Preparing Financially for Divorce | #SoRelatable Podcast Ep. 12 Special on Tax Day with Susan Regan & Natalie Leininger


📅 Released on Tax Day, this episode is a timely reminder of the financial intricacies of divorce and why being prepared is crucial.

Join Susan Regan, MFT, a Relationship Expert and Coach, and her special guest, Natalie Leininger, a seasoned financial expert specializing in divorce financial planning with over three decades of experience in the financial services industry.

👇 Here’s what we cover in this eye-opening episode:

Topic 1: Five Key Considerations Before Divorce
Explore emotional, legal, and financial aspects to ponder before taking the big step.

Topic 2: Financial Preparation for Divorce
Get invaluable tips on gathering essential financial documents, understanding assets and debts, and budgeting for legal expenses.

Topic 3: The Importance of Divorce Financial Planning
Uncover the significance and benefits of tailored financial planning when navigating divorce.

Topic 4: Financial Implications of Divorce
Learn about potential costs, changes in living expenses, and the division of assets and debts you might face.

Topic 5: Avoiding Financial Pitfalls in Divorce
Highlighting common mistakes and sharing expert advice on how to sidestep them.

We also introduced The Money Pie: 

The money pie helps you to understand areas to address in your divorce.

What parts do you understand/not understand? What part relates to your money situation during a divorce?

  • Financial disclosures
  • Real estate
  • Liquid assets savings checking
  • Liquid assets with tax consequences bonds other things that might need to be dissolved
  • Retirement accounts
  • Partnerships and business
  • Debt

Whether you’re navigating the complexities of divorce or simply aiming to enhance your financial preparedness, this episode offers invaluable insights to help you make informed financial decisions.

💼 On this Tax Day, gain the financial wisdom you need to face life’s challenges head-on. Hit that play button now and subscribe to my newsletter and YouTube channel for more insightful episodes from Susan Regan’s #SoRelatable Podcast!


About my Guest:

Natalie Leininger

In this episode of Susan Regan’s #sorelatable Podcast, we're excited to introduce Natalie Leininger, a seasoned financial expert with a specialization in divorce financial planning. With a rich history in the financial services industry dating back to 1986, Natalie has held the esteemed Certified Financial Planner (CFP®) designation since 1989.

Natalie's unique approach involves serving as a neutral party in collaborative and mediation cases. She also offers valuable consultation in litigation scenarios, assisting clients in understanding both short-term and long-term financial implications of potential settlement options. Her comprehensive services encompass a vast spectrum of services.

Dedicated to the Collaborative Practice, Natalie has been an active member since 2000. She is affiliated with Collaborative Practice San Mateo County and Collaborative Practice East Bay, and has previously served on the board of directors for CP Cal. Natalie is also a proud recipient of the Eureka Award for her outstanding contributions to the field.

Join us as we delve into Natalie's expertise and learn from her wealth of experience in the financial aspects of divorce and collaborative practices.

Get in touch with Natalie via her website.


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