Retirement Unlimited

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 for a personalized approach that takes into account...

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, and building trust over time. The crew shares pers...

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 moments. Joseph outlines resources for those intereste...

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 healthcare matters. We cover various aspects of es...

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 awareness of changing tax laws. Jeremiah emphasized a lon...

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 sophisticated tools like short selling and options trading c...

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 of understanding inflation's impact on people's spe...

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 financial planning and insights into the future of fi...

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 tips using celebrities' names and pump and dump sch...

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 shared for empowering female clients through personali...

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 planning, and having a trusted financial advisor in y...

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 shift their investing mindset. The hosts also hig...

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!

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!

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!

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, we’ll share some helpful resources as well. Enjo...

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

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.

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!

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

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!

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.

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

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

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