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Covestor Radio, EPN News, Investing, Retirement

Covestor Radio – Episode 10: Retirement Planning Post-Divorce

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Posted: May 11, 2014 at 1:00 pm   /   by   /   comments (0)

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Kimberly Clouse, Covestor’s Chief Client Advocate and Advisory Board Chair joins Covestor Radio to talk about planning for retirement after you’ve gotten divorced.

Covestor Radio is a show about money milestones and investing for your future and brought to you by Covestor, an online marketplace for investing.

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Listen to host Eric Dye & guest Kimberly Clouse discuss the following:

  • What general suggestions do you have?
  • Let’s focus on the 1st one.  Determining your goals.
  • Any common “missed opportunities” with IRAs?
  • The third “do” – be sure to disinherit your ex-spouse – caught my attention.  Tell me more about that.
  • Now that we’ve covered some “dos”, let’s talk about some “don’ts”.
  • Any other “don’ts”?

TIP:  Find a financial advisor with experience working with divorced clients

Be sure to find a financial professional with expertise and experience working with people who are divorced. The financial needs of divorced people are different from those of a married couple, and you will be best served by an advisor who understands and appreciates those differences, and knows how to invest on their behalf.

Retirement planning is always important, but it can be even more important and time-sensitive after a divorce. Take care of yourself, your future, and be sure to “put your own oxygen mask on first” before too much else happens.

About Kimberly Clouse

Kimberly Clouse is Advisory Board Chair at Covestor, a registered investment adviser and an online marketplace for investing.

Passionate about empowering financial consumers, Kimberly works with individuals, families and foundations to help them navigate the increasingly complex world of investment advice and make more informed financial decisions.

She previously served as Managing Director at Athena Capital Advisors and Chief Executive Officer at Hale and Dorr Wealth Advisors. Earlier in her career, she worked for United States Trust Company, J.P. Morgan and Goldman Sachs.

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Links: Covestor.com

Note: All opinions included in this radio episode are as of [May 10, 2014] and are subject to change. The opinions and views expressed herein are of Kimberly Clouse. All investments involve risk, the amount of which may vary significantly.

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