Nov 14, 2023
Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances.
Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser.
Episode Highlights
06:31 How to get started with financial planning, including finding
a professional
08:50 Trigger points that might have people seek financial
planning
10:06 Difference between wealth management and financial
planning
13:03 Benefits of providing financial planning benefits to
employees in law firms
14:10 Tips and trends to follow for financial planning in the
current environment
17:19 Ways to increase your net worth
19:38 Various technology applications used Niraj's business to help
clients with their financial planning
21:27 How clients can create their own scenarios on the platform to
see the impact of different financial actions
22:20 Preference for in-person networking events and how they've
adapted to a virtual setting in light of the pandemic
24:15 Niraj’s favorite personal financial apps
Episode Resources
- Connect with Jared Correia
- jared@redcavelegal.com
- https://redcavelegal.com/
- https://www.linkedin.com/in/jaredcorreia
- https://twitter.com/RedCaveLegal
- Connect with Niraj Chhabra
- niraj.chhabra@sidebaradvisors.com
- https://sidebaradvisors.com/