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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:
To contact us:
Jennifer Lee asked us to include this in our show notes:
By Jennifer and Steve Mullen4.7
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:
To contact us:
Jennifer Lee asked us to include this in our show notes:

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