Episode 222: Get Your Head Out of the Sand and Take Charge of Your Finances with Jennifer Lee

This week’s episode is especially for the women who have had their heads in the sand about their finances.  That’s okay because we’ve got you covered. Jennifer Lee, the founder of Modern-Wealth, a Sarasota-based financial firm focusing on helping individuals experiencing transition, joins me in this episode. Our conversation focuses on empowering women to take control of their finances, understand their money story, navigate divorce, and build a purposeful and legacy-driven financial life.

Jennifer has over 27 years of expertise in the financial services industry and is also the author of Squeeze the Juice: Live With Purpose-Then Leave a Legacy. Our hope is that this episode helps you to get clear on where you are and figure out how to move forward. 

Featured topics include:

• Why thinking about and determining your money story is important (4:56)
• Even if your partner handles most of the marital assets, it’s imperative you know what is going on and have an understanding of your finances (12:17)
• If you’ve never managed the money, but have access to financial information, Jennifer explains where to begin when it comes to the divorce process (17:03)
• Collaborative divorce: what it is and how it works (25:16)
• Recommendations for women who want to understand and manage their finances better (35:38)

Learn more about Jennifer Lee:

Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life’s upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.”

Resources & Links: Information and links may also be found at: https://kateanthony.com/podcast/episode-222-get-your-head-out-of-the-sand-and-take-charge-of-your-finances-with-jennifer-lee/ Download The Divorce Survival Guide Podcast Curated Podcast Playlist

Jennifer’s websiteJennifer’s bookJennifer’s Facebook Jennifer’s LinkedIn Jennifer’s InstagramYouTube Excerpts from Squeeze the Juice: Live with Purpose, then Leave a Legacy Schedule a Squeeze the Juice Call with Jennifer

TODAY’S EPISODE IS SPONSORED BY: THE REVISED SHOULD I STAY OR SHOULD I GO? PROGRAM

  An online coaching program designed to help you make the right decision about your marriage...once and for all.  In this groundbreaking online coaching program, you’ll unlock the support, education and deep transformational work you need to finally answer to your most burning question: should I stay or should I go?  

DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.