Aug 25, 2020
Security, Enjoyment, or Devotion - every financial decision we make is typically rooted in one of these three motivations. Which one do you relate to?
In this episode, James explains how understanding what motivates your money decisions can change your conversations about money. He briefly runs through Wealthquest’s...
Aug 18, 2020
Oftentimes the role of an advisor is mistaken as complex and confusing. In reality, a financial advisor plays a key role in making your life simpler. They want to act as a guide, help you identify your needs and wants, and ultimately bring clarity and confidence to your future.
David Kern joins James in the conversation...
Aug 11, 2020
With a divorce, many times there is no perfect solution. But asking yourself a few key questions and having conversations with friends and family can help make this transition as smooth as possible.
Angela Williams, a Wealth Management Advisor at Wealthquest, shares her personal experience with divorce and how asking...
Aug 4, 2020
Trying to stay on top of your finances can often be too much to handle. James shares four rhythms you can develop to help avoid the overwhelming feeling of tracking your spendings, savings, and financial goals. Practicing these simple rhythms and gain clarity and confidence in your financial situation.
To learn more...