Make Money Your Best Friend by Learning What You Value
This 'Doing Divorce Different' podcast episode features Jennifer Lee, the founder of modern wealth, who joins host Lesa Koski, family law attorney turned mediator, for an enlightening discussion about financial management and empowerment during transitions such as divorce. Jennifer shares her experiences of helping clients manage finances, focusing importantly on what clients value and helping them understand their needs, wants and discretionary amounts. Much time is spent discussing the 'non-money' spouse, particularly in the context of divorce, along with ways to alleviate financial fear and improve personal comfort with financial planning. Jennifer also discusses her book, 'Squeeze the Juice', which aims at helping readers get the best out their experiences and fulfilling their financial goals.
00:01 Introduction to Doing Divorce Different
00:29 Meet the Guest: Jennifer Lee, Founder of Modern Wealth
00:57 Understanding Finances and the Non-Money Spouse
01:55 The Importance of Reading and Learning
02:17 Jennifer's Approach to Finances and Money Management
03:15 The Concept of Financial Planning and Its Simplicity
04:05 Jennifer's Personal Journey with Money
04:38 Understanding Your Money Story and Its Impact
06:21 The Fear of Finances and How to Overcome It
07:19 The Importance of Knowing What You Value
08:46 The Concept of Discretionary Spending
13:18 The Reality of Living Above Your Means
18:34 Taking Control of Your Finances
27:03 Understanding the Title of Jennifer's Book: Squeeze the Juice
29:12 Conclusion and Final Thoughts
Bio: Jennifer Lee is the founder of Modern-Wealth (www.Modern-Wealth.com); and has been in the financial services industry for 26 years; 44 years if you count going to the office with her father as a child. She has a relationship with money that is familiar, and she loves engaging people on the subject. Aside from travel, cooking, and hanging out with her family, she is most happy working. She is passionate about educating her clients, the divorcee wanting to get her future lined up, a business client desiring to expand or sell his operation, or a couple wanting to make
sure they have provided for their kids and grandkids, about the nuances of planning for their financial future; hoping to change their perspective of the process. For her, it is fulfilling, and fun.
Book Website: SqueezeTheJuiceBook.com
Facebook: Facebook.com/ModernWealthInvest
LinkedIn: LinkedIn.com/In/Jennifer-Lee-awma®-aif®-1b5aa56/
Instagram: Instagram.com/modernwealthloveletter/
Mentioned in this episode:
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