Most lawyers work hard to build wealth but rarely stop to plan how to keep it. Join me as I sit down with financial advisor Thuong Thien of Team Hewins to break down the four practical steps every attorney can use to take control of their money and future. She shares how to clarify goals and values before making financial decisions, track and smooth out uneven cash flow, save and invest using a simple “bucket” system, and build a trusted team of advisors to protect what you’re growing. This conversation is the first step in making it easy to see where your money is going, how to make it work smarter, and why a clear plan brings more freedom, both in your business and your life.

Key Topics

01:43 – Learn how Thuong helps professionals, especially lawyers, bring order and clarity to their financial lives.

04:31 – Setting Clear Goals and Values – Why most lawyers delay personal planning and how to shift from reacting to leading with purpose.

07:18 – The three questions that help define values and goals that actually guide financial choices.

08:50 – How aligning goals with lifestyle brings clarity to career and money decisions.

09:34 – Understanding Cash Flow and Spending – How to spot your real cash-flow rhythm and plan for taxes, investments, and lifestyle goals.

12:49 – Thuong’s six-month spending method: one account, one card, total visibility.

15:30 – Why separating business and personal spending keeps your plan accurate and sustainable.

17:04 – Saving and Investing with the Bucket Strategy – How to use short-, mid-, and long-term “buckets” to manage growth and risk with confidence.

19:50 – How bucket planning reduces couple money stress and keeps shared goals on track.

20:09 – Small adjustments that make saving feel less like restriction and more like freedom.

20:19 – Building Your Financial Dream Team – The core players: fiduciary advisor, CPA, estate attorney, and insurance expert.

25:47 – Why syncing tax and financial planning can multiply results for firm owners.

26:33 – The key takeaway: wealth grows faster when you build the right team early.

Resources Mentioned

Tech/Apps

• Calm (for meditation and relaxation)  –https://www.calm.com

Books

• Atomic Habitsby James Clear -https://a.co/d/j4gMTn8 

About our Guest:

Thuong Thien is a Principal at Team Hewins and a CERTIFIED FINANCIAL PLANNER® professional who helps high-achieving women—particularly attorneys and executives—navigate complex financial decisions with clarity and confidence. She specializes in guiding clients through pivotal moments such as making partner, managing equity compensation, or planning for a liquidity event.

Known as a trusted sounding board, Thuong provides clear, strategic advice across cash flow management, retirement planning, tax strategy, charitable giving, and wealth transfer. Her clients value her ability to simplify complexity and create structured, actionable plans—so they can focus on excelling in their careers while moving forward with financial confidence.

https://teamhewins.com/ 

https://www.linkedin.com/company/team-hewins/ 

About Jay Berkowitz:

Jay Berkowitz is a best-selling author and popular keynote speaker. Mr. Berkowitz managed marketing departments at: Coca-Cola, Sprint and McDonald's Restaurants, and he is the Founder and CEO of Ten Golden Rules,  a digital marketing agency specialized in working with attorneys.

Mr. Berkowitz is the author of Advanced Internet Marketing for Law Firms, The Ten Golden Rules of Online Marketing and 10 Free Internet Marketing Strategies that went to #1 on Amazon.  He is the host of the Ten Golden Rules of Internet Marketing Webinar and Podcast. He has been profiled by the Wall Street Journal, The Business Journals and FOX Business TV.

Mr. Berkowitz was selected for membership as a TITAN for Elite Digital Marketing Agencies, he is the recipient of a SOFIE Award for Most Effective use of Emerging Media, and a Special BERNAY’s Award.

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