Episodios

  • Mindfulness, Emotional Resilience, and Financial Strategies in Midlife Divorce with Dr. Natalie Marr

    Mindfulness, Emotional Resilience, and Financial Strategies in Midlife Divorce with Dr. Natalie Marr
    Jul 24 2024
    Jamie 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.
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    26 m
  • Leveraging Thought Leadership and Resilience for Men in Divorce with Nicky Billou

    Leveraging Thought Leadership and Resilience for Men in Divorce with Nicky Billou
    Jul 17 2024
    Jamie 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.
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    28 m
  • Handling Tax Debt in Divorce with Morgan Anderson

    Handling Tax Debt in Divorce with Morgan Anderson
    Jul 10 2024
    Jamie 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.
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    22 m
  • Understanding Marital Assets, Debts, and Equitable Distribution

    Understanding Marital Assets, Debts, and Equitable Distribution
    Jul 3 2024
    Jamie 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.
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    14 m
  • Finding the right financial adviser during and after divorce

    Finding the right financial adviser during and after divorce
    Jun 26 2024
    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.
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    22 m
  • Effective communication and financial transparency in divorce

    Effective communication and financial transparency in divorce
    Jun 19 2024
    This 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.
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    22 m
  • Documenting assets, understanding debts, and post-divorce budgeting

    Documenting assets, understanding debts, and post-divorce budgeting
    Jun 12 2024
    In 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.
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    16 m
  • Navigating divorce: Emotional impact, building support, and becoming your life's CEO

    Navigating divorce: Emotional impact, building support, and becoming your life's CEO
    Jun 5 2024
    In 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.
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    21 m