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There’s no such thing as a wrong decision. Elisabeth Galperin joins James this week to share her wisdom on finding momentum to take care of business in your daily and professional lives so that you can detox yourself from all that procrastination clutter.
We’ve talked about your kids inheriting more than just money, but what about when they actually inherit money? On this week’s episode, James looks at both the emotional and the practical response of inheritance after the loss of a loved one and the key to honoring that gift.
Moving on is healthy if you are moving on from an unhealthy thing. On this week’s episode, James addresses what to do if you find yourself in a job or a career that is no longer serving you.
While considering tax efficiency tends to make you fear for today, we want you to think about it long-term.
Student debt is kind of like the gift that keeps on giving – but in the worst way. On this week’s episode, special guest Michael Riney joins James to tell you what the financial aid offices might have left out.
Is the wealth gap more than a money problem? On this week’s episode, James is joined by special guest Andrew Tudor from Alchemist Wealth to discuss generational wealth and the “why’s” of the wealth gap.
On this week’s episode, Senior Investment Strategist at Wealthquest, Andy Bruns, joins James to discuss what the economic climate could look like in 2021.
Classic investments, like stocks, are not the only investments taxed by capital gains. Capital gains taxes can apply to any other property that acquires value over time.
No one should have to navigate this process alone, so when it’s time to start thinking about Medicare, Andy and his team are there to guide you.
Sometimes financial guilt can be valuable. Like when you experience buyer’s remorse – you can learn from that mistake.
Discover a new approach to wealth management where your investments, tax preparation, and estate planning services are offered by one team of fiduciary professionals all under one roof, for one simple fee. Wealthquest is a fee-only financial planning and wealth management firm focused on the integration of your life and finances. Regardless of your account size or stage of life, our firm can help.
50 E-Business Way
Suite 120
Cincinnati, OH 45241
T: 513.530.9700
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
2211 York Rd
Suite 210
Oak Brook, IL 60523
T: 630.581.3580
F: 513.530.9776
info@wqcorp.com
Mon – Thur 8AM – 5PM
Friday 8AM – 12PM
Sat – Sun Closed
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