IN THE MEDIA
What To Do When You're Not The One Whose Been Handling the Financials
Divorce & Other Things You Can Handle Podcast // March 2023
Average U.S. Retirement Savings
Money Geek // March 2023
Retirement Questions Financial Advisors Hear Most Often
Finance of America Reverse // March 2023
The Most Revealing Onboarding Questions Advisors Ask
Wealth Management // January 2023
How to Discuss Finances with your Partner
Hello Giggles // January 2023
Financial Love Letters for Grownups
Money Tips for Financial Grownups Podcast // November 2022
Gender Equality and the Stock Market
Schaeffer's Investment Research // August 2022
The Ultimate Guide to Budgeting
Money Geek // June 2022
Solo 401(k): Is this Retirement Plan Right for You?
Business Insider// March 2022
Women in Wealth Management
Advisors Magazine// January 2022
Money + Love: Financial Loans & Aging Parents
Making It Count Podcast // December 2021
How to Prepare for Retirement
Finance of America Reverse // December 2021
Why Having a Trusted Advisor is Essential to Financial Planning
The Round Table Talk Show // November 2021
How to Vet a Financial Advisor
Finance of America Reverse// October 2021
Financial Advisement During Times of Life's Transitions
Private Equity Profits Podcast // October 2021
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..."
How and Where to Open IRA?
NextAdvisor// September 2021
What is an IRA?
NextAdvisor// September 2021
"If I could tell my 25-year-old self one thing..."
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..."
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..."
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..."