Category: Education

Outpacing Inflation Rates With Travis Wurz (Ep.5)

Outpacing Inflation Rates With Travis Wurz (Ep.5)

Inflation is simply the phenomenon of prices going up everywhere. But the reality is we don’t need to just keep up with the pace of inflation, we need to outpace inflation.

In this episode of The Lawyer Millionaire, Darren Wurz talks with Travis Wurz, a financial goal planner and consultant at Wurz Financial. They discuss how you might be impacted by inflation in your daily life and why it’s important to have some sort of risk managed strategy in place.

Travis discusses:

  • What inflation is and what causes it
  • Some of the biggest concerns on people’s minds with inflation on the rise
  • The two tools the government can use to deal with inflation
  • And more

Resources:

Connect With Darren Wurz:

Connect With Travis Wurz:

About Our Guest:

Travis Wurz specializes in serving business owners, realtors, and self-employed individuals. He primarily works out of the Toledo office. He is a graduate of the University of Toledo with a Bachelor’s degree in Financial Services. He has both his Series 7 and Series 66 licenses.

In his work with real estate professionals, he has found that his clients are interested in building up passive income. He helps his clients create a diversified income stream, build long term wealth, and plan for retirement.

Travis is passionate about continuing the family legacy of providing sound and intelligent planning services to our new and existing clients. He is active in his local community as a member of the Maumee Chamber of Commerce, The Chamber Partnership, and the Women’s Council of Realtors.

Retirement Planning for Lawyers (Ep.4)

Retirement Planning for Lawyers (Ep.4)

Most attorneys will eventually retire and you shouldn’t wait until the last minute to start planning for your retirement.

In this episode of The Lawyer Millionaire, Darren Wurz discusses the challenges you may be facing in the legal profession when it comes to your retirement planning.

Darren discusses:

  • Why attorneys procrastinate when it comes to retirement planning
  • Some of the biggest fears that attorneys have about retirement
  • The difference in planning for retirement as an attorney then it is for anyone else
  • The importance of having a good investment strategy
  • And more

Resources:

Connect with Darren Wurz:

The Biggest Financial Challenges in the Legal Profession (Ep.3)

The Biggest Financial Challenges in the Legal Profession (Ep.3)

In the legal profession, there are some financial potholes that can trip up your planning. Do you set time aside to focus on you and your money?

In this episode of The Lawyer Millionaire, Darren Wurz discusses the challenges that people working in the legal profession experience when managing their money. He also provides tips on how to effectively manage your money.

Darren discusses:

  • The importance of investing and saving money early in your career   
  • How debt can hamper one’s ability to save money
  • The earning potential in the legal profession
  • The importance of having a financial advisor
  • And more

Resources:

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What It Looks Like to Help Attorneys to Achieve Financial Independence (Ep.2)

What It Looks Like to Help Attorneys to Achieve Financial Independence (Ep.2)

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
  • Common questions clients have when it comes to retirement planning
  • The three step process to creating a financial plan
  • The importance of investing in powerful software for financial planning
  • How a client’s account is managed in his office
  • And more

Resources:

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Meet Your Host, Darren Wurz, MSFP, CFP® (Ep.1)

Meet Your Host, Darren Wurz, MSFP, CFP® (Ep.1)

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 show.

 Darren discusses:

  • How Wurz Financial Services was created – this includes following in his dad’s footsteps of being a financial advisor in the family business
  • How the majority of his clients turned out to be attorneys and how that reshaped his business entirely
  • The importance of investing time into understanding your clients’ needs and not treating every client with the same advice
  • How “The Lawyer Millionaire” is an extension of his business
  • And more

Resources:

Connect with Darren Wurz and Wurz Financial Services: