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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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The Wealthquest Learning Center

One of the core values Wealthquest built our identity on is that we have a heart to serve our clients and our world. One way we have tried to serve you better is to host free seminars here at our office in our learning center.

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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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Roth v Traditional

Retirement is tricky, but it’s important to find what works best for you. Choosing the right savings plan could save you a lot of $$ in the long run.

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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.

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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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