The Family Love Letter: Turning Financial Planning into an Act of Love with Jennifer Lee
Release Date: 11/12/2025
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info_outlineHow do you prepare for life’s biggest transitions —the moments when emotions collide with financial realities? In this empowering conversation, Dr. Felecia Froe sits down with Jennifer Lee, AIF®, AWMA®, founder of Modern Wealth and author of Squeeze the Juice: Live With Purpose, Then Leave a Legacy. With over 26 years of experience helping clients through divorce, loss, and retirement, Jennifer brings heart and strategy to the financial planning process. She shares why money is simply a tool, how to build trusted relationships with advisors before a crisis strikes, and why every family should write a “Love Letter,” a simple yet powerful way to communicate values and ensure peace of mind for loved ones.
This episode serves as a reminder that true wealth isn’t just about numbers; it’s about clarity, connection, and living a life that feels as good as it looks.
00:00 Intro
07:10 Jennifer's Money Story and Early Influences
13:02 Transitioning to Modern Wealth
18:29 Navigating Financial Transitions
25:12 Writing a Family Love Letter
27:00 Money Management Roles in Families
27:24 Starting Conversations About Money
27:53 Personal Money Stories
29:15 Financial Education and Misconceptions
30:43 Advising Clients on Financial Decisions
42:09 How Financial Advisors Make Money
46:33 About the Book: Squeeze the Juice
Connect with Jennifer!
Website: https://modern-wealth.com/
Book: https://squeezethejuicebook.com/
Facebook: Facebook.com/ModernWealthInvest
LinkedIn: https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56
Instagram: Instagram.com/modernwealthloveletter/
YouTube:https://www.youtube.com/@modern-wealth7014
Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Modern-Wealth, LLC and Cambridge are not affiliated.
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Key Quotes:
“Money is just a tool. It’s not scary; it’s what we do with it that shapes our lives.” – Jennifer Lee
“Your advisor should know your story, not just your statements.” – Jennifer Lee