woelpper in the Family Court of Philadelphia, Juvenile Dependency Branch. She also worked as a child advocate attorney for the Defender Association of Philadelphia in its Child Advocacy Unit. She opened Schimmel Family Law in 2013 and worked as a solo practitioner for almost four years before partnering with two other local family law attorneys.

She is the co-founder of the Young Professionals Council of The Field Center for Children’s Policy, Practice and Research and of the Adoption Professionals Council of HelpUsAdopt.org. She is a member of the Pennsylvania, Philadelphia, New Jersey, Burlington and Mercer County Bar Associations, all in their family law subdivisions. She also volunteers with the Philadelphia Volunteers for the Indigent Program, The Montgomery Child Advocacy Project, The Support Center for Child Advocates and The Women’s Resource Center.

She has been selected for inclusion in Pennsylvania Super Lawyers’ annual Rising Stars List since 2014, and she was named a Lawyer on the Fast Track by The Legal Intelligencer – a prestigious award she earned as one of its youngest recipients. Diana was also listed as a Top Family Law Attorney by Philadelphia Life Magazine every year since 2014, and she was named Best Overall Advocate by the Widener Intensive Trial Advocacy Program.

She lives in New Jersey with her husband and daughter.

Listen to this informative The Confident Retirement episode with Diana Schimmel about family law and adoptions.

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