Financial Planning & Tech with Niraj Chhabra

Non-Eventcast

Breaking Media and Jared Correia에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Breaking Media and Jared Correia 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

6M ago 27:01

MP3•에피소드 홈

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
jared@redcavelegal.com
https://redcavelegal.com/
https://www.linkedin.com/in/jaredcorreia
https://twitter.com/RedCaveLegal
Connect with Niraj Chhabra
niraj.chhabra@sidebaradvisors.com
https://sidebaradvisors.com/