Financial Planning & Tech with Niraj Chhabra

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