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

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

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.

Publisher

Matt Smith

Category

business

Language

en

Explicit

No

First episode

29 Sept 2025

Latest episode

7 Aug 2026

Latest episodes

11 episodes in the feed.

1. 

   7 Aug 2026

   Getting More Exposure With Less Capital

   Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 11 In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith continues his breakdown of futures contracts from Episode 10, this time moving from the corn field to the stock market to show how the same simple agreement becomes a more capital-efficient way to invest. Tune in to the episode to hear about: * How a futures contract on stocks works differently from simply buying the stock outright * Why does putting down just $5 to get $100 of market exposure make futures so capital-efficient? * The corn-field example extended to the S&P 500, showing how only the price difference changes hands * What is leverage, and how can the same tool that boosts returns just as easily magnify losses? * How buying futures is like putting 20 percent down on a house, freeing up the rest of your cash to invest elsewhere *********************************** 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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

2. 

   6 Jul 2026

   How ‘Futures’ Contracts Actually Work

   Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 10 In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks about what a futures contract is and how it works, tracing the tool back to its origins in agriculture and commodities to show how locking in a price ahead of time gives buyers and sellers certainty. Tune in to the episode to hear about: * The real-world problem futures contracts were invented to solve more than a century ago * Why does a gain or loss show up when the market price at delivery differs from the agreed price? * How a corn farmer and a cornflakes factory can lock in a price months before harvest, giving both sides certainty * Where else do these contracts show up beyond the farm, from oil and metals to everyday consumer goods? * What "price predictability" and "price discovery" actually mean, in plain terms *********************************** 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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

3. 

   4 Jun 2026

   Making Better Tax Decisions in Big Law with Demetrio Vargiu

   Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 09 In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks with Demetrio Vargiu, CPA and Founder of Vargiu Professional Services, an independent Houston-based accounting and advisory firm focused on tax planning, tax preparation, business consulting, and financial guidance for individuals and business owners. With more than 20 years of experience in public accounting, Demetrio specializes in federal and state taxation, strategic tax planning, and helping clients navigate complex financial decisions with a practical, relationship-driven approach. Since launching his practice in 2014, he has built Vargiu Professional Services through long-term client relationships, personalized service, and a commitment to helping clients make informed financial and tax decisions with clarity and confidence. Tune in to the episode to hear about: * Demetrio explains why high-income earners must accept taxes, while focusing on paying the least possible through smart, legal planning * Why high-income W-2 earners are limited after 2017 tax changes and must optimize employer benefits like 401(k)s, HSAs, and FSAs * Demetrio breaks down the rental real estate myth, explaining losses typically don’t offset W-2 income once AGI exceeds $150,000 * Real tax mistakes he sees, including missed QBI deductions and a client who overpaid more than $30,000 due to errors * The reality of K-1 income, multi-state filings, and why extensions don’t increase audit risk, but poor decisions can Learn more about Demetrio Vargiu: * Visit Vargiu Professional Services website: https://vargiu-cpa.com/ (https://vargiu-cpa.com/) * Email Demetrio: demetrio@vargiu-cpa.com (mailto:demetrio@vargiu-cpa.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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

4. 

   7 May 2026

   Shaping a Mediation & Arbitration Career with Elaine Block

   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: * Connect with Elaine on LinkedIn: https://www.linkedin.com/in/elaine-block-1888439/ (https://www.linkedin.com/in/elaine-block-1888439/) * Visit Elaine’s website: https://elaineblock.com/ (https://elaineblock.com/) * Email Elaine: eb@elaineblock.com (mailto:eb@elaineblock.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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX ) (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX )* iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

5. 

   2 Apr 2026

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

   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: * Connect with Brian on LinkedIn: https://www.linkedin.com/in/brian-leben-mba-cpa-pmp-pfs-cfp-r-7b29045 * Visit Lulloff, Leben & Taylor, LLC’s website: https://www.lltcpas.com * Email Brian: bleben@lltcpas.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-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

6. 

   5 Mar 2026

   Building Wealth Through Real Estate Investment with Luke Sanders

   Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 6 In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith, speaks with Luke Sanders, owner of River City Screen Printing and Embroidery in San Marcos, Texas, which was founded by his parents in 1978 and grown to 85+ employees across multiple buildings. Tune in to the episode to hear about: * How Luke first built wealth through acquiring and expanding commercial real estate for his operating business, including buying adjacent buildings and leasing one to a pawn shop tenant * Entering short-term rentals in 2019, including a large river house in New Braunfels/Green and multiple Fredericksburg properties * How COVID initially created cancellation risk but later produced a major demand surge (e.g., $80,000 revenue in one month) followed by market oversaturation * Regulatory and licensing uncertainty (city council efforts to restrict or sunset short-term rental permits) * Commercial loan structures with five-year rate resets that can turn cash flow negative * Reliance on local market knowledge and specialized realtors * Frequent maintenance/replacement costs from guest wear-and-tear * Using property management companies (typically 20–30% of revenue) to avoid 24/7 operational issues * Rising insurance costs (e.g., from $3,000 to $15,000 annually) * FEMA floodway rezoning that can eliminate short-term rental use * Why short-term rentals are risky for anyone depending on slim monthly margins * Why Luke’s best, least stressful results have been in commercial buildings with stable tenants Learn more about Luke Sanders: * Connect with Luke Sanders on LinkedIn: https://www.linkedin.com/in/luke-sanders-b2b4711a (https://www.linkedin.com/in/luke-sanders-b2b4711a) * Visit RiverCity Screenprinting & Embroidery’s website: https://welogoit.com (https://welogoit.com) * Follow RiverCity Screenprinting & Embroidery on Facebook: https://www.facebook.com/RivercityScreenprinting (https://www.facebook.com/RivercityScreenprinting) * Follow RiverCity Screenprinting & Embroidery on Instagram: https://www.instagram.com/rivercityscreenprinting (https://www.instagram.com/rivercityscreenprinting) *********************************** 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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

7. 

   11 Feb 2026

   The Financial Realities of Becoming an Equity Partner

   Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 5 In this episode of the Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money, Matt Smith speaks about the challenges and changes associated with transitioning from associate to equity partner with an aim to prepare attorneys for the financial realities that come with that career transition. Tune in to hear about: * Equity buy-in * Changes in compensation structure * Mandatory retirement savings * Increased benefit costs * Complex taxation requirements * Enhanced lending opportunities * The importance of advance planning * Understanding financial responsibilities * The necessity of working with specialized tax advisors *********************************** 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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

8. 

   7 Jan 2026

   How To Avoid Probate Court with Amanda Pierson

   Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 4 In 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 for Learn more about Amanda Pierson: * Visit Heights Law Group’s website: https://heightslawgroup.com (https://heightslawgroup.com) * Connect with Amanda on LInkedIn: https://www.linkedin.com/in/amanda-pierson-29671b7 (https://www.linkedin.com/in/amanda-pierson-29671b7) * Call Amanda: (832) 810-3373 * Email Amanda: amanda@heightslawgroup.com (mailto: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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

9. 

   9 Dec 2025

   Avoid These Mistakes When Seeking a Better Position in Big Law with Alison Ketabchi

   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 (https://www.bakerbotts.com) * Connect with Alison on LinkedIn: https://www.linkedin.com/in/alison-ketabchi-86885726 (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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

10. 

    4 Nov 2025

    Avoid the Golden Handcuffs of Debt with LJ Jones

    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 (https://www.developingfinancial.com/) * Connect with LJ on LinkedIn: https://www.linkedin.com/in/lj-jones (https://www.linkedin.com/in/lj-jones) * Follow Developing Financial on LinkedIn: https://www.linkedin.com/company/developing-financial (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 (https://www.youtube.com/@concertfinplan) * Apple: https://podcasts.apple.com/us/podcast/sidebar-with-a-cfp-pierce-the-veil-on-biglaw/id1847658694 (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 (https://music.amazon.com/podcasts/f6d90e4a-7817-4390-b944-091fac616a7c) * Spotify: https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX (https://open.spotify.com/show/2au3zmrNf0hb3BNgZid8aX) * iHeart Radio: https://www.iheart.com/podcast/269-sidebar-with-a-cfpr-pierce-298226554 (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 (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan)

11. 

    29 Sept 2025

    The Intersection of Law & Finance: Insights from Hadeel Abouhasira

    Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 1 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. Tune in to the episode to hear about: * Hadeel’s decision to pursue a career in law, influenced by her passion for argument and a supportive family background * Hadeel’s passion for immigration law, driven by her desire to work closely with people and address real-world problems * Hadeel’s work in business immigration, helping employers and global talent acquire the necessary visas to work in the United States * Hadeel’s interest in personal finance, driven by her personal experience handling her substantial student loans and striving for financial security * Hadeel's commitment to empowering women and enhancing financial literacy Learn more about Hadeel Abouhasira: * Connect with Hadeel on LinkedIn: https://www.linkedin.com/in/hadeel-abouhasira (https://www.linkedin.com/in/hadeel-abouhasira) * View Hadeel’s profile on Holland & Knight’s website: https://www.hklaw.com/en/professionals/a/abouhasira-hadeel (https://www.hklaw.com/en/professionals/a/abouhasira-hadeel) * Email Hadeel: Hadeel.Abouhasira@hklaw.com (mailto:Hadeel.Abouhasira@hklaw.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 (https://www.youtube.com/@concertfinplan) Stay tuned for new podcast platforms Connect and learn more from your host, Matt Smith and Concert Financial Planning: * Connect with Matt on LinkedIn: https://www.linkedin.com/in/matthewcharlessmith (https://www.linkedin.com/in/matthewcharlessmith) * Follow Concert Financial Planning on LinkedIn: https://www.linkedin.com/company/concertfinplan (https://www.linkedin.com/company/concertfinplan) * Follow Concert Financial Planning on Facebook: https://www.facebook.com/ConcertFinPlan (https://www.facebook.com/ConcertFinPlan) * Follow Concert Financial Planning on Instagram: https://www.instagram.com/concertfinplan (https://www.instagram.com/concertfinplan) DISCLAIMER: The contents of this podcast are purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in this podcast should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on the contents of this podcast.

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Based on episode analysis; this does not confirm that the show is currently accepting guests.