Smart Money Moves For Divorce And Home Decisions

Money, divorce, and the family home collide in ways that are emotional and expensive—and they don’t have to be. We sit down with certified financial planner and certified divorce financial analyst Amy Kelly to unpack the decisions that matter most, from whether to keep the house to how to split retirement accounts without triggering avoidable taxes. Amy brings decades of experience and a calm, practical lens to a season of life that often feels anything but calm.

You’ll hear how a divorce-savvy plan goes beyond basic budgeting. We dig into document readiness, fee transparency, and why projections are the only honest way to decide if you can afford your current home. We talk marital balance sheets, child and spousal support modeling, QDROs for retirement plans, and the tax traps that can turn a fair-looking settlement into a long-term setback. If you’re in Ohio, we also touch on dower rights and what they mean for title, equity, and sale decisions. The result is a roadmap for aligning your goals—stability for kids, a clean financial slate, on-time retirement—with the numbers that have to support them.

Whether you’re contemplating divorce, actively negotiating, or rebuilding after loss, this conversation gives you tools to move forward with clarity. Gather your key documents, define your priorities, and build a team that includes a family law attorney, a CDFA, and a real estate pro who understand the stakes. Ready to make confident choices about your home and your future? Follow the show, leave a quick review to support the work, and share this episode with someone who needs a little steadiness right now.

Reach out to Amy to get started on your financial plan today!
Amy Kelly, CFP, CDVA
[e-mail]
614-383-3778 (office)
614-619-3160 (cell)

Hi and welcome to Thrive and Decide. I’m your host Sarah Thress. This podcast is intended to help women who are going through a divorce, continplating divorce or have lost a spouse feel seen, heard, understood and not alone. All the beautiful souls who share on here are coming from a place of vulnerability and a common belief that sharing your story will help others. You will also hear from industry experts on what to do and not do while going through a divorce.

Sarah Thress
614-893-5885
[e-mail]
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