Feb 27, 2020
Fighting about money is one of the most common conflicts in marriages. One way to engage in money-related conflicts in a healthy way is to create a shared vision for your family, understanding their wants, values, and purpose.
Listen to more on this short, bonus episode of the Rich Life Podcast!
Feb 25, 2020
Conflict can be healthy, even when it’s about money!
We all enter into relationships with different backgrounds and opinions about money. That’s why being vulnerable with each other and creating a shared family vision for your finances are some of the most effective ways to move towards shared decisions about...
Feb 18, 2020
In this week’s episode of the Rich Life Podcast, David Kern joins James in a conversation about the benefits of developing a trusted relationship with your advisor.
They break it down into three phases- the interviewing phase, the testing phase, then the trusting phase. The trusting phase is the sweet spot, it’s...
Feb 11, 2020
Episode 52 of the Rich Life Podcast celebrates one year of changing the conversation about money! James Lenhoff and Wade Daniel, co-founders of the fastest growing wealth management firm in Ohio, Wealthquest, discuss the journey of starting a business together.
Together they reflect back on their passion that drives...
Feb 4, 2020
The transition into retirement can be tougher than you may think. You’ve probably been preparing for retirement for years now, but haven’t taken the time to ask an important question:
“When I retire, who am I?”
All the numbers and math can often force you to overlook the emotional preparation that goes into a...