Beyond the Bar with Brooke Cozort: Redefining Success Midlife

In this episode, host Lorie Jones spotlights Brooke Cozort, an ERISA attorney whose career path defies expectations. Brooke shares how she built a successful footing in finance—then bravely charted a new course back to law school in her mid-30s, all while balancing motherhood.

Brooke's story is a refreshing testament to the power of reinvention, resilience, and trusting your instincts over the typical timeline. She candidly shares her reflections on imposter syndrome, leadership missteps, and what it looks like to start over when you're already professionally established, bringing you her hard-won wisdom about investing in yourself, staying flexible, and recognizing when to find a new "horse."

Professional women seeking inspiration and practical encouragement will find Brooke's journey both relatable and energizing. This conversation is a must-listen for anyone ready to rewrite their definition of success!

Show Highlights:

• Brooke Cozort's career homecoming, pivoting beyond certification. [05:10]
• Is it challenging to practice ERISA law outside of big firms? [09:44]
• The lasting security of investing early even $20 in a Roth IRA. [12:31]
• Should you go to law school without a clear life direction? [14:56]
• Lifting others at work, even if it's not a management focus. [18:52]
• Why your best career move might be to step past self-doubt. [22:23]
• Navigating a leap of faith in a mid-career return to school. [27:34]
• A story of supportive advice on working motherhood. [30:23]
• The path of resilience with stress of liability risk and criticisms. [34:34]
• Advice for young women on confidence and the power to choose your "horse." [38:40]

To contact Brooke Cozort, email her at [e-mail], or reach out via LinkedIn at https://www.linkedin.com/in/brooke-cozort-jd-cpc-6348557/.

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For more information about Lorie Jones, go to https://fearlessfinancialadvisors.com/fearless-females.

This podcast is hosted by Lorie Jones, an Investment Adviser Representative of Fidelis Wealth Advisors, a registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. The information discussed on this podcast is for educational and informational purposes only and does not constitute personalized investment advice or a recommendation to buy, sell, or hold any securities or other financial products.

The views and opinions expressed by our guest speaker are their own and do not necessarily reflect the views of Fidelis Wealth Advisors or Fearless Financial Advisors LLC. The guest speaker is not affiliated with Fidelis Wealth Advisors and has not been compensated for their participation in this episode.

Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. For specific advice related to your financial situation, please consult with a qualified financial professional.

For additional information about Fidelis Wealth Advisors, including its Firm ADV disclosure documents, please visit http://fidelis-wealth.com.