The Smart Way to Manage Personal Finances – with Randall Avery

Cash flow highs and lows keep too many law firm owners trapped in survival mode. Navigating personal and business finances isn’t just about making more—it’s about making wealth work for you and building a practice you love.

In this episode, Moshe Amsel sits down with Randall Avery, CFP®, CFA, and Principal Owner of Deasil Wealth Management, for a tactical, mentor-driven conversation that reveals how law firm owners can master financial planning to fuel practice growth, true independence, and generational wealth.

🔹 Here’s what you’ll walk away with:

  • How to escape the “roller coaster” of uneven income and avoid damaging lifestyle and business expense creep
  • The crucial steps to becoming independently wealthy from your law practice—before you ever consider selling
  • Smart strategies to reinvest profit: stock market, real estate, or even building or buying a second business
  • The mindset and systems shift to transition from overworked operator to true business owner—and, eventually, ...
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