EP 26: 10 Easy to Overlook Valuable Marital Assets

10 Easy to Overlook Valuable Marital Assets

Welcome to the twenty-sixth episode of Divorce and Your Money Podcast. Your host, Shawn Leamon, MBA and a Certified Divorce Analyst, will discuss assets that are easy to forget or you might not know about.

Despite not being on the top of your priority list, as the following possible assets are still important. If you go through some of these assets, they might end up being very valuable.

  1. Travel Rewards Points and Credit Card Points
  2. Club Memberships
  3. Collectables
  4. Benefits and Compensation from previous employers
  5. Keepsakes and Photography
  6. Capital Loss Carryovers
  7. Tax Refunds
  8. Cemetery Plots
  9. Personal Loans to Family and Friends
  10. Intellectual Property

If you have any of them, be sure to discuss them with your attorney, determine the best course of action, and also let your financial advisors know about them as you go through the process.

Thank you for listening to the Divorce and Your Money Podcast. We hope the show helps you through one of the most difficult periods of your life. Shawn Leamon is also the author of Divorceand Your Money: The No-Nonsense Guide. One-on-one divorce coaching services are available at www.divorceandyourmoney.com.

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Shawn Leamon, MBA, CDFA

Dallas, Texas

Shawn C. H. Leamon is Managing Partner of LaGrande Global, a firm that helps successful families manage large financial transitions like divorce, inheritance and selling a business.

He earned his Bachelor of Arts from Dartmouth College, double majoring in Economics and Philosophy, and his Masters in Business Administration at Spain’s IE Business School.

Before founding LaGrande Global, Shawn helped manage $1.1 billion in client assets at Bernstein Global Wealth Management. He also worked as a credit research analyst at J.P. Morgan. He is a Certified Divorce Financial Analyst, and he has been an advisor to numerous high-stakes divorce cases.

Shawn is the author of two well-received finance books: Managing Private Wealth: Principles, and Divorce and Your Money: The No-Nonsense Guide, both published in 2016.

In his spare time, Shawn is an ultra-endurance athlete and has competed in events as long as 24 hours. He is an Eagle Scout and a member of the Alumni Board of Greenhill School.