The Confident Retirement

Jeffrey Katz started his law practice in 2000 after working as a solo tax accountant and CPA. Now, he's recognized by SuperLawyers as amongst the Top 5 percent of tax and estate lawyers in Maryland and Washington, DC. Over the last 20 years, he’s prepared over 5,000 estate plans and has administered over $100 million in estates and trust assets. He also runs an estate planning software company (wh...

Cary Jacobson, Esquire is the founder and managing partner of Jacobson Family Law. Cary has been practicing law for nearly a decade, having successfully represented clients in all facets of family law proceedings including separation, divorce, custody, child support, post-divorce enforcement, and other family law related matters. Through her experience litigating family law matters, Cary has found...

Ronald R. Petroff was born in Cleveland, Ohio and graduated high school from the University School in Hunting Valley, Ohio. He attended Vanderbilt University as an undergraduate where he earned a bachelor’s degree and double majored in Political Science and American History. He graduated cum laude and was a member of the Sigma Chi fraternity. Mr. Petroff then attended The Ohio State University Mor...

Wendy practiced family law exclusively for 15 years. In that time, she became a partner in 5 years, a managing partner in 10, and then “went solo” at 13. However, she knew there was something more for her. In true Wendy fashion, she applied some sparkle & GRIT to her own life and made a leap of faith to become a certified life coach so that she could help her professional comrades beat the burnout...

Renee Decker practices law as a trusted advisor to families, to help them stay out of court and out of conflict during the difficult time after an injury, death, or disability of a loved one. She enjoys cultivating relationships with her clients to help guide them through the often-confusing puzzle of financial and legal decisions that come with creating estate plans, seeing a loved one’s assets t...

Yvonne R. Cort is a Partner at Capell Barnett Matalon & Schoenfeld LLP, where she focuses her practice on resolving Federal and New York State tax controversies. Yvonne has been selected to New York Metro SuperLawyers, a designation given to only 5% of the lawyers in the state. She has served as Chair of the IRS Downstate New York Practitioner Liaison Group and Chair of the Business Law, Tax a...

Jonathan Merel is an experienced attorney who advocates for his clients in all divorce and family law proceedings, including settlement negotiations and trials. Jonathan founded the Law Offices of Jonathan Merel, P.C. in early 2009 after working for many years at another family law firm in Chicago. Through his hard work and unwavering dedication to his clients, Jonathan has quickly grown the firm...

Katherine Eisold Miller is is an attorney on a mission to change how people divorce and help them divorce with dignity. She is the founder of the Miller Law Group and a directora and Trainer with the Center for Understanding in Conflict. She has been working in the field of family law for more than 35 years as a mediator as well as an advocate. She hosts the radio show/podcast Divorce Dialogues an...

Mel was born and raised in Simpsonville, Kentucky, and graduated from the University of Louisville in 2006 with a BS in Business Administration with a concentration in Accounting. Mel has been in public accounting since 2007, and became a CPA in 2010. He is a member of the American Institute of CPAs and the Florida Institute of CPAs. Listen to this informative The Confident Retirement episode with...

Eliana T. Baer, Esq. is a Partner at the national law firm, Fox Rothchild, LLP, where she focuses her state-wide practice on representing clients on issues relating to divorce, equitable distribution, support, custody, adoption, domestic violence, premarital agreements and Appellate Practice.  Ms. Baer, I received her undergraduate degree from Yeshiva University, magna cum laude. She is a 2009 gra...

Scott Kimberly owns and operates the Law Office of W. Scott Kimberly, located on the Historic Public Square in Murfreesboro. His practice primarily focuses on criminal defense, family law, and personal injury. Scott is committed to making the community a better place to live. He currently serves as the Chairman of The Kimberly Family Foundation, which he founded in 2016 to encourage philanthropy i...

Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning. Outside of work, Kris enjoys family, golf, music, reading and exercise. He and his wife, Meg, live in Bradenton with the...

Marco owns Brown Family Law in Salt Lake City, Utah. Brown Family Law specializes solely on family law and helps more people through divorce than any other law firm in Utah. Marco’s path started a long way from Salt Lake. He grew up in Cold Bay, Alaska, a tiny village of 85 people. His dad ran a salmon hatchery and his mom was an air traffic controller. Eventually, Marco made his way to Anchorage...

Jamie Berger is a Co-founder of Jacobs Berger, LLC, a Divorce and Family Law Firm in Morristown, New Jersey. Her career focuses exclusively on all areas of family law including an emphasis on appellate matters. She is a NJ Qualified Mediator. Her firm’s core value is taking Divorce from “Distress” to “De-Stressed” and every member of her firm practices with that value at the forefront of their rep...

Diana C. Schimmel, Esq. has been practicing family law for over a decade. She works with families in the Greater Philadelphia area, South and Central New Jersey. In addition to guiding families through the difficulties divorce and custody matters can cause, she also focuses her practice on building families through the adoption process. Diana earned her Juris Doctorate from the Widener University...

An experienced Chicagoland area family law mediator and litigator and immigration law practitioner. Graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science with a double major in Psychology and Political Science, and completed Juris Doctor degree at the DePaul University College of Law in 2000. Practicing law for 22 years, including mediation, contested divorce lit...

Daryl has lectured and taught classes around family law for 25 years. She is managing partner at her law firm. Ms. Weinman is admitted to practice before the U.S. District Court for the Western District of Texas, the U.S. Court of Appeals for the 5th Circuit, and the Supreme Court of the United States. She is board certified in family law by the Texas Board of Legal Specialization since 2000, and...

Karen Covy is a Divorce Coach, Lawyer, Author and Speaker who is committed to helping people make the best, most effective choices during one of life’s most turbulent times. She is the author of When Happily Ever After Ends: How to Survive Your Divorce Emotionally, Financially, and Legally. Karen is also a former adjunct law professor, former Chief of the Civil Actions Bureau for the Cook County S...

Dori Goikhman is an attorney and mediator based in Silicon Valley. As founder of Off the Record Mediation Services LLC, Dori assists clients in complex and high asset divorces. Dori also focuses a large portion of her practice on pre-marital and post-marital agreements. Dori is licensed in California, New York and New Jersey.   Listen to this informative The Confident Retirement episode with Dori...

Bruce Willey JD, CPA, has served as an accountant, tax and wealth-building specialist for individuals and business owners for over three decades. The founder of American Tax & Business Planning, LLC. Bruce is also an author, sought-after speaker and influential resource for tax law, application knowledge and strategic advisement. Bruce is focused on creating partnerships with his clients; his spec...

Rajeh A. Saadeh leads a team of attorneys at The Law Office of Rajeh A.Saadeh, L.L.C., and devotes a substantial portion of his litigation practice to matrimonial and family law. In connection with his family law background, Rajeh served as an appointee to the Supreme Court of New Jersey’s Family Practice Committee and is a trained family law mediator.  Prior to private practice, Rajeh served as t...

Gary Altman, Esq. is the Founder and Principal Attorney of the estate planning law firm, Altman & Associates, a Division of Frost Law since January 2021 where he has been serving the Washington metropolitan area, practicing law and estate planning since 1980. A nationally recognized estate, legacy and business planning authority, Gary’s “outstanding expertise, trustworthiness, and commitment to hi...

Karen Tenenbaum has been a tax attorney for 39 years with an LL.M. in tax and she is also a CPA. She founded Tenenbaum Law, P.C., in Melville, NY, 25 years ago. The firm helps individuals and businesses facing IRS and New York State tax problems. Karen is a frequent speaker on IRS and NYS tax issues for numerous professional organizations, including the NYS Society of CPAs, the NCCPAP Accounting a...

Anthony J. Diaz, Esq, is a Family Law and Collaborative Divorce attorney and Florida Certified Family Law mediator specializing in resolving disputes easily, effortlessly and amicably. He previously practiced as a CPA in New York for many years. .Anthony has been Collaboratively trained since 2009, taken numerous advanced training and collaborated on many cases. In his practice, Anthony is known a...

Vicky Townsend is the founder and President of Divorce Right, Inc. an Employee Assistance Program company serving companies and government agencies in the US and abroad. She is also the co-founder and former CEO of the National Association of Divorce Professionals, a professional association consisting of the licensed and certified professionals that serve families going through a divorce.  Vicky...