Financial advisor, author, and founder of Modern Wealth, Jennifer Lee, joins us to talk about money, meaning, and how to squeeze the juice out of life. With nearly 30 years of experience, Jennifer has guided women through significant life transitions, particularly divorce, helping them make informed and confident financial decisions.
In this episode, Jennifer shares the story of her late father’s “Family Love Letter” and how it inspired her to help others capture not just financial details, but values, wishes, and wisdom for loved ones. We also dive into:
- The biggest financial mistakes people make during divorce (and how to avoid them)
- Why money is really a tool for love, legacy, and choice
- Simple ways to rebuild after divorce, starting with your discretionary number
- How a “Squeeze the Juice” account can bring more joy and freedom to your life
Jennifer’s book, Squeeze the Juice, blends heartfelt stories, financial expertise, and practical exercises that will change the way you think about planning for the future.
✨ Whether you’re navigating divorce, rebuilding afterward, or want to live more intentionally, this conversation will leave you empowered to take control of your money and your life.
Disclaimer: Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Modern-Wealth, LLC and Cambridge are not affiliated.
Connect with Jennifer
Website: https://modern-wealth.com/
Schedule a call: Squeeze the Juice Call
Order her book: https://squeezethejuicebook.com/
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