Doing Life Different with Lesa Koski

Make Money Your Best Friend by Learning What You Value


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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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Doing Life Different with Lesa KoskiBy Lesa Koski

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