Financial Planning & Tech with Niraj Chhabra
Non-Eventcast
English - November 14, 2023 10:00 - 27 minutes - 24.8 MB - ★★★★★ - 4 ratingsTech News News Technology Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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 [email protected] https://redcavelegal.com/ https://www.linkedin.com/in/jaredcorreia https://twitter.com/RedCaveLegal Connect with Niraj Chhabra [email protected] https://sidebaradvisors.com/