In this episode, Hilltop Wealth & Tax Solutions Founder and CEO Erik Brenner, CFP®, joins the Legal + Wealthy podcast — a show that helps attorneys and high-earning professionals make time-sensitive, strategic financial decisions.
Erik discusses why proactive tax-smart wealth strategies matter, particularly for lawyers, and how a coordinated approach to tax planning, investment strategy, and long-term financial goals can improve outcomes. The conversation highlights the risks of uncoordinated planning and explains how integrating tax, wealth, and planning decisions can create greater clarity and financial confidence.
Access the Episode
▶️ YouTube
Key Topics Covered
- Why tax planning often matters more than marginal investment performance
- How common planning gaps erode long-term wealth for high earners
- The difference between tax preparation and tax strategy
- Why a coordinated Personal CFO framework can reduce risk and increase efficiency
- Planning considerations unique to attorneys and other high-earning professionals
About the Podcast
Legal + Wealthy is a podcast for attorneys seeking clearer, more strategic control over their financial lives. The show addresses the unique challenges lawyers face: high income, complex tax exposure, and long-term planning decisions, by delivering practical insights on tax strategy, wealth management, and coordinated financial planning to help attorneys move from reactive decisions to confident, proactive wealth building.
Additional Hilltop Resources
• The Personal CFO Revolution (free eBook)
• Introductory call with Hilltop
• Guides, webinars, and tax resources
Hilltop Wealth & Tax Solutions (“Hilltop”) pays a monthly fee to Interview Valet. Interview Valet is a separate company, not affiliated with Hilltop. Interview Valet introduces the firm to podcast hosts. There was no additional compensation (cash or non-cash) to Erik Brenner or the podcast host. The interview should not be interpreted by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement of Hilltop if engaged.
