Life insurance isn’t as simple as some people assume. Most people think they’re safe to cancel life insurance when…
-Kids are out of the house
-Education costs are covered
-Should something happen to a spouse, it’s not detrimental
Watch for 3 scenarios when you might want to keep that life insurance policy in its place!
On this week’s episode of the Rich Life Podcast, Laurie Hermance-Moore, a professional genealogist, explains her work and what your ancestry means for the bigger picture of your family legacy.
No matter how much or how little wealth you plan on passing down to your
children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
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.
If you have good financial habits, you probably also have one (or a few) financial weaknesses. On their own, these weaknesses aren’t detrimental to your financial plan, but they create unstable conditions for retirement over time.
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.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if WQC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data-to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of WQC by any of its clients.
ANY QUESTIONS: WQC’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
What topic were you looking for?
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
Latest Episode of The Rich Life Podcast
Want To Stay In Touch?
Sign up for Wealthquest Weekly to receive updates from our team about new podcast episodes, free guides and resources.