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Divorce and Money: How to Avoid the Biggest Financial Mistakes with Jamie Lima

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Manage episode 514693546 series 3654735
Content provided by dishingondivorce. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by dishingondivorce or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Divorce changes everything — but it doesn’t have to destroy your finances or your peace of mind.
In this episode of Dishing on Divorce, presented by Vesta: A New Vision for Divorce, hosts Mandy Pullen Barr and Deanna Coyle speak with Jamie M. Lima, MBA, CFP®, CDFA®, Certified Mediator — Founder of Allegiant Divorce Solutions and Co-Founder/CEO of SecureSplit™, a groundbreaking divorce FinTech platform simplifying money decisions for clients and professionals.

With nearly 20 years of experience in wealth management and divorce financial planning — including senior roles at Morgan Stanley and Fidelity Investments, where he managed more than $1 billion in assets — Jamie understands the financial and emotional realities of divorce firsthand. Having lived through his own divorce after watching his parents’ separation, Jamie blends expertise and empathy to help others create stability, clarity, and confidence in one of life’s most challenging transitions.

Together, we explore:

  • The two biggest divorce money mistakes and how to avoid them
  • How to build “Team You” — your trusted divorce attorney, CDFA®, divorce coach, and emotional support network
  • Why early financial planning is critical before filing for divorce
  • How modern tools like SecureSplit™ empower both clients and professionals with real-time financial clarity

🎙 Listen now to learn how to protect your future, rebuild your wealth, and move through divorce with clarity, confidence, and support.

Connect with Jamie

Website: https://allegiantds.com/

Facebook: https://www.facebook.com/groups/1445727706255413/

  continue reading

53 episodes

Artwork
iconShare
 
Manage episode 514693546 series 3654735
Content provided by dishingondivorce. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by dishingondivorce or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Divorce changes everything — but it doesn’t have to destroy your finances or your peace of mind.
In this episode of Dishing on Divorce, presented by Vesta: A New Vision for Divorce, hosts Mandy Pullen Barr and Deanna Coyle speak with Jamie M. Lima, MBA, CFP®, CDFA®, Certified Mediator — Founder of Allegiant Divorce Solutions and Co-Founder/CEO of SecureSplit™, a groundbreaking divorce FinTech platform simplifying money decisions for clients and professionals.

With nearly 20 years of experience in wealth management and divorce financial planning — including senior roles at Morgan Stanley and Fidelity Investments, where he managed more than $1 billion in assets — Jamie understands the financial and emotional realities of divorce firsthand. Having lived through his own divorce after watching his parents’ separation, Jamie blends expertise and empathy to help others create stability, clarity, and confidence in one of life’s most challenging transitions.

Together, we explore:

  • The two biggest divorce money mistakes and how to avoid them
  • How to build “Team You” — your trusted divorce attorney, CDFA®, divorce coach, and emotional support network
  • Why early financial planning is critical before filing for divorce
  • How modern tools like SecureSplit™ empower both clients and professionals with real-time financial clarity

🎙 Listen now to learn how to protect your future, rebuild your wealth, and move through divorce with clarity, confidence, and support.

Connect with Jamie

Website: https://allegiantds.com/

Facebook: https://www.facebook.com/groups/1445727706255413/

  continue reading

53 episodes

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