Finding the right financial adviser during and after divorce

Broke Up, Not Broke(n)

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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(0:00) Introduction to the episode (0:21) Discussing the importance of hiring the right financial adviser (0:52) Jamie M. Lima's qualifications and background (1:37) The role of a CDFA® in a divorce (3:05) Real-life example of financial misunderstandings in divorce (5:09) Post-divorce financial planning assistance (7:28) Resources for verifying an adviser's background (9:26) Fiduciary standard vs suitability standard (11:12) How to start searching for a financial adviser (13:17) Questions to ask potential financial advisers (21:22) Closing remarks and upcoming episodes