The Divorce Survival Guide Podcast30 Jan 2025

Episode 308: Grey Divorce and Your Money with Jennifer Lee

Jennifer Lee, financial advisor and founder of Modern Wealth, returns to the show to break down the financial realities of grey divorce. Whether you're the stay-at-home parent wondering what you're entitled to or the moneyed spouse navigating how to divide assets fairly, Jennifer's insights will help you make informed decisions with a clear sense of direction.

Together, we unpack the unique financial challenges that come with untangling decades of shared assets—from businesses and retirement accounts to the realities of living on half the resources you once had. Jennifer shares her expert advice on how to avoid costly mistakes and take control of your financial future.

You'll also hear:

What makes grey divorce financially unique and how to prepare (3:58)
The importance of a qualified domestic relations order (QDRO) and how it works (5:12)
Key mistakes people make when dividing marital assets (7:47)
How to approach long-term financial planning post-divorce (16:51)

Learn more about Jennifer Lee: Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life's upsets such as divorce, the loss of a spouse, or business to retirement transition. 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. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write "Squeeze the Juice: Live With Purpose-Then Leave a Legacy."

Resources & Links:

Unbreakable – the Divorce Recovery Retreat, Sedona, AZ in April 2025

Submit your questions here for possible inclusion in future Q&A podcast episodes

Focused Strategy Sessions with Kate

Phoenix Rising: A Divorce Empowerment Collective

Jennifer's website

Consultation with Jennifer

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DISCLAIMER: THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE. YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM.

Episode link:

https://kateanthony.com/podcast/episode-308-grey-divorce-and-your-money-with-jennifer-lee/

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