Legal + Wealthy™

Youtube Video: https://youtu.be/neGT9Ebhfv0   Today’s episode is for every lawyer who’s asked themselves: Can I actually make real money doing work that matters? Can I build wealth without sacrificing my purpose? My guest today is Heather Quick, Esq., founder and CEO of Florida Women’s Law Group, and the answer she’s living is a resounding yes. As Founder and CEO of Florida Women’s Law Group, Heather Quick. Esq., has built something most lawyers think is impossible: a mission-driven law firm that’s both deeply purposeful AND seriously profitable. In this episode she shares her unconventional journey from criminal prosecutor to family law entrepreneur and reveals how aligning your legal practice with meaningful purpose transforms both client outcomes and personal fulfillment. Listeners discover practical strategies for building a law firm culture where mission matters, managing life balance as a multi-talented professional, and creating a legacy through law. Founder and CEO of Florida Women’s Law Group.   Timestamps: [00:00:00] – [00:01:14] Introduction & Podcast Opening. Lauren welcomes Heather Quick to Legal and Wealthy, introducing her multifaceted career as attorney, firm founder, yogi, author, and podcaster. [00:01:14] – [00:08:30] Early Career Inspiration & Family Legacy. Heather discusses her family’s legal heritage and explains how their paths influenced her early legal aspirations. [00:08:30] – [00:20:30] The Prosecutor Experience & Career Insights. Heather shares her journey as a criminal prosecutor. Heather explains her turning point and her realization that family law and specifically helping women through divorce resonated with her values and purpose. [00:20:30] – [00:33:45] Founding Florida Women’s Law Group: Mission & Culture. Heather details the founding vision of Florida Women’s Law Group, emphasizing intentional mission-driven hiring, building team culture around shared values. Mindfulness & Legal Practice. An unexpected intersection: Heather discusses how her yoga and meditation practice transformed her approach to litigation, stress management, and courtroom presence. [00:33:45] – [00:39:30] The Yoga Certification Journey. Heather recounts her decision to pursue formal yoga teacher training mid-career while running her law firm. She explores the unexpected psychological benefits of stepping into “beginner mode,” humbling herself as a student when she’s the firm’s CEO, and how that vulnerability strengthened her leadership and personal growth. [00:39:30] – [00:41:00] Closing Statements and Message To Lawyers. In the episode’s closing segment, Heather emphasizes her commitment to mentoring the next generation of women lawyers. HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Website: https://laurenalexisklein.com / Podcast: https://podcast.laurenalexisklein.com Social Media: Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup GUEST: Heather Quick, Esq., Attorney Founder & CEO, Florida Women’s Law Group Website: floridawomenslawgroup.com LinkedIn (Firm): @floridawomenslawgroup LinkedIn (Heather): @Heatherbquick   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: podcast.laurenalexisklein.com

Youtube Video: https://youtu.be/I5bJ9cOk8A4 Whether you’re drowning in law school debt, feeling trapped by a six-figure income, or curious about alternatives to traditional legal practice, this conversation will shift how you think about money and possibility. In this episode of Legal and Wealthy, Rho Thomas, Esq. shares how she discovered the real disconnect between earning power and financial success and the 3-step framework she used to eliminate debt and build flexibility in her career. Join us as she shares current strategy for building non-time-dependent wealth and much more! TIMESTAMP: [00:00:00] – [00:00:54] Intro/Opening. Welcome to Legal and Wealthy podcast. Introduction to the show, host Lauren Klein, and show’s mission about building wealth and freedom in legal careers. [00:00:58] – [01:04:20] Episode Intro & Guest Introduction. Welcome back to another episode. Introduction of guest Ro Thomas, attorney and money coach. Discussion of Ro’s work helping lawyers manage money, grow net worth, and create freedom. Ro hosts Personal Finance for Lawyers podcast. [01:04:40] – [01:08:03] Discussing prior episode. Lauren expresses excitement about diving into the conversation. Mentions previous episode on Ro’s podcast and shared perspective on legal practice and the world. [01:08:03] – [02:07:80] Guest’s Journey Begins. Lauren asks Ro to take us back and tell her journey from where she started in law to where she is today. Ro begins her story in 2014 starting her first big job at a big law firm in Atlanta practicing trademark and copyright law. She had interesting clients and worked with great people. [02:07:90] – [02:29:30] Beginning of Financial Journey. Ro’s money journey started in 2016 when she had her first child. She was the quintessential associate going above and beyond. After having her child, she realized that motherhood wouldn’t mesh with her demanding legal practice. [02:29:30] – [02:52:83] Part-Time Policy & Financial Decision. The firm offered a part-time policy where she could do a percentage of billable hours for that percentage of salary. She and her husband looked at their finances to see if they could make it work with a pay cut (around 75-80%). [02:52:83] – [03:39:23] Debt Reality Check. They discovered they had $678,000 of debt total, with almost $500,000 being student loans. The rest was between car loans and their mortgage. This revelation hit them hard when considering the pay cut for part-time work. [03:39:23] – [37:18:90] – Discussion about debt payoff strategy, financial decisions, wealth building, investing and growing wealth. A winning strategy not to be missed! [37:18:90] – [38:05:30] Real Estate Investment Decision. Ro discusses entering a new season of life where she has more control over her time. With her husband in a demanding profession and young children, they previously chose passive stock market investing. Now she’s interested in real estate and exploring how it could generate income not directly tied to time. [38:05:30] – [39:04:40] Real Estate Projects. Ro and her husband are dipping their toes into real estate. They’ve owned the property for a little under a month and are doing repairs before renting it out. Lauren expresses happiness and excitement for this venture. [39:04:40] – [40:41:20] Contacting Our Guest and free guide information: Lauren thanks Ro for the incredible conversation and inspiration to lawyers and law students. Ro shares her contact information: rothomas.com, rothomas.com/legalandwealthy for a free guide on the 5 biggest mistakes lawyers make getting out of debt, and LinkedIn (@rothomas). [40:41:20] – [41:13:00] Closing Statements. Lauren thanks Ro for her time. Reminder about true wealth and freedom. Closing statement about listeners already having what it takes. HOST: Lauren Klein, Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Website: https://laurenalexisklein.com / Podcast: https://podcast.laurenalexisklein.com Social Media: Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup GUEST: Guest: Rho Thomas, Esq. Website: rothomas.com LinkedIn: @iamrhothomas 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: 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: podcast.laurenalexisklein.com

In this inspiring episode of Legal + Wealthy, host Lauren Klein sits down with Berkeley Sweetapple, Esq., founder of Berkeley Sweetapple Law and The Business Studio. Together, they unpack the journey from law school outcast to 7-figure IP attorney—exploring imposter syndrome, the courage to pivot practice areas, and how Berkeley built multiple revenue streams including $10K/month in passive income while serving the female entrepreneurs she genuinely loves working with. You’ll discover her THREE-TIER BUSINESS MODEL, why “people care how much you CARE, not how much you KNOW,” the $50K mistake entrepreneurs make without trademark protection, and how working with non-lawyer business coaches opened doors she never knew existed. TIMESTAMPS: [00:00:00] – [00:01:43] – Show Introduction, Opening and Guest Introduction. Opening Introduction. Lauren welcomes Berkeley Sweetapple, Esq. and shares excitement about her entrepreneurial journey and building a legal career on your own terms. [00:01:43] – [00:03:21] – Berkeley’s Law School Origin Story. Berkeley shares how Boston College Law School revealed she didn’t fit the traditional mold. [00:03:21] – [00:06:40] – The “Lady J” Legal Lifestyle Blog & Discovering IP Law Through Community. Berkeley launched blog pairing legal news with brownie recipes/cocktails, foundation for her business pivot. [00:06:40] – [00:09:05] – Transition from Litigation to IP. Berkeley discovered IP law as a life-changing alternative. She launched a template shop and law firm focused on helping female entrepreneurs protect their businesses. [00:09:05] – [00:11:27] – Overcoming Imposter Syndrome and Client Experience Over Experience. Berkeley’s biggest challenge was advertising expertise while still learning. Focus on responsiveness and systems, understanding clients value genuine care over decades of experience. [00:11:27] – [00:14:40] – Launch Timeline: Template Shop to Law Firm. Identifying a gap for contract templates and served online coaches and creatives. A friend bridged the gap in Berkeley’s tech limitations. [00:14:40] – [00:16:29] – Revenue Distribution and Business Growth. Berkeley’s law firm dominated revenue while she built her team for four years. Six months ago she refocused on her template shop, achieving her first $10K passive income month. [00:16:29] – [00:19:10] – The Power of Passive Income & Multiple Streams of Income. Berkeley celebrates $10K months in passive income through her template shop. The key difference: she’s no longer trading time for money. [00:19:10] – [00:20:52] – Overcoming Implementation Barriers. Finding the right people makes complex things simple rather than getting stuck on “how.” Berkeley persisted through three months of zero sales, testing commitment before success. [00:20:52] – [00:26:00] – Trademarks 101 for Entrepreneurs (Sponsored Section). A federal trademark gives exclusive rights to your business name across all 50 states—not an LLC, domain, or Instagram handle. Do legal clearance before launching to avoid costly rebranding. [00:26:00] – [00:28:06] – Real-World Trademark Infringement Example and Trademark Considerations. Story of client who received multiple cease and desist letters and having to repackage everything at enormous expense. [00:28:06] – [00:29:21] – Three Service Tiers Explained. Berkeley offers template shop, one-on-one trademark work, and VIP days for different business stages. Trademark your business name before investing in website or branding. [00:29:21] – [00:30:06] – VIP Day Structure and Process. VIP days start with a legal audit, then the team completes work over 1-2 weeks. [00:30:06] – [00:33:17] – The Value of Business Coaches and Advice For Lawyers Feeling Alone. Berkeley credits Leanne Lopez Mosley for VIP day concept. [00:35:17] – [00:38:06] – The Power of Self-Awareness and Closing Statement. Just because you don’t fit one place doesn’t mean you won’t excel elsewhere. Where to Find Berkeley. Connect via Instagram. HOST: Lauren Klein, Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Website: https://laurenalexisklein.com / Podcast: https://podcast.laurenalexisklein.com Social Media: Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup GUEST: Berkeley Sweetapple, Esq. Instagram: @BerkeleySweetApple. Law Firm: BerkeleySweetAppleLaw.com. Templates: TheBusinessStudio.com 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: 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: podcast.laurenalexisklein.com

Solo attorneys: Are you leaving hundreds of thousands of dollars on the table? In this deeply insightful episode of Legal + Wealthy, Lauren Klein sits down with Nathan Ohler, Co-Founder and CEO of Nuooly, to uncover why brilliant attorneys struggle when they start their own firms—and the proven strategies that lead to success. With his Wall Street and Fortune 500 background, Nathan brings business strategy expertise to help legal professionals build sustainable, profitable practices. From the shocking $200K revenue gap to the mental health challenges of solo practice, this conversation covers the real struggles attorneys face when leaving BigLaw—and provides actionable frameworks to overcome them. Nathan shares stories from the Nuooly community of accomplished attorneys who’ve successfully navigated the transition, revealing the mindset shifts, efficiency strategies, and pricing decisions that separate thriving firms from struggling ones. Whether you’re contemplating leaving BigLaw, currently running a solo or boutique firm, or simply looking to scale your practice, this episode delivers the honest truths and practical tools you need to build a profitable law firm without sacrificing your wellbeing. Episode Breakdown [00:00:00 – 00:02:06] Introduction & Podcast Mission and Guest Introduction: Nathan Ohler. Lauren welcomes Nathan Ohler, Co-Founder and CEO of Nuooly, sharing how their initial conversation revealed she wasn’t alone in her struggles running a boutique law firm. [00:02:06 – 00:04:13] From Corporate America to Nuooly. Nathan shares his corporate background and discusses small firm attorneys facing the challenge of reinventing every wheel. [00:04:13 – 00:06:10] The Nuooly Community: Expanding Beyond Attorneys. Nathan explains how Nuooly evolved to include CPAs, fractional executives, and other business-focused professionals who serve as trusted advisors and frequently refer clients to each other. [00:06:10 – 00:10:17] The Core Struggles & The Power of Community: Becoming a Business Owner First. Nathan identifies the fundamental challenge solo attorneys face and discusses the need to master client acquisition, pricing, and operations – Learning from Others’ Mistakes. [00:10:17 – 00:12:40] Understanding the Efficiency Crisis. Pitfalls of dropping billable time drops from 75% to 30-50% when starting own firm-about $200,000 in lost annual revenue due to wearing all the hats! [00:12:40 – 00:17:10] Practical Strategies: The Client Journey Framework. Nathan introduces the “client journey” framework covering business development, pricing, team building, back office systems, and billing. [00:17:10 – 00:17:47] Sponsor Break: Law Firm Sites. Advertisement for Law Firm Sites, offering 10% off custom websites and online marketing for law firms when mentioning “Legal and Wealthy.” [00:17:47 – 00:24:42] The Entrepreneurial Mindset & Learning from Blind Spots: Embracing Failure. Mindset-the number one indicator of solo practice success. Game-changing opportunities they never considered. [00:24:42 – 00:30:28] Mental Health & Isolation, Mastermind Sessions & Perfectionism vs. Progress. Discussion of feeling alone. Power of mastermind sessions where everyone realizes they share the same challenges-reduce pressure and make progress without paralysis. [00:30:28 – 00:35:42] Client-Centric Mindset: It’s Not About You. Discussion on soft skills and client referrals – integrity and responsiveness.. [00:35:42 – 00:40:50] Financial Wins: Breaking the Status Quo with Brave Decisions. Successful transformations through incremental changes. [00:40:50 – 00:42:51] Connecting with Nathan & Closing Remarks. Nathan shares how to connect with Nuooly through their website, LinkedIn, and networking events, while Lauren thanks him for the valuable insights and encourages listeners to reach out. Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com HOST: Lauren Klein Attorney, Law Firm Owner, Professor & Founder of Legal and Wealthy Flourish Law Group Website: https://laurenalexisklein.com Podcast: https://podcast.laurenalexisklein.com Social Media: Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Law Firm): @flourishlawgroup | https://www.instagram.com/flourishlawgroup GUEST: Nathan Ohler, Co-Founder & CEO of Nuooly Website: https://nuooly.com / LinkedIn: Nathan Ohler / Instagram: @nuooly Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing (800) 932-8242 | www.lawfirmsites.com *Mention Legal + Wealthy for 10% off any website or marketing package.

In this deeply personal and highly practical episode, Lauren Klein sits down with CPA, entrepreneur, and founder of 2nd Vault, Jaclyn Strauss, to explore the critical (but often overlooked) role that organization plays in wealth-building, legacy planning, and peace of mind. From near-death experiences to client catastrophes, Jaclyn shares real-life stories and tactical tools that drive home one essential truth: if your important documents and accounts aren’t accessible, your wealth is at risk. Whether you’re a law student, firm owner, parent, or entrepreneur, this episode will challenge your idea of what it means to really have your life together—and provide a clear path to get there. Episode Breakdown [00:00:00 – 00:04:25] Welcome and intro to Jaclyn Strauss, CPA and founder of 2nd Vault; the origin story of her passion for organization. [00:04:25 – 00:08:50] A near-fatal post-delivery medical emergency that shifted Jaclyn’s perspective on how crucial it is to prepare your household and documents in advance. [00:08:50 – 00:13:15] Why digital-only solutions fall short, and how the Haven Holder was created to bring together important records, documents, and passwords. [00:13:15 – 00:17:40] The great wealth transfer is here: $124 trillion is expected to shift generations by 2048. Most of it will go to Gen X, Millennials, and Gen Z—are they ready? [00:17:40 – 00:22:05] The CPA’s dilemma: what Jaclyn can and can’t do for families in crisis—and why having documents in order changes everything. [00:22:05 – 00:26:30] From wills to Wi-Fi passwords—what really needs to be organized, and why writing things down (yes, on paper!) is still vital. [00:26:30 – 00:30:55] Real stories of probate nightmares and what happens when no one knows where anything is. How these delays cost families time and money. [00:30:55 – 00:35:20] The truth about “I don’t have anything.” Why everyone—from pet owners to multimillionaires—needs a system, no matter your net worth. [00:35:20 – 00:39:45] Fireproof. Waterproof. Field-tested. How Jaclyn personally tested dozens of containers to ensure peace of mind for her customers. [00:39:45 – 00:44:11] The emotional cost of chaos during grief. Jaclyn shares a powerful story of a client whose spouse passed away—with no access to key data. Don’t forget to follow Lauren Klein on Instagram @legalandwealthy and Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com Guest: Jaclyn Strauss Founder of 2nd Vault and Creator of the Haven Holder and digital storage tools Contact: jaclyn@2ndvault.com; https://2ndvault.com/; https://www.instagram.com/2ndvault/ Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing (800) 932-8242; www.lawfirmsites.com *Mention Legal + Wealthy for 10% off any website or marketing package.

In this empowering episode of Legal + Wealthy, host Lauren Klein sits down with New York–native-turned-Florida-firm-owner Jennifer Netska, Esq., founder of Netska Law Group. Together, they dive into the deep end of burnout, the broken culture of Big Law, and how Jennifer made the bold leap to launch her own personal injury firm—from scratch and solo—to now leading a team of five across two states. From navigating the internal dialogue of self-doubt to building a thriving, women-led practice, Jennifer shares her roadmap to redefining success, wealth, and leadership on her own terms. Episode Breakdown [00:00:00 – 00:04:07] Lauren introduces the show and guest Jennifer Netska, highlighting her pivot from Big Law to founding her own PI firm. [00:04:07 – 00:08:14] Jennifer walks through her early law career in New York, how she ended up in insurance defense, and the leap to Florida during COVID. [00:08:14 – 00:12:21] The culture shock of Big Law, burnout, toxic office norms, and the moment Jennifer realized it was time to go. [00:12:21 – 00:16:28] How Jennifer planned her exit strategy, navigated fear, and leaned on her partner to map out survival numbers. [00:16:28 – 00:20:35] Advice for lawyers leaving firms: how to do it gracefully, maintain relationships, and protect your reputation. [00:20:35 – 00:24:42] Scaling from solo to team: Jennifer’s “VA army” strategy, hiring early even on a budget, and creating leadership structure. [00:24:42 – 00:28:49] Confidence-building, mentorship, and how podcasting and online communities inspired her to step into a CEO mindset. [00:28:49 – 00:32:56] The critical business lessons law school doesn’t teach and why collaboration trumps competition. [00:32:56 – 00:37:03] Brand visibility through social media, the long game of name recognition, and how social proof fuels referrals. [00:37:03 – 00:41:14] Money mindset shifts, tripling her income in year one, and why being in the room with dreamers makes all the difference. Thank you for tuning in to today’s episode of Legal + Wealthy Podcast! Don’t forget to follow Lauren Klein on Instagram @legalandwealthy and Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com We’ve got some incredible episodes coming up that you won’t want to miss! Thanks to our guest, Jennifer Netska, Esq. Founder of Netska Law Group. Learn more about Jennifer at netskalaw.com and Instagram: @crashqwn Thank you to our show sponsor: Law Firm Sites (800) 932-8242 https://lawfirmsites.com Mention Legal + Wealthy Podcast to receive 10% off a website or marketing package.

In this episode of The Wealthy Lawyer $quad Podcast, host Lauren Klein sits down with attorney and visionary law firm founder Daniel Gielchinsky for a compelling conversation about what it really means to build wealth as a lawyer — not just financially, but holistically. With a background on Wall Street, experience in Big Law, and a fearless leap into entrepreneurship, Daniel shares his story of launching a values-driven law firm grounded in health, happiness, and humanity. From creating a culture that prioritizes wellness and leadership to redefining the client-attorney relationship through “powerful kindness,” Daniel pulls back the curtain on what it takes to practice law differently — and successfully. TIMESTAMPS 00:00:00 – Lauren welcomes Daniel and reflects on his impressive career 00:04:30 – The journey from Big Law to founding his own firm 00:10:15 – Lessons from working through bankruptcy and the importance of professional integrity 00:15:45 – Why Daniel believes law firm culture needs a complete evolution 00:19:00 – Unlimited PTO, paid healthcare, and creating “rehab for lawyers” 00:25:20 – Building trust-based leadership and redefining success 00:30:10 – A new mindset: powerful kindness and client-centered solutions 00:35:00 – How burnout and anxiety became a wake-up call 00:39:25 – Wealth as freedom, balance, and being present 00:44:00 – Final reflections on intentionality, alignment, and team trust CONNECT WITH LAUREN: Learn more: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com CONNECT WITH DANIEL: Learn more: https://www.dgimlaw.com/team/daniel-y-gielchinsky/ Instagram: @dgimlaw LinkedIn: @dgim-law-pllc Daniel Gielchinsky reminded us that lawyers don’t have to choose between success, and sanity. You can lead with integrity, build a thriving practice, and still protect your peace. If you’re tired of the burnout cycle or just wondering if there’s a different way to build your legal career — this episode was your sign. Thanks for tuning in to The Wealthy Lawyer $quad Podcast! SPONSORS: This episode of the Wealthy Lawyer $quad podcast is proudly sponsored by Law Firm Sites — the go-to experts in custom website design, and digital marketing exclusively for law firms. With over 20 years of experience, they help attorneys stand out online, attract more clients, and grow their practices with strategic SEO, sleek design, and results-driven solutions. Ready to elevate your firm’s online presence? Visit lawfirmsites.com and mention Wealthy Lawyer $quad for 10% off your website or marketing package.

In this episode of The Wealthy Lawyer Squad, host Lauren Klein sits down with the remarkable Shari Kaplan, founder and Clinical Director of Cannectd Wellness. With over 30 years of experience in integrative mental health, Shari shares how her personal and professional journey—from the entertainment industry to becoming a clinical social worker—shaped her revolutionary “Whole Life Plan” approach. Together, they unpack critical issues lawyers face today: chronic stress, burnout, trauma, and the emotional toll of high-performance environments. This conversation offers a rare window into how attorneys can cultivate emotional regulation, real healing, and sustainable success—without sacrificing their well-being. Episode Timestamps [00:00:00] Welcome & Introduction of Shari Kaplan [00:03:42] Shari’s pivot from entertainment to clinical therapy [00:08:19] Raising a child with neurological disorders & becoming an herbalist [00:13:35] The relationship between trauma, autism & the vagus nerve [00:19:21] Why mental health stigma still exists—especially in high-achieving professions [00:24:07] Understanding trauma through a whole-body lens [00:29:00] Chronic stress, burnout, and the law: what lawyers must know [00:33:46] Practical tools for emotional regulation and mindset shifts [00:36:30] The truth about cannabis and integrative medicine [00:41:50] Shari’s final words on healing, leadership, and aligned living You don’t have to choose between being successful and being well. Shari’s journey is living proof that healing, balance, and high performance can coexist—and should. If you’ve ever felt like burnout is just part of the job, this episode is your permission slip to challenge that belief and begin a new chapter. Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Connect with Shari Kaplan: Follow Shari on Instagram: @cannectd Learn more about Cannectd Wellness at: https://www.cannectd.com

Welcome to another episode of The Wealthy Lawyer Squad with your host Lauren Klein. In today’s episode, Lauren sits down with Syrita Morgan. A personal injury, and contract attorney licensed in both Florida and California, law firm owner, golfer, wellness enthusiast, and the creator of Happy Bar Prep. Together, they explore the intersection of law, and mindset. From launching your own firm and setting intentional goals, to energetically protecting yourself in high-stress environments like law school, and litigation. Syrita shares her journey through the legal profession, how she stayed grounded in her identity, and the unique mindset tools that allowed her to succeed without sacrificing her peace. This episode is packed with wisdom, and tangible takeaways for law students, new lawyers, and anyone who believes success can be joyful, not just stressful. Timestamps [00:00:00 – 00:03:10] Intro — Syrita’s background, practice areas, and passions [00:03:11 – 00:08:30] Syrita’s path to opening her own law firm & embracing the businesswoman mindset [00:08:31 – 00:14:12] How golf became a metaphor for intentional living and goal-setting [00:14:13 – 00:18:19] Law school, self-care, and the art of staying centered while others panic [00:18:20 – 00:22:44] Why Syrita never used outlines in law school, and what she did instead [00:22:45 – 00:26:58] Happy Bar Prep: the mindset shift that changes everything [00:26:59 – 00:29:49] Questions to reclaim your energy, empath protection tips, and how to bring your full, magical self to the practice of law Lauren wraps up this episode with deep gratitude for Syrita’s insight, honesty, and calming presence. Whether you’re prepping for the bar, launching a firm, or just trying to stay sane in the storm of lawyering, Syrita’s story reminds us that ease, and joy are available if we’re willing to claim them. Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Connect with Syrita Morgan: Follow Syrita on Instagram: @happyhealthyesq Follow Happy Bar Prep on Instagram: @happy_bar_prep Learn more about Happy Bar Prep at: www.happybarprep.com Don’t forget to subscribe to the Wealthy Lawyer $quad Podcast for more wealth-building tips, law career insights, and upcoming episodes. If this conversation sparked something for you, share it, leave a comment, or send it to a friend who needs this message.

In this episode, Lauren Klein is joined by Certified Financial Planner, and private wealth advisor, Mari Delgado, for a refreshing conversation about money, motherhood, legacy, and how lawyers can align their financial life with their values. Mari shares her journey from aspiring biomedical engineer to financial advisor, inspired by her parents’ financial struggles during the 2008 crisis. Today, she serves women across the country with personalized financial strategies. Particularly women experiencing major life transitions. [00:03:21] Why working moms need to be intentional with time and money [00:04:35] What a CFP® really does — and why it’s crucial [00:07:02] How Mari helps clients plan holistically (taxes, estate, insurance, investments) [00:08:50] Real talk about burnout, being the “default parent,” and how to balance it all [00:10:10] Understanding your financial triggers and money mindset [00:20:45] Why lawyers need financial advisors early in their careers [00:23:03] The power of value-aligned investing for women [00:28:00] How to start building wealth even with student loans and high expenses [00:32:05] Practical strategies to pay yourself first and reclaim your cash flow Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Connect with Mari Delgado: Follow Mari on Instagram: @maridelgado_xo Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Money is a tool, and women, especially lawyers, can use it to create meaningful, aligned, and lasting legacies. From student loans to real estate investing to legacy planning, Mari broke it down in a way that makes it all feel possible. If you’re a lawyer looking to build wealth on your own terms, this episode is your permission slip to begin.

Welcome to The Wealthy Lawyer Squad Podcast, where host Lauren Klein dives into everything wealth, money mindset, and business growth for lawyers. In this episode Lauren shares the strategies, and mindset shifts that helped her build a financially successful, and fulfilling career while empowering other legal professionals to do the same. Whether you’re an associate looking to take control of your finances, a law firm owner scaling your business, or someone looking to break free from limiting beliefs about money, this podcast delivers actionable tips to help you create a thriving legal career, and a life of abundance. [00:00:00] – Welcome to the Wealthy Lawyer Squad Podcast [00:03:12] – Why Your Relationship with Money Matters [00:07:45] – The Financial Thermostat: What It Is & How It Affects Your Wealth [00:12:20] – Breaking Free from the “Work Harder = More Money” Myth [00:17:10] – The Two Key Factors That Determine Your Financial Thermostat [00:21:05] – How to Raise Your Financial Thermostat & Unlock Abundance [00:26:50] – The One Shift That Changed Lauren’s Wealth Trajectory [00:28:10] – Final Takeaways & Next Steps Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Thank you for tuning into today’s episode! Your relationship with money shapes your financial reality, and shifting your financial thermostat is the key to unlocking abundance. If you found value in this episode, subscribe, comment, and share it with a fellow lawyer who could benefit! Stay tuned for more episodes to help you shift into wealth on your wealthy Lawyer journey!

In this special International Women’s Month episode, Lauren Klein sits down with the incredible Rahysa Vargas, founder and managing partner of Vargas Law, to discuss her legal journey, entrepreneurship, and the impact of building a community for women in law. Rahysa shares how she transitioned from big law to launching her own firm, how she founded Miss Esquire, a thriving network of women attorneys, and how she continues to empower others to take control of their careers. Timestamps: [00:00:00] – Introduction [00:02:15] – Rahysa’s Background [00:06:30] – Starting a Law Firm [00:11:05] – The Birth of Miss Esquire [00:15:20] – Building a Community for Women in Law [00:20:40] – Breaking Barriers in the Legal Industry [00:26:00] – Actionable Advice for Women in Law [00:30:10] – Final Thoughts & Where to Connect with Rahysa Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Connect with Rahysa Vargas Learn more: Vargaslawpa.com Follow on Instagram: @vargaslawmiami Follow Ms. Esquire on Instagram: msesquireinc Learn more: www.msesquire.com Rahysa Vargas’s journey from big law to building her own successful practice and founding Miss Esquire is a testament to what’s possible when women support each other and create their own opportunities. If you’re inspired by today’s conversation, take action—connect, collaborate, and build the career you truly want. Don’t forget to follow the show, leave a review, and share this episode with other trailblazing women in law. Stay tuned for more inspiring episodes of the Wealthy Lawyer Squad Podcast!

In this episode, Lauren Klein is joined by Barbara Schreihans, a trailblazing tax strategist and founder of Your Tax Coach. Barbara is changing the game by teaching business owners and high-net-worth individuals how to leverage the tax code, legally write off their lives, and save a fortune in taxes. If you’re tired of overpaying in taxes and want to start using tax strategies like the wealthy, this episode is a must-listen! Timestamps: [00:00:00 – 00:02:15] Welcome to the Show! [00:02:16 – 00:07:40] Barbara’s Journey: From Big Four Accounting to Entrepreneurial Success [00:07:41 – 00:12:30] Why Most Business Owners Overpay in Taxes [00:12:31 – 00:18:05] How to Write Off Your Life & Keep More of Your Money [00:18:06 – 00:22:40] Essential Tax Tips for Lawyers & Law Firm Owners [00:22:41 – 00:26:50] How High-Earning W2 Lawyers Can Still Save in Taxes [00:26:51 – 00:30:10] The Power of Financial Education & Business Strategy [00:30:11 – 00:32:24] Final Thoughts & Where to Find Barbara Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Connect with Barbara Schreihans: Learn more about Lauren at: Yourtaxcoach.com Follow Lauren on Instagram and YouTube: @Yourtaxcoach Subscribe to the Life Changing Money Podcast & follow on Instagram: @lifechangingmoneypodcast Sponsors: Law Firm Sites https://lawfirmsites.com/ (800) 932-8242 Mention Wealthy Lawyer $quad to receive a 10% discount off a website or marketing package. Thank you for tuning in to today’s episode of The Wealthy Lawyer Squad Podcast! If you’re ready to start using tax strategies like the wealthy, make sure to connect with Barbara Schreihans and sign up for her Write Off Your Life Masterclass. And if you’re looking for more wealth-building tips, don’t forget to follow Lauren Klein on Instagram and subscribe to the podcast. We’ve got some incredible episodes coming up that you won’t want to miss!

In this episode, Lauren Klein sits down with Lisa Chastain, a renowned expert in personal finance, bestselling author of Girl, Get Your Sh*t Together, and host of The Real Money Podcast. Lisa shares her personal journey from financial struggle to empowerment, how she’s helping high-achieving women transform their money mindset, and what legal professionals need to know to build true financial independence. If you’re a lawyer, entrepreneur, or high-achieving professional ready to shift your mindset and level up your financial game, this is a must-listen episode! [00:00:00 – 00:02:15] Intro [00:02:16 – 00:06:32] Lisa’s Money Origin Story & Mindset Shifts [00:06:33 – 00:12:18] From Financial Advisor to Financial Coach [00:12:19 – 00:17:55] Why Budgeting Doesn’t Work & What to Do Instead [00:17:56 – 00:22:45] Why High Earners Still Struggle with Money [00:22:46 – 00:28:32] The Power of Coaching & Rewriting Money Stories [00:28:33 – 00:32:10] How Women Can Take Control of Wealth in 2025 [00:32:11 – 00:34:04] Final Thoughts & Where to Find Lisa Connect with Lauren Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Sponsors Law Firm Sites: Building custom websites and online marketing for law firms for over 23 years. Visit: https://lawfirmsites.com/ Call: (800) 932-8242 Mention Wealthy Lawyer $quad for 10% off website or marketing packages! Connect with Lisa Chastain Website & Money Quiz: www.lisachastain.com Instagram: @savvymoneywithlisa Podcast: The Real Money Podcast (Available on all major platforms) Thank you for tuning in to today’s episode of The Wealthy Lawyer Squad Podcast! If you’re ready to transform your money mindset and take charge of your financial future, don’t forget to follow Lisa Chastain for more incredible insights. And if you loved this episode, let’s keep the conversation going—follow Lauren Klein on Instagram, and subscribe to the podcast!

In this empowering episode of the Wealthy Lawyer $quad Podcast, Lauren Klein sits down with Milana Dostanitch, employment attorney, adjunct professor, and co-founder of the Iwill League. Together, they dive deep into Milana’s inspiring journey, her advocacy for women in law, and her vision for reshaping the legal profession. Milana shares candidly about her career, building a thriving community of women lawyers, and embracing rebellion to redefine success on her own terms. This is an episode filled with wisdom, actionable advice, and a dose of inspiration for every lawyer seeking more from their career. [00:00:00 – 00:02:15] Introduction: Lauren welcomes listeners and introduces Milana Dostanitch. [00:02:16 – 00:05:45] Meet Milana: Highlights from her career as an employment attorney and her role as co-founder of the Iwill League. [00:05:46 – 00:09:12] Why Employment Law: Milana shares her passion for advocating for workers’ rights and how her experiences shaped her legal path. [00:09:13 – 00:14:55] Empathy in Law: The challenges of being an employment litigator and the human side of fighting for justice. [00:14:56 – 00:21:30] Starting Iwill: The moment of realization that led to founding the I Will League and its growth into a powerhouse for women in law. [00:21:31 – 00:27:49] Embracing Rebellion: Milana’s viral reel on rebellion and why challenging the status quo is essential for women in the legal profession. [00:27:50 – 00:32:14] Living Authentically: Milana discusses her move to Puerto Rico and Madrid to create a life of balance, joy, and autonomy. [00:32:15 – 00:35:43] Community and Connection: The transformative power of Iwill League and its plans for 2025, including wellness initiatives and networking events. [00:35:44 – 00:38:59] Final Thoughts: Lauren and Milana reflect on their shared mission to inspire others to thrive in law and life. Thank you for joining us for this inspiring conversation with Milana Dostanitch. Her journey and wisdom remind us that rebellion against the status quo is often the first step toward building a fulfilling and authentic career. As you move forward, ask yourself: Are you living and working on your terms? Remember, life is too short to settle for less than you deserve. Stay connected, stay empowered, and let’s continue to rise together. Don’t forget to subscribe, share this episode, and leave a review—it helps us reach even more lawyers ready to thrive. Until next time, protect and pursue your dreams! Connect with Lauren Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Sponsors Law Firm Sites: Building custom websites and online marketing for law firms for over 23 years. Visit: https://lawfirmsites.com/ Call: (800) 932-8242 Mention Wealthy Lawyer $quad for 10% off website or marketing packages! Connect with Milana Dostanitch Instagram: Milana Dostanich: @mi1ana Iwill League: @iwilleague LinkedIn: Milana Dostanitch Join the Iwill League today: https://www.iwillleague.com/ Subscribe, rate, and review the show to support more empowering conversations for lawyers!

Welcome to the Wealthy Lawyer Squad Podcast hosted by Lauren Klein. In this episode, Lauren is joined by Gabriella Teixeira, an inspiring attorney, community advocate, and mindfulness enthusiast. Gabriella shares her unique journey from law school to her current roles, offering invaluable advice for law students and lawyers alike. Together, they discuss everything from maintaining balance during law school to cultivating mindfulness practices and finding purpose in your legal career. Show Notes [00:00:00 – 00:01:30] Introduction & Sponsor Highlight [00:01:31 – 00:08:45] Meet Gabriella Teixeira [00:08:46 – 00:15:30] Mindfulness and Meditation in Law School [00:15:31 – 00:25:15] Finding Balance in Law School [00:25:16 – 00:34:00] Comparison Culture and Mental Health [00:34:01 – 00:41:30] Reframing the Bar Exam Experience [00:41:31 – 00:47:56] Key Takeaways & Final Thoughts Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com

Welcome to the Wealthy Lawyer Squad Podcast! Hosted by Lauren Klein, this podcast provides law students, lawyers, and professionals with actionable strategies to build their careers with authenticity and confidence. Lauren shares personal experiences and expert advice to empower listeners to navigate the legal industry, grow their professional presence, and create fulfilling, aligned careers. Whether you’re just starting in law school or looking to refine your practice, this podcast will inspire and guide you to success. Show Notes [00:00:00 – 00:01:35] Introduction & Sponsor Highlight [00:01:36 – 00:05:50] The Importance of Personal Branding in Law [00:05:51 – 00:10:15] Building Your Brand in Law School and Beyond [00:10:16 – 00:14:35] Social Media and Online Presence [00:14:36 – 00:18:05] Networking with Intention [00:18:06 – 00:21:46] Consistency and Delivering on Promises Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Thank you for tuning in to the Wealthy Lawyer Squad Podcast! Lauren hopes this episode inspires you to start building an authentic personal brand that aligns with your goals and values. If you enjoyed this conversation, please leave a review, share it with a colleague, and subscribe to stay updated on future episodes.

Welcome to the Wealthy Lawyer Squad Podcast! Hosted by Lauren Klein. In this episode, Lauren is honored to welcome Rochelle and Alicia Schwartz, the dynamic mother-daughter duo and co-founders of a thriving coaching practice rooted in holistic mental wellness and love. Together, they discuss the importance of self-love, setting boundaries, and transformational tools for overcoming life’s challenges. Rochelle and Alicia bring decades of coaching expertise to empower listeners with practical strategies for navigating tough times and building fulfilling lives. [00:00:00 – 00:02:15] Introduction [00:02:16 – 00:05:45] The Power of Shadow Work [00:05:46 – 00:08:30] Self-Care and Boundaries in the Legal Profession [00:08:31 – 00:13:00] Practical Tools for Mental Wellness [00:13:01 – 00:17:00] Transformational Work and Relationships [00:17:01 – 00:23:00] Setting Boundaries with Courage [00:23:01 – 00:27:45] The Mother-Daughter Dynamic Duo [00:27:46 – 00:32:15] Upcoming Offerings [00:32:16 – 00:35:30] Entrepreneurship and Their Book Feature [00:35:31 – 00:38:09] Closing Reflections Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Connect with Rochelle and Alisha Schwartz: Listen: Together We Rise Podcast On all major streaming platforms! Instagram: @motherdaughterdynamicduo_ Thank you for joining this episode of the Wealthy Lawyer Squad Podcast! Lauren encourages listeners to reflect on today’s conversation and take actionable steps toward self-care and transformation.

In this episode of the Wealthy Lawyer Squad Podcast, host Lauren Klein dives into the power of end-of-year reflection and goal-setting for 2025. As 2024 wraps up, Lauren encourages listeners to celebrate their wins, learn from challenges, and start envisioning their dream lives with clarity and ambition. Through practical journal prompts, actionable insights on setting SMART goals, and tips for prioritizing rest and balance, Lauren guides you in creating a foundation for a fulfilling year ahead. Whether you’re in law school, managing a busy practice, or simply looking to set new personal goals, this episode provides the tools to end the year strong and start the next with purpose. [00:00:00 – 00:02:45] Introduction: Reflecting on 2024 and Looking Ahead to 2025 [00:02:46 – 00:04:30] Sponsor Highlight: Law Firm Sites – Supporting Legal Marketing Success [00:04:31 – 00:06:45] Celebrating Your Wins: Recognizing Big and Small Accomplishments [00:06:46 – 00:08:30] Journaling for Reflection: Capturing Key Moments and Lessons from 2024 [00:08:31 – 00:11:20] Learning from Challenges: Turning Setbacks into Growth Opportunities [00:11:21 – 00:13:10] Reflecting on Personal and Professional Growth: How Have You Changed? [00:13:11 – 00:15:15] Dream Life Visioning: Envisioning What’s Possible for 2025 and Beyond [00:15:16 – 00:18:30] Writing Your Future Self a Letter: Manifesting Your Ideal Life [00:18:31 – 00:20:00] Setting SMART Goals: Creating Clear, Measurable Action Steps [00:20:01 – 00:21:15] Prioritizing Rest and Setting Boundaries for the End of the Year [00:21:16 – 00:22:04] Final Reflection: Planning a Meaningful and Balanced Year-End Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Thank you for joining this episode of the Wealthy Lawyer Squad Podcast! As 2024 comes to a close, take time to honor your growth, celebrate your wins, and set inspiring goals for 2025. We’d love to hear your journal reflections and plans for the New Year – feel free to share! Until next time, here’s to a restful year-end and an empowered start to 2025.

In today’s episode of The Wealthy Lawyer Squad, we’re diving into a crucial topic that impacts all lawyers and law students at some point—burnout. Lauren opens up about her recent experiences with burnout, sharing her personal journey of recognizing the signs, managing it, and overcoming the challenges that come with it. She also provides practical, actionable advice on how to set boundaries, prioritize mental wellness, and implement self-care routines that support a sustainable career in law. Whether you’re new to law school, well into your legal career, or simply seeking to prevent burnout before it starts, this episode is full of tools to help you maintain balance and protect your well-being. [00:00:00 – 00:03:30] Introduction and Sponsor: Law Firm Sites Lauren introduces the episode’s topic—burnout—and shares the special offer from Law Firm Sites, a company specializing in custom websites and marketing for law firms. [00:03:31 – 00:07:50] Personal Update: Alaska Cruise and Balancing Life Lauren talks about her recent trip to Alaska, the challenges she faced before leaving, and the difficulty she experienced returning to a full schedule. [00:07:51 – 00:12:15] Recognizing Burnout: Key Indicators and Warning Signs. Lauren lists common burnout symptoms—chronic fatigue, insomnia, irritability, and detachment—and reflects on her own experiences with these signs. [00:12:16 – 00:17:45] Practical Tips for Burnout Prevention and Self-Care She shares her strategies for avoiding burnout, including self-care, rest, boundary-setting, and making time for mindfulness practices. [00:17:46 – 00:23:20] Exercise and Nutrition: Physical Wellness as a Buffer The importance of physical activity and nutrition in managing stress and maintaining energy during busy legal seasons. [00:23:21 – 00:29:40] Time Management Techniques: Finding the Urgent vs. Important. Lauren discusses using time management systems like the Eisenhower Matrix to prioritize tasks, stay focused, and reduce stress. [00:29:41 – 00:34:05] Building a Support Network and Seeking Help Lauren encourages listeners to lean on support networks, whether friends, mentors, therapists, or coaches, and emphasizes the benefits of talking through stress. [00:34:06 – 00:37:40] Pursuing Passions Outside of Work and Law School She wraps up with the importance of engaging in hobbies and reconnecting with the aspects of law that fuel passion, creativity, and motivation. Connect with Lauren: Learn more about Lauren at: https://www.laurenalexisklein.com/ Follow Lauren on Instagram and YouTube: @lawyerlaurenklein Subscribe to the Wealthy Lawyer $quad Podcast: podcast.laurenalexisklein.com Thank you for tuning in to this episode of The Wealthy Lawyer Squad. Whether you’re facing burnout or seeking to avoid it, remember that your well-being is essential to your success. Join us next time as we continue to explore more tools and insights to help you build a thriving, balanced legal career!