Episode 14 – Planning for Attorneys [Video]

In this episode the team sits down to discuss financial planning strategies for attorneys. Jeremiah shares insights from his experience working at a large law firm and highlights common characteristics of attorneys and considerations for their debt, families, and careers. Overall this episode emphasizes the importance of risk management, estate planning, and having a trusted financial advisor in your corner. This podcast provides valuable guidance for attorneys and their spouses on achieving their financial goals.

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This week on Building Wealthy Habits:

0:00 – An Introduction to Financial Planning for Attorneys: Key Traits and Primary Concerns.
3:54 – Exploring the Unique Attributes of Attorneys: Intelligence, Analytical Skills, and Time Constraints.
7:52 – Navigating Financial Planning Challenges: Strategies for Attorneys with Debt and Family Obligations.
14:10 – Comprehensive Financial Strategies for Attorneys: Emphasizing Risk Management, Estate Planning, and Philanthropy.
18:37 – Advanced Estate Planning and Wealth Management Techniques Tailored for Attorneys.
23:31 – Tailored Support and Guidance in Financial Planning for the Legal Professional.

Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: [email protected]

Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]

Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: [email protected]

Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.