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Episode 43: If you're newly divorced or widowed, what should you do about money?
Undoubtedly, you'll have bills to pay immediately, urgent tax issues, estate documents requiring updates, and plenty of other pressing questions.
Like, do you have enough cash? And where are all the passwords?
Evelyn Zohlen, a Regional Director and Senior Financial Planner with Apella Wealth who specializes in helping women in financial transition, says these questions are especially challenging if you're grieving due to a divorce of the death of a partner.
But she adds that addressing urgent financial questions around logistics, taxes, insurance, and actionable advice can help empower newly single women to feel confident about managing their finances.
Zohlen, a former intelligence officer in the US Air Force, founded Inspired Financial, where she spent 20 years supporting women in transition, particularly through divorce and widowhood.
In Episode 43 of The Informed Investor, Dimensional's Mark Gochnour, Head of Global Client Services, speaks at length with Zohlen about the biggest hurdles facing women going through such transitions and the key action items they should tackle today.
LINKS FROM TODAY'S EPISODE:
Subscribe to the Stay Calm Investing Newsletter https://www.staycalminvesting.com/newsletter
Register for a May 19 Webcast with Dimensional Founder David Booth on his upcoming book Stay Calm: Principles from Life and Investing https://event.webcasts.com/starthere.jsp?ei=1758565&tp_key=0b1a3c07cc
The Informed Investor: Feedback Survey
https://www.dimensional.com/us-en/informed-investor-survey
The Informed Investor on YouTube https://www.youtube.com/playlist?list=PLCyJr6FFig-h1mA7rVP7Mbk0irFw2wA90
Dimensional Fund Advisors Shorts on YouTube https://www.youtube.com/@dimensionalfundadvisors/shorts
Mark Gochnour on LinkedIn https://www.linkedin.com/in/mark-gochnour-9a23598a/
Evelyn Zohlen on LinkedIn https://www.linkedin.com/in/evelynzohlen/
Learn more at https://www.dimensional.com/
