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197 // Inflation and Christmas

We are heading into the holiday season and the buying, spending, and marketing is strong. The Black Friday data shows that in spite of high inflation, people are spending record amounts of money. In this episode, I’m going to talk about why it might be time to take a step back and have an open and honest conversation with your family about Christmas and spending.

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Generosity Planning

Generosity comes in really two different forms…time and money. It’s easy to understand how to donate your time, but financial donations can also be a little more complex.

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196 // Never Too Old To Play

It’s common for people to treat being busy as a badge of honor. There’s guilt associated with not being productive and getting things done. This episode is about the overlooked importance of play. One of the reasons that people are so burned out and miserable is the lack of play, especially quality play with the ones they love.

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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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IRS Grants Relief to Victims of Hurricane Ian

The IRS issued tax relief for Hurricane Ian victims in Florida, South Carolina, and North Carolina. Certain filing and payment deadlines between Sept. 23, 2022, and Feb. 15, 2023, will be postponed to Feb. 15, 2023. Taxpayers experiencing significant property damage may be able to claim a casualty loss.

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195 // Money and Happiness

Does money buy happiness? Absolutely yes, and definitely not! Depending on your money experiences growing up, your answer may fall on either side of this equation. Whatever your situation was, you may have evidence to back up either answer. Both sides are right.

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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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