James gives tactical ideas, both financially and personally, to put in to practice during quarantine. 

At this point in the Coronavirus outbreak, there may be freedom found in letting go of control. Trying not to control or predict the future will allow you time to really take a look at your financial reality. You can use this time to establish healthy morning routines that work for you, or even begin the practice of journaling your thoughts in this unpredictable season. 

This is the best time to give your money and lifestyle the attention it needs.

Director of Financial Planning at Wealthquest, Ryan Shepherd joins James in the conversation about opportunities they’re planning for in this season. 

Right now it’s easy to miss planning opportunities. We can get caught up in the headlines, be worried about the market, and too focused on investing. But putting together a solid financial plan for your future can bring peace and relief in the long run. 

They discuss the opportunities they’re carefully looking at such as:

• Tax Loss Harvesting
• Roth Conversions
• Emergency Funds
• Refinancing Mortgages
• Legacy Planning
• Liquidity Strategies 

Chief Investor Analyst, Andy Bruns, joins James in the conversation of how they are approaching these unprecedented circumstances and the current market conditions. In hopes that you will be able to calm your nerves about the market volatility, they explain the three things they are paying attention to in the upcoming weeks. 

Keep an eye out for when the economy is headed back on track, don’t give into headlines, and most importantly, stay the course and stick to your investment plan. 

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.

For small business owners, this has been a challenging few weeks. The government has passed a giant stimulus package, but what does that mean?

To help small business owners understand what tools and resources are available to them, James invites J.R. Foster into the conversation to break down the details of the CARES Act, PPP, and EIDL. 

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.

The decisions that feel the safest to us right now may be the ones that damage us in the long run. In this season of crisis and information overload, it's important to understand the difference between reacting and responding. In order to come out on the other side of crisis with potential for growth, you have to learn the difference between reaction and response. 

In this episode, James answers the question: how do we actually approach situations and have thoughtful responses instead of knee-jerk reactions?

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.

During a crisis, our mind tends to make irrational and instantaneous decisions. Other people’s thoughts become contagious and we even start to believe them for ourselves. But the truth is, we’re causing this turmoil, it’s not the circumstances we’re in but the way we’re choosing to handle them. 

We can choose to spend this time in one of two ways - Wasting away in the panic and fear of the news or we can use this season for personal growth and investing in our families.

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.

We know that the world seems to be chaotic right now. So many of us are experiencing fear, anxiety, and sadness. What are we to do with so many negative emotions?

When we ignore our negative emotions, we can miss out on opportunities and stunt our personal growth. Something amazing happens when you realize that in order to know what positive emotions feel like, you had to experience negative emotions. 

In this time of uncertainty, embracing the negative emotions that you feel could be the key to finding peace amongst the chaos. 

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.

No matter how much we try to look at the facts and put logic behind our decisions, the driving force behind it all is this - emotions. The solution to making better decisions isn’t to eliminate all emotion, but to get to a position where you’re aware of how you’re feeling and can harness those emotions while deciding something. 

Knowing what motivates your decisions and being able to vocalize them, especially when it involves money, can have lasting effects on your finances, family, and legacy.

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.

In this quick, bonus episode of the Rich Life Podcast, learn how a donor-advised fund can benefit the charities you love while also simplifying your tax season. 

James begins a two-part series based on our inherent struggle to take confidence in the decisions we make. Sometimes, we tend to make our decisions based on the judgments other people are making of us. 

But we have to get out of this trap. When we face a decision, it is ours to make and no one else’s opinion can steal what we want. At the end of the day, we have the freedom to choose. Take confidence in the decisions you make. 

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.