In this episode, we talk with Jennifer Lee (our Jennifer's name twin!) a financial advisor from Modern Wealth in Sarasota, Florida about the difficult conversation that ensues when you decide it's time to take over your loved one's finances. Also, hear about how Nana's artistic "talents" came in handy with the salon in her assisted living facility.
Links mentioned in this episode: https://modern-wealth.com/ https://squeezethejuicebook.com/
To contact us: Email: caregivinggenxstyle@gmail.com Voicemail/text: 804-723-1221 Twitter: https://twitter.com/genxcaregiving Facebook: https://www.facebook.com/caregivinggenxstyle
Jennifer Lee asked us to include this in our show notes: 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.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
Two Guys, Five Rings: Matt, Bowen & The Olympics
Two Guys (Bowen Yang and Matt Rogers). Five Rings (you know, from the Olympics logo). One essential podcast for the 2026 Milan-Cortina Winter Olympics. Bowen Yang (SNL, Wicked) and Matt Rogers (Palm Royale, No Good Deed) of Las Culturistas are back for a second season of Two Guys, Five Rings, a collaboration with NBC Sports and iHeartRadio. In this 15-episode event, Bowen and Matt discuss the top storylines, obsess over Italian culture, and find out what really goes on in the Olympic Village.