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Jamie Lima

Why do I do what I do as a financial planner?

As a financial planner, I help people achieve their financial goals and live the life they want. But my own journey to becoming a financial planner was also driven by personal goals and values. Growing up, I witnessed the financial struggles of my parents and the stress it caused in

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How to Set Financial Goals that Stick (2023 Version)

Are you already losing momentum with your 2023 financial resolutions? 😔 If you’re someone who makes goals every year, but doesn’t always achieve them, then this video is for you. To create a realistic financial goal, I use a few, simple steps that you can model. You can also check

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What Japanese Art Can Teach Us About Overcoming Adversity

These past few years has been difficult for many of us, often in ways we could never have anticipated. Some of us might even feel shattered. But often, when we put ourselves back together, we’re stronger for it. Jamie has made a short video showing how you can reflect on

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How to use market losses to save on taxes

Did you sell your home for significant profit earlier this year? Or capitalize on market moves? If you cashed in on the economic boom, don’t be caught off guard with a hefty capital gains tax bill. There are ways to potentially reduce your tax bill and I’ve made a short

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3 Ways to Make Yourself Happier and Richer

Markets are down, inflation is up, and the noise that is out there is sometimes unbearable. It’s easy to get down on things, but there are 3 very easy things you can do to be happier than 99% of the people around you. I made a quick video highlighting them.

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Lemonade

Podcast: Turning Lemons Into Lemonade

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

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