Money and emotions collide during divorce — and the decisions you make in those moments can shape your financial future for years. In this episode of the Drama-Free Divorce Podcast, Cary Jacobson sits down with Jennifer Lee, founder of Modern-Wealth, to talk about what smart financial guidance looks like during one of life's biggest transitions.
Jennifer brings nearly 30 years of financial services experience to her work with clients navigating divorce, loss of a spouse, and major business transitions. She's also the author of Squeeze the Juice: Live With Purpose – Then Leave a Legacy — a book about living with intention and leaving a meaningful legacy.
In this episode, Cary and Jennifer cover:
• Why having a financial advisor during divorce is so important — and often overlooked
• How emotions affect financial decision-making during high-stakes transitions
• The key financial steps to take as you rebuild after divorce
• The concept of values-based financial planning and the "family love letter"
• How to live with purpose and think about the legacy you leave behind
If you're facing divorce or another major life transition and want to move from financial uncertainty to financial clarity, this episode is for you.
About Jennifer Lee: Jennifer Lee is the founder of Modern-Wealth, a Sarasota-based financial planning firm specializing in major life transitions. Learn more at: https://modern-wealth.com/
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