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Steve Mesirow: Mesirow Financial

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station description In 1958 the ABA published a pamphlet with an article titled “The 1958 Lawyer and hi... read more
‎The 1958 Lawyer
Duration: 43:12
Steve Mesirow is the Senior Managing Director in Mesirow Wealth Management and he has been providing expert investment advice and financial planning strategies to his clients for over 25 years. In this episode, Steve talks about how law businesses are at a disadvantage because they register their ta
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Steve Mesirow is the Senior Managing Director in Mesirow Wealth Management and he has been providing expert investment advice and financial planning strategies to his clients for over 25 years. In this episode, Steve talks about how law businesses are at a disadvantage because they register their taxes at the highest rates. He discussed all the ways in which lawyers can build and protect their wealth in a tax-advantaged way. Through systems called Cash Balance Plan, Donor Advised Funds, Profit-sharing, or Roth IRA, lawyers can do their best at their career without losing any of their well-earned money. Steve also talks about all the ways in which his company helps people - lawyers or otherwise - worry about things that are impactful, helping them save money in ways that are meaningful in the big picture.  Timestamps:Building and protecting wealth through a cash balance plan(2:07)Deduction through donor advised funds (14:02)The difference between fiduciary and non-fiduciary (23:22)Saving money in meaningful ways  (26:41)  “The best use of your time is to work on your business and not be following down the rules of different financial planning aspects or chasing down a couple of stocks. That might not be the best utilization of your time.” - Steve Mesirow  Steve Mesirow: Mesirow FinancialWebsite: http://www.mesirowfinancial.com/LinkedIn: https://www.linkedin.com/in/stevenmesirow/ Steve Mesirow, Senior Managing Director in Mesirow FinancialWealth Management and Financial PlanningSteven Mesirow is a Senior Managing Director in Mesirow Wealth Management. He provides investment advice and financial planning strategies to individuals, business owners and charitable organizations that are designed to help accumulate, manage and preserve wealth.Steven joined the firm in 1993 and has more than 25 years of financial services experience.Steven serves on the Jewish United Fund Health and Human Services subcommittee. He has developed a social investment strategy; Mesirow Impact Management - a portfolio strategy that invests in companies with a positive corporate culture.Steven earned a Bachelor of Arts degree in history/political science from the University of Michigan, a Master of Arts in history from the University of Maryland and a Management Aptitude Test in teaching from the American University. Steve is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Certified Fund Specialist™ (CFS™). LinkedIn: https://www.linkedin.com/in/stevenmesirow/ Have comments, questions, or concerns? Contact us at feedback@1958lawyer.com Episode Transcript:Ron Bockstahler  0:29  Welcome to the 1958 lawyer. Great to have everyone here today. Our guest today is Steve Mesirow with Mesirow financial. If you're in Chicago, you definitely know Mesirow financial, one of the largest financial firms in the city, one of the top in the country. So see, let me give you a quick introduction. You know, we're just talking about this. So I'm going to mention that Steve's got a master's in history, a master's in teaching, started to go into teaching and then found his way back into financial planning, been doing it for 25 years now joined the firm that correct me if I'm wrong, Steve, but your grandfather founded. You joined the firm back in 1993. A couple things that I will I think are really, really great on Steve part is he's he serves on the Jewish United fund Health and Human Services Subcommittee. He's developed a social investment strategy Metro prot impact it Metro impact management, portfolio strategy that invests and invest in companies with a positive corporate culture. Steve's got a ton of things he's done. So I'll stop right there. I'll let Steve take off. Steve, welcome to the show. Great to have you.Steve Mesirow  1:30  Thank you, Ron, it's a pleasure to see you again.Ron Bockstahler  1:32  Yeah, we got to get into that Oh, whole history and teaching thing down the road. But, you know, let's start off. But you work with a lot of law firms, a lot of attorneys that make a lot of money, and how they can protect that money, and maybe keep more of it from taxes. Let's start there. And let's lay out a couple things I want to talk about today.Steve Mesirow  1:50  Sure. The first subject that I think you and I want to talk about as lawyers, we were just discussing lawyers, all of their income is ordinary income taxed at the at the high
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