Mastering Financial Controls & Growth Strategies with Dave Grumer

Helping Lawyers Manage Stress with Lawyer Success Coach Kelli Proia

Mastering Your Financial Life — Episode 97 In this episode of Mastering Your Financial Life, Judy Heft interviews Kelli Proia, a Lawyer Success Coach helping stressed-out lawyers transform their law practices while rediscovering their lives. She has worn many hats throughout her 30+ years in the legal profession, including legal assistant, law student, patent associate, in-house intellectual property counsel, solo attorney, and coach. Kelli also teaches 21st Century Lawyer to the next generation of attorneys as an Adjunct Professor at Suffolk University Law School in Boston, MA. You can learn more at https://www.lawducate.com [https://www.lawducate.com]. Tune in to the episode to hear about: * The challenges faced by lawyers in achieving work-life balance and managing their law practices effectively * Kelli’s journey from being a lawyer to starting her coaching business, Lawducate, which focuses on teaching lawyers how to run their law practices efficiently * The importance of coaching, mindset, and personal strategies in overcoming the stress and business challenges within the legal profession * The evolving landscape of law, especially with the introduction and impact of AI and technology on legal practices Learn more about Kelli Proia: * Connect with Kelli on LinkedIn: https://www.linkedin.com/in/kelliproia [https://www.linkedin.com/in/kelliproia] * Visit Lawducate’s website: https://www.lawducate.com [https://www.lawducate.com] *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft [https://www.linkedin.com/in/judyheft/] * Visit Judith Heft & Associates' Website: http://www.judithheft.com [http://www.judithheft.com/] Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 [https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980] Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ [https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ]

Estate Planning Tips & Essentials with Attorney Alessandra Messineo Long

Mastering Your Financial Life — Episode 96 In this episode of Mastering Your Financial Life, Judy Heft interviews Alessandra Messineo Long, founder and principal of The Law Offices of Alessandra Messineo Long, representing corporations, nonprofit organizations, small businesses, entrepreneurs, consultants, and individuals. Alessandra also works in wills, trust and estates, corporate contracts, corporate formation, general business law, and sexual abuse matters. Tune in to the episode to hear about: * The importance of estate planning regardless of the size of one's assets * The differences between revocable and irrevocable trusts * The need for young adults to have essential legal documents like a durable power of attorney and healthcare proxy to ensure their parents can make decisions on their behalf if necessary * The upcoming federal estate tax exemption changes and the importance of consulting with legal professionals to protect assets and plan effectively Learn more about Alessandra Messineo Long: * Connect with Alessandra on LinkedIn: https://www.linkedin.com/in/alessandramessineolong [https://www.linkedin.com/in/alessandramessineolong] * Visit Law Offices of Alessandra M. Messineo Long, LLC’s website: https://amlonglaw.com [https://amlonglaw.com] *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft [https://www.linkedin.com/in/judyheft/] * Visit Judith Heft & Associates' Website: http://www.judithheft.com [http://www.judithheft.com/] Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 [https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980] Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ [https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ]

Mastering Financial Planning & Community Impact with Michael LaMena

Mastering Your Financial Life — Episode 95 In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.  Tune in to the episode to hear about:  * The transformation of the financial advisory industry over the past decades  * The importance of talent, culture, and Wealthspire Advisors’ diverse service offerings  * Wealthspire Advisors’ commitment to adding value through diverse capabilities like trust and estate planning, investment capabilities, and financial and lifestyle concierge services  * Wealthspire's engagement in community impact and diversity initiatives Learn more about and connect with Mike LaMena:  * Connect with Mike LaMena on LinkedIn: https://www.linkedin.com/in/michael-lamena [https://www.linkedin.com/in/michael-lamena/]  * Visit Wealthspire Advisors’ website: https://www.wealthspire.com [https://www.wealthspire.com] On September 16, 2024, Wealthspire Advisors LLC acquired Judith Heft & Associates ("JHA"), a financial and lifestyle concierge firm. Following the acquisition, JHA became a subsidiary of Wealthspire, but JHA remains operationally independent. *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft [https://www.linkedin.com/in/judyheft/]  * Visit Judith Heft & Associates' Website: http://www.judithheft.com [http://www.judithheft.com/] Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 [https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980] Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ [https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ]

Insights from the Guardian of Real Estate Rights, Howard Koh

Mastering Your Financial Life — Episode 94 In this episode of Mastering Your Financial Life, Judy Heft interviews Howard Koh, Partner at Meister Seelig & Fein PLLC. Howard is a dynamic and creative real estate litigator who protects the rights of business owners. Tune in to the episode to hear about: * Understanding New York City Landlord-Tenant Disputes — what happens in a typical New York City commercial landlord-tenant dispute about rent? * The dramatic effect the COVID-19 pandemic had on landlord-tenant relations, in both residential and business * Real Estate Challenges and Solutions — what happens when you can’t pay the rent * Mezzanine Debt — defining it and real-life examples * Howard’s view of the future of commercial real estate and office spaces and the potential of turning them into residential spaces Learn more about Howard Koh: * Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardkoh [https://www.linkedin.com/in/howardkoh] * Follow Meister Seelig & Fein PLLC on LinkedIn: https://www.linkedin.com/company/meister-seelig-fein-pllc [https://www.linkedin.com/company/meister-seelig-fein-pllc] * Visit Meister Seelig & Fein PLLC‘s website: https://meisterseelig.com [https://meisterseelig.com] * Email: hsk@msf-law.com * Call: (212) 655-3587 *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft [https://www.linkedin.com/in/judyheft/] * Visit Judith Heft & Associates' Website: http://www.judithheft.com [http://www.judithheft.com] Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 [https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980] Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ [https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ]

Mastering Financial Controls & Growth Strategies with Dave Grumer

Mastering Your Financial Life — Episode 93 In this episode of Mastering Your Financial Life, Judy Heft interviews Dave Grumer, Fractional CFO and business consultant. With 40 years of experience in public accounting, Dave has served as an audit partner for a national firm, specializing in financial services. Now, as a fractional CFO, he helps small to mid-sized businesses manage their financial strategies and plan for long-term success. Tune in to the episode to hear about:  * What a fractional CFO is and when businesses should hire one  * The importance of financial controls and planning for business stability  * How to evaluate large purchases and manage cash flow  * Insights on borrowing, leveraging, and managing debt effectively Learn more about Dave Grumer:  * Connect with Dave on LinkedIn: https://www.linkedin.com/in/david-grumer-cpa-cma-5825209 [https://www.linkedin.com/in/david-grumer-cpa-cma-5825209/]  * Email: dave.grumer@gmail.com [dave.grumer@gmail.com] *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft [https://www.linkedin.com/in/judyheft/]  * Visit Judith Heft & Associates' Website: http://www.judithheft.com [http://www.judithheft.com/] Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 [https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980] Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ [https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ]