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Glossary of Financial Terms: 15 Must-Know Definitions

FICO Score? Asset Allocation? Mutual Funds? What do all these financial terms actually mean? When it comes to making the best financial decisions for you and your family, it’s important to know the basics. That’s why we’re providing 15 must-know definitions you can use to make more informed financial decisions.

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200 // 200th Episode Special

This is our 200th Episode of The Rich Life Podcast. Thank you for listening and celebrating this milestone. We’ve been trying to change the conversation around money just being math. We talk about what makes money hard, and it’s not math. James will talk about where we’ve been and where we’re going with this podcast.

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New Year’s Financial Goals

January is Financial Wellness Month, a time to remind people to plan and update their financial strategy. Check out this blog post for some financial wellness ideas to get you started for the year!

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Financial Advice We Are Thankful For

We had Sam Martinez, one of our financial advisors, ask Joy and David about a piece of financial advice they have received that they’re really grateful for. This is what they said…

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193 // 4 Buckets- What Drives Your Decisions?

Financial decisions can be tricky. Some people buy whatever they want no matter what the consequences. Others won’t spend on anything unless they need it, even if they have the funds. Other people feel like they should do certain things and follow an invisible unwritten rulebook. Other people reward themselves whenever they need a little boost, even if their hard work or exhaustion isn’t correlated with the purchase, reward, or the funds to pay for it.

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Sacrificial Giving

One of Wealthquest’s core values is service. We talk a lot about giving. Today, I’d like to talk about how we can learn to give more naturally by how we already are naturally giving

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 Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff

Latest Episode of The Rich Life Podcast

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