Join in on discussions related to our practice specialties with topics on financial planning for the LGBTQ+ community, recent divorcees, special needs families, and socially responsible investing! 

Please note:   Lincoln Financial Advisors is now Osaic Wealth Inc. Any reference to Lincoln Financial within these files should be disregarded. 

Grey Divorce is becoming more commonplace than ever before. The number of such divorces has doubled since 1990. You might ask: "What is Grey Divorce?" It’s a term used to describe a couple going through divorce after they have reached age 55. Listen to this episode to learn some surprising and important things to know when entering into a Grey Divorce that if ignored could lead to wasted money and/or additional legal challenges.

Companies, cities, and nations are changing and adapting to climate change. It turns out, if they don't make changes they're highly vulnerable to climate change effects and investors aren't interested in them. Learn more on why this investment trend is more than just good for your conscience. Our business is built on a foundation of thoughtful client relationships.

Navigating through divorce is not always easy, and there are a few additional challenges lesbian couples going through the process. In this episode Carrie shines light on several special concerns related to lesbian divorce that are important to know before, or during, the divorce process. This includes issues such as asset splitting and ownership, unequal incomes, Social Security benefits, and child custody and parental rights.

In this episode, Carrie talks about how more individuals will qualify for a 529ABLE account as of starting January 1, 2026. Listen to this episode to learn what an ABLE account is, who can benefit, and more about this positive change.

This episode explores a common question asked after a client starts a new job- Should they move their old employer's 401k to the new employer's plan? We will go over several hypothetical scenarios to help illustrate the various factors involved with this decision. 

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Disabled individuals are commonly underemployed with women being the most affected. Listen to learn several tips on how to overcome the underemployment gap with some relatively easy adjustments.

If you're in the beginning stages of divorce there are several things that should be on your radar. Listen to this episode for seven important points to consider.  

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In our first podcast episode host Carrie Waters Schmidt explains who we are and the various reasons why we do what we do. She also details our four main areas of specialty and focus as well as an idea of what to expect for future episodes.

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