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IN THE MEDIA

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How to Discuss Finances with your Partner

Hello Giggles // January 2023

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Financial Love Letters for Grownups

Money Tips for Financial Grownups Podcast // November 2022

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Gender Equality and the Stock Market

Schaeffer's Investment Research // August 2022

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The Ultimate Guide to Budgeting

Money Geek // June 2022

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Solo 401(k): Is this Retirement Plan Right for You?

Business Insider// March 2022

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Women in Wealth Management

Advisors Magazine// January 2022

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Money + Love: Financial Loans & Aging Parents

Making It Count Podcast // December 2021

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Why Having a Trusted Advisor is Essential to Financial Planning

The Round Table Talk Show // November 2021

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Financial Advisement During Times of Life's Transitions

Private Equity Profits Podcast // October 2021

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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..."

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How and Where to Open IRA?

NextAdvisor// September 2021

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What is an IRA?

NextAdvisor// September 2021

"If I could tell my 25-year-old self one thing..."

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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..."

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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..."

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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..."

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941-251-0510 | booking@squeezethejuicebook.com
Looking for Financial Advising? Visit me here: Modern-Wealth.com

Securities offered through Cambridge Investment Research, Inc., a Broker Dealer, Member FINRA/SIPC to residents of CA, FL, GA, ME, MD, NH, NY, OH, PA, VA.
Advisory Services offered through Cambridge Investment Research, Inc., a Registered Investment Adviser. Cambridge is not affiliated with Modern-Wealth, LLC.