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Megan Robin

Megan Robin

Tax attorney & founder of Megan Robin Law specializing in proactive tax planning for law firm owners and small business owners

May 28, 2026

24:39
It's very true
24:40
... yeah, a world where someone who looks competent can say something, and then it's off-base.
24:46
But sometimes it's m- more subtle than that.
24:48
Like even really classic advice, like save, you know, save really aggressively for retirement in, like a post or a pre-tax vehicle.
24:59
So the thing that I see sometimes, which surprises, is, surprises people, is they'll put things in, save money today, get that big deduction, and save money in a, a pre-tax situation, and when you take the money out later, like from a 401[k] or Roth IRA, then it's taxable, right? And conventional wisdom, if you follow the normal flow of you retire and then your income drops and you live off the retirement, but what I see sometimes, not always, but sometimes, is that that doesn't happen, especially with my really entrepreneurial clients who have a lot going on.

8 MINS LATER

33:54
Anything else you're looking for if someone's interested in working with you?
33:59
Um, I think open-minded and curious and just ready to optimize what they're working with.
34:08
You know, I think money can be a really interesting and vulnerable area, and I think as, as attorneys, we're used to being experts and having all the answers.

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