The Financial Concierge Approach with Nik Agharkar

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What if money talk didn’t feel intimidating or off-limits—what if it could actually become one of the most powerful tools you have to shape your future?

In this episode of Today is the Day Changemakers, host Jodi Grinwald welcomes Nik Agharkar, a financial concierge, attorney, and advisor who has spent nearly two decades guiding individuals, families, and business owners through the complexities of wealth, taxes, and legacy planning.

Nik is known simplifying financial strategies and connecting with clients on a deeply human level. Instead of jargon, he brings clarity and empowerment—helping people turn uncertainty into confidence.

Together, Jodi and Nick dive into:

• Why talking about money often feels taboo—and how to change that mindset.
• The biggest gaps in financial education and why it’s hurting adults and kids alike.
• Practical ways to approach taxes, debt, and wealth with less fear and more clarity.
• How to turn financial decisions into intentional actions that align with your goals.
• Nik’s personal journey—from learning to do taxes as a teenager to building and selling a law practice, and ultimately becoming a trusted financial concierge.

Nik believes that education is the key to transformation—because when people understand how money works, they can build security, create legacy, and open the door to bigger opportunities.

✨ Whether you’re an entrepreneur, a professional, or someone just trying to make sense of your finances, this episode will help you see that money talk isn’t something to avoid—it’s a toolkit waiting to be used.

📌 Connect with Nik Agharkar:

crownepointtax.com

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