Legal + Wealthy™

Legal + Wealthy™

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Legal + Wealthy™ episodes

  • The $50,000 Real Estate Loophole: How a Physician Built a Real Estate Portfolio on the Side | Dr. Jordan Romano

    For years, Dr. Jordan Romano did everything right: Ivy League training, a demanding career as a physician, professor, and medical expert witness. Then he looked at his 401(k) — just digits on a screen — and decided he wanted something more tangible. A decade later, he’s built a real estate portfolio spanning two-to-four-unit properties, all sourced off-market, in the small New England college town where he trained.

    In this episode, Lauren Klein talks with Jordan about the mindset and the mechanics behind investing while working full-time in a demanding profession:

    • The Craigslist deal that came with free land. Jordan’s first purchase was a for-sale-by-owner two-family — until a look at Google Earth and the town records revealed the lot next door had quietly been merged into the parcel decades earlier.
    • The $50,000 sprinkler loophole. How knowing a zoning rule change before it hit let Jordan buy properties other investors were avoiding — and build a fire-suppression system into a new fourplex before it became a requirement everyone else had to eat.
    • Why “hyper-local” beats “hot market.” Jordan makes the case against remote investing in trendy metros, and for knowing your zoning maps, your neighbors, and your town’s planning board well enough that deals come to you by phone.
    • Optionality as a strategy. From subdividing land to converting garages into ADUs, Jordan explains why he structures every deal with more than one exit.
    • The mother barometer. How Jordan uses his 80-something, financially conservative mother as a gut-check system for every deal — and why knowing whose advice to weight is as important as the deal itself.
    • A real, practical starting point for busy professionals, from favoriting listings on Zillow to build a pricing instinct, to building a “tribe” of a broker, builder, and electrician before you need them.
    • Jordan also gets candid about a deal he recently walked away from, why liquidity is becoming a real advantage in this market, and the one piece of advice from a family member that changed how he evaluates every offer since.

      The Guest: Dr. Jordan Romano, physician, professor, medical expert witness, and real estate investor. Learn more or connect with him at medicalexpertwitness.com.

      41 min
    • 45 Minutes a Day: The Whole-Body Health Reset for Busy Women Lawyers | Lena Ashfaque

      Lena Ashfaque, founder of Baseline, built her whole-body health practice after getting sick and having to rebuild a body worn down by years of high-demand living — including raising three young kids largely on her own while her then-husband traveled four months at a time. Today she specializes in the fascia system, combining corrective exercise, performance enhancement, metabolic health, nutrition timing, and behavior therapy, and she’s worked with athletes who treat rest and recovery as part of the job. Lauren brings her on to ask the question most women attorneys avoid: we expect athlete-level performance from ourselves, so why don’t we take care of our bodies like athletes do?

      In this episode, Lauren talks with Lena about:

      • Three phone-free breaks, scheduled today. Lena’s first assignment: a 15-minute break mid-morning, mid-afternoon, and evening with your phone out of sight and out of earshot — scheduled on your calendar right now, because “our devices lead our lives.” That’s 45 minutes out of 24 hours, just for you.
      • Why you’re drinking water and still dehydrated. Lena explains electrolytes as the “sponge” that lets your body actually absorb water instead of just passing it through, and why a brain that’s mostly water can’t think clearly on caffeine alone.
      • Body mapping and the Baseline Method. Her proprietary system for reading your body’s signals — is that dry mouth something you ate, dehydration, or an illness? — instead of spiraling down a Google rabbit hole. She shares her own wake-up call: a stiff neck the morning after a “go day” of pizza, soda, and no water, vitamins, or electrolytes.
      • “Aging is neglect.” Lena’s hard truth: the joint pain and stiffness we blame on getting older often come from self-neglect, and something falls out at every life transition — college to law school, law school to practice — because nobody is tracking your water, food, and movement anymore.
      • Stop overthinking the workout. When Lauren asks about weight training versus Pilates, Lena’s answer is that if you can’t yet make a 15-minute walk outside, you’re having a completely different conversation — build the habit of giving yourself time first.
      • The 15-minute coastal reset. In South Florida you’re never more than about 20 minutes from the coast: park, walk up, sit on the seawall in heels and a dress if you have to. The homework isn’t an activity — it’s something that makes your heart happy and pulls your nervous system out of fight-or-flight.
      • Lena also gets candid about what decades in fight-or-flight can do to the body — from autoimmune issues to sleep and eating problems — and Lauren shares that she only started truly prioritizing herself when she was pregnant, and why no one should wait for a reason outside themselves. They close with Lena’s simplest prescription of all: laugh every day, and be silly.

        Guest: Lena, founder of Baseline, a whole-body health practice specializing in the fascia system, corrective exercise, and metabolic health, and creator of Her Baseline, a program and community for women. She’s based in South Florida and offers in-person space and workshops. Find her on Instagram at Baseline Mobility or connect at baseline.janeapp.com.

        Join us for Dream. Restore. Rise.

        One Saturday, everything changes. You’ve survived every hard thing this profession has thrown at you — but surviving isn’t the same as living. Join Legal & Wealthy for a luxury retreat built for women in law: morning yoga and a sound bath to release what you’ve been carrying, a curated wellness experience just for you, intuitive human design, a keynote and panel over lunch you won’t believe, and a closing circle that stays with you long after you leave. No yoga experience needed — just show up.

        The Becoming House, Delray Beach Saturday, October 3rd | 9am–3pm

        Reserve your spot: https://legalandwealthy.com/dreamrestorerise-678624 

        35 min
      • Human Design Explained: The Secret to Making Decisions That Actually Feel Right | Shelly Saunier

        Shelly Saunier — known to her community as Shelly the Mystic — spent years as a registered nurse with a master’s degree in holistic nursing before human design and astrology reshaped both her business and the way she makes decisions. Lauren brings her on ahead of the Dream. Restore. Rise. retreat, where Shelly will lead a two-hour human design session, to unpack what human design actually is and how attorneys specifically can put it to use.

        In this episode, Lauren and Shelly cover:

        • What human design actually is. A blend of astrology, the Kabbalah tree, chakra systems, and DNA codons tied to the I Ching’s 64 gates — and the five types (generator, manifesting generator, manifester, projector, reflector) that shape how differently each person is built to engage with the world.
        • Get your own chart for free. All it takes is a birth date, time, and location at jovian-archive.com — Shelly walks through how to read the basics, and how to run the same process for a business using its formation date instead of a birthday.
        • Lauren’s own chart, live. As a pure generator with a 2/4 profile, Lauren learns in real time that her decisions run on a gut-level yes/no (“sacral response”) rather than an open-ended question — and why reframing a decision as “tacos or Chinese” gets a clearer answer than “what do you want to do.”
        • The line between your energy and your money. Shelly’s case that how you move your physical energy — rested versus depleted, intentional versus scattered — is directly tied to how money moves through your life, plus how patterns formed between birth and age seven can quietly replay themselves in adult financial decisions.
        • How Shelly built her own business using these tools. After spending thousands of dollars on coaches who pushed her to “niche down” in a way that never fit, applying human design to her own business decisions helped it grow significantly within a few months.
        • Shelly also gets personal about how she and Lauren actually met — seated next to each other on a school field trip bus — and what she sees coming for community and connection more broadly between 2027 and 2030.

          Guest: Shelly Saunier (“Shelly the Mystic”), a registered nurse with a master’s degree in holistic nursing turned human design and astrology practitioner, and founder of the Becoming Collective. Find her on Instagram @shellythemystic, or get your free chart at jovian-archive.com.

          Join us for Dream. Restore. Rise.

          One Saturday, everything changes. You’ve survived every hard thing this profession has thrown at you — but surviving isn’t the same as living. Join Legal & Wealthy for a luxury retreat built for women in law: morning yoga and a sound bath to release what you’ve been carrying, a curated wellness experience just for you, an intuitive human design session with Shelly, a keynote and panel over lunch you won’t believe, and a closing circle that stays with you long after you leave.

          The Becoming House, Delray Beach Saturday, October 3rd | 9am–3pm

          Reserve your spot: https://legalandwealthy.com/dreamrestorerise-678624 

          47 min
        • Money Mindset Shifts That Work
          Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.

           

          In this episode, Lauren sits down with financial educators Dr. Geena Ildefonso (Financial Professional) and Roxy Marquez (Junior Marketing Director at Virtuity Financial) to discuss The Traps: how fear, generational silence, and lifestyle inflation keep top earners financially stuck.
          Show Notes

          [00:00:00] – [00:06:44] Show Open & Guest Introductions. Lauren introduces guests Dr. Geena Ildefonso and Roxy Marquez who share their backgrounds and discuss their shift from academia and corporate finance into financial advocacy.

          [00:06:45] – [00:13:43] Wealth Strategies. The guests unpack the fear and generational silence, especially in immigrant and Latina households, that keep people from asking basic money questions, and why normalizing these talks matters. Roxy describes bringing her own mother into financial education and teaching her kids about investing. The trio discusses a well-known millionaire study’s surprising barriers to wealth.

          [00:13:44] – [00:20:59] Retirement Planning. Dr. Geena and Roxy explain why retirement is a number, not an age. The guests contrast late-career regret with young professionals who delay planning because they feel they have time, showing the urgency gap runs in both directions.

          [00:21:00] – [00:26:59] Tax Code Secrets of the Wealthy. The conversation turns to how the tax code rewards entrepreneurs and how strategies used by ultra-wealthy families are legally available to everyone. Roxy and Dr. Geena discuss why small steps and consistency matter.

          [00:27:00] – [00:33:59] Breaking the Broke Mindset. Dr. Geena shares a personal story and the trio discuss lifestyle creep and overspending.

          [00:34:00] – [00:38:00] Visioning Your Dream Life. The guests walk through a visualization exercise for defining a specific financial goal, then discuss the limiting money beliefs.

          [00:38:00] – [00:40:30] Where to Connect. Dr. Geena and Roxy share where listeners can follow their work and access financial literacy resources before Lauren closes out the episode.

          Guests:
          Dr. Geena V. Ildefonso and Roxy Marquez
          Dr. Geena V. Ildefonso, Ph.D. Computational Scientist, Financial Professional and Educator.
          https://www.instagram.com/geenaildefonso/
          https://www.linkedin.com/in/geena-ildefonso

           

          Roxy Marquez, Junior Marketing Director at Virtuity Financial
          https://www.instagram.com/roxy_raisesthestandard/
          https://www.threads.com/@roxy_raisesthestandard

           

          Host:

          Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy
          Website: https://legalandwealthy.com/home-599225
          Podcast: https://legalandwealthy.com/podcastInstagram
          Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein
          Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/
          If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.
          Inside The Society, you’ll get access to:
            * monthly virtual yoga designed just for legal minds
          * weekly money and mindset audio coaching
          * a book club, masterclasses, and meet-ups with successful professionals
          * ongoing community support and accountability
          * exclusive discounts on retreats and events
          It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.
          If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety
          If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_.
          Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)
          Contact: (800) 932-8242
          Website: https://www.lawfirmsites.com
          Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package
          Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast
          41 min
        • Personal Branding Secrets
          Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.
          Many women attorneys treat headshots as an afterthought rather than a business tool. Photographer Michelle Citrin joins Lauren Klein to explain how strategic personal branding photography builds confidence, breaks generational insecurities, and helps attorneys command higher fees and referrals. Michelle Citrin is a renowned personal branding and headshot photographer with over 16 years of experience, specializing in luxury photography for women in law and business. Michelle’s work has been featured in Forbes, Ocean Drive Magazine, and NBC 6. Her sessions are designed to be more than just photoshoots—they’re experiences that help professional women overcome camera fears, project confidence, and showcase their success. Whether you’re looking for a headshot that makes an unforgettable first impression or a personal branding session that tells your unique story, Michelle is dedicated to helping you elevate your image and make more money in business.
          Show Notes:

          Timestamps: Click to jump.

          [00:00:01] – [00:09:38] Welcome & Meeting Michelle Citrin. Lauren introduces guest Michelle Citrin, a luxury personal branding photographer for women in law and business. Michelle shares how she started her own studio and began helping law firms with branding.

           

          [00:09:39] – [00:18:50] Branding as Manifestation & Confidence. Michelle explains how aligned imagery attracts future opportunities and builds professional confidence. She discuses the behind-the-scenes look at wardrobe, lighting, and posing psychology, and how clients see themselves differently.

           

          [00:18:51] – [00:32:49] Taking Up Space & Branding as Strategy
          Lauren and Michelle discuss generational beliefs that hold women back, and why personal branding is a business strategy, not vanity and discusses Brand That Works While You Sleep.

           

          [00:32:50] – [00:34:25] Closing Statements. Michelle shares closing statements and discusses the importance of authentic marketing.

          Guest:
          Michelle Citrin, Photographer
          Michelle Citrin is a renowned personal branding and headshot photographer with over 16 years of experience, specializing in luxury photography for women in law and business.
          Website: https://www.michellecitrinstudios.com/
          Linkedin: https://www.linkedin.com/in/michelle-citrin
          Instagram: https://www.instagram.com/michellecitrin_studios/

          Host:

          Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy
          Website: https://legalandwealthy.com/home-599225
          Podcast: https://legalandwealthy.com/podcastInstagram
          Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein
          Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/
          If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.
          Inside The Society, you’ll get access to:
            * monthly virtual yoga designed just for legal minds
          * weekly money and mindset audio coaching
          * a book club, masterclasses, and meet-ups with successful professionals
          * ongoing community support and accountability
          * exclusive discounts on retreats and events
          It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.
          If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety
          If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_.
          Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)
          Contact: (800) 932-8242
          Website: https://www.lawfirmsites.com
          Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package
          Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast
          41 min
        • The Money Archetypes (with Melissa Hoyer, CFP®, PCC)

          Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.

          Join us for this special session as Lauren Klein, Esq. sits down with Melissa Hoyer, CFP®, PCC, a Certified Financial Planner and Professional Certified Coach at The Wealth Conservancy with over 20 years of experience blending deep financial expertise with coaching. Together they walk through the EIGHT MONEY ARCHETYPES — Ruler, Accumulator, Connector, Alchemist, Maverick, Celebrity, Nurturer, and Romantic — and explore how each shows up uniquely in the legal profession. From law school’s tendency to breed risk-aversion to the discomfort of stating your fees, this conversation hands lawyers a practical framework for understanding their own money patterns and finally building wealth in alignment with who they are.

          Show Notes
          [00:00:01] – [00:03:00] Welcome & Guest Introduction. Lauren introduces Melissa Hoyer, CFP®, PCC, of The Wealth Conservancy, and frames why understanding your money archetype matters more than any single financial strategy.

          [00:03:01] – [00:52:43] What Are Money Archetypes and what are the benefits each embody. Explanation of the 8 archetypes of money.

          [00:52:44] – [00:55:10] Where to Find Melissa & Closing. How to discover your top three archetypes and connect with Melissa’s Way Into Wealth coaching program.

          Guest:
          Melissa Hoyer, CFP®, PCC
          Certified Financial Planner and Professional Certified Coach at The Wealth Conservancy, with over 20 years of experience helping clients navigate complex financial circumstances. Melissa uniquely integrates financial planning with professional coaching, including her standalone eight-session Way Into Wealth coaching program.
          The Wealth Conservancy: https://www.thewealthconservancy.com
          Coaching: https://wayintowealth.com

          HOST:
          Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy
          Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram
          Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein
          Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/

          If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.

          Inside The Society, you’ll get access to:

          * monthly virtual yoga designed just for legal minds

          * weekly money and mindset audio coaching
          * a book club, masterclasses, and meet-ups with successful professionals
          * ongoing community support and accountability
          * exclusive discounts on retreats and events

          It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.

          If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety

          If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein

          AND Instagram (Business): @legalandwealthy_.

          Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)

          Contact: (800) 932-8242

          Website: https://www.lawfirmsites.com

          Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package

          Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

          56 min
        • Inherited Wealth Gap & How To Navigate Effectively
          Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.
          Inherited wealth comes with a hidden emotional toll that most estate attorneys and financial advisors are never trained to address. In this episode, Lauren Klein sits down with Myra Salzer, CFP®, a 40-year veteran working exclusively with inheritors and the founder of The Wealth Conservancy — a TEDx speaker, top financial advisor, and author of four books. Myra discusses the psychology behind inherited money.
          Show Notes
          [00:00:01] – [00:03:41] Welcome & Guest Introduction. Lauren introduces Myra Salzer, CFP®, founder of The Wealth Conservancy.

          [00:03:41] – [00:06:01] Myra’s Origin Story: The $18 Million Wake-Up Call. Myra shares how a 4th-generation inheritor arrived at her office in 1983 with $18 million and absolutely no framework for managing it — his trust had terminated and no one in his family had ever needed to relate to money directly. That encounter revealed a gap that no financial planning curriculum addressed.

          [00:06:01] – [00:17:52] Earner vs. Inheritor: Two Different Money Psychologies & Reimagining Legacy. Earners tend to be future-oriented, abundance-focused, and socially respected for their financial success. Myra advocates for the “wise cycle” and outlines how “cause and effect” trust provisions can be structured.

          [00:17:52] – [00:22:00] How Attorneys Can Better Serve Wealthy Families. Myra urges estate attorneys to move beyond tax-driven intake questionnaires and instead ask relational questions:

          [00:22:00] – [00:23:02] The Billable Hour & Billing Transparency. The conversation turns to the tension between the billable hour model and deep client relationship-building. Myra’s practical recommendation.

          [00:23:02] – [00:35:00] Closing Statements and Discussing Wealth Prejudice. Myra explains the core premise of her TEDx talk — that inheritors function as an invisible minority, subject to social judgment they did nothing to invite, much like other minority groups.

          GUEST:

          Myra Salzer, CFP®, Founder and President of The Wealth Conservancy, Inc.

          Youtube: youtube.com/watch?v=IsOe-D0nsNo

          Linkedin: linkedin.com/in/myra-salzer
          Website: thewealthconservancy.com/about-us/

          HOST:

          Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy

          Website: legalandwealthy.com/home-599225 Podcast: legalandwealthy.com/podcastInstagram

          Instagram (Personal): @lawyerlaurenklein | instagram.com/lawyerlaurenklein

          Instagram (Business): @legalandwealthy_ | instagram.com/legalandwealthy_/

          If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.

           

          Inside The Society, you’ll get access to:

          * monthly virtual yoga designed just for legal minds

          * weekly money and mindset audio coaching
          * a book club, masterclasses, and meet-ups with successful professionals
          * ongoing community support and accountability
          * exclusive discounts on retreats and events

           

          It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.

           

          If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety

          If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_/.

           

          Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)

          Contact: (800) 932-8242

          Website: https://www.lawfirmsites.com

          Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package

          Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

          35 min
        • From Public Defender To TikTok Influencer Of Nearly 100K
          Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.
          In this episode, host Lauren Klein, Esq. sits down with Sara Singer, Esq. to unpack her unconventional path that made her one of South Florida’s most formidable litigators and a TikTok influencer with nearly 100,000 followers. Recognized as a “Rising Star” by Super Lawyers and is widely known as @FloridaDivorceLawyer on TikTok, sara delivers raw, practical wisdom that every attorney needs to hear.
          Show Notes

          [00:01:00] – [00:09:17] Background and Cover Story. Sara shares her background story of how she went from being a litigator to a Tiktok Influencer of nearly 100K followers. Sara shares her competetive advantage as as a family law attorney that shapes every negotiation.

          [00:09:17] – [00:26:43] Leaving the Public Defender’s Office and Building a TikTok Presence. Sara is candid about what pushed her out of criminal law and how growing up watching her mother — a family law attorney — gave her both a working knowledge of the field and a model for what was possible. Sara and Lauren dig into the realities of law firm partnerships — and Sara shares what made her decision to partner with her mother work where so many others fail. Sara describes how she went from 0 to almost 100K followers with her phone ringing continuously! Sara gives her honest take on social media and encourages attorneys to explore YouTube and Instagram if TikTok doesn’t fit their style. She reflects on her mom’s influence during this season.

          [00:26:43] – [00:31:11] What a Wealthy Life Really Means. Lauren and Sara explore what a wealthy life looks like and discuss how this opens doors to freedom to say yes to life with family and friends.

          [00:31:14] – [00:34:10] What Sara Would Tell Her First-Year Attorney Self

          Sara closes with two pieces of advice she’d give to little Sara on day one: work harder than anyone in the room, and protect your ethical boundaries fiercely. She reflects on a culture that glamorizes legal success and entrepreneurship without showing the grind underneath — and reminds listeners that reputation is built in the early years when you’re absorbing everything. She signs off with her TikTok handle, website, and Instagram so listeners can follow along.

          Guest:
          Sara J. Singer, Esq., sarasingerlaw.com
          • LinkTree: https://lnk.bio/sarasingeresq
            HOST:
            Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy
            Website: https://legalandwealthy.com/home-599225
            Podcast: https://legalandwealthy.com/podcastInstagram
            Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein
            Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/
            If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.
            Inside The Society, you’ll get access to:
              * monthly virtual yoga designed just for legal minds
              * weekly money and mindset audio coaching
              * a book club, masterclasses, and meet-ups with successful professionals
              * ongoing community support and accountability
              * exclusive discounts on retreats and events
            It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.
            If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety
            If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_.
            Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)
            Contact: (800) 932-8242
            Website: https://www.lawfirmsites.com
            Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package
            Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast
            35 min
          • Lawyer Success Secrets: 7 Attorneys. 0 Gatekeeping.
            Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.
            Join us for a roundtable session as Lauren Klein, Esq. sits down with 6 female attorneys spanning from criminal defense to aviation law. Each brings a distinct story of resilience and firm-building that shapes everything that follows.
            Show Notes

            [00:00:01] – [00:18:30] Welcome & Guest Introductions/Opening Remarks. Lauren Klein introduces guest attorneys from her own professional network as they discuss growth journey. Each attorney shares a single word for their first year in practice — inadequate, overwhelmed, brave, passionate, locked in — and unpacks what that word really meant.

             

            [00:18:30] – [00:42:00] Overcoming Imposter Syndrome. The group gets candid about imposter syndrome persisting well past the first years of practice, particularly for women and discuss what they had to “unlearn”. Michelle and Kristin dig into the toxic early-career environments that shaped — by contrast — exactly the kind of leaders and bosses they became.

             

            [00:42:00] – [00:50:00] The Decision That Changed Everything. The group reflects on pivotal inflection points — the fears faced, the partnerships dissolved, the moments of stepping fully into their own authority.

            [00:50:00] – [01:01:25] Non-Negotiables: Fitness, Sleep, Boundaries & A-Players Only. Stephanie champions fitness as a non-negotiable after her back surgery forced a reckoning. Sleep, phone boundaries after 6 PM, and a zero-tolerance standard for underperforming hires round out the group’s hard-won wisdom. The message is clear: protecting yourself isn’t optional — it’s the foundation of a sustainable practice.

            Guests:

            Elena Blose, Esq. — Criminal Defense Attorney & Partner, AMB Law Firm. Criminal defense attorney who protects clients at their most vulnerable.  amb-legal.com

            Stephanie Taylor, Esq. — Litigation Partner, Thompson Legal, PA. Family & Civil Litigator, former collegiate soccer goalkeeper, and author of three romance novels.  thompsonlegalfl.com

            Michelle Notte, Esq. — CEO/Founder, Florida Entrepreneur Law. Also known as The Entrepreneur Lawyers. Business Law Attorney serving Entrepreneurs and Founders as they continue to scale.  theentrepreneurlawyers.com

            Marisol Cruz, Esq. — Attorney, Cruz Legal PA. Real estate attorney, Guardian Ad Litem, FL Supreme Court Certified Family Mediator, and Author. cruzlegalpa.com

            Kristin Marrero, Esq. — Managing Attorney, The Litigation Group*. Aviation Attorney and Managing Attorney of The Litigation Law Office litigationlawoffice.com

            Kristie Estevez-Puentes, Esq. – Real Estate Attorney & President, Estevez Law Group, PA. Family Law Attorney estevezlawgroup.com

            HOST:

            Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy

            Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram

            Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein

            Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/

            If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.

            Inside The Society, you’ll get access to:

            * monthly virtual yoga designed just for legal minds

            * weekly money and mindset audio coaching

            * a book club, masterclasses, and meet-ups with successful professionals

            * ongoing community support and accountability

            * exclusive discounts on retreats and events

            It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.

            If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety

            If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_.

            Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)

            Contact: (800) 932-8242

            Website: https://www.lawfirmsites.com

            Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package

            Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

            0 min
          • From Admin To Attorney Of The Year: The Unconventional Blueprint

            Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.

            In this episode Attorney Lauren Klein, Esq. sits down with Trial Attorney Mikaela Dixon, who gives insight into gaining a real competitive edge to gaining visibility and greater influence. In this episode, she shares how leading with empathy, setting firm boundaries, and staying rooted in her “why” has made her a stronger advocate and a happier person. From her unconventional path through a gap year and law clerkship to earning “Attorney of the Year,” Mikaela’s story is a blueprint for building a legal career that actually feels like yours.

            Show Notes:

            [00:00:01] – [00:12:59] Introduction and Background. Lauren introduces Mikaela shares how she intentionally took a gap year after college to work at the Simon Law Group as an administrative assistant — not just to gain exposure, but to verify she genuinely loved the law before investing in it. She reflects on how those dual tracks solidified her commitment to advocacy for people who feel unheard — a mission that now defines her personal injury practice.

            [00:13:00] – [00:27:33] Humanizing the Attorney-Client Relationship and how Softness is an asset and discusses the cost of Burnout and Inauthenticity. Mikaela makes a compelling case for leaning into authenticity — arguing that softness, empathy, and emotional presence are not liabilities but powerful tools that make for better advocates and more sustainable careers. Mikaela discusses visibility, grit, and the unfiltered reality behind social-media-polished success stories.

            [00:27:34] – [00:35:42] Building a Day That Protects You and What She would tell her younger self. Mikaela walks through her structured daily routine to follow and whatshe would tell her younger self if she could go back in time.

            [00:35:43] – [00:37:52] Closing Statements. For Mikaela, true wealth isn’t a number — it’s a life she’s proud of. She closes by connecting her definition of wealth back to her core why: doing good work and feeling good while doing it.

            Don’t forget to follow Lauren Klein on Instagram @legalandwealthy and Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com

             

            Guest: Mikaela Sage Dixon, Esq.

            The Simon Law Group Linkedin: https://www.linkedin.com/in/mikaelapflueger/

            Instagram: @mikaelathelawyer

            Website: https://www.thesimonlawgroup.com/about-us/our-team/mikaela-dixon/

            HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy

            Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram

            Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein

            Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/

            If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.

            Inside The Society, you’ll get access to:

            * monthly virtual yoga designed just for legal minds

            * weekly money and mindset audio coaching

            * a book club, masterclasses, and meet-ups with successful professionals

            * ongoing community support and accountability

            * exclusive discounts on retreats and events

            It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.

            If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety

            If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_.

            Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years)

            Contact: (800) 932-8242

            Website: https://www.lawfirmsites.com

            Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package

            Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

            0 min

          About Legal + Wealthy™

          From the publisher's feed

          Lauren Klein is an attorney, mindset coach and entrepreneur. Prior to launching Flourish Law Group, a boutique estate planning law firm with offices in Fort Lauderdale and St. Petersburg and serving…