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Schein On
pod617 - The Boston Podcast Network
94 episodes
1 week ago
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Business
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Business
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Navigating Financial Transitions with Jennifer Lee
Schein On
47 minutes 30 seconds
10 months ago
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
Schein On