Episode 222: Get Your Head Out of the Sand and Take Charge of Your Finances with Jennifer Lee
The Divorce Survival Guide Podcast
Kate Anthony
4.4 • 574 Ratings
🗓️ 22 June 2023
⏱️ 40 minutes
🧾️ Download transcript
Summary
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 website
Jennifer's book
Jennifer's Facebook
Jennifer's LinkedIn
Jennifer's Instagram
YouTube 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
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.
Transcript
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| 0:00.0 | Welcome to the Divorce Survival Guide podcast, where we have open and honest conversations about co-parenting, separation, divorce, and the hardest question of all, should you stay or should you go. |
| 0:17.8 | I'm Kate Anthony, your divorce survival guide, and I'm here to help you navigate some of |
| 0:23.3 | the roughest waters you've ever swum in and answer some of your toughest questions. I've been to |
| 0:29.1 | hell and back, and now it's my mission in life to help you get to the other side of this process |
| 0:35.1 | with your sanity and your heart intact. |
| 0:44.6 | Hey everyone, welcome back. Just a quick reminder that if you feel like you're a little |
| 0:52.1 | overwhelmed with all of the episodes that I have on my podcast |
| 0:56.5 | and you really want to get a curated list, like a short list of episodes that are |
| 1:03.2 | specifically designed for you and where you're at in this process, you can get that by |
| 1:10.2 | going to Kateanthony.com slash playlist and take a quick |
| 1:15.3 | little like four question assessment and then it'll spit out your results. So, and then you'll get a |
| 1:25.2 | couple of emails to that give you a little bit more information and some tips for where to go and how to continue to move forward from where you're at right now. You'll also get a copy of my roadmap. You may have heard me talk about the roadmap before on the podcast. |
| 1:47.2 | It's a really great tool for seeing where you're at in this process, where you have perhaps |
| 1:55.6 | come from, and then what might be ahead for you. Not to overwhelm you, but to let you know that you are not |
| 2:02.9 | alone and that there really is a fairly well-defined process that most people go through. Again, |
| 2:10.7 | that's Kateanthony.com slash playlist. You can get your playlist and then the roadmap will also be |
| 2:15.4 | sent to you. Today, I have with me Jennifer Lee. |
| 2:21.1 | Jennifer is the founder of modern wealth, a Sarasota-based financial firm with a focus on helping |
| 2:26.4 | individuals experiencing transition. Jennifer has over 27 years of expertise in the financial |
| 2:33.0 | services industry and is also the author of the book, |
| 2:35.8 | Squeeze the Juice, Live with Purpose, Then Leave a Legacy. |
| 2:39.8 | And today we're really talking about, we're talking to the women who have perhaps had their |
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