Your 8-Step Summer Financial Check Up
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances.
At Wealthquest, we’re committed to being industry pioneers in service to our clients. That’s why the model in which we serve our clients is completely different from most other wealth management firms in the industry.
James is going to talk about the three things you need in order to live a financially successful life. There is so much complication when it comes to money, but we can really simplify it down to boundaries, balance, and accountability.
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.
The new year is here, and with that James and David are here to share their 2023 financial predictions.
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.
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!
Part 2 of challenging our advisors to open a white elephant gift, and asking them to give financial advice related to that gift!
With inflation reaching levels that many have never seen before and some companies losing ¾ of their values, this year has been unprecedented.
We challenged our advisors to open a white elephant gift, and they’ll then have to give financial advice related to that gift!
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
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