When you hear the words client experience, what do you think of? In this episode, we spend more time getting to know the host, Darren Wurz, MSFP, CFP®. He discusses what client experience means to him and his team at Wurz Financial Services, and shares the process he uses to help his clients plan for retirement. Darren discusses: What it is like to be a client at Wurz Financial Services … [Read more...]
The Lawyer Millionaire Ep. 1: Meet Your Host, Darren Wurz
The highly anticipated podcast, named after the book “The Lawyer Millionaire”, has officially launched! In this inaugural episode, get to know your host, Darren Wurz, MSFP, CFP®. He highlights what led to the start of his business and what made him so passionate about creating successful financial plans for professionals working in law firms. Along with some insight into what’s to come on his … [Read more...]
The Lawyer Millionaire Podcast Is Now Live!
By Darren Wurz We are on a mission to help lawyers and law firm owners maximize wealth and achieve financial independence. That’s why we’re excited to introduce The Lawyer Millionaire with Darren Wurz so you can now enjoy our professional advice and insight wherever you are! In this podcast we will help you build wealth, minimize taxes, and plan for retirement with money management … [Read more...]
Your Tax-Preparation Checklist
Tax season can be stressful and frustrating even in the best of times; factor in two years full of uncertainty and it’s understandable if you want to stick your head in the sand and avoid it. Plus, as an attorney or law firm owner, your taxes can be more complicated than most. We’re here to help! Here’s the trick: the better prepared you are, the sooner you can shake off that stress and forget … [Read more...]
Social Security 101: How to Maximize Your Lifetime Benefits
How and when you claim your Social Security benefits are some of the most important retirement decisions you will make, because how you claim will have a domino effect on income, taxes, and even Medicare premiums. It’s complicated and overwhelming because there are so many different claiming options, and one wrong step could cost you thousands. We will discuss the basics of filing for Social … [Read more...]
Retirement Planning Strategies
for Lawyers & Law Firm Owners
Find Out If You’re On Track For Retirement As a successful attorney, you’ve invested large amounts of time, capital, and energy to get where you are. But those long nights and tough cases have left you little time to plan for your future. Join us in this exclusive webinar as we reveal retirement planning strategies solo and small firm attorneys can use now to prepare for a secure … [Read more...]
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