Browsing blog archives:
I had an amazing time chatting with Tim Blankenship of Divorce 661 a few weeks ago. I tried to provide as much divorce advice from a Certified Divorce Financial Analyst as possible in our quick, 30-minute or so chat. Take a listen! If this is helpful, feel free to schedule
Woodson Wealth Management now serving clients locally in 7 cities and virtually across the country FOR IMMEDIATE RELEASE San Diego, CA – June 20, 2023 – Woodson Wealth Management announced today that Jason Lampert, CFP® and has joined the firm and will help further the company’s expansion into the northeastern
Not everything goes according to plan. Take a listen as I share how I overcame a pretty awful situation, and turned it into something I can be proud of. #youcantoo #podcast #goals #overcomingchallenges
Ramona, CA – September, 20 2022 – Woodson Wealth Management announced today that Drew Schlotter, CFP® has joined the firm and is leading the company’s expansion into the Southwest.
Our vision is to help our clients to the best of our ability with a service that provides flexible, honest, financial advice for our clients so they can achieve the financial freedom they want and need. Here at Woodson Wealth Management, we are devoted to providing the best service for
2021 is a great year to consider Roth conversions and other strategic moves from a tax planning perspective. Here are my thoughts as quoted in the Wall Street Journal (April 30, 2021): Biden Tax Plans Potential Impact on Your IRA – WSJ
Woodson Wealth Management to provide ongoing seminars and webinars to promote comprehensive and widespread financial literacy. FOR IMMEDIATE RELEASE Ramona, CA – March 20, 2021 – Jamie Lima is proud to announce a new partnership with the Association of Financial Educators (AFE). Established in 2008 with the mission of promoting
Jamie Lima partners with the Association of Financial Educators Woodson Wealth Management to provide ongoing seminars and webinars to promote comprehensive and widespread financial literacy. FOR IMMEDIATE RELEASE Ramona, CA – February 16, 2021 – Jamie Lima is proud to announce a new partnership with the Association of Financial Educators
Woodson Wealth Management to offer subscription-based financial planning to ensure everyone has access to cost-effective financial advice. FOR IMMEDIATE RELEASE Ramona, CA – January 20, 2021 – Woodson Wealth Management, a fee-only financial planning firm founded by Jamie Lima, which opened last year, is excited to announce the introduction of
Some people see the term “Wealth Manager” or #wealthmanagement and it makes them feel unqualified to work with me/us. Nothing could be further from the truth. The old way of conducting business–sitting behind a mahogany-desk, and banging out calls to get people to buy the next hot IPO or telling
