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The Money Conversation
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: [email protected]
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.
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By Jennifer and Steve Mullen
4.7
1515 ratings
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: [email protected]
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.
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