The Money Nerds

How To Protect Yourself Financially From Divorce | Jennifer Lee


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About Jennifer Lee

Jennifer Lee is the founder of Modern-Wealth; a Sarasota-based financial firm with a focus on helping individuals experiencing transition.

Jennifer has almost 30 years of expertise in the financial services industry. She helps her clients through challenges as they experience life’s transitions such as divorce, the loss of a spouse, or business to retirement transition. 

She’s also the author of “Squeeze the Juice: Live With Purpose-Then Leave a Legacy.”


What You'll Learn:

In this episode we talk about: 

  • Why understanding your money story is important for understanding decision making

  • Financial infidelity and what we can look out for

  • What to do with inherited money in a relationship

  • Why the “non-monied” party needs to be involved in financial planning and meetings with experts

  • What assets are shared post-divorce (assuming there isn’t a prenuptial agreement)

    Resources

    Jennifer’s Website 

    Say hi to Whitney on IG


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