Latest Episodes

Is Real Estate in Your Portfolio? (Ep. 5)
August 18, 2022

With real estate, there are different ways to get into the market and various points to consider before investing. In this episode, Stephen Rosen talks about the strategies, preferences, and relevant

How To Best Support Your Kids During The Divorce Process With Jill Kaufman (Ep. 9)
August 04, 2022

Figuring out the right things to say to your kids when you are going through a divorce can be extremely challenging. What they are ultimately looking for is some reassurance that everything is going t

Dating After Divorce with Michelle Jacoby (Ep. 8)
June 09, 2022

Just because you got divorced doesnt mean youll never find love again. Michelle Jacoby, a dating-after-divorce specialist, believes you can have another amazing love, and even marriage. In this epis

Empowering Your Divorce By Building a Community (Ep. 7)
May 05, 2022

Divorcing as a parent can be very difficult. Dealing with the legal requirements, plus all of the transitions of going from a co-parent to a single-parent can feel overwhelming and emotionally drainin

Collaborative Divorce 101 (Ep. 6)
April 14, 2022

Divorce is by definition, not done alone. However, the question may be, how do you collaborate on a split? Its all about your mindset as you enter divorce proceedings. If theres a willingness to wo

A Deeper Dive into the World of Hedge Funds (Ep. 4)
March 31, 2022

Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds that can serve your exact investment needs. In this episode, Step

Planning for the Three Phases of Divorce with Stacy Francis (Ep. 5)
March 03, 2022

There are three stages you should be planning for when you decide that divorce is the right option. Its critical that you do your research, plan, and manage your finances during these three stages to

3. Everything You Need to Know About Hedge Funds
February 17, 2022

Investing with stocks and bonds can be a risky process if you dont have a lot of time to manage them. Hedge funds can be a much more stable and low-risk alternative. In this episode, Stephen Rosen re

Misconceptions of Taking Ownership of the Primary Home During a Divorce With Jeff Landers (Ep. 4)
February 03, 2022

During the divorce process, it is very common for the divorcing woman to want to stay in the primary home. This is a highly nuanced situation, so it’s important to consider bringing in a professional

2. Introducing Clients To Alternative Investments
January 20, 2022

Getting clients to understand and buy into alternative investments is a huge part of the process of including this asset class in your overall portfolio. In this episode, Stephen Rosen explains how he