Epi 12 Crafting Fiscal Success: Personalized Investment Solutions for the Legal Profession

The Lawyer's Money Show

Unlock the secrets to financial prowess with yours truly and expert Todd Whatley in our revealing chat on the Lawyer's Money Membership. Designed specifically for attorneys, this program promises a treasure trove of tools to shore up your financial well-being, from DIY planning resources to personalized investment strategies. We sift through guides, checklists, and flowcharts that spell out money mastery, and we lay bare the access to cutting-edge software like New Retirement and Monarch Money – your new allies in the quest for a robust financial future. Plus, discover the unique robo-advisor service that tailors your investment journey to match your risk appetite and personal values, all while highlighting the enticing cost benefits of joining our ranks.
Are fluctuating incomes causing you sleepless nights? Fear not, as we dissect the challenges peculiar to attorneys who work on contingency. Our conversation illuminates the critical role of understanding your financial baseline and the power of high-yield money market accounts to stabilize your cash flow. Peek behind the curtain of personalized financial and tax planning with certified experts – a perk that comes with a golden hour of advice for annual plan subscribers. And for the legal eagles hungry for more, we introduce the Lawyer's Total Plan, a robust array of resources including a bounty of continuing legal education opportunities. So, gear up to integrate these financial strategies into your professional toolkit and watch as your legal career's potential soars to new heights.

Chapters

1. Epi 12 Crafting Fiscal Success: Personalized Investment Solutions for the Legal Profession (00:00:00)

2. Lawyer's Money Show Membership Program (00:00:01)

3. Money Management for Attorneys (00:06:49)