6. Navigating Divorce and True Wealth with Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning

Today in the In the Suite guest chair we welcome Bonnie A. Sewell, CFP®, CDFA®, AIF®, CEPA® - CEO of American Capital Planning, LLC. American Capital Planning, LLC is a female-owned, fiduciary, and fee-only wealth management company located in Leesburg, Virginia outside of DC.

Much of Bonnie’s work at American Capital Planning is around giving back and teaching women who are going through a divorce and other life transitions about how to be fluent in their own money and confident in their financial lives. According to Bonnie, if you pay attention, most conversations go back to money. Instead of fearing finances, Bonnie encourages us to take a thoughtful approach to good decision making while asking tough questions head-on.

In this episode, we discuss everything from the impact of Covid-19 on divorces to the long-term implications of women leaving the workforce. Bonnie also offers a ton of free resources designed to challenge our current view of the world, even what we see and read on social media.

Join this informative conversation to hear more about:

• How Bonnie predicts Coronavirus will affect the divorce rate (10:56)
• The American Capital Planning virtual workshops available to support those navigating a divorce (14:00)
• The first call to make as you’re navigating a divorce (15:50)
• The nuanced approach American Capital Planning takes in advising women (21:20)
• The type of source that matters when making important decisions (29:00)
• The problems people are trying to solve in the pandemic (33:00)
• What Bonnie would advise any woman considering cutting daycare to do (37:34)
• Why intentionality matters in finances and in life (41:40)
• The tried and true advice Bonnie gives clients (49:41)
• The definition of ‘True Wealth’ (51:20)
• The secret weapon that Bonnie turns to for strength (59:40)

Referenced Material: Events and Organizations

• The Girl Link: https://www.thegirllink.com/
• Second Saturday Divorce Workshop (Virtual During COVID-19): http://www.secondsaturdaynova.com/ (Fee: WAIVED)
• George C Marshall Organization | Virtual Visionary Leadership Speaker Series: https://www.georgecmarshall.org/vvlss

Referenced Material: True Wealth & Book Recommendation

• True Wealth Slide by Bonnie Sewell, CFP®, CDFA®, AIF®,CEPA from American Capital Planning
• The Future Is Faster Than You Think: How Converging Technologies Are Transforming Businesses, Industries, and Our Lives (Exponential Technology Series) by Peter H. Diamandis and Steven Kotler on Amazon: https://www.amazon.com/dp/B086T54GFM/

Referenced Material: Sources Mentioned During the Show

• Reuters: https://www.reuters.com/
• Associated Press News: https://apnews.com/
• The New York Times: https://www.nytimes.com/
• Washington Post: https://www.washingtonpost.com/
• The United States Social Security Administration: https://www.ssa.gov/
• Internal Revenue Service (IRS): https://www.irs

🤩 Thanks for listening, we appreciate your support and 5-star reviews of our show!!!

❤️ Please follow us on Instagram https://www.instagram.com/inthesuitepod/

📧 Want to get in touch? Email me at tina@growintentionally.com