Ep31: Be In Control of Your Financial Future By Doing These Things - Jamie M. Lima, MBA, CFP®, CDFA®
In this episode, we're joined by Jamie M. Lima, MBA, CFP®, CDFA®, as we delve into a wide range of relevant financial planning topics across various life stages. Don’t miss his practical steps and strategies you can implement to secure your...
In this episode, we're joined by Jamie M. Lima, MBA, CFP®, CDFA®, as we delve into a wide range of relevant financial planning topics across various life stages. Don’t miss his practical steps and strategies you can implement to secure your financial future. Gain valuable insights into the diverse aspects of financial planning when you tune in!
Key Takeaways To Listen For
- Technology's impact on financial strategies and wealth building dynamics
- Divorce financial planning and the intricacy of its asset distribution
- Importance of financial planning across all stages of your life
- Ways to help young adults establish finances, taxes, and retirement plans
- What is the fiduciary duty of a financial adviser and how it affects you
Resources/Links Mentioned In This Episode
- Morgan Stanley
- Fidelity Investments
- UCLA brain-imaging tool and stroke risk test help identify cognitive decline early
- PepsiCo
- CNN
- CNBC
- Airbnb
- TikTok
- The Multiplier Effect by Liz Wiseman, Lois N. Allen, and Elise Foster | Kindle and Paperback
- The First 90 Days by Michael D. Watkins | Kindle and Hardcover
About Jamie M. Lima, MBA, CFP®, CDFA®
Jamie grew up in a family that always seemed to have money challenges. That led him to a career in finance as he wanted to learn and understand how to support myself and my family better. He began his career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investments. He oversaw $1 billion in assets for 450 families and businesses.
Today, he primarily focuses on mid-career professionals working to maximize their wealth, so they can do what they love with zero financial stress. He also is a Certified Divorce Financial Analyst® and founded Allegiant Divorce Solutions in 2023 to help others better prepare for, navigate, and recover financially from divorce.
Connect with Jamie
- Website: Woodson Wealth Management | Two Wishes Homestead
- Instagram: @twowisheshomestead
- LinkedIn: Jamie M. Lima, MBA, CFP®, CDFA®
Connect With Us
If you’re looking to invest your hard-earned money into cash-flowing, value-add assets, reach out to us at https://bobocapitalventures.com/.
Follow Keith’s social media pages
- LinkedIn: Keith Borie
- Investor Club: Secret Passive Cashflow Investors Club
- Facebook: Keith Borie
- X: @BoboLlc80554
