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Ep. 1 Who We Are and Why are We Doing This? Welcome

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Manage episode 406044544 series 3556877
Content provided by Todd Whatley and Ian Weiner, Todd Whatley, and Ian Weiner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Todd Whatley and Ian Weiner, Todd Whatley, and Ian Weiner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

As attorneys, we often overlook the financial intricacies of our own lives while zealously guarding the interests of our clients. That's where Todd Whatley and Ian Weiner step in on the Lawyer's Money Show, providing an essential roadmap to financial mastery for legal eagles. We blend our wealth of legal and financial acumen to navigate through the maze of financial planning and business optimization, ensuring you are as skilled in building your personal fortune as you are in constructing a winning case. We promise that by the end of our discussion, you'll have the tools to manage both a thriving law practice and a robust financial future.
This episode features a deep dive into the specific challenges and opportunities that come with the territory of legal financial planning. From the moment you unpack our insights on taxes and proactive planning, you'll understand the transformative impact of structured business planning on your practice's valuation and your personal wealth. With a focus on ending with a grand legacy rather than just a retirement plan, we lay out strategies that will lead to financial independence and time freedom. Todd and I don't just talk shop; we're here to mentor you through creating a cohesive alliance with advisors who can turn your professional success into a lasting financial legacy. For the full experience, and to continue your journey into economic mastery, visit our website after tuning in to this game-changing episode.

  continue reading

Chapters

1. Ep. 1 Who We Are and Why are We Doing This? Welcome (00:00:00)

2. Lawyer's Total Financial Planning for Success (00:00:01)

3. Optimizing Business Practices for Lawyers (00:12:14)

16 episodes

Artwork
iconShare
 
Manage episode 406044544 series 3556877
Content provided by Todd Whatley and Ian Weiner, Todd Whatley, and Ian Weiner. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Todd Whatley and Ian Weiner, Todd Whatley, and Ian Weiner or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

As attorneys, we often overlook the financial intricacies of our own lives while zealously guarding the interests of our clients. That's where Todd Whatley and Ian Weiner step in on the Lawyer's Money Show, providing an essential roadmap to financial mastery for legal eagles. We blend our wealth of legal and financial acumen to navigate through the maze of financial planning and business optimization, ensuring you are as skilled in building your personal fortune as you are in constructing a winning case. We promise that by the end of our discussion, you'll have the tools to manage both a thriving law practice and a robust financial future.
This episode features a deep dive into the specific challenges and opportunities that come with the territory of legal financial planning. From the moment you unpack our insights on taxes and proactive planning, you'll understand the transformative impact of structured business planning on your practice's valuation and your personal wealth. With a focus on ending with a grand legacy rather than just a retirement plan, we lay out strategies that will lead to financial independence and time freedom. Todd and I don't just talk shop; we're here to mentor you through creating a cohesive alliance with advisors who can turn your professional success into a lasting financial legacy. For the full experience, and to continue your journey into economic mastery, visit our website after tuning in to this game-changing episode.

  continue reading

Chapters

1. Ep. 1 Who We Are and Why are We Doing This? Welcome (00:00:00)

2. Lawyer's Total Financial Planning for Success (00:00:01)

3. Optimizing Business Practices for Lawyers (00:12:14)

16 episodes

All episodes

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