Jun 29, 2021
When it comes to planning your estate, your only limit is your imagination. On this week’s episode, Legacy Planning Advisor Charlie Ehrenfried shares 5 things to avoid when considering your estate planning. And by the way- the time to do that is right now.
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Jun 22, 2021
Under-spenders, in the midst of what they said they wanted, will tell themeless over and over again that it’s a waste of money. Sound like you? On this week’s episode, James considers the negative repercussions of under-spending and missing out on all the memories you meant to make but never did. Take the vacation,...
Jun 15, 2021
If there’s a secret to working fewer hours, James may have just uncovered it. Do we simply think about work all wrong? On this week’s episode, James offers a healthy alternative to the way you’ve been consuming your work, or rather, the way work has been consuming you.
Jun 8, 2021
Adam sails away to…Naples? And what is the G.I. Joe Fallacy? On this week’s episode, James and special guest Adam Day discuss visualization and the missing piece that can bridge the gap between current you and future you.
Missed our episode on the knowing and the doing gap? Listen here!
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Jun 1, 2021
Are you too attached to the title to ever let it go? On this week’s episode, James addresses his transition at Wealthquest. Yes, he has a cream puff job now. Does all good leadership come only from the top, or can we lead the people above us (and maybe more effectively too)?