25 min
How We Serve Law Firm Owners as Chief Wealth Counsel (Ep. 52) The Lawyer Millionaire: Financial Planning for Law Firm Owners
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- Investing
Are you a law firm owner tirelessly chiseling away at the bedrock of your practice, feeling the weight of financial complexity bearing down on you?
On this episode of The Lawyer Millionaire Podcast, host Darren Wurz explores the rugged terrain of wealth management and business expansion, Darren breaks down how meticulous financial planning is not just a service, but a transformative experience for your practice and personal prosperity.
Darren exposes the reality that many law firm owners face – a landscape riddled with financial convolutions and missed opportunities.
Darren provides a powerful in-depth analysis of how his role as a Chief Wealth Counsel can provide clarity and growth to both your personal finances and business endeavors.
Darren discusses:
* The importance of demystifying your financial positions, both personal and business, to make informed decisions for your future.
* How to utilize passive income streams that allow you to earn you while you sleep and diversify your earnings beyond billable hours.
* Proactive tax planning and cash flow optimization to ensure every dollar is working its hardest for you.
* How to transcend the traditional plateau of law practice growth, and build a roadmap toward selling your firm as a significant wealth asset.
* The distinctive financial planning model Wurz financial services adopts, which contrasts sharply with generic advisors and offers a flat, transparent fee structure.
Resources:
* Learn More About Wurz Financial Services and The Lawyer Millionaire
* Succession Planning for Law Firm Owners Series, Part 1:
* Succession Planning for Law Firm Owners Series, Part 2 with Jeremy E. Poock, Esq.:
* Succession Planning for Law Firm Owners Series, Part 3 – How to Sell Your Law Practice with Tom Lenfestey:
* Succession Planning Series, Part 4: Creating a Pathway to Partnership with Camille Stell:
* Succession Planning Series, Part 5: Mastering Law Firm Mergers and Transitions with Margaret Burke:
Connect with Darren Wurz:
* dpw@wurzfinancialservices.com
* Book a Call with Darren
* Wurz Financial Services
* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz
* LinkedIn: Darren P. Wurz
* LinkedIn: The Lawyer Millionaire
* Instagram: The Lawyer Millionaire
Are you a law firm owner tirelessly chiseling away at the bedrock of your practice, feeling the weight of financial complexity bearing down on you?
On this episode of The Lawyer Millionaire Podcast, host Darren Wurz explores the rugged terrain of wealth management and business expansion, Darren breaks down how meticulous financial planning is not just a service, but a transformative experience for your practice and personal prosperity.
Darren exposes the reality that many law firm owners face – a landscape riddled with financial convolutions and missed opportunities.
Darren provides a powerful in-depth analysis of how his role as a Chief Wealth Counsel can provide clarity and growth to both your personal finances and business endeavors.
Darren discusses:
* The importance of demystifying your financial positions, both personal and business, to make informed decisions for your future.
* How to utilize passive income streams that allow you to earn you while you sleep and diversify your earnings beyond billable hours.
* Proactive tax planning and cash flow optimization to ensure every dollar is working its hardest for you.
* How to transcend the traditional plateau of law practice growth, and build a roadmap toward selling your firm as a significant wealth asset.
* The distinctive financial planning model Wurz financial services adopts, which contrasts sharply with generic advisors and offers a flat, transparent fee structure.
Resources:
* Learn More About Wurz Financial Services and The Lawyer Millionaire
* Succession Planning for Law Firm Owners Series, Part 1:
* Succession Planning for Law Firm Owners Series, Part 2 with Jeremy E. Poock, Esq.:
* Succession Planning for Law Firm Owners Series, Part 3 – How to Sell Your Law Practice with Tom Lenfestey:
* Succession Planning Series, Part 4: Creating a Pathway to Partnership with Camille Stell:
* Succession Planning Series, Part 5: Mastering Law Firm Mergers and Transitions with Margaret Burke:
Connect with Darren Wurz:
* dpw@wurzfinancialservices.com
* Book a Call with Darren
* Wurz Financial Services
* The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence by Darren Wurz
* LinkedIn: Darren P. Wurz
* LinkedIn: The Lawyer Millionaire
* Instagram: The Lawyer Millionaire
25 min