Sep 26, 2023
Do you know your retirement number? Is there a magic number that exists? How useful are retirement calculator tools? We dive into all of this today. By the end of this episode, you should be able to tell when you have enough. Stay tuned to combat that scarcity mindset that may be telling you that you’ll ever...
Sep 19, 2023
Sam and Adam Day, Senior Wealth Advisor for Wealthquest take a dive into AI by asking ChatGPT or Bard financial questions. We examine the answers and Adam shares whether he agrees or not. We talk about whether money makes people happier, the first steps of DIY financial planning, and more.
AI can be helpful, but...
Sep 12, 2023
Dan Larson is the Vice President here at Wealthquest. He is an accountant. Prior to Wealthquest, he was a tax manager. He is the perfect person to talk about taxes, as we dive into five major tax opportunities that are often missed.
We talk about data gathering and ways to get a jump start on the following year's taxes....
Sep 5, 2023
Sam chats with James Oliger about investment management and how to maximize the impact of your investments. They also talk about how to effectively coordinate your Investments with all the other areas of your financial life.
They go over financial planning, taxes, estate planning and more. James also shares the worst...