The first step toward clarifying your financial reality is tracking your spending and savings. 

Whether that’s a spreadsheet or a journal, having a system in place to organize your money can clarify your money reality and lead you down the path to financial success.

In this episode of The Rich Life Podcast, James talks through how springtime is for reflecting, rejoicing, readjusting and recommitting to the goals you set early on in the year. It’s a time to reflect on where you are and plan for where you want to go. 

Check-in on your goals and ambitions you set for your finances and lifestyle earlier this year. Are you stalling? Or waiting for the next season of life to come along? Use springtime as a reminder of hope and renewal of your ambitions. 

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.

Fighting about money is one of the most common conflicts in marriages. One way to engage in money-related conflicts in a healthy way is to create a shared vision for your family, understanding their wants, values, and purpose. 

Listen to more on this short, bonus episode of the Rich Life Podcast!

Conflict can be healthy, even when it’s about money! 

We all enter into relationships with different backgrounds and opinions about money. That’s why being vulnerable with each other and creating a shared family vision for your finances are some of the most effective ways to move towards shared decisions about handling money. 

James offers tactical advice to evaluate the root of your money-fights and how it could actually create opportunities to bring your family together.

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 week’s episode of the Rich Life Podcast, David Kern joins James in a conversation about the benefits of developing a trusted relationship with your advisor. 

They break it down into three phases- the interviewing phase, the testing phase, then the trusting phase. The trusting phase is the sweet spot, it’s the ultimate goal when working with an advisor. But how do you get there? 

This episode provides insights on how to move that relationship forward.

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.

Episode 52 of the Rich Life Podcast celebrates one year of changing the conversation about money! James Lenhoff and Wade Daniel, co-founders of the fastest growing wealth management firm in Ohio, Wealthquest, discuss the journey of starting a business together. 

Together they reflect back on their passion that drives the company and the strategies they use to lead the company together. They speak on the importance of servanthood and making client relationships the focus of their firm. 

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 transition into retirement can be tougher than you may think. You’ve probably been preparing for retirement for years now, but haven’t taken the time to ask an important question:

“When I retire, who am I?”

All the numbers and math can often force you to overlook the emotional preparation that goes into a joyful retirement. In this episode, James offers four key strategies to prepare for a purposeful and engaging retirement. 

Define your identity and expand your vision for the time of rest, space and freedom we all know was retirement. 

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. 

Before tax season is in full swing, have the conversation about what you need to prepare when it's time to file your taxes. Whether you meet with a tax preparer or not, it’s important to know what information to collect and track throughout the year.  

Director of Tax Planning at Wealthquest, Dan Larson, explains why every tax year can be different and offers other strategies to face this season with knowledge and confidence. 

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

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

As we look ahead into the new year, there are so many uncertainties. From foreign affairs to the election, 2020 is shaping up to be a year of uncertainties. 

But what can we do about the uncertainties that come our way in life? Is there any value in trying to predict the future of politics, the market or our own finances?

In Episode 49 of the Rich Life Podcast, James dives into the uncertainties of our lives. Admitting we don’t have all of the answers and being able to accept uncertainties could give us confidence going into 2020. 

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

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

In Episode 48, James explains the difference between healthy wants and unhealthy wants. He breaks down the idea that wanting things isn’t always destructive. In fact, wanting things can be the way we are motivated, pushed to take on more responsibility and work harder. Having our wants in order will tell us where our hearts and motivations are. 

Ideally, we want to get to a place where we find the middle ground of wanting things that get us excited and motivate us. You don’t know where you’re headed if you don’t what you want. 

To learn more about The Rich Life Book and working with James as a coach, visit www.LivingARichLife.com. 

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