Wealthquest Fully Operational. Click Here For More Details.
“Holistic Financial Planning” is a word used oftentimes in the industry, but many aren’t sure exactly what it means. Adam Day, Wealth Management Advisor, joins the conversation this week to identify the components of Holistic Financial Planning.
Former investment analyst and now the owner of multiple single-family rental properties in Cincinnati, Steve Eklund, joins the conversation this week to talk about how real estate could be a unique part of your financial plan.
Security, Enjoyment, or Devotion – every financial decision we make is typically rooted in one of these three motivations. Which one do you relate to?
Oftentimes the role of an advisor is mistaken as complex and confusing. In reality, a financial advisor plays a key role in making your life simpler. They want to act as a guide, help you identify your needs and wants, and ultimately bring clarity and confidence to your future.
With a divorce, many times there is no perfect solution. But asking yourself a few key questions and having conversations with friends and family can help make this transition as smooth as possible.
Trying to stay on top of your finances can often be too much to handle. James shares four rhythms you can develop to help avoid the overwhelming feeling of tracking your spendings, savings, and financial goals.
There are five key components to living a rich life. If you can bring them all together, you can find the sweet spot of living a Rich Life.
James explains in this episode how we can continue to prioritize investing in experiences during COVID-19, and remember how needed they are in our lives when this time is over.
In this episode, James defines what it means to live a rich life.
James shares the story of a man who is truly living a rich life.
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
Sign up for Wealthquest Weekly to receive updates from our team about new podcast episodes, free guides and resources.
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
Please fill out this form and a Wealthquest Advisor will be in touch with you soon.
We promise to never share your information.
