Financial Planning & Tech with Niraj Chhabra

Non-Eventcast

Το περιεχόμενο παρέχεται από το Breaking Media and Jared Correia. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Breaking Media and Jared Correia ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

6M ago 27:01

MP3•Αρχική οθόνη επεισοδίου

Jared spoked with a financial planner about how lawyers can get a better handle on how to manage their personal finances.

Niraj offers investment advisory services through Mariner Platform Solutions, an SEC registered investment adviser.

Episode Highlights 06:31 How to get started with financial planning, including finding a professional 08:50 Trigger points that might have people seek financial planning 10:06 Difference between wealth management and financial planning 13:03 Benefits of providing financial planning benefits to employees in law firms 14:10 Tips and trends to follow for financial planning in the current environment 17:19 Ways to increase your net worth 19:38 Various technology applications used Niraj's business to help clients with their financial planning 21:27 How clients can create their own scenarios on the platform to see the impact of different financial actions 22:20 Preference for in-person networking events and how they've adapted to a virtual setting in light of the pandemic 24:15 Niraj’s favorite personal financial apps

Episode Resources

Connect with Jared Correia
jared@redcavelegal.com
https://redcavelegal.com/
https://www.linkedin.com/in/jaredcorreia
https://twitter.com/RedCaveLegal
Connect with Niraj Chhabra
niraj.chhabra@sidebaradvisors.com
https://sidebaradvisors.com/

119 επεισόδια

#Tech #News #Tech News #Breaking Media #Jared Correia #Law Firm