Episode 14 – Planning for Attorneys

April 16, 2024

In this episode the team sits down to discuss financial planning strategies for attorneys, with Jeremiah sharing his real life experience of working at a large law firm.

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: Jeremiah@tricordadvisors.com

Connect with Laura:

  • LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
  • Email: Laura@tricordadvisors.com

Connect with Randy:

  • LinkedIn: https://www.linkedin.com/in/rkbarkley/
  • Email: Randy@tricordadvvisors.com

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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