Episode 125-James Grace on Financial Planning After the Bar

We talk a lot on this program about finding ways to build a more satisfying legal career.  While many attorneys are drawn to the profession because they care about justice, they like the idea of becoming a trusted advisor, or they just enjoy the intellectual rigor of being an attorney, status and money are important too.  But if you are like me, one of the reasons you chose law school rather than business school is because math is not your jam. If you are a lawyer who has been practicing for a few years and thinking about your financial health and your financial future, you may have questions about paying off your student loans or figuring out how much to start saving for retirement. Maybe you aren’t sure how to organize your finances now that you are planning for life’s big events like buying a house or starting a family. Maybe you are thinking about eventually starting your own law practice and you aren’t sure how to get your financial house in order. James Grace has joined me for a very practical conversation about managing your finances as you get past the early stages of your legal career. Jim is the Director of Wealth Management for Silver Pine Capital.  Jim worked at regional wealth management agencies and banks before joining Silver Pine.  Jim describes himself as an educator, coach, motivator, confident, coach.  He is also the host of the Modern Financial Wellness podcast.  He is also someone I've gotten to know, like, and trust through my ProVisors business network. Additional Resources Episode 62- Financial & Career Planning for Senior Attorneys Episode 93-Planning for Retirement with Julie Jason, The Discerning Investment Advisor  

Om Podcasten

Counsel to Counsel is a periodic podcast produced by Stephen Seckler of Seckler Attorney Coaching (www.counseltocounsel.com). It addresses important career, marketing, and leadership issues facing attorneys. The target audience is associates, counsel and partners at law firms of all sizes; but the podcast also addresses issues that are relevant to in-house counsel, law students or any lawyer who is looking for career insights inside or outside of the law. Counsel to Counsel is aimed at individual lawyers who are looking to increase their own career satisfaction and build their marketing and leadership skills. The podcast features interviews with leading consultants, career professionals and marketing experts who advise attorneys on careers, marketing, law firm management and related issues. The guests are also a roster of successful attorneys who have found career satisfaction inside and outside the law. Counsel to Counsel is a direct outgrowth of the blog Counsel to Counsel which Stephen Seckler has been publishing since 2005. Since graduating from law school in the late 1980s, Stephen Seckler has been advising lawyers on career and marketing issues and working with a broad mix of law firms and corporate law departments. He began blogging when legal blogging was in its infancy and his blog Counsel to Counsel was named to the ABA Journal’s Blawg 100 in 2007 and 2008 (the first two years that list was in existence). Steve has written extensively on career and marketing issues and he has spoken at many law school, law firm and bar association events. He served on the Boston Bar Association’s Standing Committee on Work Life Balance and was Vice Chair of the Law Practice Management Section of the Massachusetts Bar Association. He is active in the Senior Lawyers Division of the American Bar Association, the ProVisors business network, and has been quoted frequently in the legal and business press.