Legal + Wealthy™

Lauren Alexis Klein

Lauren Klein is an attorney, mindset coach and entrepreneur. Prior to launching Flourish Law Group, a boutique estate planning law firm with offices in Fort Lauderdale and St. Petersburg and serving clients across Florida, Lauren was an attorney with the nation’s largest private wealth service practice where she worked with high net worth clients on their tax and estate planning. After embarking on her own personal development journey and transforming her life, career and net worth, Lauren created her signature coaching program, The Law School Blueprint {For Her} and a corresponding mastermind group, The Wealthy Future Lawyer $quad, to help women law students learn to work on their mindset, build confidence, overcome impostor syndrome and become wealthy future lawyers. With her latest endeavor, The Wealthy Future Lawyer $quad Podcast, Lauren hopes to inspire future lawyers to successfully navigate their future lawyer journeys armed with the knowledge, tools and self-confidence to thri

  1. Jul 29

    Money Mindset Shifts That Work

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security.   In this episode, Lauren sits down with financial educators Dr. Geena Ildefonso (Financial Professional) and Roxy Marquez (Junior Marketing Director at Virtuity Financial) to discuss The Traps: how fear, generational silence, and lifestyle inflation keep top earners financially stuck. Show Notes [00:00:00] – [00:06:44] Show Open & Guest Introductions. Lauren introduces guests Dr. Geena Ildefonso and Roxy Marquez who share their backgrounds and discuss their shift from academia and corporate finance into financial advocacy. [00:06:45] – [00:13:43] Wealth Strategies. The guests unpack the fear and generational silence, especially in immigrant and Latina households, that keep people from asking basic money questions, and why normalizing these talks matters. Roxy describes bringing her own mother into financial education and teaching her kids about investing. The trio discusses a well-known millionaire study’s surprising barriers to wealth. [00:13:44] – [00:20:59] Retirement Planning. Dr. Geena and Roxy explain why retirement is a number, not an age. The guests contrast late-career regret with young professionals who delay planning because they feel they have time, showing the urgency gap runs in both directions. [00:21:00] – [00:26:59] Tax Code Secrets of the Wealthy. The conversation turns to how the tax code rewards entrepreneurs and how strategies used by ultra-wealthy families are legally available to everyone. Roxy and Dr. Geena discuss why small steps and consistency matter. [00:27:00] – [00:33:59] Breaking the Broke Mindset. Dr. Geena shares a personal story and the trio discuss lifestyle creep and overspending. [00:34:00] – [00:38:00] Visioning Your Dream Life. The guests walk through a visualization exercise for defining a specific financial goal, then discuss the limiting money beliefs. [00:38:00] – [00:40:30] Where to Connect. Dr. Geena and Roxy share where listeners can follow their work and access financial literacy resources before Lauren closes out the episode. Guests: Dr. Geena V. Ildefonso and Roxy Marquez Dr. Geena V. Ildefonso, Ph.D. Computational Scientist, Financial Professional and Educator. https://www.instagram.com/geenaildefonso/ https://www.linkedin.com/in/geena-ildefonso   Roxy Marquez, Junior Marketing Director at Virtuity Financial https://www.instagram.com/roxy_raisesthestandard/ https://www.threads.com/@roxy_raisesthestandard   Host: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to:   * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

  2. Jul 8

    Personal Branding Secrets

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. Many women attorneys treat headshots as an afterthought rather than a business tool. Photographer Michelle Citrin joins Lauren Klein to explain how strategic personal branding photography builds confidence, breaks generational insecurities, and helps attorneys command higher fees and referrals. Michelle Citrin is a renowned personal branding and headshot photographer with over 16 years of experience, specializing in luxury photography for women in law and business. Michelle’s work has been featured in Forbes, Ocean Drive Magazine, and NBC 6. Her sessions are designed to be more than just photoshoots—they’re experiences that help professional women overcome camera fears, project confidence, and showcase their success. Whether you’re looking for a headshot that makes an unforgettable first impression or a personal branding session that tells your unique story, Michelle is dedicated to helping you elevate your image and make more money in business. Show Notes: Timestamps: Click to jump. [00:00:01] – [00:09:38] Welcome & Meeting Michelle Citrin. Lauren introduces guest Michelle Citrin, a luxury personal branding photographer for women in law and business. Michelle shares how she started her own studio and began helping law firms with branding.   [00:09:39] – [00:18:50] Branding as Manifestation & Confidence. Michelle explains how aligned imagery attracts future opportunities and builds professional confidence. She discuses the behind-the-scenes look at wardrobe, lighting, and posing psychology, and how clients see themselves differently.   [00:18:51] – [00:32:49] Taking Up Space & Branding as Strategy Lauren and Michelle discuss generational beliefs that hold women back, and why personal branding is a business strategy, not vanity and discusses Brand That Works While You Sleep.   [00:32:50] – [00:34:25] Closing Statements. Michelle shares closing statements and discusses the importance of authentic marketing. Guest: Michelle Citrin, Photographer Michelle Citrin is a renowned personal branding and headshot photographer with over 16 years of experience, specializing in luxury photography for women in law and business. Website: https://www.michellecitrinstudios.com/ Linkedin: https://www.linkedin.com/in/michelle-citrin Instagram: https://www.instagram.com/michellecitrin_studios/ Host: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to:   * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    Personal Branding Secrets
  3. Jun 24

    The Money Archetypes (with Melissa Hoyer, CFP®, PCC).

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. Join us for this special session as Lauren Klein, Esq. sits down with Melissa Hoyer, CFP®, PCC, a Certified Financial Planner and Professional Certified Coach at The Wealth Conservancy with over 20 years of experience blending deep financial expertise with coaching. Together they walk through the EIGHT MONEY ARCHETYPES — Ruler, Accumulator, Connector, Alchemist, Maverick, Celebrity, Nurturer, and Romantic — and explore how each shows up uniquely in the legal profession. From law school’s tendency to breed risk-aversion to the discomfort of stating your fees, this conversation hands lawyers a practical framework for understanding their own money patterns and finally building wealth in alignment with who they are. Show Notes [00:00:01] – [00:03:00] Welcome & Guest Introduction. Lauren introduces Melissa Hoyer, CFP®, PCC, of The Wealth Conservancy, and frames why understanding your money archetype matters more than any single financial strategy. [00:03:01] – [00:52:43] What Are Money Archetypes and what are the benefits each embody. Explanation of the 8 archetypes of money. [00:52:44] – [00:55:10] Where to Find Melissa & Closing. How to discover your top three archetypes and connect with Melissa’s Way Into Wealth coaching program. Guest: Melissa Hoyer, CFP®, PCC Certified Financial Planner and Professional Certified Coach at The Wealth Conservancy, with over 20 years of experience helping clients navigate complex financial circumstances. Melissa uniquely integrates financial planning with professional coaching, including her standalone eight-session Way Into Wealth coaching program. Email: Melissa@twcinc.org The Wealth Conservancy: https://www.thewealthconservancy.com Coaching: https://wayintowealth.com HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to: * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein AND Instagram (Business): @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    The Money Archetypes (with Melissa Hoyer, CFP®, PCC).
  4. Jun 10

    Inherited Wealth Gap & How To Navigate Effectively

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. Inherited wealth comes with a hidden emotional toll that most estate attorneys and financial advisors are never trained to address. In this episode, Lauren Klein sits down with Myra Salzer, CFP®, a 40-year veteran working exclusively with inheritors and the founder of The Wealth Conservancy — a TEDx speaker, top financial advisor, and author of four books. Myra discusses the psychology behind inherited money. Show Notes [00:00:01] – [00:03:41] Welcome & Guest Introduction. Lauren introduces Myra Salzer, CFP®, founder of The Wealth Conservancy. [00:03:41] – [00:06:01] Myra’s Origin Story: The $18 Million Wake-Up Call. Myra shares how a 4th-generation inheritor arrived at her office in 1983 with $18 million and absolutely no framework for managing it — his trust had terminated and no one in his family had ever needed to relate to money directly. That encounter revealed a gap that no financial planning curriculum addressed. [00:06:01] – [00:17:52] Earner vs. Inheritor: Two Different Money Psychologies & Reimagining Legacy. Earners tend to be future-oriented, abundance-focused, and socially respected for their financial success. Myra advocates for the “wise cycle” and outlines how “cause and effect” trust provisions can be structured. [00:17:52] – [00:22:00] How Attorneys Can Better Serve Wealthy Families. Myra urges estate attorneys to move beyond tax-driven intake questionnaires and instead ask relational questions: [00:22:00] – [00:23:02] The Billable Hour & Billing Transparency. The conversation turns to the tension between the billable hour model and deep client relationship-building. Myra’s practical recommendation. [00:23:02] – [00:35:00] Closing Statements and Discussing Wealth Prejudice. Myra explains the core premise of her TEDx talk — that inheritors function as an invisible minority, subject to social judgment they did nothing to invite, much like other minority groups. GUEST: Myra Salzer, CFP®, Founder and President of The Wealth Conservancy, Inc. Youtube: youtube.com/watch?v=IsOe-D0nsNo Linkedin: linkedin.com/in/myra-salzer Website: thewealthconservancy.com/about-us/ HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: legalandwealthy.com/home-599225 Podcast: legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like.   Inside The Society, you’ll get access to: * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events   It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness.   If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_/.   Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    Inherited Wealth Gap & How To Navigate Effectively
  5. May 27

    From Public Defender To TikTok Influencer Of Nearly 100K

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. In this episode, host Lauren Klein, Esq. sits down with Sara Singer, Esq. to unpack her unconventional path that made her one of South Florida’s most formidable litigators and a TikTok influencer with nearly 100,000 followers. Recognized as a “Rising Star” by Super Lawyers and is widely known as @FloridaDivorceLawyer on TikTok, sara delivers raw, practical wisdom that every attorney needs to hear. Show Notes [00:01:00] – [00:09:17] Background and Cover Story. Sara shares her background story of how she went from being a litigator to a Tiktok Influencer of nearly 100K followers. Sara shares her competetive advantage as as a family law attorney that shapes every negotiation. [00:09:17] – [00:26:43] Leaving the Public Defender’s Office and Building a TikTok Presence. Sara is candid about what pushed her out of criminal law and how growing up watching her mother — a family law attorney — gave her both a working knowledge of the field and a model for what was possible. Sara and Lauren dig into the realities of law firm partnerships — and Sara shares what made her decision to partner with her mother work where so many others fail. Sara describes how she went from 0 to almost 100K followers with her phone ringing continuously! Sara gives her honest take on social media and encourages attorneys to explore YouTube and Instagram if TikTok doesn’t fit their style. She reflects on her mom’s influence during this season. [00:26:43] – [00:31:11] What a Wealthy Life Really Means. Lauren and Sara explore what a wealthy life looks like and discuss how this opens doors to freedom to say yes to life with family and friends. [00:31:14] – [00:34:10] What Sara Would Tell Her First-Year Attorney Self Sara closes with two pieces of advice she’d give to little Sara on day one: work harder than anyone in the room, and protect your ethical boundaries fiercely. She reflects on a culture that glamorizes legal success and entrepreneurship without showing the grind underneath — and reminds listeners that reputation is built in the early years when you’re absorbing everything. She signs off with her TikTok handle, website, and Instagram so listeners can follow along. Guest: Sara J. Singer, Esq., sarasingerlaw.com LinkTree: https://lnk.bio/sarasingeresq HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to:   * monthly virtual yoga designed just for legal minds   * weekly money and mindset audio coaching   * a book club, masterclasses, and meet-ups with successful professionals   * ongoing community support and accountability   * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    From Public Defender To TikTok Influencer Of Nearly 100K
  6. May 13

    Lawyer Success Secrets. 7 Attorneys. 0 Gatekeeping.

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. Join us for a roundtable session as Lauren Klein, Esq. sits down with 6 female attorneys spanning from criminal defense to aviation law. Each brings a distinct story of resilience and firm-building that shapes everything that follows. Show Notes [00:00:01] – [00:18:30] Welcome & Guest Introductions/Opening Remarks. Lauren Klein introduces guest attorneys from her own professional network as they discuss growth journey. Each attorney shares a single word for their first year in practice — inadequate, overwhelmed, brave, passionate, locked in — and unpacks what that word really meant.   [00:18:30] – [00:42:00] Overcoming Imposter Syndrome. The group gets candid about imposter syndrome persisting well past the first years of practice, particularly for women and discuss what they had to “unlearn”. Michelle and Kristin dig into the toxic early-career environments that shaped — by contrast — exactly the kind of leaders and bosses they became.   [00:42:00] – [00:50:00] The Decision That Changed Everything. The group reflects on pivotal inflection points — the fears faced, the partnerships dissolved, the moments of stepping fully into their own authority. [00:50:00] – [01:01:25] Non-Negotiables: Fitness, Sleep, Boundaries & A-Players Only. Stephanie champions fitness as a non-negotiable after her back surgery forced a reckoning. Sleep, phone boundaries after 6 PM, and a zero-tolerance standard for underperforming hires round out the group’s hard-won wisdom. The message is clear: protecting yourself isn’t optional — it’s the foundation of a sustainable practice. Guests: Elena Blose, Esq. — Criminal Defense Attorney & Partner, AMB Law Firm. Criminal defense attorney who protects clients at their most vulnerable.  amb-legal.com Stephanie Taylor, Esq. — Litigation Partner, Thompson Legal, PA. Family & Civil Litigator, former collegiate soccer goalkeeper, and author of three romance novels.  thompsonlegalfl.com Michelle Notte, Esq. — CEO/Founder, Florida Entrepreneur Law. Also known as The Entrepreneur Lawyers. Business Law Attorney serving Entrepreneurs and Founders as they continue to scale.  theentrepreneurlawyers.com Marisol Cruz, Esq. — Attorney, Cruz Legal PA. Real estate attorney, Guardian Ad Litem, FL Supreme Court Certified Family Mediator, and Author. cruzlegalpa.com Kristin Marrero, Esq. — Managing Attorney, The Litigation Group*. Aviation Attorney and Managing Attorney of The Litigation Law Office litigationlawoffice.com Kristie Estevez-Puentes, Esq. – Real Estate Attorney & President, Estevez Law Group, PA. Family Law Attorney estevezlawgroup.com HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to: * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    Lawyer Success Secrets. 7 Attorneys. 0 Gatekeeping.
  7. Apr 29

    From Admin To Attorney Of The Year: The Unconventional Blueprint

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. In this episode Attorney Lauren Klein, Esq. sits down with Trial Attorney Mikaela Dixon, who gives insight into gaining a real competitive edge to gaining visibility and greater influence. In this episode, she shares how leading with empathy, setting firm boundaries, and staying rooted in her “why” has made her a stronger advocate and a happier person. From her unconventional path through a gap year and law clerkship to earning “Attorney of the Year,” Mikaela’s story is a blueprint for building a legal career that actually feels like yours. Show Notes: [00:00:01] – [00:12:59] Introduction and Background. Lauren introduces Mikaela shares how she intentionally took a gap year after college to work at the Simon Law Group as an administrative assistant — not just to gain exposure, but to verify she genuinely loved the law before investing in it. She reflects on how those dual tracks solidified her commitment to advocacy for people who feel unheard — a mission that now defines her personal injury practice. [00:13:00] – [00:27:33] Humanizing the Attorney-Client Relationship and how Softness is an asset and discusses the cost of Burnout and Inauthenticity. Mikaela makes a compelling case for leaning into authenticity — arguing that softness, empathy, and emotional presence are not liabilities but powerful tools that make for better advocates and more sustainable careers. Mikaela discusses visibility, grit, and the unfiltered reality behind social-media-polished success stories. [00:27:34] – [00:35:42] Building a Day That Protects You and What She would tell her younger self. Mikaela walks through her structured daily routine to follow and whatshe would tell her younger self if she could go back in time. [00:35:43] – [00:37:52] Closing Statements. For Mikaela, true wealth isn’t a number — it’s a life she’s proud of. She closes by connecting her definition of wealth back to her core why: doing good work and feeling good while doing it. Don’t forget to follow Lauren Klein on Instagram @legalandwealthy and Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com   Guest: Mikaela Sage Dixon, Esq. The Simon Law Group Linkedin: https://www.linkedin.com/in/mikaelapflueger/ Instagram: @mikaelathelawyer Website: https://www.thesimonlawgroup.com/about-us/our-team/mikaela-dixon/ HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to: * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    From Admin To Attorney Of The Year: The Unconventional Blueprint
  8. Apr 15

    Asset Protection & Money Mindset

    Legal + Wealthy is a podcast for lawyers and law students who want to build wealth by changing the way they think about money, success, and their careers. Hosted by estate planning attorney, mindset coach for lawyers and professor Lauren Klein, the show explores the mindset shifts that help lawyers move from stress and scarcity into confidence with money, entrepreneurship, and long term financial security. Individual Podcast Description In this episode, Lauren Klein sits down with CFP Bob Furlong to explore what financial health truly means for legal professionals — from mindset and cash flow to asset protection and income growth. Bob is a Wealth Management Advisor with The Bulfinch Group, specializing in asset protection, wealth accumulation, and comprehensive financial planning for attorneys, business owners, and families. He holds a Certified Exit Planner designation. Bob shares a relationship-driven framework that goes far beyond investment management, helping lawyers build the guardrails they need to protect their finances, their families, and their futures. Show Notes: [00:02:59] – [00:11:59] Welcome, Introduction and Bob’s Story. Bob shares how navigating a business failure during the 2008 financial crisis shaped his entire approach to advising clients. [00:12:00] – [00:22:13] The Emotional Barriers High Earners Face with Money & Exposure Risks. Bob addresses the emotional dimension of money is often the first and most important step toward real financial progress. Bob walks through why high-earning lawyers are often underinsured and under-protected, and how a comprehensive financial review can reveal critical gaps. [00:22:14] – [00:25:29] Cash Flow, Spending Plans & Automating Savings. Bob shares how simple automation strategies can produce surprising results even for seasoned professionals. [00:25:30] – [00:34:00] The Three Income Levers for Law Firm Owners. Bob uses a candid client story to illustrate how lawyers often resist raising rates even when it’s financially necessary. [00:34:00] – [00:41:30] Incremental Savings & The Power of Compounding Behavior. Bob explains how celebrating incremental wins builds momentum and keeps clients motivated to keep improving. The goal isn’t perfection; it’s consistent, systematic movement in the right direction. [00:43:06] – [00:52:27] Thinking & Living Uncommonly. Closing statements and how having a curated team of advisors can make a big difference. Don’t forget to follow Lauren Klein on Instagram @legalandwealthy and Subscribe to the Legal + Wealthy Podcast: podcast.laurenalexisklein.com Guest: Bob Furlong, CFP. Wealth Management Advisor with The Bulfinch Group Linkedin: bob-furlong-cfp Instagram: @bulfinchgroup email: bobfurlong@bulfinchgroup.com HOST: Lauren Klein, Esq., Flourish Law Group Attorney, Law Firm Owner, Professor & Founder of Legal + Wealthy Website: https://legalandwealthy.com/home-599225 Podcast: https://legalandwealthy.com/podcastInstagram Instagram (Personal): @lawyerlaurenklein | https://www.instagram.com/lawyerlaurenklein Instagram (Business): @legalandwealthy_ | https://www.instagram.com/legalandwealthy_/ If today’s conversation truly resonated with you, if you’re ready to stop normalizing burnout, start building real wealth, and take intentional control of your well-being alongside other lawyers and law students doing the same, I want to invite you to join our membership, The Society. The Society is Legal + Wealthy’s monthly membership built exclusively for lawyers and law students who want to build true wealth, gain confidence around money, have mental clarity, physical wellbeing, and a supportive community that actually gets what this life and career are like. Inside The Society, you’ll get access to: * monthly virtual yoga designed just for legal minds * weekly money and mindset audio coaching * a book club, masterclasses, and meet-ups with successful professionals * ongoing community support and accountability * exclusive discounts on retreats and events It’s not another program, it’s a lifestyle experience for people who want to create wealth without sacrificing their health or happiness. If you want real transformation without overwhelm this year, head over to the link below to join now as a founding member: https://legalandwealthy.com/jointhessociety If you enjoyed this episode, I’d love to hear from you! Take a screenshot, share it to your IG stories, and tag me @lawyerlaurenklein and @legalandwealthy_. Thank you to our show sponsor: Law Firm Sites Custom law firm websites + online marketing for law firms (23+ years) Contact: (800) 932-8242 Website: https://www.lawfirmsites.com Special Offer: Mention “Legal and Wealthy” for 10% off any website or marketing package Don’t forget to follow Lauren Klein on Instagram @lawyerlaurenklein & Subscribe to the Legal + Wealthy Podcast: https://legalandwealthy.com/podcast

    Asset Protection & Money Mindset

Ratings & Reviews

5
out of 5
3 Ratings

About

Lauren Klein is an attorney, mindset coach and entrepreneur. Prior to launching Flourish Law Group, a boutique estate planning law firm with offices in Fort Lauderdale and St. Petersburg and serving clients across Florida, Lauren was an attorney with the nation’s largest private wealth service practice where she worked with high net worth clients on their tax and estate planning. After embarking on her own personal development journey and transforming her life, career and net worth, Lauren created her signature coaching program, The Law School Blueprint {For Her} and a corresponding mastermind group, The Wealthy Future Lawyer $quad, to help women law students learn to work on their mindset, build confidence, overcome impostor syndrome and become wealthy future lawyers. With her latest endeavor, The Wealthy Future Lawyer $quad Podcast, Lauren hopes to inspire future lawyers to successfully navigate their future lawyer journeys armed with the knowledge, tools and self-confidence to thri