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Description

Hello and welcome to The River Foundation Podcast! Today, James Lenhoff, the esteemed author of last quarter's Book of the Quarter, Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth joins Dan to discuss his path from disgruntled wealth management professional to spiritually fulfilled author and CEO of half-billion dollar company Wealthquest. Together, Dan and James explore his life goal of using his wealth management knowledge and skills to help guide people to financial safety and security, and how his path revealed itself only after he surrendered.

Episode Highlights:

[0:26] James recounts how a panic attack led to the epiphany that his job is to help prevent people from accumulating regret.

[4:05] James shares the story of Wealthquest. "We empower families to live meaningful lives."

[8:14] We learn why James is delighted by his (very busy) job as Director of Mission at Wealthquest.

[11:24] James outlines the initiatives that Wealthquest undergoes to care for its employees and their families.

[13:29] James sends a message of encouragement to River Foundation and First Southern employees. "We have an opportunity to be the non-anxious presence."

Episode Resources:

James's book: Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth 

Matching grants: https://bit.ly/RFMatchingApplication