The Confident Retirement

The Confident Retirement

By Kris FlammangBusinessInvesting
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The Confident Retirement episodes

  • Ep 112: Finding Sustainable Solutions: Navigating Divorce

    In this podcast episode, Kris Flammang talks with guest Lori Barkus. Lori is a Florida native and divorce lawyer, founder and owner of Sustainable Family Solutions. With over 20 years of experience, she helps women have a successful divorce in Florida and Colorado. Lori grew her firm from scratch to significant revenue and is now rapidly expanding with a virtual team of mostly women, including military spouses and mothers.

     

    Kris and Lori discuss Sustainable Family Solutions, a family law and mediation practice that focuses on finding cost-effective solutions for clients. Lori's diverse background in family law and her certifications as a mediator, collaborative law practitioner, and guardian ad litem are highlighted. The importance of clients understanding the entire process from the beginning is emphasized, as it can make a significant difference in navigating the court system. Lori's intentional focus on helping income-earning women in divorce cases is discussed, along with the firm's approach to fees. The conversation also addresses common concerns and misconceptions about divorce proceedings, as well as the challenges and emotional toll of divorce. The recent changes in Florida alimony laws are mentioned, providing clarity and certainty for individuals involved in divorce cases. Ultimately, the conversation emphasizes the importance of support, education, and reform in achieving fair outcomes in family law.

     

    Here is what to expect on this week’s show:

    •  Specializing in Helping Income-Earning Women

    •  Divorce and Estate Planning Services

    •  Changes in Florida Alimony Laws

    •  Challenges in Divorce Proceedings

    •  Lori’s Firm, Sustainable Family Solutions

     

    Connect with Lori:

    https://sustainablefamilysolutions.com/

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    25 min
  • Ep 111: Passionate Advocacy: Demystifying Personal Injury Law

    Are you familiar with the factors involved in an injury case? Liability and damages play a crucial role. But have you ever wondered how the courts handle these cases? Join host Kris Flammang and guest Mitchell Panter as they discuss the ins and outs of injury cases on the latest episode of The Confident Retirement podcast. Discover the importance of liability and fault, the role of insurance coverage, and the challenges of navigating the judicial system. Whether you've been involved in an accident or simply want to learn more about the legal process, this episode is a must-listen. Tune in now and gain valuable insights from these legal experts!

     

    Mitchell J. Panter is the Managing Partner of Panter, Panter & Sampedro, a personal injury law firm in Miami consisting of 5 attorneys and 11 full time staff members. The firm not only advocates for injured individuals but also for keeping the community at large safer through law changes and holding negligent parties accountable for correcting hazards. In addition, both Mitchell and the firm have been a pilar in the community for more than 30 years. As past president of several legal and community organizations, Mitchell continues to actively participate in various causes throughout South Florida. He has lectured and taught for associations including Bar Associations, high schools and business groups. 

     

    Mitchell primarily practices in the areas of Personal Injury, Wrongful Death, Product Liability, Medical Malpractice and Premises Liability cases. Early in his career, he argued the case of American Aerial Lift v. Jose Perez in the Florida Supreme Court addressing the issue of Strict Liability and Product Liability. This precedent setting case involved the award of a $1.7 million dollar verdict obtained by the firm in the trial court for Mr. Perez as a result of injuries he sustained due to a defective scissor lift. Mitchell has secured several million-dollar settlements and verdicts for his clients and continues to represent individuals injured due to the negligence of others.

     

    Together, Kris and Mitchell discuss discuss the misconceptions about personal injury law, emphasize the role of communication between lawyers and clients, and explain the steps involved in an injury case. Panter emphasizes the need for effective communication, managing client expectations, and providing realistic outcomes and compensation amounts. They also discuss challenges in personal injury law, such as educating clients on structured settlements and navigating changes in the political and regulatory landscape. Ultimately, the podcast highlights the importance of finding passion in your career, specializing in areas you enjoy, and advocating for clients in the legal field.

     

    Here is what to expect on this week’s show:

    • Mitchell’s legal career
    • Specializing in personal injury law
    • The importance of liability and fault
    • Managing client expectations
    • Community advocacy
    • Navigating the judicial system
    • The role of insurance coverage
    •  

      Connect with Mitchell:

      https://panterlaw.com/staff-member/mitchell-j-panter/

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      29 min
    • Ep 110: High Touch Family Law in the Low Country

      Today on the show, host Kris Flammang brings guest Jeff Schreiber onto the show to discuss his family law practice. Jeff graduated from Auburn University in 2000 with a BA in Journalism. After working in print journalism for the better part of a decade, during which time he also attended and graduated from Rutgers Law School in tropical Camden, New Jersey, Jeff returned south -- relocating to Summerville, South Carolina along with his family in June 2010. Following the move, Jeff practiced Family Law in Charleston, South Carolina before opening up Lowcountry Divorce & Family Law, LLC in Summerville in August 2012. Jeff built a busy and successful Family Law practice, and over the past few years he has transitioned that practice from a focus primarily on litigation to a focus almost exclusively on mediation. Jeff specializes in taking inherently oppositional and adversarial couples and guiding them through the settlement of complicated custodial and financial issues. 

       

      Together, Kris and Jeff discuss the intricacies of a family law practice, including misconceptions about divorce attorneys and the importance of managing expectations and providing support to clients. They also delve into the challenges and opportunities in family law, particularly during the COVID-19 pandemic, and emphasize the need for financial planning in changing times. Jeff shares his transition from journalism to law and his focus on mediation, and they highlight the satisfaction of reaching agreements through mediation and the opportunity to provide undivided attention to clients. Overall, this conversation provides valuable insights into the complexities of family law and the importance of adapting to the changing landscape.

       

      Here is what to expect on this week’s show:

      • The evolution of Jeff’s family law practice
      • Misconceptions about divorce attorneys
      • Managing client expectations and relieving stress
      • Challenges and opportunities in family law
      • Financial challenges in changing times
      •  

        Connect with Jeff:

        https://www.lowcountrydivorceandfamilylaw.com/about-jeffrey-m-schreiber/

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        26 min
      • Ep 109: Perspectives on Personal Injury Law, Estate Planning & Litigation

        Today on the show, host Kris Flammang brings guest Patrick Barnes onto the show to discuss personal injury law, estate planning, and Patrick’s experiences as a lawyer. Patrick is a licensed attorney in Florida and Colorado, focusing on the practice areas of personal injury and estate planning. Patrick obtained a bachelor's degree in psychology from Florida State University and his juris doctorate from Florida Coastal School of Law. After graduating from law school, Patrick moved to Denver, Colorado, where he practiced personal injury and workers’ compensation until moving back to Florida in 2018. Patrick understands firsthand how traumatic personal injury can be, and he considers himself trauma-informed, implementing empathy and compassion in his practice. In addition to practicing law, Patrick writes and speaks nationally on the topics of trauma-informed legal practice and attorney well-being.

         

        Together, Kris and Patrick discuss Patrick’s history and background as a Florida native, advice Patrick would give to his younger self, and the importance of self-care for lawyers. They also discuss Patrick’s ideal client, common obstacles they face, and some misconceptions people might have about what he does. They discuss the process of making a client “whole”, and address the general or non-economic damages they might face. Moving forward, they also get into the biggest opportunities and obstacles Patrick sees in the future.

         

        Here is what to expect on this week’s show:

        • Patrick’s background and history
        • The ideal client for Patrick’s firm
        • Misconceptions about what a personal injury lawyer can deliver
        • Making a client ‘whole’ in regards to non-economic damages
        • Self-care for lawyers
        •  

          Connect with Patrick:

          https://spinnerlawfirm.com/patrick-a-barnes/

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          22 min
        • Ep 108: The Confidence to “Come Back Stronger”

          Host Kris Flammang brings guest Dana Brooks onto the show to discuss her firm, retirement, and some of the most notable cases she has come across. Before Dana Brooks became an attorney, she was a paralegal, law firm administrator, mental health counselor and Florida Supreme Court certified family law mediator. Her experience and reputation as a medical malpractice defense paralegal combined with her law school performance provided the basis for the exceptional opportunity Dana was offered while still in law school. Dana was sworn in as an attorney in the morning and made a named partner of a thirty-year-old revered plaintiff’s law firm that same afternoon. Brooks represents people in all walks of life and aims to give her clients the best and fastest resolution possible with the least amount of intrusion into their lives.

           

          Together, Kris and Dana discuss the psychological phenomenon of Imposter Syndrome, and how to create an ideal client avatar and manage expectations with outcome-based client care. Dana also discusses her experience working in law firms since she was in high school. The two compare car accident attorneys and injury attorneys, and discuss the limitations of medical malpractice attorneys. They also note that it’s important to see a doctor within 14 days due to the PIP laws in Florida and discuss some of the challenges facing Dana’s firm.

           

          Here is what to expect on this week’s show:

          • Overcome imposter syndrome
          • The ideal client avatar
          • Managing client expectations
          • Outcome-based client care
          • Law firm growth challenges
          • Retirement planning
          •  

            Connect with Dana:

            [email protected]

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            26 min
          • Ep 107: Roth IRAs, 401ks & Conversions 101

            Are you looking for a way to save for retirement and potentially reduce your taxes in the future? If so, you may want to consider a Roth IRA or Roth 401K. Join Kris Flammang on "The Confident Retirement" as he discusses Roth IRAs and Roth 401Ks, which both offer a unique opportunity to save for retirement with after-tax dollars, allowing for tax-free growth and withdrawals in the future.

             

            A Roth conversion is a strategy that allows you to convert funds from a traditional retirement account into a Roth IRA, potentially providing tax advantages and savings in the future. It is important to consult with a financial advisor or tax professional to determine which strategy is best for you, as a Roth conversion can eliminate or reduce future required minimum distributions (RMDs) and make sense if you anticipate being in a lower tax bracket now than you think you will be in the future in retirement.

             

            Tune in to learn the difference between Roth IRAs and Roth 401ks and secure your retirement!

             

            Here is what to expect on this week’s show:

            • The difference between Roth IRAs and Roth 401ks
            • Roth conversions
            • When a Roth conversion might be advantageous
            • How to potentially reduce your taxes in the future
            •  

              Connect with Kris:

              LPFadvisors.com

              Learn more about your ad choices. Visit megaphone.fm/adchoices

              12 min
            • Ep 106: Revisiting Retirement Income

              Looking for ways to secure your financial future? Join Kris Flammang on "The Confident Retirement" as he discusses tried-and-tested strategies to help you generate income long after retirement. From Social Security benefits to rental property and side hustles, Kris explains how to maximize your income sources so you can enjoy the retirement lifestyle you've always dreamed of. Plus, he highlights the reliability of certain income sources such as pensions and annuities, which can provide a stable base during times of economic uncertainty. With personalized financial advice and valuable insights, "The Confident Retirement" is the podcast you never knew you needed. Tune in today and get on track for your golden years!

               

              Tune in to learn how to optimize your Social Security benefits and explore different strategies to generate income during retirement.

               

              Here is what to expect on this week’s show:

              • Retirement planning and income generation.
              • Assessing one’s current financial situation before considering different retirement income sources.
              • Understanding fixed and variable income sources, health care costs, assets, liabilities, and expenses.
              • Social Security benefits as a crucial source for retirement income, and different claiming strategies that can help optimize these benefits.
              • The benefits and risks associated with a total return approach, diversification, rental properties, and side hustles.
              •  

                Connect with Kris:

                LPFadvisors.com


                Learn more about your ad choices. Visit megaphone.fm/adchoices

                13 min
              • Ep 105: Resolving the Unsolvable Conflicts

                As a divorce attorney and mediator with over two decades of experience, Gabrielle shares her valuable insights on how to mitigate unsolvable conflicts by focusing on a productive way forward. Gabrielle's unique ability to resolve high-conflict divorces by keeping children out of trial is a must-listen for anyone undergoing a divorce. Need tips on how to consistently communicate with clients? Want to create an amicable divorce online? Or are you looking for ways to resolve conflicts in business partnerships or friendships? Gabrielle's book "The Secret to Getting Along" introduces her unique approach and stresses the importance of self-care during stressful times. Tune in and hear Gabrielle talk about the benefits of combining mediation with legal expertise and the importance of informed decisions. Whether you're going through a tough divorce or just want to improve your communication skills, The Confident Retirement will give you the tools you need.



                Here is what to expect on this week’s show:

                ● Gabrielle Hartley’s career journey

                ● The benefits of choosing mediation over litigation

                ● Combining mediation and legal expertise

                ● Making informed decisions in mediation

                ● Effective communication during stressful divorces

                ● Controlling emotions and changing the conversation around divorce

                ● Boundaries and selectivity in legal practice

                ● Mediation tips for couples



                Connect with Carolina:

                [email protected]

                Learn more about your ad choices. Visit megaphone.fm/adchoices

                32 min
              • Ep 104: Maximizing Your Retirement Confidence

                Looking to secure your financial future? Tune in to The Confident Retirement hosted by Kris Flammang. On today’s episode, Kris Flammang interviews Carolina Nunez, a first-generation American attorney.

                 

                After graduating law school, Carolina opened her solo practice in Winter Park, Florida and expanded recently to Daytona Beach, Florida. The Law Offices of Carolina Nunez, P.A. also expanded offices in satellite locations in Gainesville and Stuart. The goal of her firm is to provide personalized service while delivering big firm results. Their boutique office focuses on client communication to not only provide full understanding of legal strategy to their clients, but also to ensure that the client knows that they are not just another case. They value people and view each case from the eyes of our clients. 

                 

                On today’s episode, Carolina shares her journey with Kris from her beginnings in real estate to eventually becoming a lawyer. She discusses the importance of ambition and drive over education, and the ins and outs of personal injury and estate planning (regardless of wealth status). Plus, learn how Carolina helps her clients navigate the complex world of insurance policies and recover maximum compensation for their injuries. Stay up to date with the latest legal updates and tips from Carolina's blog. Don't miss this engaging and informative episode of The Confident Retirement about maximizing your confidence for retirement. Listen now!

                 

                Here is what to expect on this week’s show:

                • How Carolina moved from real estate to law
                • The relatable side of boutique law firms
                • Essential estate planning documents
                • Navigating personal injury cases
                • The importance of adequate insurance coverage
                • Medical billing challenges for boutique law firms
                • The importance of an online presence for law firms
                •  

                  Connect with Carolina:

                  https://www.cnunezlaw.com/

                  Learn more about your ad choices. Visit megaphone.fm/adchoices

                  27 min
                • Ep 103: Options For Excess Cash Part 2

                  Are you worried about where to put your excess cash? Tune in to The Confident Retirement with host Kris Flammang for essential tips on safe investment options with high-interest rates on this new solo episode. Kris discusses different investment options like T-bills, virtually risk-free investments backed by the US government’s full faith and credit, and I-Bonds, which are savings bonds that protect you against inflation. He also talks about municipal bonds and municipal bond funds, which offer tax-free income for high tax bracket individuals. 

                  With professional management, diversification, and liquidity, municipal bond funds can be a great investment option. Kris advises consulting an advisor before investing and emphasizes that each investment has its own advantages and disadvantages. Learn how to raise your retirement confidence level and subscribe to The Confident Retirement!


                  Don’t just leave your extra funds in a low-interest savings account! Listen to this informative The Confident Retirement episode with Kris Flammang about safe investment options for your extra cash.


                  Here is what to expect on this week’s show:

                  • Safe investment options for excess cash
                  • Different types of bonds for investors
                  • Pros and cons of municipal bond funds
                  • Tips to consider if you are thinking of investing in T-bills or I-Bonds

                  • Connect with Kris:

                    LPFadvisors.com

                    Learn more about your ad choices. Visit megaphone.fm/adchoices

                    15 min

                  About The Confident Retirement

                  From the publisher's feed

                  The Confident Retirement Podcast with Kris Flammang and Mark Picchi aims to empower listeners with simple, common sense financial wisdom. Kris and Mark are the partners of LPF Advisors, a financial…

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