Shows
FinServ Podcast28. The Million-Dollar Decision: Investing in Your Credentials with Lindsey LewisThere’s a lot of talk about the talent gap in financial services, but not enough about what it actually takes to build the next generation of great advisors. Jamie Hopkins sits down with Lindsey Lewis MBA, ChFC®, CFP®, to get real about what that path looks like: early exams, late nights, failed attempts, and the confidence that comes from finally earning your credentials.They talk through why education still matters, how designations can open doors, and what young professionals can do right now to stand out in a crowded industry. Whether you’re already deep into your C...
2025-10-3034 min
NoBS WealthAlimony, 50/50, Prenups: The NoBS Divorce Money PlaybookDivorce is not just a life event. It is a wealth event. In this episode, I sit down with Certified Divorce Financial Analyst Jamie Lima to rip the cover off the myths that quietly drain people’s futures. We get practical, we get specific, and we stay honest about what it takes to walk away with your sanity and a plan.We tackle the loud myths first. No, “never get married” isn’t a strategy. No, alimony is not always forever. Most states are moving toward rehabilitative support. We break down what actually drives alimony, how “income available...
2025-10-0837 min
The Bottom Line, A Podcast By The Double T Sports Network08-14-25: Texas Rangers, Dairy Queen Orders, Football Rules, Tom Stone, Big 12 Football, CFP projectionsChois Woodman, Matt Estenson, and Jamie Lent discuss celebration injuries, the Texas Rangers and Sunday golf naps. Matt gives us all of the power conference winners for football and the other spots for the College Football Playoffs. Chois gives us his Dairy Queen order. Jamie and Chois talk about the new college football rules. Are they ridiculous? Let us know your opinion. Tom Stone (Texas Tech women's soccer Head Coach), joins us on the show today talking about his team and starting the Red Raider athletic season. Jamie gives us his non conference best wins for the Big 12 for...
2025-08-1449 min
Broke Up, Not Broke(n)™Empowering Single Moms: Financial Planning and Career Growth with Gail ShowalterJamie M. Lima and Gail Showalter discuss the financial struggles and realities faced by single parents, focusing on debt management and employment challenges. They explore how financial hardship influences children's financial habits and emphasize the importance of career-focused education for achieving financial independence. The conversation highlights programs and degrees that can aid single mothers' success. They address planning for the future, overcoming confidence issues post-divorce, and managing guilt while taking leaps of faith. Practical day-to-day financial strategies are shared, along with the importance of creating a support team.
Visit Gail's links to explore more of her work.
...
2025-07-3033 min
Broke Up, Not Broke(n)™Stress Management and Financial Empowerment Through Tapping with Amy VinczeJamie M. Lima and Amy Vincze delve into the intricacies of stress responses and personal stress experiences, exploring the concept of tapping and its benefits for managing stress. They discuss how stress impacts health and financial decisions, offering strategies for self-healing, resilience, and financial empowerment during the divorce process. The episode further explores foundational fears and midlife crises, providing insights into overcoming these challenges. Listeners are guided through resources and support systems available for divorce recovery, equipping them with the tools needed to navigate this transformative period with confidence.
Visit Amy's link to explore more of her work.
2025-07-2327 min
Broke Up, Not Broke(n)™Rebuilding Careers and Confidence After Divorce with Amy AdlerJamie M. Lima and Amy Adler explore the intricacies of career transitions and challenges faced post-divorce. They discuss overcoming fear and the steps to re-enter the workforce, emphasizing the importance of leveraging volunteerism and networking strategies. The episode delves into optimizing LinkedIn profiles and addressing employment gaps, while also building a professional social media presence. Tips on maintaining confidence and avoiding job search scams are shared, along with strategies to build momentum and courage when starting over. The discussion wraps up with insights on crafting specific job search pitches, offering listeners valuable resources and closing remarks.
Visit Amy's link...
2025-07-1629 min
Broke Up, Not Broke(n)™Understanding Financial and Emotional Challenges in Narcissistic Divorces with Darren ElliottJamie M. Lima and Darren Elliott delve into the complexities of dealing with narcissism in divorce finances, discussing the impact of financial manipulation and the role of mediation. They analyze psychological dynamics and introduce the BIF Method for managing communication and emotional regulation during the divorce process. The episode highlights the importance of therapy and conflict resolution for high-conflict couples, offering insights on post-divorce healing and boundary setting. Family dynamics, emotional health, and the effects of divorce on children and extended family are explored, alongside the influence of childhood experiences and generational trauma.
Visit Darren Elliott's links to explore...
2025-07-0938 min
Broke Up, Not Broke(n)™The Role of Narratives and Mindfulness in Divorce with Lindsey CarnickJamie M. Lima and Lindsey Carnick dive into the role of narratives in relationships and their profound impact on the divorce process. They discuss how misunderstandings can have significant financial implications and explore the importance of therapy and support teams in facilitating effective communication during divorce. Challenges faced by high-stress professionals are addressed, with tools offered to navigate these difficulties. The episode highlights the power of stories on mental well-being and the present moment, introducing techniques for distinguishing reality and exploring mental time travel.
Visit Lindsay's links to explore more of her work.
IG: onwardpsychservices
LI: https...
2025-07-0235 min
Broke Up, Not Broke(n)™Achieving Financial Freedom and Avoiding Traps in Divorce with Germaine FoleyJamie Lima welcomes Germaine Foley, who shares her journey from financial struggle and bankruptcy to achieving financial freedom. They offer advice on maintaining financial balance during divorce and aligning spending with personal values. The episode addresses overcoming a scarcity mindset, debt repayment, and establishing healthy financial habits. Psychological aspects of money and common financial traps in divorce are explored, emphasizing the importance of due diligence with financial advisers and avoiding the abdication of financial decisions.
Visit Germaine's links to explore more of her work.
Free Training: How To Build Wealth w/out Going On a Strict Budget
...
2025-06-2529 min
Broke Up, Not Broke(n)™Healing, Boundaries, and Financial Empowerment in Divorce with Danielle IngenitoJamie M. Lima is joined by Danielle Ingenito, who shares her personal divorce journey and its impact on her health. They explore energy healing techniques and the importance of setting boundaries during the divorce process. The episode delves into money beliefs and common financial pitfalls encountered during divorce, emphasizing how childhood influences shape one's money mindset and the challenge of overcoming scarcity.
Visit Danielle's links to explore more of her work.
https://www.instagram.com/danielleingenitohealer/
https://www.tiktok.com/@danielleingenitodee
https://www.youtube.com/@DeesDivineGuidance
Danielle is an Ex-Accountant turned Certified Intuitive Reiki Master...
2025-06-1826 min
Wealth Wisdom Financial PodcastBuilding WEALTH in the AI Era - Can You Keep Up?What happens when AI makes your business model obsolete in six months, but your money is locked away where you can't touch it? Jamie built a successful medical transcription service over fifteen years. That is ... until AI-powered tools could do the same work in minutes at one-tenth the cost. She had the vision to pivot and the industry knowledge to succeed, but faced a devastating problem. The problem was that her capital was trapped! It was in retirement accounts that she couldn't access without massive penalties. In this episode, we explore why traditional financial advice...
2025-06-1827 minWealth Wisdom Financial PodcastBuilding WEALTH in the AI Era - Can You Keep Up?What happens when AI makes your business model obsolete in six months, but your money is locked away where you can't touch it? Jamie built a successful medical transcription service over fifteen years. That is ... until AI-powered tools could do the same work in minutes at one-tenth the cost. She had the vision to pivot and the industry knowledge to succeed, but faced a devastating problem. The problem was that her capital was trapped! It was in retirement accounts that she couldn't access without massive penalties. In this episode, we explore why traditional financial advice...
2025-06-1827 min
Broke Up, Not Broke(n)™Navigating Divorce with Special Needs Planning: Financial and Emotional Strategies with Michael RingelJamie M. Lima and Michael Ringel explore the complexities of financial planning for families with special needs during divorce. They discuss structuring child support while considering government benefits and delve into special needs trusts and life insurance considerations. The importance of maintaining life insurance post-divorce is highlighted, alongside the benefits of ABLE accounts. Transition assistance and keeping the child's focus post-divorce are emphasized. The episode also examines the behavioral impacts of divorce on families with disabilities and the role of disability policies.
Visit Michael Ringel's website to explore more of his work.
http://www.mikeringel.com
2025-06-1129 min
Broke Up, Not Broke(n)™Redefining Identity and Financial Recovery After Divorce with Jeff KolezJamie Lima and Jeff Kolez discuss Jeff's divorce journey, addressing emotional challenges and the effects on children while navigating the court system. They explore financial recovery and the importance of setting post-divorce goals, emphasizing emotional well-being alongside financial strategies. Jeff shares the founding of Divorce Daddy, highlighting the redefinition of identity and the importance of support systems for men. The episode delves into the broader scope of divorce, coaching benefits, and tackling root causes and fears.
Visit Jeff's website to explore more of his work.
https://divorce-daddy.com/media-kit/
Welcome to today’s episode, where we...
2025-06-0430 min
Millennial Money MovesUnlocking Homeownership: A Guide to MortgagesThinking about buying a home? Curious if the mortgage you have is right for you? This episode breaks down everything you need to know — from FHA vs. conventional loans to navigating high interest rates, monthly payments, and mortgage insurance. Tune in for real talk on affording a home in today’s market and how to unlock homeownership without blowing your budget.Sean Babin and Blake Bandani sit down with Jamie Fernandez, an experienced mortgage broker to unpack the American Dream of homeownership.Jamie Fernandez - jf@nyftylending.com, 602-419-9688
2025-05-3046 min
Broke Up, Not Broke(n)™Mastering Financial Recovery and Discipline During Divorce with Chelsea WilliamsJamie M. Lima is joined by Chelsea Williams to discuss financial discipline and planning during divorce, focusing on asset division and financial separation. They explore the financial impact of different divorce scenarios and offer an overview of Chelsea's Money Mastery program. The episode delves into understanding one's 'money story' and how it shapes financial behavior, with insights into behavioral finance's role in divorce planning. Steps to financial recovery post-divorce are highlighted, along with unique financial challenges faced by men. The importance of mutual financial support and education in marriage is emphasized, concluding with communication strategies for finances in relationships.
...
2025-05-2824 min
Broke Up, Not Broke(n)™Overcoming High-Conflict Divorce: Strategies and Support with Lisa JohnsonJamie M. Lima welcomes Lisa Johnson to discuss navigating high conflict divorces, identifying indicators, and developing strategies for managing difficult ex-spouses. They explore the importance of choosing the right attorney and maintaining strategic oversight to avoid common divorce mistakes. The episode highlights the value of positive advocates and support programs, the potential for financial savings through self-representation, and insights from Lisa's book on divorce and parental alienation. They delve into overcoming shame, seeking support, and the crucial steps in rebuilding self-worth and personal health post-divorce, ultimately finding purpose and direction after the process.
Visit Lisa Johnson's link to explore...
2025-05-2130 min
Broke Up, Not Broke(n)™Navigating Divorce: Emotional Health, Money Scripts, and Financial Empowerment with Jonathan AslayJamie M. Lima and Jonathan Aslay explore the connection between emotional health and financial decisions in divorce. They discuss marriage's financial implications, "money scripts," and their impact on divorce outcomes. The episode covers adversarial divorces, mediation, and how financial upbringing influences relationships, highlighting gender differences in generating financial resources. They emphasize honest financial conversations, the risks of one partner managing finances, and the importance of self-care during divorce. The discussion concludes with insights on turning divorce struggles into professional passion and self-discovery.
Visit Jonathan's link to explore more of his work.
https://www.youtube.com/c/JonathonAslay
2025-05-1433 min
Broke Up, Not Broke(n)™Revolutionizing Child Support Management with Sheri AtwoodJamie M. Lima is joined by Sheri Atwood to delve into SupportPay, a platform designed to streamline child support payments. They discuss the features of SupportPay and its role in planning for future expenses, as well as its impact on court order compliance and potential workplace benefits. The conversation also covers future developments, including AI integration, and offers best practices for managing child support payments. Additionally, they address handling financial complexities in modern families.
Visit Sheri Atwood's links to explore more of her work.
https://www.linkedin.com/in/sheriatwood/
https://x.com/SupportPayApp
https://app.supportpay...
2025-05-0725 min
Broke Up, Not Broke(n)™Forensic Accounting in Divorce: Financial Awareness and Investigation with Kelly J. ToddJamie M. Lima is joined by Kelly J. Todd to delve into the role of forensic accounting in divorce cases. They discuss the importance of financial awareness and involvement in marriage, emphasizing the need for gathering financial information and understanding the forensic investigation process. The episode addresses challenges faced when working with attorneys during financial investigations and highlights common financial discrepancies found in divorce cases. Key topics include the technological and ethical aspects of forensic accounting, with tailored advice for both high-asset and low-asset divorce scenarios.
Visit Kelly J. Todd's links to explore more of her work.
...
2025-04-3025 min
Broke Up, Not Broke(n)™Estate Planning Essentials for Divorce with Adam ZuckermanJamie M. Lima is joined by Adam Zuckerman to explore the intricacies of estate planning during and after divorce. They discuss Adam's journey into estate planning and provide an overview of his work with Buried and Work. The episode covers the importance of organizing estate information and planning documents, and the differences between wills and trusts. Key topics include the significance of power of attorney and updating estate plans post-divorce, alongside real-life estate planning issues and personal stories. The conversation highlights estate planning template bundles, action checklists, and the role of financial literacy and digital estate planning in ensuring organized...
2025-04-2331 min
Broke Up, Not Broke(n)™Overcoming Narcissistic Abuse and Gaining Financial Empowerment with Kimber FosterJamie M. Lima is joined by Kimber Foster to discuss the intricacies of dealing with narcissism in the context of divorce. They explore how to identify narcissistic behavior and address the financial abuse that can accompany it, emphasizing the role of a Certified Divorce Financial Analyst (CDFA) in such situations. The episode focuses on post-divorce financial empowerment and emotional recovery, offering strategies for setting boundaries and fostering personal growth. Challenges of cohabitation and creating a healing environment are discussed, along with finding joy in new beginnings.
Visit Kimber Foster's links to explore more of her work.
https://yearofthorns.com
...
2025-04-1628 min
Broke Up, Not Broke(n)™Resilience and Financial Empowerment in Divorce with Andra DavidsonJamie M. Lima and Andra Davidson discuss the overwhelming nature of divorce and emphasize the importance of a divorce coach in managing the process. They highlight the necessity of building a support team to cultivate resilience and confidence. The episode delves into strategies for resilience, including creating a personal mission statement. Financial considerations are addressed, with a focus on understanding one's financial picture and navigating financial decisions while overcoming societal shame. The conversation encourages taking small steps and utilizing professional resources for support, concluding with appreciation for the role of divorce coaches.
Visit Andra Davidson's links to explore more...
2025-04-0930 min
Broke Up, Not Broke(n)™Reinventing Life and Finances After Divorce with Josh TomeoniJamie M. Lima and Josh Tomioni discuss the importance of understanding gender differences in seeking divorce help and emphasize the need to build a strong divorce support team. They explore strategies to avoid financial mistakes by collaborating with planners and highlight the significance of self-care and mental health during the process. The conversation delves into using vision boards for financial reinvention and offers insights on reinventing life post-divorce.
Visit Josh Tomeoni's links to explore more of his work.
https://www.tiktok.com/@thederelictpodcast
https://www.instagram.com/joshthederelict
http://www.youtube.com/@JoshTheDerelict
Josh Tomeoni...
2025-04-0232 min
Broke Up, Not Broke(n)™Emotional Resilience and Financial Clarity in Divorce with Dr. Dean and HollyKem SunseriJamie M. Lima is joined by HollyKem Sunseri and Dr. Dean Sunseri to explore emotional recovery and conflict management during divorce. They discuss the impact of financial stress on decision-making and the challenges posed by narcissism and self-centered behaviors. The episode delves into mediation and resolution strategies, highlighting the importance of resiliency and emotional expression. Personal divorce stories emphasize the significance of building "Team You" for support. The conversation encourages seeking professional help and connecting with resources to navigate the divorce process effectively.
Visit their links to explore more of their work.
Website: https://www.ihaveavoice.com
...
2025-03-2638 min
Broke Up, Not Broke(n)™Financial Strategies and Housing Solutions During Divorce with Jesse CoodyJamie M. Lima and Jesse Coody discuss financial challenges and personal experiences during divorce, emphasizing the importance of collaboration with financial advisors and realtors. They present a case study illustrating effective strategies. The episode covers managing credit scores and making informed housing decisions post-divorce. Jesse Coody explains owner financing, detailing its legal aspects and security considerations. The conversation includes financial planning, budgeting, and the potential of unconventional lending options during divorce.
Visit Jesse Coody's links to explore more of his work:
https://www.facebook.com/coodyandco
https://www.instagram.com/coodyandcofinancing/
https://www.linkedin.com/in/jesse-coody/
...
2025-03-1929 min
Broke Up, Not Broke(n)™Mastering Finances and Co-Parenting After Divorce with Jonathan BreedenJamie M. Lima is joined by Jonathan Breeden to address minimizing financial stress and advancing post-divorce. They delve into child support, custody, and alimony, providing insights into economic factors that affect alimony decisions and lifestyle analysis. The conversation includes handling business assets and emphasizes the essential role of budgeting throughout the divorce process. Estate planning and updating beneficiaries post-divorce are also discussed. The episode highlights empowerment and effective co-parenting strategies, offering guidance for navigating life after separation.
Visit Jonathan Breeden's links to explore more of his work:
LinkedIn: https://www.linkedin.com/in/jonathan-breeden-75852ba/
Website: https...
2025-03-1232 min
Broke Up, Not Broke(n)™Graceful Exits and Thriving Post-Divorce: Insights with Rhonda Parker TaylorJamie M. Lima is joined by Rhonda Parker Taylor to explore her personal journey through divorce, emphasizing the importance of leaving with grace and building resilience. They discuss expert financial planning and the role of emotional intelligence in making informed decisions. Practical tips for self-awareness and creating a new vision for life post-divorce are shared. The conversation highlights the potential to thrive and embrace change after separation.
Visit Rhonda Parker Taylor's links to explore more of her work:
Facebook: https://www.facebook.com/rhondaparkertaylor/
Instagram: https://www.instagram.com/rhondaparkertaylor/
Twitter: https://twitter.com/RhondaParkerTa1
LinkedIn: https...
2025-03-0531 min
Broke Up, Not Broke(n)™From Legal Separation to Personal Growth: Navigating Divorce with Andy PaigeJamie M. Lima is joined by Andy Paige to discuss her personal journey through divorce, sharing insights on navigating legal separation and the complexities of dating during this time. They explore self-representation in court and strategies for asset division. The conversation expands to life post-divorce, focusing on support systems, dating, and remarriage considerations. Emphasis is placed on financial management, including the importance of prenuptial agreements. The episode underscores empowerment and personal growth after divorce, highlighting the value of building support networks and fostering kindness.
Visit Andy Paige's links to explore more of her work:
https://www.instagram...
2025-02-2633 min
Broke Up, Not Broke(n)™Financial Empowerment and Emotional Resilience in Divorce with Dr. Michelle MaidenbergJamie M. Lima is joined by Dr. Michelle Maidenberg to discuss personal growth and coping strategies through the journey of divorce. Dr. Maidenberg shares her experiences, emphasizing the importance of financial independence and empowerment for women post-divorce. They explore the ACE Method, offering solutions to overcome financial and emotional challenges. The episode highlights the significance of building a strong support system and addresses the social impact of divorce, underscoring the need for emotional validation.
Visit Dr. Michelle Maidenberg's links to explore more of her work:
Website: https://www.michellemaidenberg.com,
Psychology Today Blogger: https://www.psychologytoday.com...
2025-02-1931 min
Broke Up, Not Broke(n)™Empowering Stay-at-Home Moms: Financial Independence and Coping Through Divorce with Amanda HaroJamie M. Lima is joined by Amanda Haro to discuss her personal journey through divorce as a stay-at-home mom. The conversation delves into the unique challenges faced by women in this situation, including overcoming stigmas and achieving financial independence. They explore the difficulties of job searching during the pandemic and the concept of "F*ck It Mothering." The episode addresses tackling burnout and maintaining consistent parenting post-divorce, while also emphasizing the importance of support systems and mental health. Amanda shares insights on coping strategies, dealing with financial aspects, and connecting with others in similar situations, concluding with her closing thoughts.
2025-02-1229 min
Broke Up, Not Broke(n)™Navigating Financial Education and Tax Strategies in Divorce with Ralph EstepJamie M. Lima is joined by Ralph Estep to explore the multifaceted impacts of divorce on both children and financial education. They delve into consolidated tax considerations, discussing alimony and child claim implications, alongside property, retirement, and record-keeping issues. The episode underscores the importance of professional financial advice, while also addressing emotional, practical, and negotiation strategies. Mediation benefits are highlighted, along with common financial pitfalls to avoid. The conversation emphasizes building a strong support network and taking charge as the "CEO of your life" through effective tax planning.
Visit Ralph Estep's links to explore more of his work:
2025-02-0441 min
Broke Up, Not Broke(n)™Navigating Tax Challenges and Asset Protection in International Divorces with Vincenzo VillamenaJamie M. Lima is joined by Vincenzo Villamena to delve into the complex tax considerations and challenges that arise during divorce. They explore asset protection and reporting, particularly in the context of international divorces. The discussion covers renouncing citizenship and addressing innocent spouse tax issues, along with managing international assets and dual citizenship complications. They emphasize the importance of tax planning, asset protection, and estate planning in the divorce process. The episode highlights the need for thorough preparation for consultations and the crucial role of professionals in navigating these intricate issues.
Visit Vincenzo's links to explore more of his...
2025-01-2930 min
Off StreetEp. 92: InaugurationWelcome to Episode 92 of Off Street: The official podcast of the Marshall Financial Investment Team. In today’s episode, Adam and Sean discuss:
· Does the NFL have an officiating problem?
· Notre Dame lost the CFP Championship but won the money battle
· Value of college football powers vs. other schools' entire endowments
· JPMorgan CEO Jamie Dimon thinks asset prices are “inflated”
· What matters more for today’s market: the Fed or the President?
They finish up with "Uncorrelated" stories about the historic snowstorms gripping the southeastern US, as well as the heated pickleball noise debate dividing one of the nation’s richest enclave...
2025-01-2226 min
Broke Up, Not Broke(n)™Navigating Bankruptcy and Financial Empowerment in Divorce with Luke HomenJamie M. Lima is joined by Luke Homen to discuss the intersection of bankruptcy law and divorce. Luke shares insights from his career, emphasizing empowerment through financial knowledge during divorce. They compare the benefits and stigma of bankruptcy, and discuss rebuilding credit and different bankruptcy types. The episode covers costs, legal consultations, and debt discharge, highlighting the importance of working with attorneys. They address complexities of debt responsibility and business ownership, sharing success stories and case studies. The conversation includes financial transparency in bankruptcy, student loan discharge, and tax implications, concluding with reflections on navigating bankruptcy in divorce.
Visit...
2025-01-2227 min
Broke Up, Not Broke(n)™Financial and Emotional Lessons from Divorce with Peter TeuscherJamie M. Lima is joined by Peter Teuscher to delve into his personal journey through divorce, sharing both financial and emotional lessons learned. The conversation covers preparing your finances for divorce and the benefits of mediation, stressing the importance of a pragmatic approach while maintaining self-worth. They draw emotional parallels between divorce and grieving, and discuss strategies to avoid financial and personal pitfalls post-divorce. Emphasis is placed on self-care and building a strong support system.
Links you can visit to explore Peter Teuscher's work:
https://www.facebook.com/coachpeterteuscher
https://www.linkedin.com/company/peter-teuscher-coaching-consulting/?viewAsMember=true
...
2025-01-1533 min
Broke Up, Not Broke(n)™Emotional Recovery and Financial Stability Post-Divorce with Phyllis LeavittJamie M. Lima is joined by Phyllis Leavitt to explore the emotional recovery process and necessary mindset shifts during divorce, particularly focusing on the impact on children. The discussion emphasizes maintaining integrity and the benefits of mediation. Strategies for achieving financial stability and health post-divorce are shared. Phyllis introduces her book, discussing family dynamics and the importance of integrity in conflict resolution. Closing thoughts offer reflections on navigating divorce with dignity and the importance of prioritizing well-being for both individuals and their families.
Links you can visit to explore Phyllis Leavitt's work:
https://www.phyllisleavitt.com
2025-01-0832 min
Broke Up, Not Broke(n)™Financial Independence and Emotional Healing Through Divorce with Hashondra SmithJamie M. Lima is joined by Hashondra Smith to discuss the journey to financial independence and the process of leaving unhealthy relationships. The conversation emphasizes the importance of building a strong support system and incorporating mindfulness during divorce. They explore strategies to combat imposter syndrome and embrace self-acceptance, highlighting financial resilience and recovery post-divorce.
Links you can visit to explore Hashondra Smith's work:
Instagram: @unrambling.me
Facebook: @hashondra
Youtube: www.youtube.com/@hashondra
Hashondra is the insightful mind behind 'Don't Overthink.Me.' As a life coach and mental wellness advocate, she specializes in helping...
2025-01-0132 min
Broke Up, Not Broke(n)™Redefining Success and Building Resilience Post-Divorce with Molly BookerJamie M. Lima is joined by Molly Booker to discuss her divorce experience and the stigma surrounding prenuptial agreements. They explore the acceptance of change and redefining success post-divorce, emphasizing the importance of overcoming imposter syndrome and living authentically. The conversation highlights building resilience and transforming life after divorce, while acknowledging the challenges faced and the importance of seeking support.
Links you can visit to explore Molly Booker's work:
www.mollybooker.com
https://www.facebook.com/mollyfiore
https://www.instagram.com/thisauthenticlife_withmolly
From medical office administrator, to suicide prevention trainer, and United Methodist pastor...
2024-12-1830 min
NoBS Wealth12 Days of Giving Day 5: Finding Financial Freedom After Domestic Violence - How One Mother Rebuilt Her LifeWhat happens when a mother, fleeing domestic violence with her special needs son, has to rebuild her entire financial life from a shelter? In Day 5 of our '12 Days of Giving' series, financial advisor Jamie Lima shares a powerful story of transformation that proves you're never truly alone in your darkest moments.This episode goes beyond the typical divorce narrative, diving deep into the critical financial strategies that turned crisis into opportunity. Learn how proper pension valuation and understanding QDROs (Qualified Domestic Relations Orders) can make the difference between struggle and stability. Whether you're facing divorce, supporting...
2024-12-1723 min
Broke Up, Not Broke(n)™Transforming Financial Challenges and Personal Growth Through Divorce with Alex LoveJamie M. Lima is joined by Alex Love to discuss the intricacies of navigating divorce and career transitions. Alex shares insights from her personal journey, highlighting financial challenges and effective separation strategies. The conversation delves into personal growth, with a focus on how CrossFit played a pivotal role in Alex's recovery. Post-divorce financial management and overcoming feelings of failure are explored, along with advice on supporting an ex-partner financially. The importance of a personal network in recovery and moving forward is emphasized. Alex shares her vision and future goals, encouraging listeners to step out of their comfort zones.
Links...
2024-12-1128 min
Broke Up, Not Broke(n)™Financial Challenges and Emotional Detachment in Divorce with Robert HuntJamie M. Lima is joined by Robert Hunt to discuss the financial challenges and responsibilities faced during divorce. Robert shares insights from his coaching experience, focusing on managing stress and the importance of emotional detachment in financial decision-making. The conversation covers personal coping strategies and the significance of keeping support networks informed. The episode concludes with a recap, an open mic discussion on accountability and overcoming a victim mentality.
Links you can visit to explore Robert Hunt's work:
www.nobodycarespod.com
www.linkedin.com/in/roberthuntceo/
Robert J. Hunt is "The Accountability Guy" and the...
2024-12-0430 min
Divorce for Wealthy WomenEffective Ways to Support a Loved One Through DivorceDivorce can be an incredibly challenging experience, especially when navigating the complexities of a high-net-worth divorce. In this episode, Jamie Berger and Sarah Jacobs, co-founders of the esteemed Jacobs Berger family law practice, share their expert advice on how friends and family can effectively support a loved one during this difficult time—without overstepping boundaries or complicating the legal and emotional process.
Jamie and Sarah, both seasoned family law professionals, delve into the critical role that loved ones can play in providing support. They offer actionable insights on how to help with organizing financial do...
2024-11-3024 min
One More for the Good GuysTN vs Vandy, 11/30/24. Game predictions, CFP Rankings, and moreWe discuss the upcoming matchup with Vanderbilt and where the Vols will land in the CFP.
2024-11-301h 23
Broke Up, Not Broke(n)™Navigating Divorce Decisions: Aligning Emotions and Finances with Mike FinkJamie M. Lima is joined by Mike Fink to delve into the complexities of decision-making during divorce. They discuss the pain of indecision and the challenges it presents, exploring how the primal, emotional, and rational brain influences choices. The conversation highlights the importance of visual communication in decision-making and prioritizing values to understand deal breakers. Mike shares strategies for financial decision-making, handling complex choices with multiple variables, and balancing financial and family goals. Techniques for visualizing decisions and aligning emotional responses with rational thinking are also discussed, providing listeners with practical tools to navigate divorce effectively.
Links you can...
2024-11-2738 min
Broke Up, Not Broke(n)™Overcoming Financial Struggles and Embracing New Beginnings with David PasqualoneJoin Jamie M. Lima and David Pasqualone as they explore the complexities of divorce and financial recovery. David shares his personal journey, discussing abusive relationship patterns, setting boundaries, and financial recovery strategies. They emphasize support systems, vision, goal-setting, and mindset shifts post-divorce. Discover insights on handling unexpected financial and legal challenges, entrepreneurship, and income diversification. David also highlights the value of coaching, accountability, self-care, journaling, and sleep.
Links you can visit to explore David Pasqualone's work:
Facebook: https://www.facebook.com/DavePasqualone
LinkedIn: https://www.linkedin.com/in/dpasqualone/
YouTube: https://www.youtube.com/@DavidPasqualone
Instagram: https...
2024-11-2047 min
Broke Up, Not Broke(n)™Empowering Financial Independence and Balance Post-Divorce with Nicole BrightJamie M. Lima is joined by Nicole Bright to discuss pathways to empowerment and financial independence for individuals navigating divorce. They share their personal motivations and journeys, highlighting Nicole's approach to supporting divorcees. The conversation explores finding balance and empowerment post-divorce, emphasizing the importance of financial education and independence. Nicole offers insights into effective budgeting tools and the role of continuous financial planning in enhancing life quality. The discussion covers communication and self-management during the divorce process, providing listeners with practical strategies.
Links you can visit to explore Nicole Bright's work:
https://www.facebook.com/CoachNicoleBright
https...
2024-11-1329 min
Broke Up, Not Broke(n)™Managing Divorce Stress: Financial Habits and Resilience with Sara WebbJamie M. Lima is joined by Sarah Webb to explore the intricate connections between divorce, financial behaviors, and stress management. Sarah shares her personal journey and insights into understanding one's finances, highlighting the impact of childhood trauma on financial habits and relationship instability. They delve into managing stress and adrenal fatigue during divorce, emphasizing the importance of building resilience through body, breath, and mind practices. The discussion includes recognizing and managing panic attacks, and the role of self-care and meditation in stress relief. Sarah also shares how technology can aid in stress management, providing valuable resources and contact information.
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2024-11-0629 min
Broke Up, Not Broke(n)™Guiding Children Through Divorce: Emotional and Financial Strategies with Marcus HiggsJamie M. Lima welcomes Marcus Higgs to explore the complexities of divorce, focusing on children's reactions and the importance of building trust. Marcus shares insights on teaching financial principles to children and managing emotions and relationships during this challenging time. They discuss the scientific definition of hope and its role in emotional financial management, along with strategies for positive communication and psychology. Legal implications and the importance of maintaining respectful post-divorce communication are highlighted.
Links you can visit to explore Marcus Higgs' work:
www.linkedin.com/in/marcushiggs/
podcast.marcushiggs.com
bio.marcushiggs.com
Marcus...
2024-10-3028 min
Broke Up, Not Broke(n)™Mastering Financial Control and Rebuilding After Divorce with Connor TysonJamie M. Lima welcomes Connor Tyson to discuss navigating the financial landscape during divorce. Connor shares his personal challenges and professional background, offering insights into a 3-stage coaching process designed for financial control. They discuss understanding asset ownership, tackling divorce debts, and prioritizing wise counsel. The conversation emphasizes redefining goals and celebrating financial achievements post-divorce. Topics include credit scores, net worth misconceptions, and proactive planning to avoid common financial pitfalls. Connor offers strategies for rebuilding finances, providing listeners with actionable advice.
Links you can visit to explore Connor Tyson's work:
www.facebook.com/connorthefinancialcoach
www.instagram.com...
2024-10-2330 min
New Planner PodcastEp #200: The Career of Children's Book Author and CFP with Jamie BosseToday we welcome Jamie Bosse, an author and a financial planner at CGN Advisors, who shares her inspiring career journey and insights into the evolving financial planning industry. Jamie reflects on her experience attending the first Dallas Fort Worth career day 20 years ago, which set her on a path of growth and opportunity. She discusses the importance of building a professional network through a grassroots approach and leveraging industry contacts as she navigated different roles across the country. Listen in as Jamie dives into her unique career transitions, from the RIA channel to the bank channel—and ba...
2024-10-1829 min
Broke Up, Not Broke(n)™Navigating Divorce, Career Shifts, and Financial Planning with Lara BuelowJamie M. Lima is joined by Lara Buelow to explore the intersection of divorce, career transitions, and financial planning. Lara shares her personal experiences and insights from her upcoming book, offering advice on assessing financial risk tolerance and managing life shifts. They discuss the WOOP goal-setting framework, the cost of divorce, and the importance of resources and accountability. The conversation touches on balancing career demands, negotiation skills, and reentering the workforce post-divorce. Emphasizing reinvention, they highlight the emotional challenges and the necessity of building a support system and maintaining a social network. Lara shares personal stories of family support during...
2024-10-1631 min
Broke Up, Not Broke(n)™High Net Worth Divorce: Litigation vs. Mediation, Cybersecurity, and Asset Division with Jonathan SteeleJamie M. Lima and Jonathan Steele dive into the complexities of high net worth divorce cases. Jonathan shares his expertise in family law, highlighting the challenges and considerations unique to these divorces. They discuss the decision-making process between litigation and mediation, and the intricacies of financial decisions and asset division, including digital assets. The episode explores the role of forensic accountants and the importance of addressing business expenses. Cybersecurity and social media strategies are discussed as critical components, along with insurance and estate planning, focusing on life insurance and trusts.
Links you can visit to explore Jonathan Steele's work:
2024-10-0931 min
Broke Up, Not Broke(n)™Empowering Women's Financial Literacy and Long-Term Planning During Divorce with Dr. Barbara Provost and Maggie NielsenJamie M. Lima is joined by Dr. Barbara Provost and Maggie Nielsen to discuss financial empowerment for women facing divorce. They explore Purse Strings LLC's mission and the unique financial challenges women encounter. The conversation highlights the importance of selecting the right financial professional and understanding the roles of CDFA and CDLP in divorce. Challenges like retaining the house and navigating financial pitfalls are addressed, alongside health insurance and estate planning. Emphasizing trusted financial professionals, they delve into long-term planning, retirement, and social security, while understanding pensions and building a support team. Mediators and attorneys are discussed as valuable resources.
2024-10-0235 min
Broke Up, Not Broke(n)™Homeownership, Real Estate, and Financial Strategies During Divorce with Ed ParcautJamie M. Lima is joined by Ed Parcaut to delve into the intricacies of homeownership and real estate during a divorce. They explore the current real estate market outlook, addressing housing shortages and fluctuating interest rates. Ed shares financial strategies for navigating divorce, with a focus on credit and property division. The discussion includes challenges related to VA loans and the significance of post-divorce financial planning, particularly regarding housing. They also touch upon mortgage qualification, employment considerations, and the importance of estate planning and trusts.
Links you can visit to explore Ed Parcaut's work:
https://www.instagram...
2024-09-2535 min
Broke Up, Not Broke(n)™Financial Planning, Prenups, and Post-Divorce Recovery Strategies with Eric BrotmanJamie M. Lima welcomes Eric Brotman to discuss the multifaceted impacts of divorce. They delve into the emotional and financial repercussions, emphasizing the importance of financial planning and prenuptial agreements. The conversation covers prenups, title governance, and the role of financial literacy. They explore asset division, taxes, insurance, and the necessity of updating estate plans post-divorce. The discussion also highlights the effects of divorce on children, custody issues, and planning for holidays and college.
Links you can visit to explore Eric Brotman's work:
https://www.facebook.com/BFGFinancialAdvisors/
https://www.linkedin.com/company/bfgfa/
https://www.linkedin...
2024-09-1833 min
Broke Up, Not Broke(n)™Navigating Divorce Stigma, Co-Parenting, and Financial Decisions with Julia HoffmanJamie M. Lima introduces Julia Hoffman, who shares her personal experiences with divorce. They discuss the cultural stigma and personal challenges faced during divorce, focusing on co-parenting dynamics and societal expectations. The importance of collaborative divorce and post-decision work is highlighted, along with building a support system. They explore navigating new partnerships and workplace support systems, making informed financial decisions, and understanding legal complexities.
Links you can visit to explore Julia Hoffman's work:
https://juliahoffmancoaching.com/
https://www.instagram.com/julia.hoffman.coaching/
Disclaimer: The information on this site and podcast is provided “AS IS” and...
2024-09-1141 min
Broke Up, Not Broke(n)™Conflict Resolution and Emotional Recovery During Divorce with Kat NewportJamie M. Lima introduces Kat Newport, highlighting her journey into conflict resolution. They discuss understanding priorities and setting agendas with empathy, as well as strategies for minimizing conflicts and building a supportive network. Kat shares insights on dealing with emotional burnout, rebuilding relationships post-divorce, and preventing past conflicts from affecting future relationships. The conversation covers effective communication strategies and the impact of tone during divorce.
Links you can visit to explore Kat Newport's work:
https://www.youtube.com/channel/UCveB7kJn5FFwAZ_DKNBxtJA
https://www.instagram.com/kat_newport/
https://www.linkedin.com/in/kat-newport/
...
2024-09-0423 min
Broke Up, Not Broke(n)™Navigating Chaotic Marriages and Financial Implications with Larry BilottaJamie M. Lima is joined by Larry Bilotta to explore the complexities of relationships involving "chaos kids." They discuss the unique marital challenges and financial implications these individuals face. The conversation covers legal considerations, including mediation, and delves into issues like infidelity, narcissism, and midlife crises. Larry emphasizes the importance of fostering kindness and addresses the initial shock of divorce. They also discuss decision-making, letting go of the savior complex, and dealing with guilt.
Links you can visit to explore Larry Bilotta's work:
https://www.facebook.com/MrLarryBilotta
https://www.youtube.com/larrybilotta
https://twitter.com/LarryBilotta
...
2024-08-2834 min
Broke Up, Not Broke(n)™Transforming Divorce into Growth: Mindset and Vision with Joey DrolshagenJamie M. Lima introduces Joey A. Drolshagen, focusing on the critical role of mindset during divorce. They explore overcoming conditioning and emotional barriers, with a particular emphasis on the unique challenges and growth opportunities men face. Joey shares insights on creating a vision and managing finances post-divorce. They discuss the importance of seeking support, avoiding negativity, and overcoming victimhood while finding common ground. The episode concludes by highlighting the importance of professional help and offering closing thoughts for those navigating the divorce process.
Links you can visit to explore Joey A. Drolshagen's work:
YouTube: www.youtube.com...
2024-08-2125 min
Broke Up, Not Broke(n)™Leveraging Adversity and Mindset for Growth During Divorce with Liam NadenJamie M. Lima welcomes Liam Naden, who shares his journey through divorce and rebuilding his life. They discuss leveraging adversity for growth and success, emphasizing the crucial role of mindset in overcoming divorce challenges. Liam explains how embracing uncertainty can enhance resilience, and they delve into the brain's role in navigating tough times. They conclude by stating the importance of building a support network and using available resources.
Links you can visit to explore Liam Naden's work:
www.liamnaden.com/
www.facebook.com/liamnadenfan
www.linkedin.com/in/liamnaden/
www.instagram.com/liamnaden/
www.youtube.com/c...
2024-08-1439 min
Broke Up, Not Broke(n)™Financial Stability and Empowerment Post-Divorce with Angela DuncanJamie M. Lima and Angela Duncan dive into the financial essentials for those navigating life post-divorce. Angela shares her background and provides practical advice on budgeting, building an emergency reserve, and avoiding debt. They discuss common financial mistakes, essential steps to achieve financial stability, and the importance of shifting your money mindset. The episode covers smart housing decisions, crafting a post-divorce investment strategy, and the role of a financial advisor. Listeners will learn about balancing financial goals with life enjoyment, core satellite investment approaches, and planning for passive income and retirement.
Links you can visit to explore Angela Duncan's...
2024-08-0726 min
Broke Up, Not Broke(n)™Overcoming Stigma and Embracing Self-Care During Divorce with Melanie YatesJamie M. Lima welcomes Melanie Yates to discuss overcoming isolation and addressing the stigma associated with divorce. They highlight the importance of self-care during divorce proceedings and introduce the emotional freedom technique (EFT). Melanie clarifies the difference between self-care and selfishness, emphasizing the need for personal goal-setting. A practical exercise with a priorities worksheet is shared, and they discuss delegating financial stress to professionals. The episode underscores the value of trusting experts and understanding the roles of financial advisors and attorneys.
Links you can visit to explore Melanie Yates' work:
www.twitter.com/neurocoachmel
www.instagram.com...
2024-07-3139 min
Broke Up, Not Broke(n)™Mindfulness, Emotional Resilience, and Financial Strategies in Midlife Divorce with Dr. Natalie MarrJamie Lima welcomes Dr. Natalie Marr, who shares her background and personal experience with divorce. They discuss the unique challenges of midlife divorces, the emotional toll of unfulfilling relationships, and the grieving process. Dr. Marr emphasizes the importance of maintaining values, the role of mindfulness in stress management, and the neurobiological effects of divorce. They explore strategies for mindfulness, setting future goals, and achieving financial independence. The episode also covers the significance of emotional grounding in financial planning, balancing emotional and rational decision-making, and the value of a support team.
Links mentioned in the show:
www.learntoloveyourstory...
2024-07-2425 min
Broke Up, Not Broke(n)™Leveraging Thought Leadership and Resilience for Men in Divorce with Nicky BillouJamie Lima introduces Nikki Billou, who shares his insights on becoming a thought leader and building personal resilience through divorce. Nikki discusses his background and journey into coaching, emphasizing the importance of thought leadership during the divorce process. They explore the critical role of support systems, offer key advice for those currently navigating divorce, and discuss maintaining a professional image post-divorce.
Links mentioned in the show:
www.sovereignman.ca (website)
www.ecircleacademy.com/tljbook (ebook link)
Disclaimer: The information on this site and podcast is provided “AS IS” and without warranties of any kind either expr...
2024-07-1727 min
Broke Up, Not Broke(n)™Handling Tax Debt in Divorce with Morgan AndersonJamie M. Lima and Morgan Anderson discuss the critical role of addressing tax issues during divorce. They cover tax debt responsibility, the innocent spouse rule, strategies to minimize tax burdens, and filing status considerations. Morgan shares a case study and offers final advice on managing tax issues.
Links mentioned in the show:
www.goldenliontaxsolutions.com/index.php (website)
https://a.co/d/3acGRfY (amazon book link)
Morgan is also offering a 10% discount on her Business Insight Summit this summer. The summit is for business owners and entrepreneurs, and in just under two hours, attendees will...
2024-07-1021 min
Your Money, Your Rules | Money Mindset, Money Management, Abundance Mindset, Budgeting, Spirituality55 | Getting Divorced? CDFA Jamie Lima Shares Must-Know TipsWhat if you could prevent the financial heartache and stress often associated with divorce? Join me and my guest Jamie Lima, a CFP® and Certified Divorce Financial Analyst (CDFA®), as we break down the essential differences between a CDFA and a Certified Financial Planner (CFP®) and how a CDFA® can guide you through the financial maze of a divorce.Early intervention can save you from unnecessary expenses and emotional turmoil. Jamie and I discuss the importance of timing when seeking financial expertise before hiring attorneys, and how societal norms often leave women out of financial decision-making, impacting thei...
2024-07-1044 min
Broke Up, Not Broke(n)™Understanding Marital Assets, Debts, and Equitable DistributionJamie Lima delves into understanding marital assets and debts, the significance of the separation date, and the treatment of separate property. Learn about equitable distribution vs. community property, how to value marital assets accurately, and the importance of gathering relevant documents.
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 limi...
2024-07-0313 minBroke Up, Not Broke(n)™Finding the right financial adviser during and after divorceJamie 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 Manag...
2024-06-2622 minBroke Up, Not Broke(n)™Effective communication and financial transparency in divorceThis episode covers the critical role of communication during divorce, drawing from Jamie's professional and personal experiences. It delves into emotional complexities, courtroom consequences of poor communication, and effective techniques like "I statements" and active listening. It also emphasizes transparency in financial discussions, gathering necessary documents, and the benefits of mediation.
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 co...
2024-06-1921 minBroke Up, Not Broke(n)™Documenting assets, understanding debts, and post-divorce budgetingIn this episode, Jamie introduces the crucial concept of financial assessments in divorce. He emphasizes the importance of documenting personal belongings, financial assets, income, and expenses. Jamie also discusses post-divorce budgeting and the necessary tools for financial inventory. Listeners are provided with a free inventory worksheet and information about upcoming episodes.
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 co...
2024-06-1216 min
NoBS WealthEp. 84 - Navigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie LimaNavigating Divorce Finances: Expert Insights and Real-Life Stories with Jamie LimaDivorce is never easy, especially when it comes to managing finances. In this episode of the No BS Wealth Podcast, we're joined by divorce expert Jamie Lima, who shares his personal journey and professional insights into the financial intricacies of divorce. 🌟🔹 Why Jamie Became a Divorce Financial Expert 🔹 Personal Stories: Lessons from Jamie’s Own Divorce 🔹 Key Financial Mistakes to Avoid During Divorce 🔹 Building a Support Team: Legal, Financial, and Emotional Guidance 🔹 Strategies for Effective Divorce Financial Pl...
2024-06-0534 minBroke Up, Not Broke(n)™Navigating divorce: Emotional impact, building support, and becoming your life's CEOIn this episode, Jamie Lima shares insights on financial empowerment during divorce, discussing the emotional toll it can have on you, and the importance of a support network. He underscores the role of financial advisors and previews upcoming talks on asset division, support payments, and expense management. The episode wraps up by pointing out resources available on the Allegiant Divorce Solutions website.
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...
2024-06-0520 minBroke Up, Not Broke(n)™Broke Up, Not Broke(n)In this episode, Jamie M. Lima discusses the mission of "Broke Up, Not Broke(n)", provides insights on financial planning during divorce, and identifies the target audience. He also delves into the emotional aspects of divorce and how they can impact financial success. The episode concludes with inspiring post-divorce success stories.
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 co...
2024-04-2400 min
ANGLES.There's An Elephant In The Room.In the end it proved to be a rotten week for U.S. stocks. A geopolitical shadow hung over markets the whole time with American officials warning of an imminent Iranian reprisal for Israel’s recent deadly air strike against a consulate in Syria, which kept the price of oil very perky. Meanwhile domestically, the big news was more hot inflation data and a slowly-emerging troubling concern about the prospects for interest rate cuts in 2024. JPMorgan Chase CEO Jamie Dimon used his annual letter to shareholders on Monday to add his voice to the quietly growing chorus of...
2024-04-1407 minFinServ Podcast13. Charting a Path in Finance: Utilizing CommunityThe journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of whether you’re a mentor or mentee. From battling imposter syndrome to creating organic growth, Episode 13 of the FinServ Podcast highlights the transformative power of community, especially for financial advisors. Through the lens of Jess and Gracelynn, we delve into the...
2024-04-1133 min
Rethink. Financial AdviceFinancial Advice in the convenience economy featuring Jamie HopkinsWhat is the convenience economy and why should advisors care? Advisors used to focus on the client experience but that has changed recently as the consumer is more concerned about convenience over experience. People love convenience, where it’s what movie to watch on Netflix or ordering a coffee on your phone, people want and seek out convenience in all aspects of their life. So naturally people will look for a convenient experience when it comes to their money. Join us as we explore this topic and many more with our friend, fellow REBL Dad, and in...
2024-03-2037 min
Beyond the Game with Jamie Egenti5 takeaways from Seahawks vs Cowboys, CFP issue and Basketball storylinesPodcast Episode Description: "Gridiron Glory and Hoops Highlights - Nov. 30 Recap and Beyond"In an action-packed episode of Beyond The Game by Jamie Egenti, join me as I break down the thrilling clash between the Seattle Seahawks and the Dallas Cowboys on November 30th. The Cowboys, playing their third game in twelve days, secured a hard-fought victory, prevailing over the Seahawks with a score of 41-35.Dak Prescott showcased his prowess, going 29-41 for 299 yards and landing 3 touchdowns, despite enduring four sacks. The burning question: Did Geno Smith step up and make...
2024-02-161h 51
NOT the SermonBONUS HOT TAKE: The College Football Playoffs W/ Randy YoungOn this episode, the NTS crew are joined by Randy Young, the "Voice of the Yellowjackets," for a BONUS HOT TAKE Episode discussing the College Football Playoff Committee's snub of Florida State. In typical NTS fashion, this episode is informative and hilarious. Randy Young is a lifelong Georgia football fan, sports broadcaster, and educator who tries to brings some clarity to the chaos.
Show notes:
Did the CFP committee get it right?
Why all the Alabama hate?
Nick Saban the grandfather GOAT
Jamie's baptism in toxic water.
W...
2023-12-0631 min
The Wealth FlowEp31: 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 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...
2023-09-1950 min
SHIFT with Ross MarinoFinding Your Freedom with Jamie HopkinsLearn more at https://humanfirst.liveOn this episode of SHIFT, Jamie Hopkins of Carson Group talks with Ross about his upcoming book “Find Your Freedom” and working to shift relationships and conversations around financial planning.Connect with Jamie:LinkedInTwitterLearn more about Carson Group:WebsiteLinkedInTwitterInstagramFacebookYouTubeConnect With A2X Social:FacebookLinkedInInstagramTwitterLearn More About Advisor2X©Advisor2X. All Rights Reserved.
2022-11-2115 min
The Cyclone Family PodcastEpisode 2.07- Bring on the TractorIt's a rough year to play in the Big 12, and rougher yet if you've got deficiencies to shore up. Jamie and Eric chatted a bit about the injuries plaguing ISU, how wrong they were about the type of game we'd see against Kansas, and how to deal with the stress of Cyclone fandom.Some positives!Breece Hall's game-winning TD (in true Cyclone style) and volleyball upsets #13 Baylor. Could that win be a key to a burgeoning revenge plot between football and volleyball?!Looking ahead to Farmageddon, Jamie is still mostly concerned by the...
2022-10-0338 minThe Cyclone Family PodcastEpisode 2.03- CyHawk Week, now with 50% MORE family!Jamie Steyer Johnson and Eric Steyer are back from a long weekend full of football (outside of the state of Iowa, gasp!)They recap the Cyclones' win vs. SEMO, what surprised them, and what they learned about the team.THEN, a very special guest is forced to cheerfully joins the CFP as the infamous HAwkeye Husband, Christian Johnson, hops on to give a little perspective on this year's Iowa squad (so Jamie and Eric didn't have to spend more precious research time on the TOE).He talks depth chart and QB loyalty in...
2022-09-0648 min
Your Retirement PlaybookAre You Willing To Gamble Half A Million Dollars?Making the wrong call with your social security can cost you half a million dollars. Are you ready to take that gamble? On Consider This Program, we will discuss several things you need to think about before you pull the trigger. Resources "How much do you lose if you take Social Security at the wrong time?" Consider This Program with Joe Clark, CFP, and Jamie Burton. How much do you lose if you take Social Security at the wrong time? - The Financial Enhancement Group (yourlifeafterwork.com) "Back to Basics: Social Security" Consider This Program with...
2022-03-1113 min
Secure Your RetirementJaime Ramirez - Protecting Against Cyber AttacksThe threat is increasingly becoming bigger where cyber security is concerned. How do you protect your money, your business, and or your customers from cyber frauds and identity thefts?When improving cybersecurity tools in your business, you have to do it efficiently to avoid friction and abandon rates with your customers.In this episode of the Secure Your Retirement podcast, we have Jaime Ramirez, CEO & Founder of Preventor, a risk and identity management platform. Listen in to learn the importance of staying prepared and protected from any possible cybercrimes.In this episode, find...
2022-03-0718 min
Personal Finance from the Hill-TopEpisode #18 - The Estate Planning Necessities for Young AdultsEver wonder if you need a last will and testament (aka “a will”)? The answer is YES! A will is an integral part of a well-rounded estate plan that every adult needs, not just the rich and famous. "If you have kids under the age of 18, the guardianship in your will is 100% the most important part of your estate plan." - Jamie Weese of Weese Law FirmIn episode 18, we’re talking about the estate planning necessities for young adults. Kyle hops on the mic with estate planning attorneys, Jessica Kimbrell of Kimbre...
2021-12-202h 12SHIFT with Ross MarinoInterview with Jamie Hopkins: The Future of RetirementOn this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They talk key elements of Jamie’s book “Rewirement”, along with discussions on the evolution and potential disruption of the future of retirement.Get your copy of "Rewirement" by Jamie HopkinsConnect with Jamie Hopkins:WebsiteLinkedInTwitterLearn More About Carson Group:WebsiteLinkedInTwitterGet your copy of "Shaping Change"Connect With A2X Social...
2021-10-0622 minSHIFT with Ross MarinoInterview with Jamie Hopkins: Human Nature & NumbersOn this episode of Shaping Change, Ross Marino talks with Jamie Hopkins, professor at Creighton University and Director of Retirement Research with the Carson Group. They discuss the natural inclination to focus on income or a “magic number” when receiving financial advice, and how to help clients overcome that fixation, as well as the second edition revisions of Jamie’s book “Rewirement”. Get your copy of "Rewirement" by Jamie HopkinsConnect with Jamie Hopkins:WebsiteLinkedInTwitterLearn More About Carson Group:WebsiteLinkedInTwitterGet yo...
2021-09-2219 min
Women's Money WisdomEpisode 52: Tax Considerations in Divorce with Jamie Wilkerson MajniIn this episode, Melissa Fradenburg, Financial Advisor, RJFS and Jamie Wilkerson Majni CPA, discuss the common tax issues and considerations in divorce. With over 20 years of experience as a CPA and experience going through her own divorce, Jamie knows there are a lot of financial changes through the process. While it can be daunting to face these changes, especially if you were not the one filing taxes in your marriage, our goal in this episode is to break down the main issues you should address if going through or recently divorced. We will discuss:· How to det...
2021-02-1623 min
The Abundant Beans PodcastRetirement is NOT What You Think | Eric BrotmanTend to your nest egg like an orchard instead of treating it like an ATM.Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric has over 25 years of experience in financial planning and founded the firm in Baltimore in 2003. BFG provides investment, retirement, estate, insurance, and comprehensive financial planning services. Additionally, Eric is the host of the Don’t Retire… Graduate! podcast, dedicated to teaching listeners how to advance into retirement rather than retreating into it. Today we talk about how dif...
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All About Your Benjamins The Podcast Archives - All About Your Benjamins™Jamie Hopkins: SECURE Act 101Click Here To Listen On Apple Podcasts At the end of 2019, Congress passed and the President signed the SECURE Act which brought potential changes to your financial planning. I’m fortunate to have been connected with Jamie Hopkins who is a retirement income expert, his Twitter account says so, and an expert in the SECURE Act. He breaks down the…Continue Reading→The post Jamie Hopkins: SECURE Act 101 appeared first on All About Your Benjamins™.
2020-02-0452 min