Only Fee-Only

#122 - Helping Clients Navigate Divorce with Jamie Lima


Listen Later

Jamie Lima returns to the Only Fee Only podcast to share how his firm has grown. As founder of Woodson Wealth Management and Allegiant Divorce Solutions, Jamie combines financial planning with divorce-focused advice to help clients navigate complex situations.

He offers mediation for peaceful splits and detailed analysis for cases involving pensions, retirement accounts, and other tricky assets. Jamie also uses short-form video on TikTok and social media to bring in new clients—sometimes over 100 a month.

His advice for new advisors: “If it’s not a ‘hell yes,’ it’s a no.” Follow Jamie on LinkedIn to learn how specialized planning can make a big difference.


Jamie's social:

https://www.linkedin.com/in/jamielima/

x: https://x.com/JamieMLima


music in this episode was obtained from Bensound


...more
View all episodesView all episodes
Download on the App Store

Only Fee-OnlyBy Broc Buckles and Peter Ciravolo

  • 5
  • 5
  • 5
  • 5
  • 5

5

16 ratings


More shows like Only Fee-Only

View all
The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

470 Listeners