This week, Roger sits down with Nik Agharkar, Esq., a multifaceted lawyer, wealth consultant, and financial planner with ShoreHaven Wealth Partners. Together, they explore the many dimensions of money, from individual psychology and mindset to the influence of upbringing on financial behaviors and decision-making. Nik candidly shares his unconventional career path, transitioning from litigator to respected authority in wealth management, while offering insights on building and preserving wealth amid modern economic uncertainties.

The conversation covers practical strategies for navigating turbulent financial times, including intentional action, diversification, and the need for universal financial education. Nik also provides valuable advice for both new and seasoned entrepreneurs, highlighting common mistakes to avoid and proven strategies for success. The episode wraps with reflections on personal goals, the importance of financial confidence, and a curated list of recommended reading to deepen listeners’ understanding of today’s financial landscape.

Topics Include:

• Nik's Journey From the Courtroom to Wealth Advisor
• Insider Financial Lessons and Mindset
• The Importance of Financial Confidence
• Flexible Business Planning in the Internet Era
• Navigating Economic Uncertainty

Nik’s Book Recommendations:

 The Body Keeps the Score

Benjamin Franklin: An American Life

Connect with Nik and ShoreHaven Wealth Partners:

Website

LinkedIn

Instagram

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