LawyerFI

Adam B. Cordover, Esq.

LawyerFI is here to empowers legal professionals to achieve financial independence. Join us as we explore the intersection of law and finance, providing valuable insights, tips, and strategies to help lawyers take control of their financial future. Our aim is to equip legal professionals with the knowledge and resources they need to thrive both in their legal careers and personal finances.

Episodes

  1. 10/27/2025

    LawyerFI Podcast: Small Cap Value Funds: Worth It? (Episode 25-010)

    Is “small cap value” the secret sauce to higher long-term returns — or just unnecessary complexity? In this episode of the LawyerFI Podcast, host Adam B. Cordover breaks down one of the most debated topics in investing. You’ll hear the case for and against small cap value funds from some of the biggest names in finance: Paul Merriman, who champions tilting your portfolio toward small and cheap companies for potential long-term rewards Rick Ferri, who says simplicity and low cost are the only strategies that stand the test of time J.L. Collins, who reminds investors to keep it simple with a total market approach We’ll unpack what small cap value investing actually means, how it fits into a lawyer’s or high earner’s financial plan, and whether the potential premium is worth the patience it demands. Topics covered: What “small cap value” really is Merriman’s “Two Funds for Life” approach Ferri’s case for simplicity and cost control Historical evidence vs. behavioral challenges Practical fund options (VBR, AVUV, DFSV, and more) How to decide if small cap value belongs in your portfolio Whether you’re aiming for higher returns or peace of mind, this episode helps you think critically about how to invest smarter on your path to financial independence. Subscribe to the LawyerFI Podcast for weekly insights on investing, law, and financial independence for professionals. Resources mentioned: Paul Merriman Financial Education Foundation – https://www.paulmerriman.com/ Rick Ferri – https://rickferri.com/ J.L. Collins, The Simple Path to Wealth – https://jlcollinsnh.com/ Avantis U.S. Small Cap Value ETF (AVUV) Vanguard Small Cap Value ETF (VBR) DFA U.S. Small Cap Value ETF (DFSV) Listen & Subscribe If you found this episode helpful, please like, comment, and subscribe—and share it with another lawyer or professional who wants to take control of their money. More resources at  https://www.lawyerfi.com/ This episode is brought to you by Florida-based Collaborative Family Law Attorney Adam B. Cordover. Family Diplomacy: A Collaborative Law Firm, serving professionals across Florida with dignity and privacy in divorce. Learn more at http://www.familydiplomacy.com/ or call 813-443-0615. We accept clients in every county in Florida and have offices by appointment in Tampa, St. Petersburg, and Sarasota.  Contact us to schedule a confidential virtual planning meeting.

    19 min
  2. 10/20/2025

    LawyerFI Podcast: Envy as an Impediment to Financial Independence (Episode 25-009)

    In this episode of LawyerFI, host Adam B. Cordover talks with Matt Lundy, a lawyer who specializes in creating Qualified Domestic Relations Orders and is licensed in Florida, Georgia, and New Jersey. Together, they explore how envy—often fueled by comparison and lifestyle pressures—can quietly undermine the path to true financial freedom. You’ll hear: Why envy can be a hidden obstacle for high earners How comparing your success to others can lead to financial mistakes Practical ways to stay focused on your own goals and definition of independence If you’ve ever felt like you’re doing well but still not “keeping up,” this episode offers a refreshing perspective on breaking free from comparison and building lasting wealth on your own terms. Listen & Subscribe If you found this episode helpful, please like, comment, and subscribe—and share it with another lawyer or professional who wants to take control of their money. More resources at  https://www.lawyerfi.com/ More information about Matt Lundy: https://www.mlundylaw.com/ This episode is brought to you by Florida-based Collaborative Family Law Attorney Adam B. Cordover. Family Diplomacy: A Collaborative Law Firm, serving professionals across Florida with dignity and privacy in divorce. Learn more at http://www.familydiplomacy.com/ or call 813-443-0615. We accept clients in every county in Florida and have offices by appointment in Tampa, St. Petersburg, and Sarasota.  Contact us to schedule a confidential virtual planning meeting.

    46 min
  3. 10/13/2025

    LaywerFI Podcast: Do You Need International Stocks? A Deep Dive into Total International Index Funds (Episode 25-008)

    Should you invest outside the United States—or keep everything in American companies? In this episode, Adam B. Cordover explores total international stock index funds: what they are, why they matter, and whether adding them to your portfolio makes sense. You’ll hear insights from investing legends and financial independence voices like Jack Bogle, JL Collins, Rick Ferri, Jim Dahle, and Paul Merriman, as we unpack the great debate over global diversification. Adam also shares a powerful lesson from Japan’s “Lost Decades” and breaks down different allocation approaches—from 100% U.S. to blended or global portfolios. Plus: The pros and cons of Total World Funds (like Vanguard’s VT) Tax considerations for international funds How to build a simple, globally diversified portfolio using the Bogleheads Three-Fund Portfolio Whether you’re an experienced investor or just starting to build toward financial independence, this episode will help you make a more informed, disciplined decision about your global allocation. Show Notes & Resources Jack Bogle on investing internationally – Business Insider JL Collins, The Simple Path to Wealth Rick Ferri on diversification – ETF.com Jim Dahle, The White Coat Investor Paul Merriman – Four Fund Strategy Japan’s market history – Reuters Fund pages for Vanguard, Fidelity, and Schwab total international options IRS Pub. 514 – Foreign Tax Credit Bogleheads Wiki – The Three-Fund Portfolio Listen & Subscribe If you found this episode helpful, please like, comment, and subscribe—and share it with another lawyer or professional who wants to take control of their money. More resources at  https://www.lawyerfi.com/ This episode is brought to you by Florida-based Collaborative Family Law Attorney Adam B. Cordover. Family Diplomacy: A Collaborative Law Firm, serving professionals across Florida with dignity and privacy in divorce. Learn more at http://www.familydiplomacy.com/ or call 813-443-0615. We accept clients in every county in Florida and have offices by appointment in Tampa, St. Petersburg, and Sarasota.  Contact us to schedule a confidential virtual planning meeting.

    18 min

Ratings & Reviews

5
out of 5
3 Ratings

About

LawyerFI is here to empowers legal professionals to achieve financial independence. Join us as we explore the intersection of law and finance, providing valuable insights, tips, and strategies to help lawyers take control of their financial future. Our aim is to equip legal professionals with the knowledge and resources they need to thrive both in their legal careers and personal finances.