Description

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.

Reach out at contact@tricordadvisors.com

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