Financial Planning & Tech with Niraj Chhabra

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/