Jul 27, 2021
Did the internet make keeping up with the Joneses worse for millennials and Gen X? On this week’s episode, James and special guest Ashley Brewster explore what it means to be a HENRY (not some random guy named Henry), how to avoid chasing money, and what really defines your success. And what does it really mean to be...
Jul 20, 2021
Once a groove is tracked in your brain, it’s hard to change course. What are the processes you train yourself to have with money? On this week’s episode, James references behavioral addiction to explain a possible reason for why you check your stock apps so often. And what role does your advisor play in feeding or...
Jul 13, 2021
Why does the framework around money feel so strange? When you get that promotion at work or close a new deal - why do you instinctively keep it to yourself? Maybe we have it wrong… On this week’s episode, James clarifies a misquoted Bible verse to clear the air around the image of having and acquiring money.
Jul 6, 2021
President of Wealthquest, David Kern, joins James this week to explore what it looks like for Wealthquest to challenge the financial planning industry to do more than provide a portfolio statement. When it comes to money, we need to be deeper in the weeds and be connected to the hard stuff in client’s lives. In this...