David C Barnett Small Business and Deal Making M&A SMB Live 2024 Financial Planning for Biz Owners with guest Jennifer R_ Lee
Oct 27, 2024
Jennifer R. Lee, a Florida Financial Planner and author specializing in helping women navigating divorce, shares invaluable insights for business owners. She discusses tailored financial planning strategies for entrepreneurs, emphasizing cash flow management and retirement planning. Jennifer also addresses the emotional challenges of divorce, highlighting the need for transparency and self-advocacy. Additionally, she offers guidance on maintaining business health after personal loss, showcasing the importance of proactive planning and clear communication in these tumultuous times.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Financial Planning for Entrepreneurs
02:50 • 7min
Navigating Financial Transitions for Women
09:27 • 17min
Navigating Suspicions of Divorce and Self-Advocacy
26:29 • 2min
Navigating Business After Loss
28:02 • 6min
Navigating Online Financial Advice: The Challenge for Licensed Professionals
34:13 • 3min
Ensuring Credibility and Engaging with Financial Resources
36:50 • 3min