Sharing my my latest episode on The D Shift podcast, tackling one of the most emotionally charged aspect of divorce...money. We dive deep into why understanding your finances is critical, common misconceptions about divorce, and the importance of building a support team to help navigate through this big transition. Listen today! #finance #divorce #financialplanning #financialfreedom https://lnkd.in/erAZMGe7
Modern-Wealth, LLC
投资管理
Lakewood Ranch,FL 117 位关注者
Our firm focuses on the complex & urgent needs of people in financial transition. Let's have a meaningful conversation.
关于我们
Modern-Wealth, LLC is an independent advisor to people in financial transition. Founded by Jennifer Lee AIF?, AWMA?, Modern-Wealth has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. We are passionate about building long-lasting relationships with our clients and digging deeper to understand what drives them. We support the new direction of your life by aiding you in developing and clarifying what you want your money to do for you. Together we strategize, navigate and ultimately, develop a unique and comprehensive plan to assist you in communicating your values to the most important people in their lives. Let’s have a meaningful conversation.
- 网站
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https://www.modern-wealth.com
Modern-Wealth, LLC的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- Lakewood Ranch,FL
- 类型
- 个体经营
- 创立
- 1997
- 领域
- High Networth Women in Financial Transition、Successful Professionals in Transition、Established Business Owners - Succession Planning、Wealth Transfer、Divorce、Sudden Money、Inheritance Planning、Retirement Planning和Coaching
地点
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主要
6710 Professional Parkway W
Suite 201B
US,FL,Lakewood Ranch,34240
Modern-Wealth, LLC员工
动态
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Excited to share my episode on Divorce Doesn’t Suck Podcast! I had the pleasure of speaking with Wendy about the navigating financial challenges during and after divorce (especially for women) and the tools and strategies to tackle financial decisions with confidence. Listen today! #divorce #finance #financialfreedom #FinancialPlanning https://lnkd.in/eC_xwdSW
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Author, Founder of Modern-Wealth, LLC & Investment Advisor Representative at Cambridge Investment Research Advisors, Inc.
Chairman Powell “We do our work to serve all Americans. We’re not serving any politician, any political figure, any cause, any issue, nothing. It’s just maximum employment and price stability on behalf of all Americans.”
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Sharing this great podcast episode with Modern Law about the importance of financial education, how to tackle emotional money decisions (like divorce!) and planning for the future. Listen today! #divorce #finance #financialplanning #financialfreedom https://lnkd.in/eyzz9vYb
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According to a study, “almost 40% of people getting divorced in the U.S. are over 50 years old.” And for women who may be experiencing divorce later in life, this can cause added stress (especially if you are the non-moneyed party) making women want to stick their heads in the sand. Listen to my latest interview on The Divorce & Beyond podcast where I share the financial challenges individuals may face in a gray divorce, how to navigate this new financial transition, and how to protect and secure your financial future. And even more importantly, find out how to communicate your wishes and future plans through writing your family love letter. https://lnkd.in/gu-N99-Q
The Divorce & Beyond Podcast? with Susan Guthrie, Esq.
divorceandbeyondpod.com
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According to a study by the National Institutes of Health, “women experienced a 45% decline in their living standards after gray divorce, compared to 21% of men.” Going through divorce, at any stage of life, can be daunting. Many times, a non-moneyed spouse (often, women) are not interested in finances or feel overwhelmed about money—this can make it especially challenging to navigate divorce. It’s critical for women experiencing divorce, to go back to the basics to think about what you want—where are you going to live, how much money do you have, and what are your resources to forge a new path forward. I encourage all individuals to engage with a trusted advisor who can help guide you through this emotional process and help be an advocate to get your financial ducks in a row and set yourself up for future financial security. If you have a burning question about navigating finances during divorce, schedule a call today: https://lnkd.in/eUYx3QfX.
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Excited to share my recent episode on the Wise & Worthy Thriving After Divorce Podcast! I had the pleasure of sharing how to navigate financial changes during and after divorce, the importance of writing your financial love letter, and how to set yourself up for a secure financial future. Listen today! https://lnkd.in/edymkBCx
?Wise & Worthy, Thriving After Divorce: Securing Your Financial Future After Divorce with Jennifer Lee on Apple Podcasts
podcasts.apple.com
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Is life insurance worth it? Many individuals may be asking themselves this very question as they start to plan for the future. Consider that life insurance is not just about you. It's about the people you love and providing for the financial success of your loved ones after you're gone. It can be critical to securing your legacy for your family. Read more as I share my thoughts with MoneyGeek about the importance of life insurance.
Is Life Insurance Worth It?
moneygeek.com
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I had the pleasure of being on the Everyone’s Talkin' Money Podcast to share what you need to know about protecting yourself and your finances during divorce. I spoke with host Shannah Game about what you need to ask your attorney, how to handle the emotional side of divorce, and financial strategies to prepare financially for the future. Listen today!
?Everyone's Talkin' Money: The Ultimate Divorce Checklist (That You'll Hopefully Never Need) on Apple Podcasts
podcasts.apple.com