The Family Love Letter: Turning Financial Planning into an Act of Love with Jennifer Lee
Release Date: 11/12/2025
WBH 236: ICMYI: Money Is About Options, Not Security with Dr. Felecia Froe
Wealth B-Hers
This episode features Dr. Felecia Froe as a guest on She Built It: Boss Lady Chronicles, hosted by Sherita Gaskins-Tillet, where she shares her powerful journey from practicing physician to real estate investor and founder of a women-centered wealth-building community. She opens up about burnout, fear, financial loss, and rebuilding from scratch - including losing everything during the financial crisis and starting again with intention, mentorship, and clarity. This conversation reframes money as a tool for freedom, options, and impact, and invites women to rethink how wealth can...
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Radical Self Care for Women Who Carry Everything with Anne Peterson & Dr. Robyn Alley-Hay
Wealth B-Hers
What happens when high-achieving women finally pause long enough to ask why they are so exhausted? In this candid and deeply reflective conversation, Dr. Felecia Froe is joined by Anne Peterson, leadership coach and retreat facilitator, and Dr. Robyn Alley-Hay, retired OB/GYN and physician development coach, to redefine what self-care truly means for women who carry responsibility, ambition, and care for others every day. Drawing from their professional work and lived experience with burnout, illness, and reinvention, Anne and Robyn explore self-care as an act of sovereignty rather than...
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ICMYI: What Happens When Your Money Works Harder Than You: Lessons from Dr. Felecia Froe
Wealth B-Hers
In this special ICYMI replay from the Add Value 2 Entrepreneurs podcast, Dr. Felecia Froe joins host Robert Peterson for a powerful conversation about the journey from medicine to mission-driven wealth building. Dr. Felecia became one of the first 100 female urologists in the United States, but a single book shifted how she saw money, freedom, and impact. With honesty and insight, she shares how she built a real estate portfolio, lost everything during the 2008 crash, rebuilt from the ground up, and discovered her deeper purpose of helping communities thrive. Together, she and Robert explore...
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From Deep Debt to Stability: Michelle Campbell’s Money Story
Wealth B-Hers
Money is never just about numbers; it is about identity, belonging, and whether you feel you have options. In this candid conversation, Dr. Felecia Froe sits down with financial services professional, author, and nonprofit founder Michelle Campbell to trace her journey from five evictions, four repossessions, three bankruptcies, and over half a million dollars in debt to becoming a fierce advocate for financial literacy and social change. Together, they unpack the emotional roots of overspending, why shame and silence keep people stuck, and how working-class earners are often the...
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Protecting Your Income: What Professionals Must Know About Disability Insurance with Benjamin Glass
Wealth B-Hers
When your ability to earn is one of your greatest assets, understanding how to protect it becomes essential. In this eye-opening conversation, Dr. Felecia Froe sits down with long-term disability attorney Benjamin Glass to unravel the most misunderstood yet critically important part of a physician’s financial foundation: disability insurance. Benjamin brings 42 years of experience helping professionals navigate denied claims, identify policy gaps, and rethink how disability protection plays into their long-term wealth strategy. From the dangers of relying solely on...
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ICYMI: Failing Is How We Learn: Lessons From Purpose-Led Investing with Dr. Felecia Froe
Wealth B-Hers
We are bringing back one of the most powerful conversations featuring Dr. Felecia Froe’s guest appearance on the Real Estate Investors Club Podcast. What happens when the career you spent decades building no longer feels like your purpose? In this inspiring replay, Dr. Felecia shares her journey from nearly 30 years of practicing urology to becoming a mission-driven real estate investor focused on creating meaningful social impact. She opens up about the early discomfort she felt in medicine, the fear of leaving a respected career, losing her first 18 properties during the 2008 crash,...
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The Family Love Letter: Turning Financial Planning into an Act of Love with Jennifer Lee
Wealth B-Hers
How 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...
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ICYMI - Going Long: Investing Beyond Your Backyard with Dr. Felecia Froe
Wealth B-Hers
What does it mean to build wealth that creates both profit and purpose? In this powerful crossover conversation, Dr. Felecia Froe joins host Billy Keels on The Going Long Podcast to unpack how medical professionals can make a lasting social impact through real estate. From her journey as a urologist turned investor to building assisted-living homes and grocery stores in food deserts, Dr. Froe reveals how she turned financial lessons into vehicles for change. Together, they explore the mindset, mission, and team-building that allow investors to make money and make a difference. Tune in...
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Turning Time into Freedom: Building Wealth That Works for You with George Thomas
Wealth B-Hers
What does it really mean to build freedom—not just wealth? In this inspiring conversation, Dr. Felecia Froe sits down with George Thomas, founder of Financial Freedom Builders, to explore the mindset, lessons, and disciplines that turn financial knowledge into a lasting legacy. From humble beginnings as the son of Dominican immigrants to becoming a husband, father, and financial educator, George shares how breaking free from the “trade time for money” trap changed his life. He reveals the simple, often-overlooked truths about budgeting, mentorship, and the courage to invest, even...
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ICYMI - Creating Multiple Streams of Wealth That Outlive You with Dr. Felecia Froe
Wealth B-Hers
What if wealth wasn’t about sacrifice, but about freedom, peace, and legacy? In this crossover episode, Dr. Felecia Froe joins Kiné Corder on Money & Meaning to unpack how women can create multiple streams of income that sustain their lives, fund their purpose, and outlive them. Together, they explore redefining prosperity as options and freedom, the path from physician to social-impact investor, and how to turn intellectual property, real estate, and relationships into a lasting legacy. This episode is a powerful reminder that wealth isn’t just what you earn—it’s...
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