On today’s episode of Coffee with M and J, we chat with Terry Lee—a financial planner, community builder, and family man who knows the power of connection. Whether you’re saving for college, buying a home, or planning for retirement, Terry shares his journey, insights, and the importance of work-life balance.

We explore how men can benefit from community, the value of vulnerability, and the simple power of saying thank you. Packed with humor and practical advice, Terry’s stories highlight how focusing on giving and staying curious about others can create meaningful relationships and unexpected opportunities.

Tune in for laughs, inspiration, and tips on how community can enrich your life!
Where you can find Terry:

https://www.linkedin.com/in/terryhlee?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

https://www.ameripriseadvisors.com/terry.lee/

Where to find us at:
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MJ Designs and Marketing on Instagram
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