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Finding the right financial adviser during and after divorce

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Manage episode 426824261 series 3584059
Conteúdo fornecido por Jamie Lima, Jamie M. Lima, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jamie Lima, Jamie M. Lima, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Jamie M. Lima emphasizes the importance of choosing the right financial adviser during a divorce. He outlines his qualifications and the role of a CDFA®, shares a real-life example of financial misunderstandings, and offers guidance on post-divorce financial planning. He also covers how to verify an adviser's background, explains fiduciary vs. suitability standards, and provides tips on beginning the search and questions to ask potential advisers.

Disclaimer: The information on this site and podcast is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Woodson Wealth Management and Consulting Inc. and Allegiant Solutions LLC DBA Allegiant Divorce Solutions (referred to as “the companies”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

The companies do not warrant that the information will be free from error. None of the information provided on this website or podcast is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall the companies be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if the companies or a company authorized representative has been advised of the possibility of such damages.

In no event shall the companies have any liability to you for damages, losses, and causes of action for accessing this site or podcast.

Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

(0:00) Introduction to the episode (0:21) Discussing the importance of hiring the right financial adviser (0:52) Jamie M. Lima's qualifications and background (1:37) The role of a CDFA® in a divorce (3:05) Real-life example of financial misunderstandings in divorce (5:09) Post-divorce financial planning assistance (7:28) Resources for verifying an adviser's background (9:26) Fiduciary standard vs suitability standard (11:12) How to start searching for a financial adviser (13:17) Questions to ask potential financial advisers (21:22) Closing remarks and upcoming episodes
  continue reading

23 episódios

Artwork
iconCompartilhar
 
Manage episode 426824261 series 3584059
Conteúdo fornecido por Jamie Lima, Jamie M. Lima, and MBA. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Jamie Lima, Jamie M. Lima, and MBA ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Jamie M. Lima emphasizes the importance of choosing the right financial adviser during a divorce. He outlines his qualifications and the role of a CDFA®, shares a real-life example of financial misunderstandings, and offers guidance on post-divorce financial planning. He also covers how to verify an adviser's background, explains fiduciary vs. suitability standards, and provides tips on beginning the search and questions to ask potential advisers.

Disclaimer: The information on this site and podcast is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Woodson Wealth Management and Consulting Inc. and Allegiant Solutions LLC DBA Allegiant Divorce Solutions (referred to as “the companies”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

The companies do not warrant that the information will be free from error. None of the information provided on this website or podcast is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall the companies be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if the companies or a company authorized representative has been advised of the possibility of such damages.

In no event shall the companies have any liability to you for damages, losses, and causes of action for accessing this site or podcast.

Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

(0:00) Introduction to the episode (0:21) Discussing the importance of hiring the right financial adviser (0:52) Jamie M. Lima's qualifications and background (1:37) The role of a CDFA® in a divorce (3:05) Real-life example of financial misunderstandings in divorce (5:09) Post-divorce financial planning assistance (7:28) Resources for verifying an adviser's background (9:26) Fiduciary standard vs suitability standard (11:12) How to start searching for a financial adviser (13:17) Questions to ask potential financial advisers (21:22) Closing remarks and upcoming episodes
  continue reading

23 episódios

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