Tag: Retirement

The Financial Challenges and Solutions of Complex Divorces (Ep. 11)

The Financial Challenges and Solutions of Complex Divorces (Ep. 11)

Divorce is a difficult and painful process that affects not only the emotional well-being of the individuals involved but also their financial stability and security. 

That’s why it’s important to seek professional guidance from a financial advisor who can help you navigate the financial aspects of divorce and plan for your future.

In this episode, John Iannucci explores the impact of divorce on finances, emphasizing the importance of financial planning. He highlights the need to involve the right financial advisor early on to avoid making poor financial decisions. Additionally, John shares his approach to complex divorces, addressing future financial needs without emotional baggage.

John discusses: 

  • The impact of divorce on finances
  • The importance of involving a financial advisor early on to avoid making bad financial decisions
  • The misconception about divorce lawyers and financial advice
  • The importance of integrating a new financial advisor into the divorce process due to the conflict of interest with the current financial advisor
  • The various complexities involved in dividing assets in a divorce
  • His approach of treating a complex divorce like the separation of successful business partners
  • And more!

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Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

Unlocking Hidden Potential: Creative Solutions for Real Estate Retirement (Ep. 4)

Real estate can be an excellent investment, providing consistent income and tax benefits for retirement. But let’s talk about the catch.

In this episode, John Iannucci discusses the challenges and implications of owning rental real estate for retirement. He highlights the burdens of managing rental properties, such as tenant calls and repair expenses, and the diminishing tax benefits over time. As clients age, the demands become overwhelming, but selling the properties can trigger significant tax consequences. 

But remember, there’s no one-size-fits-all investment. We’ll dive into the realities of managing properties and handling financial challenges.

John discusses: 

  • Tax management strategies to mitigate impacts
  • The need to consider outstanding liabilities 
  • How you can effectively break down sales proceeds 
  • The importance of understanding the impact on adjusted gross income
  • And more

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