Unlock the secrets to lasting financial security and take your legal career to new heights. Join us in this episode as we dive into the essential strategies that will empower you as an attorney and guide you towards a future of financial stability
The lack of a clear strategic financial plan can leave you feeling lost and unsure of how to achieve lasting financial security. But don't despair - with personalized, expert guidance, you can develop a strategic financial plan that will help you achieve your long-term goals and finally find peace of mind.
That's why, on this episode of the Cut to the Chase: Podcast, Gregg Goldfarb interviews Darren Wurz from Wurz Financial Services; a certified financial planner, author, and podcast host, who specializes in guiding law firm owners towards a future of financial stability. Darren takes a unique approach to financial planning by homing in on his clients' long-term goals and creating a strategic plan that keeps them motivated and on track.
By focusing on law firm owners, he understands the specific challenges they face, allowing him to expertly craft plans that are both inspiring and tailored to their unique needs.
Join Gregg and Darren on "Cut to the Chase" as they discuss how to:
- Comprehend essential strategies for successful entrepreneurship and real estate investing.
- Get the keys to a worry-free retirement and financial security for law firm owners.
- Build an empowering, goal-oriented financial plan to guide your future.
- Tackle intricate personal and business financials for law firm owners with ease.
- Recognize the crucial role of health and wellness to excel in all aspects of life.
By working closely with law firm owners, Darren ensures they have the necessary tools and resources to develop a strategic succession plan that accommodates their personal and business goals.
The resources mentioned in this episode are:
- Contact Darren Wurz if you are a law firm owner looking for financial planning and investment advice.
- Check out Darren's podcast, The Lawyer Millionaire, for more information on financial planning for lawyers.
- Read Darren's books, The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, for practical tips and strategies on financial planning and investment.
- Develop a financial mission statement with Darren to set long-term financial goals and unify your financial plan.
- Work with Darren to create a strategic plan for retirement or the next phase of life, based on your personal passions and goals.
- Consider working part-time or keeping your practice alive in retirement, if that aligns with your personal goals
Darren Wurz's website: https://wurzfinancialservices.com/
About the guest
Darren is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he has developed an expertise in the unique financial planning needs of those in the legal profession, and he now specializes in serving attorneys and law firm owners across the country. His mission is to help his clients achieve financial independence as they define it. As a small business owner himself, he is deeply familiar with the challenges of solo practitioners and small firm owners. He is the host of The Lawyer Millionaire Podcast and author of The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence, published by the American Bar Association. Darren is a member of the American Bar Association and the Financial Planning Association. Locally, he is a member of the Cincinnati Bar Association, the Northern Kentucky Bar Association, and the Covington Business Council.
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