How to plan towards Retirement and enjoy it fully with Denise Henry (Ep. 43)

Описание: As a legal professional, you've dedicated years to building a successful practice, but have you given the same meticulous attention to your retirement plans? It's not just about financial security—it's about creating a fulfilling life after the courtroom battles and client meetings cease.

In Episode 43 of The Lawyer Millionaire Podcast, esteemed retirement and transition coach Denise Henry sits down with host Darren Wurz to deliver an essential masterclass for law firm owners poised to make their transition from the legal landscape to retirement.

Denise discusses:
• Practical tips to combat social isolation and maintain a vibrant community life.
• The ideal time to start contemplating retirement.
• How to navigate identity crisis and find new purpose.
• How to embrace the "messy middle" of transitions, whether it's retirement,
• empty nesting, or stepping into a grandparent role, and emerge with renewed purpose.
• The changing nature of retirement from relaxation to purpose seeking.
• The importance of balancing finances, health, mental well-being, relationships and social life.


About our guest:
Denise Henry is the founder of Summit Coaching & Consulting, Inc., an organization dedicated to assisting individuals in crafting successful pre-retirement transitions and providing invaluable support for retirees navigating the multifaceted challenges of this life phase.

With a distinguished reputation for her empathetic yet candid coaching approach, Denise has empowered and mentored countless executives and leaders since 2003. Whether engaging in personalized one-on-one sessions or leading group coaching, her unwavering commitment lies in helping individuals attain a clearer vision for their retirement journey. Her exceptional capacity to establish trust swiftly and her collaborative coaching style cultivate an environment where individuals feel encouraged to express their authentic selves, thereby embarking on a purposeful retirement with newfound confidence.

Denise boasts certification as a retirement coach and holds an MBA from the University of Dallas, underscoring her expertise in facilitating successful transitions. She is in high demand as a facilitator and speaker for corporate engagements and community events.

Denise firmly believes that everyone deserves the keys to unlocking the mysteries of retirement.


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Schedule your free 30-minute introductory call today to:
• Plan to maximize your financial future
• Get answers to your specific questions
• Get personalized recommendations for your unique situation
https://www.wurzfinancialservices.com...

We work with successful attorneys and retiring couples who want more than just a statement every month. Our clients want a personal financial advisor who will help them get organized, simplify their complicated financial life, and manage their investments so they can lead the life they want and preserve a legacy for their kids, grandkids and the causes they care about. Our clients want a financial advisor who will be proactive and who will be there to help them make the right decision at every stage and in all different scenarios.

When we first sit down with you, we will take a deep dive into getting to know and understand you and the people and things that matter most to you. We'll talk about where you are now, and clarify where you want to be five years from now, ten years from now and beyond.

Then we will collaborate with you to create a comprehensive and organized financial strategy to make sure you are on track to your future goals. We will analyze your entire financial life and help you get a better sense of the entire picture. We will analyze your cash flow and help you find ways to reduce your taxes and improve efficiency. We will help you create and implement an investment strategy appropriate for you. And we will help you think through all the complex decisions you need to make like when to take Social Security and which pension benefit is best for you. We don't just tell you what to do. We work with you to come up with a plan that feels good to you.

Do you want to hear from us every month? No problem. Once a quarter? Sure! Once a year? That's fine too.

But we will be watching over and managing your portfolio full time. We manage portfolios on a discretionary basis. That means we do the work for you. Our commitment to you is:

• We will reach out proactively
• We will alert you when it's time to make a change
• We will tell you when we see an opportunity
• We will answer your calls and return your emails.

You need a financial advisor who you trust and who understands your unique needs and challenges. We have been the trusted guide for successful attorneys and retiring couples for over 30 years. And as fiduciaries and independent advisors, we will put your interests first.

Schedule your free 30-minute Social Security call below:
https://www.wurzfinancialservices.com...