Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money Podcast Por Matt Smith arte de portada

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money

De: Matt Smith
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Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures. Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career. You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.Matt Smith Economía
Episodios
  • How To Avoid Probate Court with Amanda Pierson
    Jan 7 2026
    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 4In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with Amanda Pierson, owner & attorney at Heights Law Group, a full service Estate Planning and Probate law firm.Tune in to the episode to hear about: * Common estate planning mistakes that can leave your loved ones facing years of court involvement and unexpected costs * The importance of young families protecting their children’s inheritance and how to do it * The real difference between a will and a trust, and how each impacts the probate process * Why beneficiary designations on your accounts sometimes override your carefully crafted will * Digital and practical tools that can make estate planning easier for modern families—and what pitfalls you should watch out forLearn more about Amanda Pierson: * Visit Heights Law Group’s website: https://heightslawgroup.com * Connect with Amanda on LInkedIn: https://www.linkedin.com/in/amanda-pierson-29671b7 * Call Amanda: (832) 810-3373 * Email Amanda: amanda@heightslawgroup.com***********************************About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money: * YouTube: https://www.youtube.com/@concertfinplan * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 * Amazon: https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554Connect and learn more from your host, Matt Smith and Concert Financial Planning: * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan
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    56 m
  • Avoid These Mistakes When Seeking a Better Position in Big Law with Alison Ketabchi
    Dec 9 2025

    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 3

    In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith, speaks with Alison Ketabchi, Director of Recruiting at Baker Botts, an international law firm, recognized as a leader in the energy, technology and life sciences sectors.

    Tune in to the episode to hear about:

    * What it really takes to stand out and get hired in Big Law today

    * How the right (or wrong) headhunter can make or break your legal career

    * What’s changing in the law student recruiting process—and why it is now referred to as the “Wild West”

    * The biggest mistakes candidates make when navigating legal recruiting

    * How Baker Botts’ unique culture shapes the experience for new attorneys


    Learn more about Alison Ketabchi:

    * Visit Baker Botts’ website: https://www.bakerbotts.com

    * Connect with Alison on LinkedIn: https://www.linkedin.com/in/alison-ketabchi-86885726


    ***********************************

    About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:

    You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.

    Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.

    You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.

    This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.

    Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money:

    * YouTube: https://www.youtube.com/@concertfinplan

    * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694

    * Amazon: https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c

    * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX

    * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554

    Connect and learn more from your host, Matt Smith and Concert Financial Planning:

    * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith

    * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan

    * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan

    * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan

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    42 m
  • Avoid the Golden Handcuffs of Debt with LJ Jones
    Nov 4 2025

    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 2

    In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with fellow Texas Longhorn, LJ Jones. LJ, a CPA and a CFP, is principal and founder of Developing Financial LLC, where he services young lawyers, helping them make the right financial decisions so they can focus on their careers and the life they want to live.

    Tune in to the episode to hear about:

    * How artificial intelligence is changing the way financial planners and clients interact, especially in the legal profession

    * Some of the most common financial mistakes lawyers make, and how they can avoid the "golden handcuffs" of debt

    * How the landscape of student loan planning has evolved, and what legal professionals should consider before refinancing or seeking forgiveness

    * Success stories that highlight the impact of financial planning for young legal professionals, particularly in achieving major life milestones

    * How LJ found his niche in financial planning for lawyers

    * Resources for young lawyers seeking guidance today

    Learn more about LJ Jones:

    * Visit Developing Financial’s website: https://www.developingfinancial.com

    * Connect with LJ on LinkedIn: https://www.linkedin.com/in/lj-jones

    * Follow Developing Financial on LinkedIn: https://www.linkedin.com/company/developing-financial


    ***********************************

    About “Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money”:

    You bill in 6-minute increments. Let’s get you some of that time back. “Sidebar with a CFP®” is your space for candid conversations about life inside BigLaw—the real stuff they don’t teach in law school or show in recruiter brochures.

    Hosted by Matt Smith, CFP® and founder of Concert Financial Planning, this show pulls back the curtain on what it actually feels like to climb the ranks, navigate transitions, and make big decisions in a high-stakes career.

    You’ll hear from Partners, Associates, and experts across law and finance—each sharing stories, surprises, and strategies for building a life (and career) that works for you.

    This isn’t a money podcast. It’s a life-in-BigLaw podcast—with a CFP® in the host chair.

    Watch or listen to more episodes of Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money:

    * YouTube: https://www.youtube.com/@concertfinplan

    * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694

    * Amazon: https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c

    * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX

    * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554

    Connect and learn more from your host, Matt Smith and Concert Financial Planning:

    * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith

    * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan

    * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan

    * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan

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    34 m
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