Invest In Your Life
Sam Martinez
We'll help you simplify your financial life so you can invest your time, energy, and resources in your most important and valuable priorities.
As you move along your financial journey, complexity grows. That complexity creates uncertainty, and uncertainty creates fear. We'll bring interdisciplinary specialists to the table to tackle the challenges and opportunities our clients are most often facing, breaking them down into simple-to-understand and easy-to-act-on steps so you can make decisions with clarity and confidence.
As you move along your financial journey, complexity grows. That complexity creates uncertainty, and uncertainty creates fear. We'll bring interdisciplinary specialists to the table to tackle the challenges and opportunities our clients are most often facing, breaking them down into simple-to-understand and easy-to-act-on steps so you can make decisions with clarity and confidence.
Episodes
Mentioned books
Jan 18, 2022 • 35min
153 // End of Year Review with David Kern
2021 was a big year for Wealthquest, even though it wasn't exactly how we imagined it would be. In this week's episode, James is joined by David Kern, President of Wealthquest, to reflect on 2021 and share some insight into what you can look forward to in 2022! 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
Jan 11, 2022 • 20min
152 // 3 Ways to Be Less Anxious
Anxiety havers - you know when you're ranting about an anxious experience you had to a non-anxious friend and the confused look on their face tells you they could never relate? It's because they experience the world differently than you do, and we're taking notes. In today's episode, James shares 3 things to learn from people who don't struggle with anxiety! 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
Jan 4, 2022 • 26min
151 // Kids & Money
If you're asking when to teach your kids about money, the answer is always "right now." In this week's episode, James highlights the importance of familiarizing your kids with money at an early age, and how to adapt what you teach them as they get older and their relationship with money evolves. 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
Dec 28, 2021 • 40min
150 // Intentional Retirement in Unintentional Times with Adam Day
If you didn't transition into retirement this year, you probably know someone who did; whether it was by necessity or their own volition. In this week's episode, James and special guest Adam Day cover early retirement in a Covid world. Just because it's not what you thought it would be, that doesn't mean you can't get what you wanted out of it. 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
Dec 21, 2021 • 28min
149 // Did the Pandemic Cause More Impulse Purchases?
A dive into how the pandemic changed impulse buying and why those quick purchases often lead to regret. Discussion of boredom, stimulus money, and a temporary “wealth effect” that fueled spending. Coverage of how holiday seasons amplify impulsivity and practical steps to notice triggers and pause before buying.
Dec 14, 2021 • 20min
148 // End of Year Money Moves
The best time to review your finances and set yourself up for a successful New Year is right now. In this week's episode, James is talking about money moves. What are some end of year strategies that might help you finish strong financially? 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
Dec 7, 2021 • 23min
147 // How to Get More From Christmas
In order to get what you want out of new seasons of life or any big shift, you have to ask the right questions. In today's episode, James walks you through the 5 steps to uncovering what you want FROM Christmas rather than what you want FOR Christmas. PS This process is also great for vacations and job changes. 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
Nov 30, 2021 • 23min
146 // 10 Ways Purpose Can Change Your Life
You need a strong sense of purpose to weather the storms that will inevitably hit. In this week's episode, James goes over the top 10 ways a strong sense of purpose can improve your life, and it's more than you might think. Are you really more likely to have a higher income with purpose behind the wheel? You'll have to listen to find out! 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
Nov 23, 2021 • 17min
145 // Your 2-Step Thanksgiving Survival Guide
The holiday season is here, and James wants you to be ready! In this week's episode, James gives you all the tools you need to approach conflict and difference in conversations with an open mind and an open heart. 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
Nov 16, 2021 • 19min
144 // Does Your Belief About Success Make a Difference?
Most things you do in life improve upon more effort given; learning to ride a bike, a new job, playing the guitar. In today's episode, James uncovers Prospective Outcome Bias - do we focus too much on the outcome rather than the process of achieving a goal? And has this been limiting what we try? 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
