Move Beyond - Post Divorce Financial Checklist - Gina Phillips

Today on UnDoing We, host Mardi Winder chats with Gina Phillips, a certified divorce financial analyst (CDFA®), to talk honestly about what happens with your finances once your divorce papers are signed. Many people expect relief after the decree is final, but as Mardi and Gina point out, there’s a whole new set of important tasks to tackle, and ignoring them can cause major headaches down the road. Gina shares her straightforward advice on everything from sorting out your mortgage and making sure your name is actually on your house, to why it’s so important to stay on top of things like updating beneficiaries and filing those critical retirement plan documents. She dives into some common mistakes people make, like assuming their insurance will just work itself out or not realizing how fast deadlines for things like health coverage or financial transfers can sneak up on you. Their conversation is packed with tips for getting a handle on your money, setting up your new financial life, and not getting caught off guard by surprise bills or legal mishaps. Gina shares a Post Divorce Financial Checklist that’s available for listeners, designed to make this rocky transition period a little smoother. If you’re worried about missing something important after your divorce, this episode is full of reassurance, smart ideas, and reminders that you really can take control of your future while building your financial confidence. About the Host Mardi Winder is a certified divorce transition and high-conflict divorce coach, credentialed mediator, and international speaker. With over 30 years of experience, she helps people navigate conflict, manage divorce challenges, and create positive transitions. She is the best-selling author of From I Do to I’m Done and The Other Side of Divorce. Connect with Mardi: Email: [email protected] Website: divorcecoach4women.com About the Guest Gina Phillips is the owner of WNY Divorce Financial Advisors, LLC, where she passionately dedicates herself to empowering individuals navigating marital transitions to regain control over their financial well-being. As a skilled liaison between clients and divorce mediators and attorneys, Gina is driven by personal experience and a deep understanding of the challenges that accompany divorce. Her pursuit of certification as a Divorce Financial Analyst (CDFA®) demonstrates her commitment to providing comprehensive support. With over 30 years of experience in auditing and accounting fields, Gina brings a wealth of knowledge to her practice. Her certification as a CDFA® combined with her expertise enables her to offer compassionate and cost-effective assistance. Whether you are in the early stages of considering a divorce or currently navigating the complexities of the legal proceedings, Gina will guide you with empathy and expertise to ensure your transition is as smooth and financially secure as possible. For Gina’s gift, the Post-Divorce Financial Checklist: https://6214433.hs-sites.com/post-divorce To connect with Gina: LinkedIn: https://www.linkedin.com/in/gina-phillips/ Website: https://www.wnydivorcefinancial.com/default.php Facebook: https://www.facebook.com/wnydivorcefinancial