Episode 308: Grey Divorce and Your Money with Jennifer Lee
The Divorce Survival Guide Podcast
Kate Anthony
4.4 • 573 Ratings
🗓️ 30 January 2025
⏱️ 43 minutes
🧾️ Download transcript
Summary
Jennifer Lee, financial advisor and founder of Modern Wealth, returns to the show to break down the financial realities of grey divorce. Whether you're the stay-at-home parent wondering what you're entitled to or the moneyed spouse navigating how to divide assets fairly, Jennifer's insights will help you make informed decisions with a clear sense of direction.
Together, we unpack the unique financial challenges that come with untangling decades of shared assets—from businesses and retirement accounts to the realities of living on half the resources you once had. Jennifer shares her expert advice on how to avoid costly mistakes and take control of your financial future.
You'll also hear:
- What makes grey divorce financially unique and how to prepare (3:58)
- The importance of a qualified domestic relations order (QDRO) and how it works (5:12)
- Key mistakes people make when dividing marital assets (7:47)
- How to approach long-term financial planning post-divorce (16:51)
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:
Unbreakable – the Divorce Recovery Retreat, Sedona, AZ in April 2025
Submit your questions here for possible inclusion in future Q&A podcast episodes
Focused Strategy Sessions with Kate
Phoenix Rising: A Divorce Empowerment Collective
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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.
Episode link:
https://kateanthony.com/podcast/episode-308-grey-divorce-and-your-money-with-jennifer-lee/
Transcript
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| 0:00.0 | If you're the stay-at-home mom, my biggest note to you is you raise the family. |
| 0:05.3 | Your spouse went out and earned an income. That's all well and good. |
| 0:08.8 | These are all marital assets. |
| 0:11.4 | Okay, they are yours. |
| 0:13.1 | I know it might not feel that way, but they are half yours and please hear me. |
| 0:17.5 | Don't leave money on the table. |
| 0:19.0 | Consult with professionals to help you get your |
| 0:22.3 | fair share. Welcome to the Divorce Survival Guide podcast, where we have open and honest conversations |
| 0:33.2 | about co-parenting, separation, divorce, and the hardest question of all, should you stay or |
| 0:39.7 | should you go? |
| 0:41.1 | I'm Kate Anthony, your divorce survival guide, and I'm here to help you navigate some of the |
| 0:46.9 | roughest waters you've ever swum in and answer some of your toughest questions. |
| 0:51.8 | I've been to hell and back, and now it's my mission in life to help you |
| 0:56.5 | get to the other side of this process with your sanity and your heart intact. |
| 1:08.6 | Hey everyone, welcome back. So just a couple things before we get in today's episode. As always, |
| 1:16.5 | I like to give you a little updates about what's going on. We still have just a couple of spots left in the Unbreakable Retreat in Sedona, happening in April. If you have been thinking about it, |
| 1:29.7 | get on board before they, for the spots fill up because it's going to be amazing. And as always, |
| 1:38.2 | Phoenix Rising is having rolling enrollment. You can join at any time. And my focus strategy sessions are always a |
| 1:46.2 | great idea. If you just want to get on the phone with me for an hour, book yourself some |
| 1:51.4 | focused strategy sessions, and we'll get to the bottom of what's going on for you. So all of that |
| 1:58.4 | information is on my website and in the show notes. So today I have with me, |
| 2:03.6 | Jennifer Lee, and we're going to be talking about gray divorce and your money. Jennifer Lee has been on |
... |
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