Media
Is Life Insurance Worth It?
MoneyGeek// June 2024
The Ultimate Divorce Checklist
Everyone's Talkin' Money Podcast// May 2024
Empowering Women in Transition
Everyday is Saturday Podcast// May 2024
Squeezing the Juice
Disruptive Successor Podcast// April 2024
Divorce Financial Planning with a Love Letter
Divorce Dialogues Podcast// March 2024
Rewriting Your Money Story: From Limiting Beliefs to Financial Freedom
How to Split a Toaster Podcast// March 2024
Navigating Financial Transitions
The Andrew Holland Podcast// March 2024
Overcoming Fear of Managing Money During Divorce
Season Ebb & Flow Podcast// March 2024
Community Highlight: Meet Jennifer Lee of Modern-Wealth
Voyage Tampa// February 2024
Make Money Your Best Friend by Learning What You Value
Doing Divorce Different Podcast// February 2024
Do You Know How to Squeeze the Juice?
The Divorce Resource Guy Podcast// February 2024
How to Prepare Yourself Financially for Divorce
WTF Divorce Podcast// December 2023
Overcome Difficult Conversations with Your Family
Money Talk with Tiff Podcast// November 2023
Your Divorce Doesn't Have to Ruin You Financially
How Not to Suck at Divorce Podcast// October 2023
Dividing Complex Assets in Divorce
Women Winning Divorce Podcast// September 2023
Financial Planning for Divorce
MoneyGeek// September 2023
Life Insurance After Divorce
MoneyGeek// September 2023
Get Your Head Out of the Sand and Take Charge of Your Finances
Your Divorce Survival Guide Podcast// June 2023
401(K) vs. Life Insurance: Which One is Better for Retirement?
MoneyGeek // June 2023
How to Navigate Your Clients through Retirement 'Crunch Time'
Investment News // June 2023
What To Do When You're Not The One Whose Been Handling the Financials
Divorce & Other Things You Can Handle Podcast // March 2023
Average U.S. Retirement Savings
Money Geek // March 2023
Retirement Questions Financial Advisors Hear Most Often
Finance of America Reverse // March 2023
The Most Revealing Onboarding Questions Advisors Ask
Wealth Management // January 2023
How to Discuss Finances with your Partner
Hello Giggles // January 2023
Financial Love Letters for Grownups
Money Tips for Financial Grownups Podcast // November 2022
Gender Equality and the Stock Market
Schaeffer's Investment Research // August 2022
The Ultimate Guide to Budgeting
Money Geek // June 2022
Solo 401(k): Is this Retirement Plan Right for You?
Business Insider// March 2022
Women in Wealth Management
Advisors Magazine// January 2022
Money + Love: Financial Loans & Aging Parents
Making It Count Podcast // December 2021
How to Prepare for Retirement
Finance of America Reverse // December 2021
Why Having a Trusted Advisor is Essential to Financial Planning
The Round Table Talk Show // November 2021
How to Vet a Financial Advisor
Finance of America Reverse// October 2021
Financial Advisement During Times of Life's Transitions
Private Equity Profits Podcast // October 2021
Female Founders: Jennifer Lee of Modern-Wealth on The Five Things You Need to Thrive and Succeed as a Woman Founder
Authority Magazine // October 2021
"Your Big 5. 5 reliables people whom you can discuss stressors, business concepts, financial opportunities, tough emails to send to clients, marketing, and strategy..."
How and Where to Open IRA?
NextAdvisor// September 2021
What is an IRA?
NextAdvisor// September 2021
"If I could tell my 25-year-old self one thing..."
How To Successfully Ride The Emotional Highs & Lows Of Being An Entrepreneur
Thrive Global // May 2021
"Self Motivation. It’s on the inside. It must be. Otherwise, you would not rise out of bed so easily. And it is also on the outside because you must have encouragement, stimulation of new thoughts, and ideas..."
How to Adjust Your Life Insurance for a Second (or Third) Marriage
Money.com //May 2021
"Marriage isn't necessarily simpler the second time around, especially when it comes to your finances..."
Squeeze the Juice on the Florida Suncoast
The Suncoast Post // April 2021
"Over my twenty-six years in the industry, I’ve realized that when it comes to finance the relationship between my clients and I is often more meaningful than the finances themselves. And the role of guide, confidant, and friend is what I’ve always strived to be. And that’s what this book is—a little bit of me to help you along your journey..."