• #125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

  • Nov 14 2024
  • Length: 1 hr and 33 mins
  • Podcast

#125 – Retirement planner chat, with Jamie Lima from Woodson Wealth Management

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  • Summary

  • Andy chats with fellow retirement planner Jamie Lima, CFP®, CDFA from Woodson Wealth Management and Allegiant Divorce Solutions. In this episode they talk about a wide array of retirement planning topics such as tax planning, distribution strategies, investing, annuities, long-term care insurance, how to know when people have enough to retire, what consumers often overlook in retirement planning and much more! Also, Jamie interjects his experience and knowledge around divorce-related matters in the retirement and financial planning processes.

    Links in this episode:

    • Jamie's advisory company website - Woodson Wealth Management
    • Jamie's divorce planning company website - Allegiant Divorce Solution
    • Jamie's podcast - Broke Up, Not Broke(n)
    • FINRA's BrokerCheck - here


    To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com

    • Tenon Financial monthly e-newsletter - Retirement Planning Insights
    • Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
    • YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
    • Retirement Planning Education website - www.RetirementPlanningEducation.com
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