If there’s a secret to working fewer hours, James may have just uncovered it. Do we simply think about work all wrong? On this week’s episode, James offers a healthy alternative to the way you’ve been consuming your work, or rather, the way work has been consuming you.
Life insurance isn’t as simple as some people assume. Most people think they’re safe to cancel life insurance when…
-Kids are out of the house
-Education costs are covered
-Should something happen to a spouse, it’s not detrimental
Watch for 3 scenarios when you might want to keep that life insurance policy in its place!
The role of a financial planner is to help you and your family figure out how to best save earnings, retain value, grow holdings and meet long-term financial goals. Planners should provide short- and long-term expectations with the same portfolio, which can be quite an undertaking.
Are you too attached to the title to ever let it go? On this week’s episode, James addresses his transition at Wealthquest. Yes, he has a cream puff job now. Does all good leadership come only from the top, or can we lead the people above us (and maybe more effectively too)?
Donor-advised funds, or DAFs, allow families and individuals to make tax-advantaged donations to charitable organizations. Similar to other investment accounts, a DAF allows donors to contribute assets to be donated to charitable organizations.
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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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