
Sign up to save your podcasts
Or


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:
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.
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:
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
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:
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
[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.
Host:
Timestamps: Click to jump.
Host:
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.
Email: [email protected]
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
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
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
Myra Salzer, CFP®, Founder and President of The Wealth Conservancy, Inc.
Youtube: youtube.com/watch?v=IsOe-D0nsNo
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
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
[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
[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.
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
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
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:
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
From the publisher's feed