Maximum Lawyer

Financial Planning: It’s Not as Difficult as You Think w/ Darren Wurz

Oct 11, 2022

23:30

From teaching to certified financial planner, Darren specializes in serving the unique financial planning needs of attorneys and law firm owners.

When it comes to clarifying your needs, he takes a deep dive into getting to know and understand you and the people and things that matter most to you.

Welcome back to another episode of the Maximum Lawyer; this time around, we have 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.

Darren is active in his local community and dedicated to helping his clients transition from their working life to a comfortable retirement with confidence.

2:42 burned out

6:02 during the pandemic

11:19 the basics work

14:39 you have to be proactive and plan

19:03 how can we accomplish your goals

Jim’s Hack: Don’t allow yourself to become a victim of employee blackmail. When employees say no to doing multiple things at once, you have to decide the priorities of your firm and figure out a way to make it happen.

Darren’s Tip: An upside to inflation is having a high-yield savings account. Marcus.com offers a 1.7% high-yield savings account.

Tyson’s Tip: For podcasting, both of us use Shure mics. Tyson’s model is an SM7B, and Jim uses a USB model, the MV7.

🎥 Watch the full video on YouTube.

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