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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 facin... more

PublishesWeeklyEpisodes238Founded7 years ago
Categories
InvestingBusiness

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Artwork for Invest In Your Life

Latest Episodes

There are so many emotional and financial aspects to retirement. Navigating the transition to retirement can be extremely challenging. These challenges are compounded when planning for two within a marriage. This episode is about preparing for the tr... more

According to Benjamin Franklin, death and taxes are guaranteed. Just because they're inevitable doesn't mean we can't plan for them. This week, Sam and Wealthquest Director of Tax Planning, Brandon Butcher, tackle the planning stage of estate taxes. ... more

Wealthquest's Director of Financial Planning, Megan Hammann, and Director of Tax Planning, Brandon Butcher, gave a webinar on death, taxes, and preparing for these inevitable events. In this episode, Sam and Megan give a recap of the event and focus ... more

Once you reach a certain age the government forces you to take withdrawals from your retirement account. These withdrawals affect your taxable income, medicare premiums, and even your ability to leave money to your heirs. I'm referring to required mi... more

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Reviews

4.9 out of 5 stars from 49 ratings
  • Amazing podcast!

    This podcast is a must listen for anyone looking to improve their financial literacy and relationship with money. James is a great host and each episode is informative and empowering.

    Apple Podcasts
    5
    maddie@podcastingyou
    United States3 years ago
  • Lots of valuable insights

    I’ve enjoyed James’ insights over the years.

    Must-listen for parents especially!

    Apple Podcasts
    5
    Petro pete
    United States4 years ago
  • Topics that speak to the soul

    I highly recommend everyone (especially the younger folks) take a chance on this podcast! I’ve enjoyed James’s podcast since it started. The fact it’s a money podcast that finally ignores the easy part of money which is the math and talks about the feelings behind it. He discusses very emotional issues and dissects it in a way that respects the emotional aspect but gets to the root issues. Listening to episode 114 finally prompted me to write a review because he again could expressed what I was ... more

    Apple Podcasts
    5
    M. Taz
    United States5 years ago
  • Great contente on how to live the Rich Life

    James runs such a great podcast teaching people how to live the "Rich life" and build their wealth the right way, with family and personal values in mind. I'm a fan.

    Andy Storch

    Host of the Talent Development Hot Seat and The Andy Storch Show

    Apple Podcasts
    5
    Andy Storch
    United States6 years ago
  • Cut through the noise!

    In this day and age, we are connected to an enormous amount of information - and the financial sector is no different if not a leader in information overload. James’ podcast cuts through the noise and discusses what’s impactful and practical to everyday life. Check it out, you won't regret it!

    Apple Podcasts
    5
    Chadwick Howe
    United States7 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#204
Russia/Business/Investing

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Which podcasts are similar to Invest In Your Life?

These podcasts share a similar audience with Invest In Your Life:

1. The Daily

How many episodes of Invest In Your Life are there?

Invest In Your Life launched 7 years ago and published 238 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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