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.

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com

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, book the trip, do the thing! After all, isn’t that why you save so diligently in the first place?

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.

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! 

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com 

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)?

You use scraps of information through diligent research to tie together the story of a family- that’s genealogy. A few episodes back, Andrew Tudor proposed the idea that the shoulders you stand on set you up for the success you have now. Enter Laurie Hermance-Moore, a professional genealogist! On this week’s episode, Laurie explains her work as a genealogist and what your ancestry means for the bigger picture of your family legacy.

Want to learn more about your family ancestry? Visit Laurie at heritagebridge.com

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com

Being suddenly wealthy is not healthy. On this week’s episode, James advocates for healthy client-advisor relationships by sidestepping decisions with binary outcomes. Is it ever safe to put yourself in a place where you have the potential to be all wrong? Advisors, after all, are only human.

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com

They say every day in retirement feels like a Saturday, but is that as nice as it sounds? On this week’s episode, James and special guest, Director of Financial Planning, Ryan Shepherd dispel some misconceptions about retirement. Is Phoenix all it's cracked up to be? Ryan warns you of five common retirement planning mistakes, so you can rehearse for the retirement you want.

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com

Why is preventative advice the hardest to take? On this week’s episode, Dr. Moira Somers, leading practitioner in the field of financial psychology and author of Advice That Sticks, joins James to challenge the way financial advisor companies engage with their clients. After all, is a wealth advisor really advising on wealth, or on a rich life?

To get in touch with Dr. Somers, visit www.moneymindandmeaning.com

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com

Special guest Cody Hanson, Licensed Professional Counselor and Co-Founder of Rivertown Wellness, joins James on the podcast! On this week’s episode, Cody shares what commonalities his patients are bringing up in therapy sessions and enlightens us all on the subject of trauma; once our adrenaline from surviving a pandemic dissipates, how do we keep going?

If you need to talk to someone, reach out to Cody and his team of licensed professionals at www.rwcincy.com

To learn more about The Rich Life Book + Coaching, visit www.LivingARichLife.com. 

This podcast is brought to you by Wealthquest. Learn more at www.wqcorp.com