『Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money』のカバーアート

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money

著者： Matt Smith
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概要

 Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures. Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career. You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.Matt Smith 経済学
エピソード
  • Building Wealth Through Real Estate Investment with Luke Sanders

    Building Wealth Through Real Estate Investment with Luke Sanders
    2026/03/05
    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 6In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith, speaks with Luke Sanders, owner of River City Screen Printing and Embroidery in San Marcos, Texas, which was founded by his parents in 1978 and grown to 85+ employees across multiple buildings.Tune in to the episode to hear about: * How Luke first built wealth through acquiring and expanding commercial real estate for his operating business, including buying adjacent buildings and leasing one to a pawn shop tenant * Entering short-term rentals in 2019, including a large river house in New Braunfels/Green and multiple Fredericksburg properties * How COVID initially created cancellation risk but later produced a major demand surge (e.g., $80,000 revenue in one month) followed by market oversaturation * Regulatory and licensing uncertainty (city council efforts to restrict or sunset short-term rental permits) * Commercial loan structures with five-year rate resets that can turn cash flow negative * Reliance on local market knowledge and specialized realtors * Frequent maintenance/replacement costs from guest wear-and-tear * Using property management companies (typically 20–30% of revenue) to avoid 24/7 operational issues * Rising insurance costs (e.g., from $3,000 to $15,000 annually) * FEMA floodway rezoning that can eliminate short-term rental use * Why short-term rentals are risky for anyone depending on slim monthly margins * Why Luke’s best, least stressful results have been in commercial buildings with stable tenantsLearn more about Luke Sanders: * Connect with Luke Sanders on LinkedIn: https://www.linkedin.com/in/luke-sanders-b2b4711a * Visit RiverCity Screenprinting & Embroidery’s website: https://welogoit.com * Follow RiverCity Screenprinting & Embroidery on Facebook: https://www.facebook.com/RivercityScreenprinting * Follow RiverCity Screenprinting & Embroidery on Instagram: https://www.instagram.com/rivercityscreenprinting***********************************About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money: * YouTube: https://www.youtube.com/@concertfinplan * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 * Amazon: https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554Connect and learn more from your host, Matt Smith and Concert Financial Planning: * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan
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    42 分
  • The Financial Realities of Becoming an Equity Partner

    The Financial Realities of Becoming an Equity Partner
    2026/02/11

    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 5

    In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks about the challenges and changes associated with transitioning from associate to equity partner with an aim to prepare attorneys for the financial realities that come with that career transition.

    Tune in to hear about:

    * Equity buy-in

    * Changes in compensation structure

    * Mandatory retirement savings

    * Increased benefit costs

    * Complex taxation requirements

    * Enhanced lending opportunities

    * The importance of advance planning

    * Understanding financial responsibilities

    * The necessity of working with specialized tax advisors

    ***********************************

    About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:

    You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.

    Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.

    You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.

    This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.

    Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money:

    * YouTube: https://www.youtube.com/@concertfinplan

    * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694

    * Amazon: https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c

    * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX

    * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554

    Connect and learn more from your host, Matt Smith and Concert Financial Planning:

    * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith

    * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan

    * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan

    * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan
    続きを読む 一部表示
    44 分
  • How To Avoid Probate Court with Amanda Pierson

    How To Avoid Probate Court with Amanda Pierson
    2026/01/07
    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 4In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with Amanda Pierson, owner & attorney at Heights Law Group, a full service Estate Planning and Probate law firm.Tune in to the episode to hear about: * Common estate planning mistakes that can leave your loved ones facing years of court involvement and unexpected costs * The importance of young families protecting their children’s inheritance and how to do it * The real difference between a will and a trust, and how each impacts the probate process * Why beneficiary designations on your accounts sometimes override your carefully crafted will * Digital and practical tools that can make estate planning easier for modern families—and what pitfalls you should watch out forLearn more about Amanda Pierson: * Visit Heights Law Group’s website: https://heightslawgroup.com * Connect with Amanda on LInkedIn: https://www.linkedin.com/in/amanda-pierson-29671b7 * Call Amanda: (832) 810-3373 * Email Amanda: amanda@heightslawgroup.com***********************************About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money: * YouTube: https://www.youtube.com/@concertfinplan * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 * Amazon: https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554Connect and learn more from your host, Matt Smith and Concert Financial Planning: * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan
    続きを読む 一部表示
    56 分
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