In this episode of Building Wealthy Habits, we have the entire crew and dive into the key steps for achieving early retirement. We emphasize the importance of setting clear goals, understanding what financial independence truly means, and the crucial role of smart budgeting and investing. Also, we highlight the value of having an emergency fund and…

Who is stoked for the Dodgers in the World Series? We are! In this episode, we discuss the excitement surrounding the World Series and peel back the financial aspects of baseball contracts, particularly focusing on Shohei Ohtani's historic $700 million contract with the Dodgers. We explore the implications of deferred payments, tax considerations, …

In this episode of Building Wealthy Habits, Laura and Jeremiah tackle some of the worst money advice they've heard or received. From "live for today, not tomorrow" to "investing is too risky," they debunk these common financial myths and share practical wisdom to help listeners build healthy financial habits.…

Laura and Jeremiah discuss the importance of developing a spending plan to achieve financial freedom. They emphasize aligning spending with personal values rather than societal expectations and the need for self-awareness and active listening in financial conversations. They review various budgeting methods, including the 50/30/20 rule and zero-bas…

This week we are breaking things down to the basics of investing, including the differences between tax-deferred and taxable accounts, the importance of setting investment goals, and the power of strategies like dollar cost averaging. They also emphasize the value of diversification and maintaining emotional control when markets fluctuate. Whether …

We kick this episode off on a lighthearted note, discussing the current challenges faced by the West Coast due to wildfires and heatwaves. The main topic of the conversation is why everyone is talking about CD rates and why people are chasing banks for the best rates. We discuss the impact of the Federal Reserve cutting interest rates and the volat…

This week we are talking about one of our favorite subjects – KIDS! Unfortunately, we are talking about the rising cost of parenthood and its impact on families. We explore the declining birth rate in the US and other countries, the increasing expenses of raising children, and the economic and emotional challenges faced by parents. The conversation…

In this episode of Building Wealthy Habits, Laura and Jeremiah discuss the role of fractional CFOs in growing businesses. They explore the progression from handling finances in-house to hiring a tax preparer, bookkeeper, and controller. They highlight that eventually businesses reach a point where they need a strategic thinker and financial expert,…

This week we are joined by David and Caitlin Carnes as they share candid insights on marriage and money. As the heat levels rise, they reveal how they navigated the Hot Ones Challenge and the even hotter topic of finances as a couple. From spending habits to the importance of aligning values, they talk openly about how they manage money together, a…

In episode 34 of the Building Wealthy Habits Advisors, we are absolutely thrilled to have back two of our favorite guests, Simone Knepper and Brooke Miller to talk about the recent changes in the real estate industry regarding commissions and how they are negotiated. We talk about how the National Association of Realtors was involved in a lawsuit t…

In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we dive deep into the crucial topic of long-term care. Join us as we explore the average costs, essential strategies for preparing, and the significant impact of health on long-term care expenses. We'll also discuss the evolving dynamics of caregiving, the importance of fam…

In episode 32 of Building Wealthy Habits, we discuss Roth IRAs and specifically, backdoor and mega backdoor Roth IRAs. We explore the difference between traditional and Roth IRAs, highlighting the tax benefits of each. We also discuss the income limits for contributing to a Roth IRA and how the backdoor Roth IRA strategy allows high-income earners …

Join Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as:00:00 Introduction and Discussion about Riverside Cookie Shop03:02 Debunking Common Myths About Estate Planning08:05 The Importance of Estate Planning While Still Alive12:01 The Value of a Trust, Even with…

In this episode of "Building Wealthy Habits," Randy, Laura and Jeremiah take you through the experience of meeting with a financial advisor. They break down the entire process, from your first meeting to the creation of a personalized financial plan.You'll hear about the onboarding steps, starting with the initial appointment to gather essential in…

In this episode, Laura and Jeremiah interview Marie Hair, the founder of To Dwell Here, a company that specializes in personalized hospitality and design for short-term rental properties. Marie shares her expertise in creating a balance between functional and beautiful spaces, catering to the needs of guests, and building a strong relationship with…

In episode 28 of Building Wealthy Habits, real estate experts Simone Nepper and Brooke Miller join us to discuss the process of finding and securing a short-term rental property. They emphasize the importance of determining whether the property will be purely an investment or if it will also be used for personal vacations. They highlight the need f…

Welcome to episode 27 of Building Wealthy Habits! With this episode we kick off a three part series focused around short-term rentals. Tune in and see how watching HGTV with our family sparked a conversation about property ownership and care. We discuss the financial and legal considerations of owning a short-term rental property, and highlight the…

In episode 26 of Building Wealthy Habits, we discuss the importance of cybersecurity and share tips and best practices to protect oneself and family from fraud and data breaches. We cover topics such as password management, two-factor authentication, credit monitoring, and the use of virtual private networks (VPNs) when using public Wi-Fi. If you t…

This episode explores the sentiment of political extremism in the US and its impact on the economy and corporate America. We discuss how the divisive issues that fuel political extremism, such as abortion, immigration, inflation, healthcare, and international power impact discourse in our country. We also examine the role of social media in reinfor…

In episode 24 of Building Wealthy Habits, we discuss the topic of innovation, specifically focusing on the impact of artificial intelligence (AI) on personal finance. We weigh potential benefits and concerns surrounding AI in various industries and highlight the importance of trust and the human factor in financial planning, emphasizing the need fo…

In part two of our Executive Coaching Series, we are joined again by our favorite executive coach, Joseph King Barkley! This episode explores how executive coaching principles align with financial planning to help clients build a better future. Listen as Joseph drops some amazing nuggets on us around vision setting techniques, overcoming barriers, …

In part one of this two part series, we are joined by our favorite executive coach, Joseph King Barkley to discuss the impact of coaching on personal growth and leadership. We explore different coaching formats and how vision, mindset and strategy are central to the process. Learn about coaching's benefits through personal testimonials and aha mome…

This episode of Building Wealthy Habits focuses on the importance of trust in business and personal relationships. We dig into the topics of wills, trusts, and estate planning, highlighting the need to avoid probate and the benefits of having a will or trust. The conversation also emphasizes the significance of powers of attorney for financial and …

Laura, Randy, and Jeremiah Lee discuss tax planning strategies, emphasizing the importance of understanding tax laws and utilizing tax loss harvesting. You won’t want to miss Randy and Jeremiah facing off in the “Tax Dash” game. Laura highlighted the emotional state of clients when preparing taxes, while Randy stressed the need for constant awarene…

In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticat…

In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee discuss the complexities of inflation and its effects on personal finances and the economy. They explore how inflation has evolved over time, its historical context, and its current impact on spending habits and investment decisions. They emphasize the importance o…

In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over time, including the emergence of certified financial planners (CFPs) and the impact of technology. Randy, Jeremiah and Laura provide historical context of fin…

In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash reserves potentially entering the stock market, investing in stocks that have seen high returns but may be overvalued, and the importance of diversification and valuation metrics. They warn about fake investment t…

This episode of Building Wealthy Habits provides insights into the unique challenges faced by women business owners and professionals. Laura, Randy and Jeremiah discuss common struggles and offer holistic planning strategies for empowered women in the workplace. Listeners learn how to create a safe space for questions and build trust. Tips are shar…

In this episode the team sits down to discuss financial planning strategies for attorneys. Jeremiah shares insights from his experience working at a large law firm and highlights common characteristics of attorneys and considerations for their debt, families, and careers. Overall this episode emphasizes the importance of risk management, estate pla…

This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to…

In this week's show, Randy and the team look at financial planning for physicians and it can change how you need to plan for your future finances.Enjoy!Από τον Randy Barkley

In this week's show, Randy and the team look at financial planning for physicians and it can change how you need to plan for your future finances.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy and the team look into the different business structures such as sole proprietorships, LLCs, S-Corps, and other common business structures and what might work best for one's needs.Enjoy!Από τον Randy Barkley

Welcome back to the “Building Wealthy Habits” video podcast by TriCord Advisors. I’m Laura Lee and joining me today is Randy Barkley and Jeremiah Lee. Today, we are talking about Social Security for retirees. We’re going to cover the top 12 things you need to consider when thinking about Social Security and how it impacts your situation. At the end…

In this episode of Retirement Unlimited, Randy and the group look at the financial specifics of charity and giving.Enjoy!Από τον Randy Barkley

Welcome back to the “Building Wealthy Habits” video podcast and radio program by TriCord Advisors. I’m Jeremiah Lee and joining me today is Laura Lee. Today, we are talking about the business life cycle. This is the progression of a new business over 5 stages.Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy and the team takes a look at Legal Considerations for Widows & Survivors. We’re going to talk about some common used terms and some broad legal concepts. This information might benefit you or someone you know.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy and the team takes a deep look into RMDs and how they affect your finances.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy looks at financial options after the loss of a spouse. In one of the hardest times of life, there are decisions that can make life easier to manage during hard times.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy takes a look at the Barron's article "401(k)s Replaced Pensions. Retirement Savings Are Still Coming Up Short" and what is going on in the world with planning for retirement.Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy looks at succession planning in this first part of a two part series.Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy takes a look at things that you need to know about Social Security.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy dives into part 2 of succession planning.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy takes a look at the Barron's article "401(k)s Replaced Pensions. Retirement Savings Are Still Coming Up Short" and what is going on in the world with planning for retirement.Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy looks at succession planning in this first part of a two part series.Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy looks at what todo with Market Fluctuation?.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy looks at the article from Investment News “Draining the Pool of Confusion Surrounding Long-Term Care Insurance".Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy looks at the future of annuities with articles such as “The 100 Best Annuities for You“ and “A Retirement Tax Break That Ends the Fear of Outliving Your 401(k)”.Enjoy!Από τον Randy Barkley

In this episode of Retirement Unlimited, Randy discusses whether or not you need to use a Roth 401k with articles from the Wall Street Journal such as “Roth 401k Gives Older Plans a Run for the Money“ and “Secure 2.0 Roth Catch-Up”.Enjoy!Από τον Randy Barkley