The Confident Retirement

Jamie Berger is a Co-founder of Jacobs Berger, LLC, a Divorce and Family Law Firm in Morristown, New Jersey. Her career focuses exclusively on all areas of family law including an emphasis on appellate matters. She is a NJ Qualified Mediator. Her firm’s core value is taking Divorce from “Distress” to “De-Stressed” and every member of her firm practices with that value at the forefront of their representation. 

Listen to this informative The Confident Retirement episode with Jamie Berger about being strategic with divorce.

Here is what to expect on this week’s show:

• What’s the difference between a traditional consultation and strategic planning sessions?
• Every difficult situation there is potential value. You need to look for it.
• Approach each case creatively and uniquely is Jamie’s recommendation her younger self.
• Her perfect client doesn’t let emotions get involved and can look into the future.
• Financial security and your kids are the biggest divorce fears.
• Hiding money and changing beneficiaries will damage your divorce case.
• Setting expectations and strategic partnerships help Jamie reduce her clients stress.

Connect with Jamie:

https://jacobsberger.com/

@JacobsBergerLLC

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Diana C. Schimmel, Esq. has been practicing family law for over a decade. She works with families in the Greater Philadelphia area, South and Central New Jersey. In addition to guiding families through the difficulties divorce and custody matters can cause, she also focuses her practice on building families through the adoption process.

Diana earned her Juris Doctorate from the Widener University Commonwealth School of Law in Harrisburg, PA. As a law student, she was a member of the Student Bar Association as well as an associate staff member and then a senior staff member of Widener Law Journal. Diana earned her Bachelor of Arts in Government & International Politics with a minor in Dance from George Mason University in Fairfax, VA.

Diana served as the interim law clerk to Judge Donna M. Woelpper in the Family Court of Philadelphia, Juvenile Dependency Branch. She also worked as a child advocate attorney for the Defender Association of Philadelphia in its Child Advocacy Unit. She opened Schimmel Family Law in 2013 and worked as a solo practitioner for almost four years before partnering with two other local family law attorneys.

She is the co-founder of the Young Professionals Council of The Field Center for Children’s Policy, Practice and Research and of the Adoption Professionals Council of HelpUsAdopt.org. She is a member of the Pennsylvania, Philadelphia, New Jersey, Burlington and Mercer County Bar Associations, all in their family law subdivisions. She also volunteers with the Philadelphia Volunteers for the Indigent Program, The Montgomery Child Advocacy Project, The Support Center for Child Advocates and The Women’s Resource Center.

She has been selected for inclusion in Pennsylvania Super Lawyers’ annual Rising Stars List since 2014, and she was named a Lawyer on the Fast Track by The Legal Intelligencer – a prestigious award she earned as one of its youngest recipients. Diana was also listed as a Top Family Law Attorney by Philadelphia Life Magazine every year since 2014, and she was named Best Overall Advocate by the Widener Intensive Trial Advocacy Program.

She lives in New Jersey with her husband and daughter.

Listen to this informative The Confident Retirement episode with Diana Schimmel about family law and adoptions.

Here is what to expect on this week’s show:

• The biggest takeaway from Diana’s time as a clerk.
• What is Diana’s exact ideal client for the practice?
• Important things to guide you through an insurance process
• The biggest opportunity for her and the firm.
• The grey divorce group is the fastest growing.

Connect with Diana:

https://familylawmks.com/diana-c-schimmel-esq/

https://www.linkedin.com/in/diana-c-schimmel-57045a63/

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An experienced Chicagoland area family law mediator and litigator and immigration law practitioner. Graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science with a double major in Psychology and Political Science, and completed Juris Doctor degree at the DePaul University College of Law in 2000. Practicing law for 22 years, including mediation, contested divorce litigation, preparing prenuptial (premarital)/postnuptial, Qualified Domestic Relations Orders (QDRO’s) and Qualified Illinois Domestic Relations Orders (QILDRO’s). Serving as court appointed Guardian Ad Litem (GAL) and Child Representative. Immigrated from Poland as a child, married with 3 children. Fluent in Polish and conversational in Spanish. Tom is licensed to practice by the State of Illinois.

Listen to this informative The Confident Retirement episode with Thomas Miller about retirement plan considerations in divorce.

Here is what to expect on this week’s show:

• How did Thomas decide on what areas of law to focus on.
• What is a Qualified Domestic Relations Order?
• What is the ideal client?
• What is a divorce decree?
• Pre and post nuptial agreements.
• What’s happening with the public divorce rate?

Connect with Thomas:

https://www.thomaspmiller.com/

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Daryl has lectured and taught classes around family law for 25 years. She is managing partner at her law firm. Ms. Weinman is admitted to practice before the U.S. District Court for the Western District of Texas, the U.S. Court of Appeals for the 5th Circuit, and the Supreme Court of the United States. She is board certified in family law by the Texas Board of Legal Specialization since 2000, and was awarded her Juris Doctor from New York Law School in 1994, and with a background in economics from Colgate University.  

Listen to this informative The Confident Retirement episode with Daryl Weinman about family law and the divorce process.

Here is what to expect on this week’s show:

• Daryl’s background and how she landed in Austin.
• Don’t forget about what your kids are going through.
• Ideal client for Daryl would be…
• Common fears that people get wrong in the process.
• When emotions get involved the price goes up and process drags out.
• What is Divorce Resort?
• Daryl’s advice on resolving conflict in our own lives.

Connect with Daryl:

https://www.weinmanfamilylaw.com/attorney/daryl-g-weinman/

DivorceResort.com

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Karen Covy is a Divorce Coach, Lawyer, Author and Speaker who is committed to helping people make the best, most effective choices during one of life’s most turbulent times. She is the author of When Happily Ever After Ends: How to Survive Your Divorce Emotionally, Financially, and Legally. Karen is also a former adjunct law professor, former Chief of the Civil Actions Bureau for the Cook County State’s Attorney’s Office, and former trial lawyer at Querrey & Harrow. Karen graduated from Western Michigan University and the University of Notre Dame Law School. She is a member of numerous bar and professional associations, including the American Bar Association, the Association of Family and Conciliatory Courts, EPWNG, WESOS and NAWBO. She has also been a member of the Chicago Bar Association, The Illinois State Bar Association, The Collaborative Law Institute of Illinois, and the International Academy of Collaborative Professionals. Karen is a popular speaker and has been featured on the Channel 7 News, WCIU You and Me This Morning, and on numerous radio shows and podcasts.

Listen to this informative The Confident Retirement episode with Karen Covy about divorce done right.

Here is what to expect on this week’s show:

●     How a divorce coach is different than utilizing an attorney.

●     Coaching is about 3 things…

●     Common fears working with a divorce coach.

●     How does Karen help people make better decisions?

●     How to decide whether you want to divorce or not.

●     Karen’s biggest opportunity in her business.

Connect with Karen:

https://karencovy.com/divorce-blog/

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Dori Goikhman is an attorney and mediator based in Silicon Valley. As founder of Off the Record Mediation Services LLC, Dori assists clients in complex and high asset divorces. Dori also focuses a large portion of her practice on pre-marital and post-marital agreements. Dori is licensed in California, New York and New Jersey.

Listen to this informative The Confident Retirement episode with Dori Goikhman about divorce insights.

Here is what to expect on this week’s show:

●     The Importance of finding your focus.

●     What’s an ideal mediation client?

●     The types of areas that Dori specializes in.

●     What’s the biggest misconception about mediation?

●     Why some people can’t confront their shadows.

●     Dori’s proudest moments in mediation.

●     If Dori wasn’t a mediator, what would she be doing?

Connect with Dori:

www.OTRmediation.com

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Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement.

Bruce is focused on creating partnerships with his clients; his specialties include tax minimization, comprehensive and ongoing wealth and tax guidance as well as legacy planning and transition management for individuals and business owners. To reach those goals, Bruce and his team invest in thoroughly understanding each client’s business as well as their needs and objectives; then finding opportunities and creating a master plan for financial choices designed to maximize outcomes while minimizing negative obligations.

Bruce and his team have saved their clients hundreds of thousands of dollars in unnecessary taxes and costs, helping them build their financial foundation, legacy and options.

Listen to this informative The Confident Retirement episode with Bruce Willey about secret systems to strategic tax planning.

Here is what to expect on this week’s show:

●     Why Bruce is a tax preparer and not a planner.

●     How Bruce picked the services his firm offers.

●     The difference between reactive vs proactive tax planning

●     Americans view tax refunds incorrectly.

●     The amount of retirement from the IRS is alarming.

●     What is an outsourced CFO and who is a good candidate?

●     What is the Secret System?

Connect with Bruce:

Americantpb.com

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Rajeh A. Saadeh leads a team of attorneys at The Law Office of Rajeh A.Saadeh, L.L.C., and devotes a substantial portion of his litigation practice to matrimonial and family law. In connection with his family law background, Rajeh served as an appointee to the Supreme Court of New Jersey’s Family Practice Committee and is a trained family law mediator. 

Prior to private practice, Rajeh served as the Judicial Law Clerk to the Honorable Hany A. Mawla, a former Presiding Judge of the Family Part in three New Jersey counties and current Judge of the Appellate Division of the Superior Court of New Jersey. Rajeh graduated from the University of Pennsylvania Law School where he was elected Class Officer by his peers. At Rutgers, The State University of New Jersey, where he earned a Bachelor of Arts, Rajeh was an Edward J. Bloustein Distinguished Scholar, a member of the Rutgers College Honors Program, and a frequenter on the Dean’s List.

Rajeh is licensed to practice law in the States of New Jersey and New York and authorized to appear before the United States District Court for the District of New Jersey and the United States Court of Appeals for the Third Circuit.

Listen to this informative The Confident Retirement episode with Rajeh Saadeh about legal family matters.

Here is what to expect on this week’s show:

●     An ideal client is one who is responsive and realistic.

●     Why it’s necessary to have representation when considering a divorce.

●     What makes a divorce complex?

●     What is a foreclosure?

●     What’s the biggest future opportunity for Rajeh’s practice?

Connect with Rajeh:

Website: https://www.rajehsaadeh.com

LinkedIn: https://www.linkedin.com/in/rajehsaadeh

Firm’s LinkedIn: https://www.linkedin.com/company/rajehsaadeh/

Twitter: https://www.twitter.com/rajehsaadeh

Facebook: https://www.facebook.com/rajehsaadeh/

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Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, a Division of Frost Law since January 2021 where he has been serving the Washington metropolitan area, practicing law and estate planning since 1980.

A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness, and commitment to his clients’ needs” has earned him repeated recognition by Washingtonian magazine and Bethesda magazine as among the DC, Maryland region’s “Best Estate Planners”. He has also been repeatedly honored as a “Top 100 Attorney” by Worth magazine and likewise recognized as a Maryland and Washington, DC “Super Lawyer”.

As a trusted legal analyst, Gary has lent his expertise and authored articles for a wide range of media outlets including The Washington Post, The NY Times, The Journal of Financial Advisors, The Wall Street Journal, Boomer-Living.com, FOX News, and more. He writes an estate planning blog, Altman Speaks, which can be found via the firm’s website.

Listen to this informative The Confident Retirement episode with Gary Altman about estate planning and specifically veterans.

Here is what to expect on this week’s show:

●     Negative consequences occur when you don’t ask the right questions.

●     Why do people procrastinate estate planning?

●     Why is estate planning so important?

●     What is incapacitation?

●     What is a revocable living trust?

●     Important things for veterans planning their estate.

●     It’s better to plan early and often.

●     The biggest opportunity and challenge for Gary’s practice going forward

Connect with Gary:

https://altmanassociates.net/

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Karen Tenenbaum has been a tax attorney for 39 years with an LL.M. in tax and she is also a CPA. She founded Tenenbaum Law, P.C., in Melville, NY, 25 years ago. The firm helps individuals and businesses facing IRS and New York State tax problems. Karen is a frequent speaker on IRS and NYS tax issues for numerous professional organizations, including the NYS Society of CPAs, the NCCPAP Accounting and Tax Symposium, AAA-CPA, New York State Society of Enrolled Agents and more. Presently, she serves as the Chair of the Suffolk County Bar Association Tax Law Committee and the Vice Chair of the NYS Society of CPAs Relations with IRS Committee. Her firm has successfully helped many individuals and businesses resolve their tax problems.

Listen to this informative The Confident Retirement episode with Karen Tenenbaum about tax law advice.

Here is what to expect on this week’s show:

●     Reasons the government can withdraw money from your account.

●     The importance of being in a niche.

●     Tips to avoid being put in a tax audit.

●     Phenomenal program in NY for voluntary disclosure.

Connect with Karen:

https://www.litaxattorney.com/

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