Financial Strategies For Moms in Transition w/Jennifer Lee

Overview

Are you a single mom navigating the complex world of finances after a major life transition? In this episode, I sit down with Jennifer Lee, founder of Modern Wealth, to discuss crucial financial strategies for women in transition.

Jennifer, affectionately known as "Aunt Jen," shares her wealth of experience in guiding women through financial crossroads. With 29 years in the financial services industry, she brings a unique perspective to help demystify money matters for those who feel intimidated by the topic.

Key Insights for Solo Moms:

• Discover the importance of having money conversations before entering new relationships
• Learn the first three steps to take when suddenly in charge of finances
• Understand how to live with purpose while feeling stuck in survival mode
• Explore the concept of the "Family Love Letter" and its significance

Jennifer emphasizes the value of assessing your financial situation, finding trusted advisors, and understanding your discretionary income. She also introduces her book, "Squeeze the Juice," which offers an accessible approach to financial concepts for those new to money management.

Actionable Takeaways:

• Assess your assets and gather all financial information
• Find a trusted party to help you navigate your finances
• Determine your discretionary income for personal choices
• Consider writing a "Family Love Letter" to communicate important information to loved ones

This episode provides invaluable insights for single moms looking to take control of their financial future. Jennifer's approachable style and practical advice offer a beacon of hope if you're feeling overwhelmed by your financial circumstances.

Don't miss this opportunity to gain financial clarity and empowerment. Tune in to hear Jennifer's full interview and start your journey towards financial confidence today.

Connect With Jennifer: Website | Book

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