Tag Archives: Hightower Bethesda


Is Real Estate in Your Portfolio? (Ep. 5)

With real estate, there are different ways to get into the market and various points to consider before investing.

In this episode, Stephen Rosen talks about the strategies, preferences, and relevant factors he takes into account before investing in property and how he uses it to expand the portfolios he manages. Stephen also provides important details about the current market for rental properties and how different segments have shifted the demand in the last couple of years.

Stephen discusses:

  • The benefits of real estate investment
  • Why he prefers investing in private funds rather than the publicly traded REITs
  • The tax benefits that exist in real estate
  • Investing in properties for growth and/or income
  • And more

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How To Best Support Your Kids During The Divorce Process With Jill Kaufman (Ep. 9)

Figuring out the right things to say to your kids when you are going through a divorce can be extremely challenging. What they are ultimately looking for is some reassurance that everything is going to be okay. 

In this episode, Leah Jones is joined by Jill Kaufman, a licensed therapist, divorce coach, author and co-parenting expert. Oftentimes with divorce there are blurred lines as to what details to share with your children and how to approach the tough conversations that need to be had in order to move forward. Thankfully, Jill Kaufman has all the answers, saving you from repeating common mistakes that can lead to a child feeling isolated and unheard.

Jill discusses:

  • What details to uncover in the first divorce conversation with your children
  • When is a good time to check-in on your kids post-divorce 
  • What details you should avoid discussing to save your children from picking sides
  • And more

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About Our Guest:

Jill Kaufman: In addition to being a Divorce Coach, Licensed Therapist, and Parent Educator, Jill is also a trained Divorce Mediator, was on the Speaker’s Bureau of Parents Anonymous and founded Female, a support and advocacy group for mothers. She has worked with many people who are going through a divorce. Jill has taught the Redirecting Children’s Behavior parenting class for over 20 years.  She is an experienced and sought after speaker. ​

JIll Kaufman is warm, supportive, non-judgmental and motivating. With compassion and understanding gained from experience, she helps clients get through difficult and overwhelming situations and discover new ways to resolve a variety of challenges created through divorce and bring more happiness and peace into their lives.

Dating After Divorce with Michelle Jacoby (Ep. 8)

Just because you got divorced doesn’t mean you’ll never find love again.

Michelle Jacoby, a dating-after-divorce specialist, believes you can have another amazing love, and even marriage.

In this episode, Leah Jones is joined by Michelle, a dating coach and professional matchmaker, to discuss her advice and tips for women dating post-divorce as outlined in her book Never Waste Time On The Wrong Man Again!

Michelle and Leah discuss:

  • How Michelle’s own divorce kick-started her career as a professional matchmaker 
  • Common mistakes women make when dating after divorce (and how to avoid them)
  • Setting boundaries and following them when you start dating 
  • Dating as a single parent, and the importance of choosing a partner who ‘blends into your family’
  • What it means to put yourself out there and doing the work to get what you want
  • And more


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About Our Guest:

Michelle Jacoby is a certified matchmaker, dating and relationship coach, and the owner of DC Matchmaking: a boutique matchmaking and coaching company for commitment-minded singles in the Washington, DC Area that was founded in 2009. Michelle has successfully coached and matched hundreds of happily married couples!

Michelle is a leader in the matchmaking industry. She was voted Best Matchmaker in the U.S. at the 2017 iDate Awards and awarded finalist for Best Matchmaker and/or Best Dating Coach in the industry in 2015, 2016, 2018, and 2020. Michelle has been featured in The Washington Post, Bethesda Magazine, WUSA Channel 9, News Channel 8 – Let’s Talk Live, WJLA Good Morning Washington, NBC Washington, Huffington Post, ABC, FOX, Newsy, NPR, and more. Her articles have appeared in Self, Washington Life Magazine, YourTango.com, ThoughtCatalog.com, The Mind’s Journal, Yahoo, EHarmony Advice, and many more.

Empowering Your Divorce By Building a Community (Ep. 7)

Divorcing as a parent can be very difficult.

Dealing with the legal requirements, plus all of the transitions of going from a co-parent to a single-parent can feel overwhelming and emotionally draining.

But having a community of like-minded people that you can trust and rely on can help you through those tough situations.

In this episode, Leah Jones speaks to Michelle Dempsey-Multack, author, divorce coach and certified divorce specialist who works with women at all stages of their divorce and helps them join a community to connect with other women in similar situations.

Michelle and Leah discuss:

  • Michelle’s ‘why’ and the reason she is passionate about helping women through their divorce
  • The most important resources to help you through your divorce
  • The Mom’s Moving On community and how women support each other through the virtual community
  • What a divorce coach is and how they can help you through difficult situations
  • And more


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Collaborative Divorce 101 (Ep. 6)

Divorce is by definition, not done alone. 

However, the question may be, how do you collaborate on a split?

It’s all about your mindset as you enter divorce proceedings. If there’s a willingness to work with your spouse in a way that will allow for constructive resolutions, you will be able to separate in a more peaceful way. 

In this episode, Leah Jones speaks to divorce attorney Melissa Goodstein, who focuses on alternative dispute resolutions, namely mediation and collaborative divorce. Leah and Melissa discuss the ins and outs of collaborative divorce, the benefits and when it may not be an option, and the difference between mediation and collaboration. 

Leah and Melissa discuss:

  • How collaborative divorce is possible 
  • The three reasons why collaborative process may not be an option
  • The difference between mediation and collaboration in divorce
  • The financial implications of divorce
  • And more

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About Our Guest:

Melissa Goodstein graduated from Brandeis University with a B.A. and high honors in both American Studies and European Cultural Studies in 1987. She received her J.D. degree from Benjamin N. Cardozo School of Law in 1990 where she served as an editor of the Journal of International Law.

In 1992, she completed mediation training and in 1993 started a private practice specializing in divorce mediation with offices in Westchester and New York City. In 2003 Melissa received training in collaborative law and in 2005 was trained in the interdisciplinary collaborative team model.

Melissa practices exclusively within the mediation and collaborative divorce models.  Her practice is located in Katonah, New York serving clients throughout Westchester County and Putnam County and the surrounding New York metropolitan area.

Melissa is a member of the New York State Council of Divorce Mediation, the Greater New York Council of Family and Divorce, the New York Association of Collaborative Professionals and the International Association of Collaborative Professionals. She is also a member in good standing of the Westchester Women’s Bar Association and has completed advanced training in both mediation and collaborative practice.

In accordance with a 2019 initiative, ADR (alternative dispute resolution) is now mandated for most court actions in the New York State judicial system. In alignment with her dedication to ADR, Melissa serves on the mediation panel and Roster of Mediators for the 9th Judicial District in the following courts: Westchester County Supreme Court Matrimonial Part, Putnam County Supreme Court Matrimonial Part, Putnam Surrogate’s Court and Bronx Surrogate’s Court.

Melissa is passionate about providing the best possible support for all her clients and is an advocate of alternative healing techniques such as chiropractic, yoga and meditation to help support her clients during the divorce process. She believes that healing from the inside out is instrumental in achieving a good divorce and a transition to a new life.



A Deeper Dive into the World of Hedge Funds (Ep. 4)

Hedge funds can be a great investment vehicle for providing absolute return, and there are so many options beyond multi-strategy funds that can serve your exact investment needs.

In this episode, Stephen Rosen dives even further into the world of hedge funds, focusing on satellite positions and the value hedge fund managers bring to the table.

Stephen discusses:

  • The advantages and disadvantages of various satellite positions 
  • The importance of gauging successful investments by both risk and return
  • Characteristics of a good hedge fund manager
  • And more

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Planning for the Three Phases of Divorce with Stacy Francis (Ep. 5)

There are three stages you should be planning for when you decide that divorce is the right option.

It’s critical that you do your research, plan, and manage your finances during these three stages to avoid potential issues.

In this informative episode, Leah Jones speaks to Stacy Francis, Certified Divorce Financial Analyst and the founder of Savvy Ladies. Leah and Stacy discuss how women should prepare pre, during and post divorce to ensure a smooth transition into their new lifestyle.

Leah and Stacy discuss:

  • Pre-divorce planning tips, including steps to take towards taking full control of your own finances, and talking to a matrimonial attorney prior to divorce
  • Add-on expenses, and what you should focus on when divorcing to assure the wellbeing of your children
  • Your investment portfolio and tailoring it to suit you and meet your needs
  • And more

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About Our Guest:

Stacy Francis is the President and CEO of Francis Financial, a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood.

She is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), Certified Grief Recovery Specialist® and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of Financial Help for Widows: A Complete Resource Guide as well as Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. 


3. Everything You Need to Know About Hedge Funds

Investing with stocks and bonds can be a risky process if you don’t have a lot of time to manage them. Hedge funds can be a much more stable and low-risk alternative.

In this episode, Stephen Rosen reveals what clients and investors should know about hedge funds, exposing the myths attached to them and outlining their benefits so you can make an informed decision about whether they might be right for you.

Stephen discusses:

  • What a hedge fund is and its origins
  • Myths attached to hedge funds
  • How hedge funds are regulated
  • Who is a good client for a hedge fund
  • And more

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Misconceptions of Taking Ownership of the Primary Home During a Divorce With Jeff Landers (Ep. 4)

During the divorce process, it is very common for the divorcing woman to want to stay in the primary home. This is a highly nuanced situation, so it’s important to consider bringing in a professional during negotiations.

In this episode, Leah Jones speaks with Jeff Landers, chief executive officer at Next Act Properties. Jeff discusses some of the creative solutions for divorcing women to consider so that they have the ability to stay in their home throughout the divorce and into the next stage of life.

Jeff discusses:

  • Why the refinancing qualification of the divorcing woman is critical
  • The option of continuation to co-own the primary home
  • The focus of his companies––and how he helps divorcing couples
  • And more

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About Our Guest: Jeff Landers, is a seasoned Real Estate expert with over 30 years of experience working with prestigious companies such as Metropolitan Life, Merrill Lynch, Coldwell Banker and others.

In 2010, Jeff founded Bedrock Divorce Advisors, LLC, working exclusively with women going through a financially complicated divorce. Dealing with the marital home is almost always a major issue in any divorce. Jeff’s strong background and know-how has guided many hundreds of women all over the U.S. through the complex process of selling their marital home or buying out their spouse and refinancing the mortgage, so they can keep and remain in their homes.

Jeff has written 6 published books with 15,000+ copies sold nationwide focusing on the financial aspects of divorce for women, as well as contributing articles regularly to Forbes.com, The Huffington Post, DailyWorth, More.com, Lawyers.com, and many other online publications.


2. Introducing Clients To Alternative Investments

Getting clients to understand and buy into alternative investments is a huge part of the process of including this asset class in your overall portfolio.

In this episode, Stephen Rosen explains how he does what he does. Stephen walks us through what the experience is like for a customer reaching out to him for the first time, and explains how a first and second meeting is conducted. Stephen also shares how he introduces clients to alternative investments and helps them understand the objective of including them in their portfolio.

Stephen discusses:

  • What a client can expect when first contacting his team
  • What the first meeting is like and why it’s important to Stephen to have couples on the same page
  • How Stephen introduces clients to alternative investments
  • And more

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