Stop Letting Chatbots Negotiate Your Divorce

MAR 26, 202629 MIN
Divorce Rich with Jacki Roessler, CDFA

Stop Letting Chatbots Negotiate Your Divorce

MAR 26, 202629 MIN

Description

Send us Fan MailAI is already sitting at the negotiation table in divorce, whether we want it there or not and that’s exactly why we wanted this conversation. I’m joined by Jamie Lima, a financial planner, certified divorce financial analyst, and software developer who’s building Secure Split to modernize how divorce professionals and clients handle the money side of a case.We get honest about the downside first: AI hallucinations and misinformation. When someone is overwhelmed and searching for certainty, a confident-sounding answer from a chatbot can feel like truth, even when it ignores state rules, county-to-county differences, and the reality that most divorces settle through negotiation. Jamie shares why prompting matters, why citations and controlled sources matter, and why AI is not the same thing as a search engine.Then we dig into what AI can do well in divorce financial planning: streamline data gathering, reduce manual entry mistakes, and help professionals build clearer scenarios faster. Jamie walks me through Secure Split’s approach to case management, secure client data collection, and an embedded AI assistant called Casey that can explain what you’re seeing on screen, guide workflows, and help generate scenarios based on the facts in the file. We also talk about the consumer version and why educational tools still need guardrails that steer people back to qualified legal and financial advice.Finally, our mailbag tackles a question I hear all the time: should you take a pension buyout or keep lifetime income? I explain how pension valuation works, why assumptions drive the number, and how side-by-side projections help you compare outcomes without letting emotion run the decision.Subscribe for more practical divorce money guidance, share this with someone who needs clarity, and leave a review so more people can find the show.To learn more about Secure Split, click https://essentials.securesplit.com/To schedule an introductory call with Jacki, click https://calendly.com/roessler-jacki/30min?month=2024-03Center for Financial PlanningStriving to Improve Lives Through Financial Planning Done Right! https://www.centerfinplan.com/DAWNDivorce Attorneys for Women: Michigan's Original Divorce Attorneys for MichiganDisclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Visit us at https://www.roesslerdivorce.com/ to learn more about Jacki's practice and to find valuable resources for your case.The Divorce Rich podcast is proudly sponsored by Center for Financial Planning: Striving to Improve Lives through Financial Planning Done Right! https://www.centerfinplan.com/