[00:01:00] – [00:07:30] Welcome & Introduction: Building Wealth You Won’t Lose. Lauren introduces Erik Brenner and sets up the episode’s focus on retirement planning from a wealth preservation perspective. The discussion promises insights on moving from accumulation to protection, understanding tax strategy, and creating a family office approach for professionals who aren’t yet billionaires. Erik explains his signature analogy comparing wealth building to climbing a mountain. Erik discusses how professionals must now navigate multiple decision points that previous generations didn’t face.

[00:07:30] – [00:15:20] Tax Diversification & Roth Conversion Window: 3 Buckets for Retirement Flexibility. Erik introduces the critical concept of tax diversification using three distinct account types and discusses forward-thinking approach that can significantly impact long-term wealth preservation.

[00:15:20] – [00:20:15] The Personal CFO Revolution: Family Office for Everyone. Erik shares his vision of democratizing family office-level planning for high-earning professionals. The Personal CFO approach integrates financial planning with tax strategy through a collaborative CPA-CFP partnership. This model breaks down the traditional silos between financial advisors and tax professionals, creating comprehensive planning that addresses the client’s complete financial picture rather than isolated pieces.

[00:20-15] – [00:28:30] Qualified Charitable Distributions & Estate Planning: Tax-Smart Philanthropy & Legacy Building Beyond Numbers. Erik discusses qualified charitable distributions and offer a powerful way to support causes while managing taxes. The conversation touches on how different generations view money and the critical need for transparency about family wealth.

[00:28:30] – [00:33:43] Choosing Your Financial Advisor and Avoiding the Diversification Trap/Why Lawyers Are Vulnerable! Erik emphasizes the importance of understanding whether an advisor is a fiduciary, how they’re compensated, and whether they have the expertise to serve your specific profession.

[00:35:07] – [00:37:05] Connect with Erik & Free Book Offer. Erik shares how listeners can access his book “The Personal CFO Revolution” for free and schedule an introductory consultation with his team. The episode closes with Lauren thanking Erik for sharing his expertise and encouraging listeners to take action on the strategies discussed.

Youtube Video: https://youtu.be/neGT9Ebhfv0

Today’s episode is for every lawyer who’s asked themselves: Can I actually make real money doing work that matters? Can I build wealth without sacrificing my purpose? My guest today is Heather Quick, Esq., founder and CEO of Florida Women’s Law Group, and the answer she’s living is a resounding yes.

As Founder and CEO of Florida Women’s Law Group, Heather Quick. Esq., has built something most lawyers think is impossible: a mission-driven law firm that’s both deeply purposeful AND seriously profitable. In this episode she shares her unconventional journey from criminal prosecutor to family law entrepreneur and reveals how aligning your legal practice with meaningful purpose transforms both client outcomes and personal fulfillment. Listeners discover practical strategies for building a law firm culture where mission matters, managing life balance as a multi-talented professional, and creating a legacy through law. Founder and CEO of Florida Women’s Law Group.

Timestamps:

HOST:

Lauren Klein, Esq., Flourish Law Group

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GUEST:

Thank you to our show sponsor:

Law Firm Sites

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

YOUTUBE Video: https://youtu.be/mDlLKI4iWHg

FROM SOLO To CEO – Leadership, Culture And The POWER of Relentlessness

Many talented lawyers struggle to scale their firms because one simple problem which prevents them from building a sustainable business infrastructure. In this episode, Bill Umansky, Esq. reveals how he transformed his practice by embracing vulnerability, confronting self-deception, and implementing a “relentless” core value system. Listeners will learn how to transition from being just a great trial lawyer to a successful business owner.

Bill Umansky, Esq., known as “The Lawman,” is the founder of The Umansky Law Firm in Orlando, Florida. With over 30 years of experience in personal injury and criminal defense, Bill is also a business coach for attorneys and the co-author of the best-selling book Tiger Tactics. He hosts The Lawman’s Lounge podcast.

Timestamps:

[00:02:29] – [00:04:10] The Origin of “The Lawman”. Bill explains the history behind his unique nickname and how he turned a source of self-consciousness into a powerful brand identity.

[00:04:50] – [00:09:15] From Prosecutor to Entrepreneur. A look at the transition from working as a state prosecutor to private practice, including the struggles of working under other firm owners and the decision to go solo.

[00:12:10] – [00:15:00] The E-Myth Epiphany. Bill recounts a pivotal and embarrassing moment at a business seminar where he was forced to confront his lack of preparation and ego.

[00:16:40] – [00:21:15] The POWER Value System. The breakdown of the specific core value system used to hire, fire, and evaluate team members to maintain a positive firm culture.

[00:23:45] – [00:26:00] Confronting Self-Deception. An analysis of how self-deception prevents lawyers from achieving true business growth and why breaking through these internal lies is the first step to success.

[00:26:20] – [00:32:20] The Relentless Mindset. Discussing the definition of relentlessness, using Kobe Bryant as a case study, and how successful leaders handle daily crises without crumbling.

[00:33:30] – [00:38:20] The Two Lies of Law. Bill identifies the two biggest lies attorneys tell themselves regarding how much they care about employees and how much luck played a role in their success.

[00:38:36] – [00:41:00] Tiger Tactics. The collaborative process behind writing a best-selling book with multiple perspectives to appeal to different types of readers.

HOST:

Lauren Klein, Flourish Law Group

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GUEST:

Thank you to our show sponsor:

Law Firm Sites

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

Youtube Video: https://youtu.be/I5bJ9cOk8A4

Whether you’re drowning in law school debt, feeling trapped by a six-figure income, or curious about alternatives to traditional legal practice, this conversation will shift how you think about money and possibility.

In this episode of Legal and Wealthy, Rho Thomas, Esq. shares how she discovered the real disconnect between earning power and financial success and the 3-step framework she used to eliminate debt and build flexibility in her career. Join us as she shares current strategy for building non-time-dependent wealth and much more!

TIMESTAMP:

HOST:

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

In this inspiring episode of Legal + Wealthy, host Lauren Klein sits down with Berkeley Sweetapple, Esq., founder of Berkeley Sweetapple Law and The Business Studio. Together, they unpack the journey from law school outcast to 7-figure IP attorney—exploring imposter syndrome, the courage to pivot practice areas, and how Berkeley built multiple revenue streams including $10K/month in passive income while serving the female entrepreneurs she genuinely loves working with.

You’ll discover her THREE-TIER BUSINESS MODEL, why “people care how much you CARE, not how much you KNOW,” the $50K mistake entrepreneurs make without trademark protection, and how working with non-lawyer business coaches opened doors she never knew existed.

TIMESTAMPS:

HOST:

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GUEST:

Thank you to our show sponsor:

Law Firm Sites

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

Solo attorneys: Are you leaving hundreds of thousands of dollars on the table?

In this deeply insightful episode of Legal + Wealthy, Lauren Klein sits down with Nathan Ohler, Co-Founder and CEO of Nuooly, to uncover why brilliant attorneys struggle when they start their own firms—and the proven strategies that lead to success. With his Wall Street and Fortune 500 background, Nathan brings business strategy expertise to help legal professionals build sustainable, profitable practices.

From the shocking $200K revenue gap to the mental health challenges of solo practice, this conversation covers the real struggles attorneys face when leaving BigLaw—and provides actionable frameworks to overcome them. Nathan shares stories from the Nuooly community of accomplished attorneys who’ve successfully navigated the transition, revealing the mindset shifts, efficiency strategies, and pricing decisions that separate thriving firms from struggling ones.

Whether you’re contemplating leaving BigLaw, currently running a solo or boutique firm, or simply looking to scale your practice, this episode delivers the honest truths and practical tools you need to build a profitable law firm without sacrificing your wellbeing.

Episode Breakdown

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

HOST:

Website: https://laurenalexisklein.com

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GUEST:

Thank you to our show sponsor:

Law Firm Sites

In this deeply personal and highly practical episode, Lauren Klein sits down with CPA, entrepreneur, and founder of 2nd Vault, Jaclyn Strauss, to explore the critical (but often overlooked) role that organization plays in wealth-building, legacy planning, and peace of mind. From near-death experiences to client catastrophes, Jaclyn shares real-life stories and tactical tools that drive home one essential truth: if your important documents and accounts aren’t accessible, your wealth is at risk.

Whether you’re a law student, firm owner, parent, or entrepreneur, this episode will challenge your idea of what it means to really have your life together—and provide a clear path to get there.

Episode Breakdown

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

Guest:

Founder of 2nd Vault and Creator of the Haven Holder and digital storage tools

Contact: [email protected]; https://2ndvault.com/; https://www.instagram.com/2ndvault/

Thank you to our show sponsor:

Law Firm Sites

In this empowering episode of Legal + Wealthy, host Lauren Klein sits down with New York–native-turned-Florida-firm-owner Jennifer Netska, Esq., founder of Netska Law Group. Together, they dive into the deep end of burnout, the broken culture of Big Law, and how Jennifer made the bold leap to launch her own personal injury firm—from scratch and solo—to now leading a team of five across two states.

From navigating the internal dialogue of self-doubt to building a thriving, women-led practice, Jennifer shares her roadmap to redefining success, wealth, and leadership on her own terms.

Episode Breakdown

Thank you for tuning in to today’s episode of Legal + Wealthy Podcast!

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

We’ve got some incredible episodes coming up that you won’t want to miss!

Thanks to our guest, Jennifer Netska, Esq. Founder of Netska Law Group. Learn more about Jennifer at netskalaw.com

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In this episode of The Wealthy Lawyer $quad Podcast, host Lauren Klein sits down with attorney and visionary law firm founder Daniel Gielchinsky for a compelling conversation about what it really means to build wealth as a lawyer — not just financially, but holistically.

With a background on Wall Street, experience in Big Law, and a fearless leap into entrepreneurship, Daniel shares his story of launching a values-driven law firm grounded in health, happiness, and humanity. From creating a culture that prioritizes wellness and leadership to redefining the client-attorney relationship through “powerful kindness,” Daniel pulls back the curtain on what it takes to practice law differently — and successfully.

TIMESTAMPS

00:00:00 – Lauren welcomes Daniel and reflects on his impressive career

00:04:30 – The journey from Big Law to founding his own firm

00:10:15 – Lessons from working through bankruptcy and the importance of professional integrity

00:15:45 – Why Daniel believes law firm culture needs a complete evolution

00:19:00 – Unlimited PTO, paid healthcare, and creating “rehab for lawyers”

00:25:20 – Building trust-based leadership and redefining success

00:30:10 – A new mindset: powerful kindness and client-centered solutions

00:35:00 – How burnout and anxiety became a wake-up call

00:39:25 – Wealth as freedom, balance, and being present

00:44:00 – Final reflections on intentionality, alignment, and team trust

CONNECT WITH LAUREN:

CONNECT WITH DANIEL:

Daniel Gielchinsky reminded us that lawyers don’t have to choose between success, and sanity. You can lead with integrity, build a thriving practice, and still protect your peace.

SPONSORS:

In this episode of The Wealthy Lawyer Squad, host Lauren Klein sits down with the remarkable Shari Kaplan, founder and Clinical Director of Cannectd Wellness. With over 30 years of experience in integrative mental health, Shari shares how her personal and professional journey—from the entertainment industry to becoming a clinical social worker—shaped her revolutionary “Whole Life Plan” approach.

Together, they unpack critical issues lawyers face today: chronic stress, burnout, trauma, and the emotional toll of high-performance environments. This conversation offers a rare window into how attorneys can cultivate emotional regulation, real healing, and sustainable success—without sacrificing their well-being.

Episode Timestamps

You don’t have to choose between being successful and being well. Shari’s journey is living proof that healing, balance, and high performance can coexist—and should. If you’ve ever felt like burnout is just part of the job, this episode is your permission slip to challenge that belief and begin a new chapter.

Connect with Lauren:

Follow Lauren on Instagram and YouTube: @lawyerlaurenklein

Subscribe to the Wealthy Lawyer $quad Podcast:

Connect with Shari Kaplan:

Learn more about Cannectd Wellness at: https://www.cannectd.com