Randy Barkley

Retirement Unlimited

Business EN ↓ 328 episodes

Randy, Jeremiah, & Laura discuss financial topics to help you make smart decisions with your money. Randy & Jeremiah are Certified Financial Planners and Jeremiah is also a California licensed attorney. They work together at TriCord Advisors. Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor and do your own diligence prior to making any decisions. Inv...

Author

Randy Barkley

Episodes

Vision & Income Planning for Retirement 11 - 25 - 23 08.12.2023 25:15

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.

Succession Planning, Part 1; 11 - 18 - 23 08.12.2023 24:50

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

What do you do with Market Fluctuation? 09 - 30 - 23 07.10.2023 24:59

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

What Happened to Long Term Care Insurance? 09 - 23 - 23 23.09.2023 24:59

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!

Not Your Parents Annuity 09 - 16 - 23 16.09.2023 24:59

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!

Do You Have To Use a Roth 401K 09 - 09 - 23 09.09.2023 25:00

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!

Building Confidence for a Surviving Spouse 08 - 26 - 23 25.08.2023 24:59

In this episode of Retirement Unlimited, Randy looks at how to build confidence for a surviving spouse. Enjoy!

"They Say..." But Who is They? 08 - 19 - 23 20.08.2023 25:00

"They Say..." But who is They? In this episode of Retirement Unlimited, Randy looks at the credentials of who is giving out advice in articles such as “Nearly 80% Of Young Adults Get Financial Advice From This Surprising Place“ and “Americans are changing who they turn to for financial advice”. Enjoy!

Financial Traps to Avoid When Your Kids Go To College 08 - 12 - 23 12.08.2023 25:00

In this episode of Retirement Unlimited, Randy looks at different financial traps that people can encounter when sending their kids to college with articles from the Wall Street Journal such as “ 7 Money Traps College Students Should Avoid“ and “Avoid These Financial Missteps When Sending Children Off to College”. Enjoy!

Buying Cars and Building Portfolios 08 - 05 - 2023 05.08.2023 25:11

In this episode of Retirement Unlimited, Randy looks at buying a new car with articles from the Wall Street Journal such as “5 Ways That Buying a Car Has Drastically Changed “ and “The Boring Route to Exciting Stock Returns Is Set for a Comeback”. Enjoy!

How to Evaluate Your Financial Advisor 07 - 29 - 23 29.07.2023 25:00

In this episode of Retirement Unlimited, Randy takes a look at how to evaluate how your financial advisor is doing with articles from the Wall Street Journal such as “How to Evaluate Your Financial Advisor“ and “How To Assess Your Financial Advisor's Performance”. Enjoy!

Scams and Cybersecurity 07 - 22 - 23 22.07.2023 25:00

In this episode of Retirement Unlimited, Randy speaks about new scams and cybersecurity and what we can do about it with Wall Street Journal articles such as “Aura Sells Cybersecurity to Regular People“ and “ Why We Get Scammed and What to Do About It”. Enjoy!

How Wealth Adds Value to Your Life 07 - 15 - 23 15.07.2023 25:00

In this episode of Retirement Unlimited, Randy looks at how how wealth adds value to your life with articles such as “The Motivation to Acumulate Money“ and “DEEP DIVE, Baby Boomers Retiring”. Enjoy!

Do You Need Alternative Investments? 07 - 08 - 23 08.07.2023 25:00

In this episode of Retirement Unlimited, Randy looks at Alternative Investments options with articles on speculation such as "Don't Speculate on Speculation" and "All Eyes on Alts". Enjoy!

Coming Trends and Following Them Into the Future 07 - 01 - 23 01.07.2023 25:00

In this episode of Retirement Unlimited, Randy looks at coming trends and follow them into the future with articles such as "It’s Not Just AI. 5 Trends That Will Change How You Invest" and "No Two Thematic Funds Are Quite the Same. How to Find the Right One for You" from Barron's. Enjoy!

Money Going In and Out of Retirement Plans 06 - 24 - 23 24.06.2023 25:00

In this episode of Retirement Unlimited, Randy explores the differences between IRAs and 401(k)s and why in some circumstances, it is beneficial to have both in articles such as ”Why It Pays to Have an IRA and 401(k)" and "Retirement Withdrawal Strategies". Enjoy!

25 Questions You Need to Ask Yourself Now That ChatGPT Is Here 06 - 17 - 23 17.06.2023 25:00

In this episode of Retirement Unlimited, Randy discusses the evolving role of AI in the coming years with a variety of articles from the Wall Street Journal such as "The 25 Questions You Need to Ask Yourself Now That ChatGPT Is Here" and "How AI Will Change the Workplace" Enjoy!

A New Vision for Retirement 06 - 10 - 23 10.06.2023 25:00

In this episode of Retirement Unlimited, Randy looks at the challenge of saving for retirement and discusses articles such as “When Will I retire? How about Never" from the Wall Street Journal and "A Retirement Nest Egg Isn't Enough” from Barron's. Enjoy!

A New Era of Senior Living 06 - 03 - 23 03.06.2023 25:00

In this episode of Retirement Unlimited, Randy discusses the changes that are happening to lifestyles during retirement and senior living. Enjoy!

Chase the Market 05 - 27 - 23 27.05.2023 25:00

In this episode of Retirement Unlimited, Randy takes a closer look at the stock market with an article from the Wall Street Journal “Why You Keep Chasing the Wrong Stock Market“ and Barron's Article “The 5 Stocks That Rule This Market—and Make Investors Nervous”. Enjoy!

What is Your Biggest Worry? 05 - 20 - 23 20.05.2023 25:00

In this episode of Retirement Unlimited, Randy looks at how Healthcare can affect your finances. After that, Randy then looks at "Want to Beat the Stock Market: Avoid the Cost of ‘Being Human". Enjoy!

How to Avoid Financial Disaster 05 - 13 - 23 13.05.2023 25:00

In this episode of Retirement Unlimited, Randy looks at how to avoid financial disaster. Enjoy!

50 Isn't Too Late to Start Saving for Retirement 05 - 06 - 23 06.05.2023 25:00

In this episode of Retirement Unlimited, Randy looks at saving for retirement later in life. Enjoy!

The US Dollar and US Economy 04 - 29 - 23 29.04.2023 25:00

In this episode of Retirement Unlimited, Randy looks into the changes in the US Dollar with articles such as “The Dollar Rules the Financial Universe. China Can’t Change That“ and “King Dollar Still Safe From the Yuan”. Randy then looks at how this will affect the US ecomony with articles such as "It's Worse Than You Think" and "A Daunting Arsenal" Enjoy!

The Psychology of Money 04 - 22 - 23 22.04.2023 25:00

In this episode of Retirement Unlimited, Randy takes a look the book "The Psychology of Money" by Morgan Housel. Randy discusses such concepts as lack vs risk, and reasonable vs. rational. Enjoy!