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Legal Grounds | Darren Wurz

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Manage episode 372295387 series 2775981
Content provided by Mike H. Bassett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike H. Bassett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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My late mother taught me that there were three things that you never brought up in polite company:

  1. Politics
  2. Religion
  3. Money

Now, I'd argue that in social situations these are still best-practices. but what's interesting is those first two... well, they're not so 'taboo' any more.
Now, I don't have the numbers to back it up, but I think a huge factor is social media.
And PLEASE know I'm not 'blaming' anyone for anything, but I'd be willing to bet a majority of us share their political and religious affiliations and opinions openly.
Whether it's Twitter (r.i.p.) or Instagram or TikTok, politics and religion drive a huge part of the conversations and content.
But money?

Not so much.
Sure, there's plenty of stuff about saving and making money, but I don't think I've seen anyone post their savings account balance.
But my guest today wants to break that taboo.
Darren Wurz is a portfolio manager for Wurz Financial Services, a boutique, family business, specializing in the financial planning needs of law firm owners.

A Certified Financial Planner, he holds a Master’s Degree in Financial Planning and is the author of The Lawyer Millionaire, A Financial Guide For Attorneys published by the American Bar Association.

We talk about the financial conversations lawyers need to be having at every stage of their career, why leaders need to promote financial literacy at all levels, and how being better with our own finances actually helps us serve our clients better.
Enjoy the show!

  continue reading

179 episodes

Artwork
iconShare
 
Manage episode 372295387 series 2775981
Content provided by Mike H. Bassett. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mike H. Bassett or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a text

My late mother taught me that there were three things that you never brought up in polite company:

  1. Politics
  2. Religion
  3. Money

Now, I'd argue that in social situations these are still best-practices. but what's interesting is those first two... well, they're not so 'taboo' any more.
Now, I don't have the numbers to back it up, but I think a huge factor is social media.
And PLEASE know I'm not 'blaming' anyone for anything, but I'd be willing to bet a majority of us share their political and religious affiliations and opinions openly.
Whether it's Twitter (r.i.p.) or Instagram or TikTok, politics and religion drive a huge part of the conversations and content.
But money?

Not so much.
Sure, there's plenty of stuff about saving and making money, but I don't think I've seen anyone post their savings account balance.
But my guest today wants to break that taboo.
Darren Wurz is a portfolio manager for Wurz Financial Services, a boutique, family business, specializing in the financial planning needs of law firm owners.

A Certified Financial Planner, he holds a Master’s Degree in Financial Planning and is the author of The Lawyer Millionaire, A Financial Guide For Attorneys published by the American Bar Association.

We talk about the financial conversations lawyers need to be having at every stage of their career, why leaders need to promote financial literacy at all levels, and how being better with our own finances actually helps us serve our clients better.
Enjoy the show!

  continue reading

179 episodes

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