Jan 28, 2020
Before tax season is in full swing, have the conversation about what you need to prepare when it's time to file your taxes. Whether you meet with a tax preparer or not, it’s important to know what information to collect and track throughout the year.
Director of Tax Planning at Wealthquest, Dan Larson, explains why...
Jan 21, 2020
As we look ahead into the new year, there are so many uncertainties. From foreign affairs to the election, 2020 is shaping up to be a year of uncertainties.
But what can we do about the uncertainties that come our way in life? Is there any value in trying to predict the future of politics, the market or our...
Jan 14, 2020
In Episode 48, James explains the difference between healthy wants and unhealthy wants. He breaks down the idea that wanting things isn’t always destructive. In fact, wanting things can be the way we are motivated, pushed to take on more responsibility and work harder. Having our wants in order will tell us where our...
Jan 7, 2020
Founder of Young Money University, Todd Romer travels to colleges and universities across the United States, speaking to students about their financial future with the mission to create understanding and financial wisdom for young people.
In Episode 47 of the Rich Life Podcast, James sits down with Todd and discusses...