Nội dung được cung cấp bởi TriCord Advisors Podcast and Randy Barkley. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được TriCord Advisors Podcast and Randy Barkley hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Retirement Unlimited
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Manage series 1261169
Nội dung được cung cấp bởi TriCord Advisors Podcast and Randy Barkley. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được TriCord Advisors Podcast and Randy Barkley hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
…
continue reading
254 tập
Đánh dấu tất cả (chưa) nghe ...
Manage series 1261169
Nội dung được cung cấp bởi TriCord Advisors Podcast and Randy Barkley. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được TriCord Advisors Podcast and Randy Barkley hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.
…
continue reading
254 tập
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Retirement Unlimited
1 Episode 44 - Retirement Savings in the 21st Century 24:46
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24:46This episode of Building Wealthy Habits explores the evolving landscape of retirement, focusing on the fears and concerns retirees face today, particularly regarding financial security and healthcare costs. The discussion highlights the impact of inflation on retirement savings and the importance of finding purpose in semi-retirement. Specifically, this conversation emphasizes the need for retirees to organize their finances and the evolution of retirement savings plans, particularly the shift from pensions to 401(k) plans. We also address the significance of consolidating retirement accounts and strategizing contributions to ensure a secure financial future.…
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Retirement Unlimited
1 Episode 45 - What If I Had to Start From Scratch? 25:00
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25:00In episode 45 of Building Wealthy Habits, Laura Lee, Randy, and Jeremiah discuss the financial wisdom they've gained over the years, emphasizing the importance of hindsight in making better financial decisions. They share personal stories and lessons learned about budgeting, investing, and teaching children about money. The discussion highlights the significance of developing good financial habits, understanding the value of delayed gratification, and the necessity of having an emergency fund. They also touch on the importance of financial literacy and the need to be aware of spending habits, especially with the prevalence of subscriptions. Overall, the conversation serves as a guide for listeners to reflect on their financial practices and make informed decisions for a secure financial future.…
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Retirement Unlimited
1 Episode 46 - Longevity & The Sandwich Generation 25:00
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25:00In Episode 46 of Building Wealth Habits, we tackled a topic that impacts us all: longevity. With life expectancy on the rise, we explored how living longer influences our health, finances, and even our social systems. From uncovering emerging health trends to dissecting the complexities of long-term care insurance, this episode packed actionable insights for anyone planning for the future. We also dove deep into the unique challenges faced by the sandwich generation—those caught between raising children and caring for aging parents—offering strategies to navigate this often-overwhelming responsibility. At its core, this conversation is about empowering you to design a healthy, fulfilling life as you age. Because building wealth isn’t just about money—it’s about creating a legacy of well-being for yourself and those you love.…
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Retirement Unlimited
In this episode of Building Wealthy Habits, we unwrapped a truly unique and heartwarming topic: holiday gifting with purpose. Our conversation focused on holiday gift ideas that go beyond the ordinary—offering thoughtfulness, financial literacy, and deeper family connections. From fun educational games to timeless financial books, we explored ways to inspire critical thinking about money in creative, approachable ways. We also highlighted subscriptions and gadgets that make learning about finances engaging and even entertaining. And for a touch of sentimentality, we discussed the power of living gifts, like plants, that symbolize growth, resilience, and the beauty of continuity within families. At the heart of this episode is a message of giving with intention—choosing gifts that spark meaningful conversations, create lasting memories, and enrich lives in ways that go well beyond the holidays.…
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Retirement Unlimited
1 Episode 48 - Financial Planning Mythbusters Part 2 25:00
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25:00In this episode of Building Wealthy Habits, we get real about the financial myths that trip up so many families. From the truth about "safe" investments like bonds to why chasing the latest trends could wreck your financial goals, we're breaking it all down. We talk about why starting early with investing is everything (hint: it’s not about getting rich quick), the delicate dance of risk and return, and how budgeting isn’t about restriction—it’s about freedom. More importantly, we dive into how financial planning isn’t just about numbers; it’s about people, families, and creating a future where you’re not stressed about money. Whether it’s helping your kids through college, saving for your dream retirement, or just making sure your finances reflect your values, having the right guidance makes all the difference. If you’ve ever wondered what it really takes to build wealth and enjoy the journey, this episode is for you. Don’t miss it—your future self will thank you.…
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Retirement Unlimited
1 Episode 49 - How Do You Know if You Have the Right Financial Advisor? 25:00
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25:00In episode 49 of Building Wealthy Habits, Laura and Jeremiah Lee discuss the essential considerations for clients seeking a financial advisor. They explore the importance of understanding the advisor's services, fee structures, and the role they will play in the client's financial journey. The conversation emphasizes the significance of building trust, the value of credentials, and the need for alignment in investment philosophy and tax strategies. Ultimately, they encourage listeners to evaluate multiple advisors to find the best fit for their unique needs.…
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Retirement Unlimited
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 the need to remain flexible with financial plans. Wrapping up the conversation, we recommend consulting a financial advisor to help build confidence in decision-making and navigate the complexities of retirement planning.…
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Retirement Unlimited
1 Episode 43 - Tax Implications of Shohei Ohtani's Contract 25:00
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25:00Who 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, and compare Ohtani's contract to Bobby Bonilla's unique deal. The discussion also touches on how such contracts can influence future negotiations and the overall landscape of Major League Baseball.…
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Retirement Unlimited
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.…
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Retirement Unlimited
1 Episode 40 - Buy the Latte! The importance of developing a spending plan 25:00
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25:00Laura 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-based budgeting, and recommend apps like Monarch, YNAB, and Copilot for better financial tracking. The episode closes out with them highlighting the significance of having a vision for one's financial future and stressing the value of using tools to manage spending and reduce stress.…
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Retirement Unlimited
1 Episode 39 - A Simple Guide to Investing 25:00
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25:00This 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 you're a seasoned investor or just starting out, this episode provides a helpful guide to building smart investing habits for your financial future.…
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Retirement Unlimited
1 Episode 38 - How Can You Find the Best CD Rates 24:42
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24:42We 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 volatility of the market during an election year, and explain the concept of three buckets for managing money: checking account, short-term cash, and long-term investments. We round it out by exploring different options for short-term investments, including CDs, short-term treasuries, and series I bonds and caution against falling for schemes that promise unusually high interest rates and emphasize the importance of doing due diligence when searching for the best CD rates.…
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Retirement Unlimited
1 Episode 37 - Is Parenting Getting Too Expensive? 25:00
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25:00This 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 also touches on the importance of family and the need for creative solutions to support parents and grandparents.…
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Retirement Unlimited
1 Episode 36 - When to Hire a Fractional CFO 24:41
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24:41In 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, which is where a fractional CFO comes in. They discuss the benefits of hiring a fractional CFO, such as cost savings and access to expertise, and provide resources for finding fractional CFO services.…
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Retirement Unlimited
1 Episode 35 - United We Budget: Finding Financial Harmony in Marriage 25:00
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25:00This 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, all while juggling the added challenge of parenting. This lighthearted yet meaningful conversation sheds light on how open communication and teamwork are key to finding financial harmony in any marriage.…
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