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Investment Literacy 101 (and why it matters in divorce)

Divorce Rich with Jacki Roessler, CDFA
Divorce Rich with Jacki Roessler, CDFA
Episode • Dec 12, 2024 • 33m

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Have you ever said, "I'm bad with money"? How about "My spouse understands finances and I just don't-it's a weak area for me"?  If you answered yes to either of the above, this episode is a must-listen! Financial and investment literacy has nothing to do with intelligence and everything to do with exposure and education. 
Divorcing individuals need a basic understanding of finances to make good decisions about which investments to take in a divorce settlement as well as how to manage them effectively for their future financial security. 

Resources:

  • For women who find themselves saying “I’m bad with money” click here to purchase GIRLS THAT INVEST by Simran Kaur; a fantastic primer on building investment competence and confidence. 
  • To shore up on basic investment literacy, it’s hard to go wrong with the The Motley Fool website where you can find the information you need in a welcoming and encouraging format
  • Listen in to CNBC's Fast Money Podcast to learn the latest in investment news and information

Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case.

The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/

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