Podcast
Matt Smith
Avoid These Mistakes When Seeking a Better ...
Financial Planning, Podcast
Matt Smith
Avoid the Golden Handcuffs of Debt with LJ Jones

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.

Matt Smith
The Intersection of Law & Finance: Insights ...

In this inaugural episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with Hadeel Abouhasira, an attorney at Holland & Knight. Hadeel specializes in U.S. business immigration law, guiding multinational corporations across industries like manufacturing, healthcare, logistics, and technology through the intricate maze of immigration compliance, strategy, and workforce mobility.

The Intersection of Law & Finance: Insights from Hadeel Abouhasira

Financial Planning

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Shaping a Mediation & Arbitration Career with Elaine Block

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Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 08

In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with Elaine Block, a Law Business Owner specialized in mediation and arbitration of civil lawsuits with 20 years of experience as a mediator and 32 years of experience as a lawyer.

Elaine began her mediation career in 1991, having been an active litigator in both personal injury and commercial disputes since 1978. She became a full time mediator/arbitrator in 1996 and has mediated or arbitrated over 6,000 disputes. Her persistence, ability to grasp and analyze complex legal matters, and dedication to helping the parties formulate a deal have made her one of the most active mediators in the Houston area.

Tune in to the episode to hear about:

  • Elaine’s love for law school and her giving back through a donation that named the Elaine Block Active Study Room (a study space with exercise equipment)

  • Career path: Baker Botts trial practice with strong mentoring; notes later challenges women faced as law became more business-driven

  • How Elaine transitioned fully to mediation

  • The current mediation practice, largely Zoom-based, with occasional in-person mediations using a pay-per-day center

  • Work-life reflections: Elaine believes prioritizing career over family was a mistake, describes adopting a newborn through an adoption consultant/agency process

Learn more about Elaine Block:

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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:

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

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Tax Planning for Big Law Attorneys During Tax Season with Brian Leben

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Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 7

In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with tax advisor Brian Leben, partner of Lulloff, Leben & Taylor, LLC, a tax advisory firm.

Tune in to the episode to hear about:

  • Tax planning considerations for big law attorneys during tax season

  • Avoiding steep underpayment penalties

  • Common gaps among high earners, including not maximizing pre-tax 401(k) and HSA contributions

  • Backdoor and “mega” backdoor Roth strategies, allowing after-tax contributions and in-service rollovers

  • A caution to popular social-media tax strategies (heavy vehicle deductions, conservation easements, intangible drilling costs, and the Augusta rule) are often inapplicable, complex, or not worth the hassle

  • Practical opportunities including properly applying composite/PTE state tax payments

Learn more about Brian Leben:

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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:

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

,

Avoid the Golden Handcuffs of Debt with LJ Jones

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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.