Untying the Financial Knot: Assets, Taxes, and Retirement Accounts

In this conversation, Karen McNenny interviews Mercedes Barker, a Certified Divorce Financial Analyst, about the financial aspects of divorce. Mercedes shares her expertise as an investment advisor and discusses various types of accounts and their tax implications. She explains the importance of categorizing assets as after-tax or pre-tax and how this affects the division of assets in a divorce settlement. Mercedes also emphasizes the need for careful financial planning after divorce, taking into consideration factors such as age, risk tolerance, and long-term goals.

About Mercedes Barker

  • Certified Divorce Financial Analyst (CDFA®)
  • Civil and Family: Divorce, Child Custody Mediator
  • CDC Certified Divorce Coach
  • CDC Divorce Transition & Recovery Coach
  • Licensed REALTOR®
  • Certified Divorce Lending Professional (CDLP™) and Mortgage Broker

Mercedes is the primary Certified Divorce Financial Analyst at Your Divorce Financial Analyst. A CDFA® specializes in the financial issues surrounding divorce. She uses her knowledge of tax law, asset distribution, short and long-term financial planning to help couples achieve the divorce settlement they’re seeking.

Her role includes acting as an advisor to one party, an advisor to one party’s divorce lawyer, or as a Mediator for both parties.

“Your Divorce™ was founded on the premise that there’s a better way than the traditional approach to divorce and it stems from my own personal experiences.” – Mercedes Barker, CEO

Facebook: ⁠.Yd Your Divorce⁠

LinkedIn: ⁠Mercedes Barker⁠

Websites: