Legal + Wealthy™ copertina

Legal + Wealthy™

Legal + Wealthy™

Di: Lauren Alexis Klein
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A proposito di questo titolo

 Lauren Klein is an attorney, mindset coach and entrepreneur. Prior to launching Flourish Law Group, a boutique estate planning law firm with offices in Fort Lauderdale and St. Petersburg and serving clients across Florida, Lauren was an attorney with the nation’s largest private wealth service practice where she worked with high net worth clients on their tax and estate planning. After embarking on her own personal development journey and transforming her life, career and net worth, Lauren created her signature coaching program, The Law School Blueprint {For Her} and a corresponding mastermind group, The Wealthy Future Lawyer $quad, to help women law students learn to work on their mindset, build confidence, overcome impostor syndrome and become wealthy future lawyers. With her latest endeavor, The Wealthy Future Lawyer $quad Podcast, Lauren hopes to inspire future lawyers to successfully navigate their future lawyer journeys armed with the knowledge, tools and self-confidence to thri© Lauren Alexis Klein Economia Gestione e leadership Leadership Marketing Marketing e vendite
Episodi
  • 3 Keys To Set Up Your Best Year In 2026 (Lawyer Edition)

    3 Keys To Set Up Your Best Year In 2026 (Lawyer Edition)
    Jan 22 2026
    Youtube Video: https://youtu.be/1p4vPQTopZc About This Episode Lauren Klein delivers a solo episode addressing why successful lawyers often feel misaligned despite outward achievements. She identifies three critical gaps that prevent attorneys from building true financial freedom and life satisfaction and shares her personal journey, revealing how the legal profession wasn’t designed to support holistic success and what lawyers can do to reclaim alignment in 2026. Show Notes [00:00:58] – [04:02] Introduction/The Success-on-Paper Paradox. In this episode Lauren addresses lawyers who appear successful externally but feel misaligned internally—checking boxes with solid resumes and good earnings, yet feeling stressed about money or experiencing disconnect between career and personal values. [04:02] – [14:00] Lauren’s Big Law Story. Why the legal profession was not designed to support attorney wealth, wellbeing, and lifestyle and how to dismantle the myth that working harder automatically leads to happiness, sharing her journey in big law where she was approaching partnership and earning significant income. [14:00] – [29:03] Wealth Gap and Strategies. Lauren discusses the Wealth Gaps that keep attorneys stuck and how to overcome this. [29:03] – [31:23] Conclusion and Last Words. Lauren announces major changes to the Legal and Wealthy Squad. Previously exclusive to course purchasers, the Squad is now opening as a standalone community for lawyers ready to close the wealth, wellbeing, and community gaps! HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Website: https://laurenalexisklein.com / Podcast: https://podcast.laurenalexisklein.com Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup I am excited to invite you to join the FREE Wealthy Lawyer Reset — a 6-day experience for lawyers and law students who are ready to build wealth without burning themselves out. This is not about fixing yourself. It’s about coming home to a version of success that actually feels good. Over six days, we’ll gently reset how you approach money, work, and your life — so you can step into 2026 feeling clear, supported, and expanded. Join the Reset here: https://legalandwealthy.com/reset And, If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join The $quad. The $quad is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The $quad, you’ll get things like: monthly virtual yoga designed just for legal minds weekly money and mindset audio coaching a book club, masterclasses, and meet-ups with successful professionals ongoing community support and accountability exclusive discounts on retreats and events It’s not another program — it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to legalandwealthy.com/jointhesquad right after this episode and grab your spot. I’d love to see you inside the community, learning, growing, and building your abundant life in 2026. If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com
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  • Beat The Clock! Tax Smart Wealth Strategies Lawyers Need Now

    Beat The Clock! Tax Smart Wealth Strategies Lawyers Need Now
    Dec 25 2025
    Youtube Video: https://youtu.be/HXuGsa7IzUE Don’t wait to protect the wealth you’re building! Year end is quickly approaching. In this Legal + Wealthy episode, host Lauren Klein, Esq. along with our special Guest Erik Brenner, CFP break down why wealth preservation requires entirely different strategies than wealth building. Learn the optimal timing for Roth conversions, tax-efficient charitable giving tactics, and how these strategic moves can save you thousands in taxes over your lifetime. Erik Brenner is a Certified Financial Planner with over 30 years of experience specializing in high-net-worth individuals, pre-retirees, business owners, and professionals. As CEO of Hilltop Wealth & Tax Solutions, he leads a fiduciary firm that uniquely integrates advanced financial planning with in-house tax strategy. Erik is the author of The Personal CFO Revolution and pioneered the concept of bringing family office-level wealth management to professionals who aren’t yet billionaires. Timestamps: [00:01:00] – [00:07:30] Welcome & Introduction: Building Wealth You Won’t Lose. Lauren introduces Erik Brenner and sets up the episode’s focus on retirement planning from a wealth preservation perspective. The discussion promises insights on moving from accumulation to protection, understanding tax strategy, and creating a family office approach for professionals who aren’t yet billionaires. Erik explains his signature analogy comparing wealth building to climbing a mountain. Erik discusses how professionals must now navigate multiple decision points that previous generations didn’t face. [00:07:30] – [00:15:20] Tax Diversification & Roth Conversion Window: 3 Buckets for Retirement Flexibility. Erik introduces the critical concept of tax diversification using three distinct account types and discusses forward-thinking approach that can significantly impact long-term wealth preservation. [00:15:20] – [00:20:15] The Personal CFO Revolution: Family Office for Everyone. Erik shares his vision of democratizing family office-level planning for high-earning professionals. The Personal CFO approach integrates financial planning with tax strategy through a collaborative CPA-CFP partnership. This model breaks down the traditional silos between financial advisors and tax professionals, creating comprehensive planning that addresses the client’s complete financial picture rather than isolated pieces. [00:20-15] – [00:28:30] Qualified Charitable Distributions & Estate Planning: Tax-Smart Philanthropy & Legacy Building Beyond Numbers. Erik discusses qualified charitable distributions and offer a powerful way to support causes while managing taxes. The conversation touches on how different generations view money and the critical need for transparency about family wealth. [00:28:30] – [00:33:43] Choosing Your Financial Advisor and Avoiding the Diversification Trap/Why Lawyers Are Vulnerable! Erik emphasizes the importance of understanding whether an advisor is a fiduciary, how they’re compensated, and whether they have the expertise to serve your specific profession. [00:35:07] – [00:37:05] Connect with Erik & Free Book Offer. Erik shares how listeners can access his book “The Personal CFO Revolution” for free and schedule an introductory consultation with his team. The episode closes with Lauren thanking Erik for sharing his expertise and encouraging listeners to take action on the strategies discussed. HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Website: https://laurenalexisklein.com / Podcast: https://podcast.laurenalexisklein.com Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup GUEST: Erik Brenner, CFP Erik Brenner, CFP®, is the CEO and Financial Advisor at Hilltop Wealth & Tax Solutions, a fiduciary firm that uniquely integrates advanced financial planning with in-house tax strategy. With over 30 years of experience, Erik specializes in working with high-net-worth individuals, pre-retirees, business owners, and professionals navigating the transition from wealth accumulation to preservation. Erik is the author of The Personal CFO Revolution, which outlines his vision for bringing family office-level wealth management to professionals who haven’t yet reached billionaire status. His approach centers on the integration of financial planning and tax strategy through collaborative CPA-CFP partnerships, breaking down traditional silos in the wealth management industry. Website: https://hilltopwealthtax.com/ Personal Page: https://hilltopwealthtax.com/erik-brenner/ LinkedIn (Personal): https://www.linkedin.com/in/erikbrenner/ LinkedIn (Company): https://www.linkedin.com/company/hilltopwealthtax/ Free Book: https://hilltopwealthtax.com/podcast – Download The Personal CFO Revolution Thank ...
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  • Becoming Wealthy Without Sacrificing Purpose (S3 Ep7)

    Becoming Wealthy Without Sacrificing Purpose (S3 Ep7)
    Dec 11 2025
    Youtube Video: https://youtu.be/neGT9Ebhfv0 Today’s episode is for every lawyer who’s asked themselves: Can I actually make real money doing work that matters? Can I build wealth without sacrificing my purpose? My guest today is Heather Quick, Esq., founder and CEO of Florida Women’s Law Group, and the answer she’s living is a resounding yes. As Founder and CEO of Florida Women’s Law Group, Heather Quick. Esq., has built something most lawyers think is impossible: a mission-driven law firm that’s both deeply purposeful AND seriously profitable. In this episode she shares her unconventional journey from criminal prosecutor to family law entrepreneur and reveals how aligning your legal practice with meaningful purpose transforms both client outcomes and personal fulfillment. Listeners discover practical strategies for building a law firm culture where mission matters, managing life balance as a multi-talented professional, and creating a legacy through law. Founder and CEO of Florida Women’s Law Group. Timestamps: [00:00:00] – [00:01:14] Introduction & Podcast Opening. Lauren welcomes Heather Quick to Legal and Wealthy, introducing her multifaceted career as attorney, firm founder, yogi, author, and podcaster. [00:01:14] – [00:08:30] Early Career Inspiration & Family Legacy. Heather discusses her family’s legal heritage and explains how their paths influenced her early legal aspirations. [00:08:30] – [00:20:30] The Prosecutor Experience & Career Insights. Heather shares her journey as a criminal prosecutor. Heather explains her turning point and her realization that family law and specifically helping women through divorce resonated with her values and purpose. [00:20:30] – [00:33:45] Founding Florida Women’s Law Group: Mission & Culture. Heather details the founding vision of Florida Women’s Law Group, emphasizing intentional mission-driven hiring, building team culture around shared values. Mindfulness & Legal Practice. An unexpected intersection: Heather discusses how her yoga and meditation practice transformed her approach to litigation, stress management, and courtroom presence. [00:33:45] – [00:39:30] The Yoga Certification Journey. Heather recounts her decision to pursue formal yoga teacher training mid-career while running her law firm. She explores the unexpected psychological benefits of stepping into “beginner mode,” humbling herself as a student when she’s the firm’s CEO, and how that vulnerability strengthened her leadership and personal growth. [00:39:30] – [00:41:00] Closing Statements and Message To Lawyers. In the episode’s closing segment, Heather emphasizes her commitment to mentoring the next generation of women lawyers. HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Website: https://laurenalexisklein.com / Podcast: https://podcast.laurenalexisklein.com Social Media: Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup GUEST: Heather Quick, Esq., Attorney Founder & CEO, Florida Women’s Law Group Website: floridawomenslawgroup.com LinkedIn (Firm): @floridawomenslawgroup LinkedIn (Heather): @Heatherbquick Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com
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