『Financial Planning for Lawyers: Why High Income Doesn't Mean Wealth (Featuring Dalia Feldberg)』のカバーアート

Financial Planning for Lawyers: Why High Income Doesn't Mean Wealth (Featuring Dalia Feldberg)

Financial Planning for Lawyers: Why High Income Doesn't Mean Wealth (Featuring Dalia Feldberg)

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Most lawyers spend years mastering the law and almost no time learning how to protect or grow the income it earns them. In this episode of the Lawyer to Leader podcast, financial advisor Dalia Feldberg breaks down financial planning for lawyers: why a high salary doesn't automatically create wealth, what changes financially the moment you make partner, and the accounts most lawyers are using wrong. Dalia also talks about why she's built her practice specifically around wealth building for women in law, and why covering your downside (wills, disability insurance, income protection) has to come before you chase any upside. If you've never had a real conversation about money as a lawyer, this episode is where to start.Guest BioDalia Feldberg is a financial advisor with Desjardins based in Ottawa specializing in financial planning for lawyers, with a particular focus on wealth building for women in law. She holds a First Class Honours degree from McGill University and a Master's in Sustainable Business and Innovation from EADA Business School in Barcelona, and is currently working toward her CFP® designation. Dalia works with lawyers navigating student debt, rising income, and partnership decisions, building financial plans around their actual goals instead of just selling products.Timestamps00:00 Financial planning for lawyers: the gap nobody talks about00:02 Why being a great lawyer isn't the whole story00:03 Meet Dalia Feldberg, financial advisor for lawyers00:07 How she got into financial planning for lawyers00:13 Why lawyers are financially underserved00:20 Financial advisor vs. lawyer: the same confidence problem00:23 The real gap between lawyer income and lawyer wealth00:25 Lawyers working into their 60s with no retirement plan00:26 The one habit that builds long-term wealth00:29 Wealth building for women in law: why the focus00:34 Managing money from articling student to associate00:38 Disability insurance and income protection for lawyers00:42 Financial planning for law firm partners00:44 The biggest investing mistake lawyers make00:47 What a financial planning meeting actually looks like00:57 Planning a career change as a lawyer01:00 One financial move every lawyer should make this week01:02 The book that changed how she thinks about moneyKey TakeawaysFinancial planning for lawyers isn't optional, it's overdue. Income and wealth are different things, and most lawyers never get taught the difference.The habit matters more than the amount. Financial planning for young lawyers can start at $10 or $100 a month. Once you've started, there's something to build a plan around.Disability insurance and income protection are the financial planning basics lawyers skip. Wills, disability insurance, and income protection are the pieces lawyers treat as a "later" problem.How accounts are used are the most common financial planning error. Most lawyers don't have a pension, so if they're not building retirement savings themselves, nobody is.Every career transition resets your financial plan. Articling to associate, associate to partner, employee to business owner, each one changes your income, your tax exposure, and often your team.Wealth building for women in law is a growing, underserved niche. Financial planning for lawyers is a gap; that gap runs deeper for women in law, where there's often no one in the room having the conversation with them.LinksDalia on LinkedIn (booking link in her bio)Desjardins Financial Security Independent Network OttawaThe Happiness Advantage by Shawn AchorThe Psychology of Money by Morgan HouselIf this episode stuck with you, take the Free Lawyer to Leader Assessment at jonathancullencoaching.comShareable Moments"If I don't wake up every day and talk to people about death, I'm doing my clients a major disservice. We all die. That's the one reality.""It doesn't matter how much you're putting away. If you can put something away, we can work with that. Until then, there's not much to work with.""You just went to school for seven years. Surely you'd want to protect your ability to earn that income.""If you were there right now, you wouldn't enjoy the journey as much. The journey is where you see the fruits of your effort.""I can speak their language. We resonate with one another."
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