It’s a new year, and we should be kind and compassionate toward ourselves. Sure, everything may not be perfect. Maybe we’ve already failed a new year’s resolution or goal. Perhaps we feel regret over our Christmas spending or credit card debt. There are so many things that can allow our inner critic to take hold and wreak havoc on our minds.
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.
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.
We’re in a busy season with a lot to get done. You know that feeling where you have so many things swirling around inside your head that you can’t relax, that’s what I’m talking about today. I recently read a Psychology Today article called The Tyranny of Getting Stuff Done which sums up my point perfectly.
Sometimes, when talking with my clients, I have these exceptional and authentic moments. I’m going to share one of those today. This topic affects a lot of couples, and it affects my client. When he and his wife were first starting, they had nothing. They lived a simple life and were deeply engaged in each other because they had nothing else to define them.
Join Wade Daniel and James Lenhoff in a discussion about the uncertainties facing investors in the new year, and our take on how to navigate them. We will be providing our answers to the questions our clients have been asking, and will have an open dialogue with the audience about the questions you have as well.
Additional Event Details :
Lunch at 11:30am, seminar to follow.
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?
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.