In this power-packed episode of the Lead Counsel Podcast, host Tom Tona sits down with Darren Wurz, certified financial planner, author of The Lawyer Millionaire, and founder of Lawyer Millionaire® Wealth Advisors. Together, they dive deep into financial strategies specifically designed for law firm owners, offering a roadmap to build lasting wealth, exit strategically, and secure long-term freedom.

Episode Highlights:

• Why law firm owners must think like CEOs to truly scale and grow wealth

• The truth about insurance: risk mitigation vs. wealth-building myths

• Index funds, tax-loss harvesting, and the mechanics of efficient investing

• Smart tax planning strategies for law firm owners, including Roth conversions and structured fee arrangements

• The realities of law firm succession and the danger of owner dependency

• How to start investing early, even with just $10K or less

• Personal financial philosophies from both Tom and Darren—practical, humble, and effective

• Real-life money stories from attorneys and what they can teach you about financial independence

Whether you're a solo practitioner just starting out or an established firm owner eyeing succession, this episode will give you actionable insight to enhance your financial life and law practice.

Darren Wurz
Founder of Lawyer Millionaire® Wealth Advisors 
 🌐 Lawyer Millionaire® Wealth Advisors
🔗 Monty Cain on LinkedIn
Book: The Lawyer Millionaire: The Complete Guide for Attorneys on Maximizing Wealth, Minimizing Taxes, and Retiring with Confidence
Podcast: The Lawyer Millionaire Podcast

Tom Tona
Founder & Managing Attorney, TonaLaw
🌐 www.tonalaw.com
🔗 Thomas Tona on LinkedIn 
X: @NYPITrialGuy

This podcast is sponsored by TonaLaw.

TonaLaw is not just another law firm. They're defining what it means to fight for their clients. We get a lot of attorney referrals from across the country. We pay fee participation in all jurisdictions where it's permitted. We focus on integrity, innovation and relentless advocacy. TonalLaw is proving that the business of the law can scale without losing its heart. Do you want to see how a modern firm is built for impact and happy client referrals? Check out tonalaw.com mention again the Lead Counsel Podcast and I'm happy to get on the phone with you.