Sponsored Podcast (Heidi Health): Securing Your Financial Future Through Life's Transitions with Jamie Lima (Woodson Wealth Management)

Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

English - February 14, 2024 10:53 - 23 minutes - 21.5 MB
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Previous Episode: #722 - Navigating the Digital Wave: Cathy Baillargeon on Revolutionizing Remote Work (Virtual Cathy)

Next Episode: #723 - Unlocking Seven-Figure Success: Strategies with John Gies (RAS Squared Academy)

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This episode is sponsored by Heidi Health. A FREE FOREVER, feature-rich & compliant AI Scribe, developed carefully for all healthcare providers. If you’re already paying for an AI Scribe, swap to Heidi for FREE, and they’ll credit what you’re already paying towards Heidi Pro. Heidi is your AI resident. Use Heidi for free & revolutionise the way you provide care. To check out Heidi Health, visit their website: ⁠https://try.heidihealth.com/drloo/

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Description: In this enlightening episode, we sit down with Jamie Lima, the visionary behind Woodson Wealth Management and Allegiant Divorce Solutions, to navigate the complex yet vital world of personal finance through life's inevitable changes. Jamie brings a wealth of knowledge and personal experience, from managing over $1 billion in assets to overcoming the financial turmoil of divorce. We'll delve into how mid-career professionals can maximize their wealth for a stress-free life doing what they love, the critical role of a Certified Divorce Financial Analyst® during divorce, and Jamie's mission to ensure his clients never face the financial struggles he did. Whether you're starting out, considering major financial decisions like divorce, or simply aiming for financial security, Jamie's insights on budgeting, retirement planning, and the financial planning process are invaluable. Learn about the importance of choosing the right financial advisor, the basics of investment, understanding workplace benefits, and the essentials of estate planning, even at a young age. Jamie's story of transformation from financial challenges to financial mastery is not just inspiring—it's a roadmap to financial freedom and success through every stage of life.

To connect with Jamie, visit his website: https://woodsonwm.com/

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show. Do your due diligence.

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