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

20/10/2025 47 min Temporada 1 Episodio 48
Divorce and Money: How to Avoid the Biggest Financial Mistakes with Jamie Lima

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

Episode Synopsis

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/

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