Financial Strategies For Moms in Transition w/Jennifer Lee episode artwork

EPISODE · Sep 23, 2025 · 23 MIN

Financial Strategies For Moms in Transition w/Jennifer Lee

from SoloMoms! Talk · host J. Rosemarie Francis

OverviewAre you a single mom navigating the complex world of finances after a major life transition? In this episode, I sit down with Jennifer Lee, founder of Modern Wealth, to discuss crucial financial strategies for women in transition.Jennifer, affectionately known as "Aunt Jen," shares her wealth of experience in guiding women through financial crossroads. With 29 years in the financial services industry, she brings a unique perspective to help demystify money matters for those who feel intimidated by the topic.Key Insights for Solo Moms:Discover the importance of having money conversations before entering new relationshipsLearn the first three steps to take when suddenly in charge of financesUnderstand how to live with purpose while feeling stuck in survival modeExplore the concept of the "Family Love Letter" and its significanceJennifer emphasizes the value of assessing your financial situation, finding trusted advisors, and understanding your discretionary income. She also introduces her book, "Squeeze the Juice," which offers an accessible approach to financial concepts for those new to money management.Actionable Takeaways:Assess your assets and gather all financial informationFind a trusted party to help you navigate your financesDetermine your discretionary income for personal choicesConsider writing a "Family Love Letter" to communicate important information to loved onesThis episode provides invaluable insights for single moms looking to take control of their financial future. Jennifer's approachable style and practical advice offer a beacon of hope if you're feeling overwhelmed by your financial circumstances.Don't miss this opportunity to gain financial clarity and empowerment. Tune in to hear Jennifer's full interview and start your journey towards financial confidence today.Connect With Jennifer: Website | Book Don't parent alone. Attend our upcoming meeting by signing up herehttps://solomomstalk.mysites.io/podcast-2-copy/financial-strategies-for-moms-in-transition-w-jennifer-lee This podcast is hosted by Captivate, try it yourself for free. This podcast uses the following third-party services for analysis: Podcorn - https://podcorn.com/privacy This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit francisj.substack.com

Episode metadata supplied by the publisher feed · Published Sep 23, 2025

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Financial Strategies For Moms in Transition w/Jennifer Lee

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