Welcome To The Wealthquest Library

Browse as long as you like

What topic were you looking for?

Preparing Income Taxes

Most people think there are only one, maybe two options for preparing their income taxes, but actually there are four! To understand the options available to you and pick the one you feel most confident in, watch this quick video!


Living a Rich Life in the Age of Worry

When historians look back at this period of time, I am convinced they will refer to it as The Age of Worry.

And what happens to us when we worry? We turn to things-we hoard and we over-accumulate.

Just ask the families that bought a shopping cart full of toilet paper last year!

We think that having those things will make us feel safe, and maybe it does for a second.

But living a rich life means you can look directly at the worry and know you’re good.


Deciding On An Advisor

Finding the right financial advisor – one who is a good fit for you and your family – can be very challenging.

In this video David Kern, a financial advisor at Wealthquest, shares some questions and thoughts to keep in mind when you’re looking for a financial advisor.


What’s Your Money Story?

Your past history informs your present.

Your money story is no different.

If you want to understand why your relationship with money is the way it is, first take a look at:

– why you’re an anxious saver
– why you like to buy gifts for everyone you love
– why you stay in a state of unawareness regarding money

You have to be open to having the conversation that pieces those β€œflashpoints”, those defining moments in your story, into the narrative informing your decisions today.


Accessing Equity Inside Your Homes

If you’re a homeowner, the value of your home has likely skyrocketed over the last 18 months. Now you’re left with an important question as a homeowner: do you do something with this newfound equity inside your home?


Roll Over 401k

What happens with your 401k when you switch jobs?

The last thing you want to do is forget that it’s there, so watch below for 4 options for your old 401k plan from a previous employer!


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?

Β 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.

Scroll to Top

Subscribe to Wealthquest's blogs & videos

We promise to never share your information.