Concert Financial Planning, LLC

04/11/2026

04/09/2026

Learn why a backdoor Roth IRA is a “bare bones” strategy for high earners and what more sophisticated investors are doing instead. — https://t.ly/12Fea

If your employer allows it, the super backdoor Roth could be a powerful way to maximize tax-advantaged growth.

04/03/2026

Between the Easter holiday and the April 15th deadline, this time of year is a grind for BigLaw families. It’s frustrating to work this hard only to see a third of your check vanish.

We’ve broken down the key changes for 2026—including the new 401(k) limits and why your bonus is likely being under-withheld.

Read more here:

A Big Law tax guide covering bonus withholding, backdoor Roth, 401(k) changes, and the new SALT cap. From a CFA/CFP who works exclusively with BigLaw.

04/02/2026

Unlock the secrets to managing taxes as a high-income earner in big law! — https://t.ly/GoOO-

🎙️Our latest episode of 'Sidebar with a CFP' features tax expert Brian Leben. Get insights on tax strategies that could save you thousands.

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

03/24/2026

https://www.concertplanning.com/blog/cashgrab

Work BigLaw for a few years, bank the money, then leave. Sounds great — but is it realistic? A CFP® Professional breaks down the savings rate, timeline, and trade-offs.

03/06/2026

Dive into the challenging and rewarding world of real estate investing with our latest podcast episode featuring Luke Sanders. — https://t.ly/dlVOq

Explore the ups and downs of managing both short-term and long-term rental properties, and learn how to navigate local regulations and market dynamics.

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 6In this episode of the Sidebar with a CFP®: Pierce the Veil ...

02/23/2026

Little dry, little off the cuff, but at least not AI

02/20/2026

Be informed before deciding to become an equity partner. — https://t.ly/kpnza

02/19/2026

https://www.concertplanning.com/blog/plumber

A Houston freeze, a tankless water heater, and a lesson in why high-earners should stop DIY-ing their financial future.

02/12/2026

https://www.concertplanning.com/blog/trumpaccounts

Discover if the new Trump Accounts are right for your family. Learn about the $1,000 government seed, contribution limits, and how they compare to 529 plans.

02/12/2026

Are you an aspiring equity partner in a big law firm? — https://t.ly/oevRA

Join me on the latest episode of Sidebar with a CFP as I dive deep into the financial and career transitions that come with partnership. From equity buy-ins to tax nuances, we uncover what it's really like behind the scenes.

Sidebar with a CFP®: Pierce the Veil on BigLaw Life, Career, and Money with Matt Smith, Episode 5In this episode of the Sidebar with a CFP®: Pierce the Veil ...