Navigating Financial Transitions with Jennifer Lee

Evan welcomes financial advisor and author Jennifer Lee to discuss her book, 'Squeeze the Juice'. The episode dives into the intricacies of making financial resources work efficiently towards achieving life goals, such as affording private school, vacations, or an unrestricted budget for weekend shopping. Jennifer offers insightful advice on navigating major financial transitions like divorce and death, emphasizing the importance of understanding one’s financial story and leveraging resources effectively. The segment 'Overrated or Underrated' adds a fun twist, tackling topics like drive-thru coffee shops and DIY legal forms. Jennifer also shares her philosophy on money management, the importance of professional financial advice, and integrating financial planning with personal life goals.

 

Topics

 

01:07 Buzz Around Season 5 and Meredith Goldstein

03:54 Diving into Divorce: Mortgage Rates and More

05:50 Divorce Stories: The Good, The Bad, and The Ugly

08:11 Impact of Divorce on Children

13:06 Overrated or Underrated: Legal and Everyday Topics

19:54 Interview with Jennifer Lee: Financial Planning Insights

23:02 Assessing Your Financial Resources

24:13 Understanding Discretionary Money

26:34 Navigating Financial Myths

27:33 Insights from 'Squeeze the Juice'

30:19 Lessons from Clients

32:03 Financial Advice and Divorce

38:01 Blended Families and Money

42:52 Fun Financial Quotes

46:15 Conclusion and Farewell