Tag: Financial Education

FEATURE
How We Serve Law Firm Owners as Chief Wealth Counsel (Ep. 52)

How We Serve Law Firm Owners as Chief Wealth Counsel (Ep. 52)

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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:

 

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FEATURE
How to grow your law firm and impact your community with Dan Fulkerson (Ep. 38)

How to grow your law firm and impact your community with Dan Fulkerson (Ep. 38)

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Attention law firm owners and aspiring legal entrepreneurs! Are you ready to unlock the secrets of ethical prosperity and community impact?

Today, we have something that could be a game-changer for your practice. On Episode 38 of The Lawyer Millionaire Podcast, host Darren Wurz sits down with Dan Fulkerson, the co-founder and managing partner at Batta Fulkerson Law Group.

Dan’s approach transcends the traditional models of law firm management as he intertwines ethical business practice with genuine philanthropy, supporting different nonprofits and embedding transparency at the core of his law group’s philosophy. No greedy pursuits, no mass marketing—just a bulldog mascot symbolizing their tenacity and unique grassroots marketing tactics that resonate with the community.

Dan shares his commitment to sustainable growth, demonstrated by his firm’s cautious financial strategy and dedication to ethical representation.

Dan discusses:

  • Why keeping at least 6 months worth of overhead is critical.
  • Why he dislikes the solicitous approach to legal advertising.
  • The power of transparency and building ethical practices in your law firm operations.
  • Why it is vital to put people over profit.
  • How to merge your career with causes you care about.
  • The importance of monitoring your business activities and how to build systems for scaling your business.

 

Resources:


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Connect with Dan Fulkerson:

About our guest:

Dan Fulkerson is the Co-Founder and Managing Partner at Batta Fulkerson Law Group.

Dan completed his Juris Doctor degree at California Western School of Law in San Diego in conjunction with his Masters of Business Degree at San Diego State University. He is the only person to complete both degrees at the same time in only two and a half years.  He has successfully handled over 15,000 car accident cases and personally helped recover tens of millions of dollars for victims.

Dan’s personal experiences with serious injury car accidents, combined with his experience handling thousands of accident cases, make Dan a dynamic accident injury attorney who helps get his clients the results they deserve. In addition to Attorney Dan Fulkerson’s impressive success rate, it is evident to clients that Dan goes out of his way to treat you like family. Outside of work, Dan sits on 6 charity boards including Active Valor for Gold Star families, Roadogs dog rescue, and Positive Movement Foundation.  He also has his own Bulldog rescue that focuses on rescuing French and English bulldogs.  Dan loves spending time with friends, family, and his five bulldogs; Winston, Dolly, Teddy, Juan Carlos and Gigi.

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FEATURE
Unlocking the Secrets of Success in Sports Law with Brandon Leopoldus (Ep. 32)

Unlocking the Secrets of Success in Sports Law with Brandon Leopoldus (Ep. 32)

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Are you fascinated by legal representation in sports and the role of wealth management for athletes? Then Episode 32 of The Lawyer Millionaire podcast is a must-listen. Guest Brandon Leopoldus, a renowned sports and entertainment attorney, shares his wealth of knowledge and the unique challenges he navigates in the glamorous realm of sports law in this unmissable episode.

Host Darren Wurz delves into an insightful conversation with Brandon Leopoldus, a California-based attorney and founder of Leopoldus Law, APC – a specialized law firm dedicated to serving clients in the sports industry.

From managing complex licensing deals to providing financial planning guidance and providing a support system for athletes to build and safeguard their wealth. Brandon’s legal path offers a fascinating, behind-the-scenes look into the world of sports law.

Brandon discusses:

  • How his personal journey from umpiring Minor League Baseball games to becoming a sought-after sports lawyer has shaped his unique approach to sports law.
  • How Leopoldus helps lesser-known athletes understand and plan for their future beyond sports.
  • Why he focuses on the easiest way to get things done without compromising his client’s experience.
  • Why Leopoldus undergoes a thorough vetting process before deciding to work with any athlete.
  • Why Leopoldus offers flexible and upfront pricing options to ensure their clients are never caught off guard by unexpected fees.
  • How to use AI tools to speed up business operations, reduce costs and help more people.


Resources:

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Connect with Brandon Leopoldus:

 

About our guest:

Brandon Leopoldus is a California-based attorney and founder of Leopoldus Law, APC – a specialized law firm dedicated to serving clients in the sports industry. With a focus on providing tailored legal solutions and strategies, Mr. Leopoldus is committed to helping his clients navigate the complexities of their off-field and off-screen needs.

His extensive experience includes representing professional sports franchises, unions, Olympians, athletes, sports officials, musicians, and entertainers across various fields. From setting up and protecting loan-out corporations to offering complex solutions for high-profile individuals, Mr. Leopoldus ensures his clients have access to top-notch legal expertise.

Notable accomplishments in his career include developing the legal structure for a new hockey league, serving as Interim Counsel for an MLS team, advising the Association of Minor League Umpires during the pandemic, working with numerous U.S. Olympic Governing Bodies, assisting collegiate athletes as they transition to professional careers, and maximizing returns for collegiate athletes leveraging their name, image, and likeness rights.

As a recognized leader in sports law, Mr. Leopoldus frequently speaks at conferences, guest lectures at law schools, and participates in panels at the Sports Lawyers Association’s (SLA) Annual Conference. He is also known for his informative LinkedIn Video Series covering various sports law topics.

An award-winning member of the Sports Lawyers Association, Mr. Leopoldus is also a member of the Major League Baseball Players Alumni Association and the Sports and Entertainment Society. He shares his expertise by teaching Sports Law classes at Loyola Law School – Los Angeles.

Prior to his legal career, Mr. Leopoldus spent several years in Minor League Baseball as an umpire, with only one notable appearance on SportsCenter.

Outside of work, Leopoldus enjoys spending time with his friends and family, including his highly intelligent dog, Harvey, named after Hall of Fame umpire Doug Harvey.

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FEATURE
4 Things Parents Can Do to Financially Empower Their Kids (Ep. 17)

4 Things Parents Can Do to Financially Empower Their Kids (Ep. 17)

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There is a lack of basic financial education in our schools, and that means you, as the adult in a child’s life, need to step up and fill the gap.

In this episode, Darren Wurz discusses the importance of financial literacy and shares a number of things his dad did that helped him start out on solid financial footing–things you can do for your kids too! These steps could make a huge impact on your children’s financial future.

Darren discusses:

  • Why it is important to help your kids start saving and investing early on
  • How adding your kids to your credit card can boost their credit score and help them as they start their careers 
  • Why law firm owners and business owners should hire their kids and the tax benefits they can reap
  • And more! 

Resources:

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