Evan welcomes financial advisor and author Jennifer Lee to discuss her book, 'Squeeze the Juice'. The episode dives into the intricacies of making financial resources work efficiently towards achieving life goals, such as affording private school, vacations, or an unrestricted budget for weekend shopping. Jennifer offers insightful advice on navigating major financial transitions like divorce and death, emphasizing the importance of understanding one’s financial story and leveraging resources effectively. The segment 'Overrated or Underrated' adds a fun twist, tackling topics like drive-thru coffee shops and DIY legal forms. Jennifer also shares her philosophy on money management, the importance of professional financial advice, and integrating financial planning with personal life goals.
Topics
01:07 Buzz Around Season 5 and Meredith Goldstein
03:54 Diving into Divorce: Mortgage Rates and More
05:50 Divorce Stories: The Good, The Bad, and The Ugly
08:11 Impact of Divorce on Children
13:06 Overrated or Underrated: Legal and Everyday Topics
19:54 Interview with Jennifer Lee: Financial Planning Insights
23:02 Assessing Your Financial Resources
24:13 Understanding Discretionary Money
26:34 Navigating Financial Myths
27:33 Insights from 'Squeeze the Juice'
30:19 Lessons from Clients
32:03 Financial Advice and Divorce
38:01 Blended Families and Money
42:52 Fun Financial Quotes
46:15 Conclusion and Farewell
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