Podcast: Handling Financial Assets

Divorce podcast:
Mandy Walker

By Mandy Walker | Apr 18th, 2023

Being able to handle financial assets in a divorce – knowing what the retirement accounts are and how they should be split, is an essential part of the divorce process. But if you aren’t the spouse who normally handles the financials – or even if you are, how do you know accounts aren’t falling through the cracks? Or that you aren’t leaving crucial retirement money on the table?

In this week’s episode of the Divorce & Other Things You Can Handle Podcast, I am so glad to be joined by my guest Stacy Francis, CFP®, CDFA®, CES™. Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. Stacy is also the founder of the non-profit, Savvy Ladies™.

In Today’s Podcast Episode

Where should you start when it comes to handling financial assets?

Understanding IRAs

Why Stacy Francis Is So Passionate About Handling Financial Assets in Divorce

Understanding Employer Plans

Podcast Episode Resources

About Stacy Francis

Stacy is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows – A Complete Resource Guide.

Mandy Walker

Mandy Walker


Mandy Walker is a divorce mediator and Certified Divorce Financial Analyst® based in Boulder, Colorado. She works with individuals and couples helping them to end their relationships with dignity and respect, creating an understanding of the process and their options so they can feel confident in the decisions they’re making.

 
 
 
 
 
 
 
 

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