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

Category

Business

Podcast website

www.tricordadvisors.com

Latest episode

Jul 10, 2026

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Episodes

What Happens to Your Digital Properties When You Die 04 - 15 - 23 15.04.2023

In this episode of Retirement Unlimited, Randy looks at what happened to your property including digital properties after death in “What Happens to Your Digital Properties When You Die“ and “Wills". Enjoy!

Small Steps That Can Boost Your Retirement Savings 04 - 08 - 23 13.04.2023

In this episode of Retirement Unlimited, Randy takes a deep look at retirement with the article “Small Steps That Can Boost Your Retirement Savings“. Enjoy!

Taxes 2023 04 - 01 - 23 01.04.2023

In this episode of Retirement Unlimited, Randy tackles the dreaded subject of taxes for the year of 2023 with articles from the Wall Street Journal such as “Married Filing Separately- The Tax Play That Saves Some Couples Big Bucks“ and “Tax Guide 2023”. Enjoy!

Working with Financial Advisors 03 - 25 - 23 31.03.2023

In this episode of Retirement Unlimited, Randy looks at different kinds of financial advisors and how to pick who is best for you to work with for your finances. Randy takes a look at articles including “Nonsolicitation agreements, address that issue of who 'owns' the client” and “Broker vs. Wealth Manager”. Enjoy!

Silicon Valley Bank Failure 03 - 18 - 23 31.03.2023

In this episode of Retirement Unlimited, Randy looks at the bank bailouts happening in Silicon Valley in articles such as “Regulators Face Urgent Task to Stem Spread From Silicon Valley Bank” and “Biden’s Bank Bailout Whoppers”. Enjoy!

Economic Crossroads 03 - 04 - 23 06.03.2023

In this episode of Retirement Unlimited, Randy looks at the coming economic crossroads with "Marketing Brief" by Dr. Edward Yardeni. Enjoy!

Should You Have an Estate Plan? 02 - 25 - 23 25.02.2023

Once in, copy the information of the episode – For example: In this episode of Retirement Unlimited, Randy estate planning with articles such as “6 Estate Planning Tips for 2023” and “The Biggest Mistakes People Make With Their Wills”. Enjoy!

Planning for Longevity 02 - 18 - 23 18.02.2023

In this episode of Retirement Unlimited, Randy looks into making retirement your money last with articles such as "You Might Live Longer Than You Think. Your Finances Might Not.” and “Rethinking Retirement Savings in Light of Longer Life Spans”. Enjoy!

RMD Updates for 2023 02 - 11 - 23 11.02.2023

In this episode of Retirement Unlimited, Randy explores retirement with articles RMD Quirks that IRA Beneficiaries Face in ‘23” and “What is New for Social Security and Medicare this Year”. Enjoy!

Economic Update 02 - 04 - 23 04.02.2023

In this episode of Retirement Unlimited, Randy covers and economic update and dives into the articles “Savers Will Benefit From A Return to Sound Money” and "Could a Recession Start Next Month" in this episode. Enjoy!

Secure 2.0 01 - 28 - 23 28.01.2023

In this episode of Retirement Unlimited, Randy dives into the article “Secure 2.0” about 401k plans in the episode. Enjoy!

Radio 01 - 21 - 23 21.01.2023

In this episode of Retirement Unlimited focusing on cyber security, Randy dives into the articles “How to Recognize Phishing Emails Cybersecurity Experts Give Advice” and "Eight Questions to Ask Your Aging Parents (and Yourself)to Keep Their Phones Safe From Hackers" Enjoy!

How to Keep Your Retirement on Track 01-14-23 14.01.2023

In this episode of Retirement Unlimited, Randy dives into a series of articles about Retirement such as “How to Keep Your Retirement On Track in an Unpredictable Market” and "How to Maximize Your Wealth Over the Next Decade". Randy then discusses expanding portfolios with articles such as "How to Build a Bond Ladder for Income" and "How to Diversify Your Portfolio With Alternative Investments". En...

The Best Annuities for Income and Growth 01 - 07 - 23 07.01.2023

In the first episode of 2023 of Retirement Unlimited, Randy dives into the articles “Why High Net Worth Investors Are Paying More Attention to Annuities” and "The Best Annuities fort Income and Growth" in order to take a closer look at how annuities can be utilized. Enjoy!

2022: A Year in Review 12 - 31 - 22 31.12.2022

In this episode of Retirement Unlimited, Randy takes everyone through the Wall Street Journal's 2022 Year in Review. In these 20+ articles that include an overview of what has happened through 2022 in the financial and housing markets and the political landscape. Randy then takes us on a look ahead for the year of 2023. Enjoy!

End of Year Giving and Donor Advised Funds 12 - 17 - 22 17.12.2022

In this episode of Retirement Unlimited, Randy talks about giving in articles such as “How to Give This Giving Season” and "Don't Give Up on Charities". Randy then moves onto talking about Donor Funds in "The Conundrum of Donor-Advised Funds" and "Donor-Advised Funds - Questions to Ask Yourself Amid a Turbulent Stock Market". Enjoy!

What to Expect From Bonds Next Year 12 - 10 - 22 10.12.2022

In this episode of Retirement Unlimited, Randy dives into "The Best Places to Get Income in the Bond Market Now" and "Bonds Are Primed for a Better 2023, but How Much Better" in the Retirement Update. Enjoy!

Where is my Required Minimum Distribution? (12-03-22) 03.12.2022

In this episode of Retirement Unlimited, Randy dives into the article “How To Be Smart About RMDs”. Enjoy!

Thankfulness for Thanksgiving 11 - 26 - 22 29.11.2022

In this episode of Retirement Unlimited, Randy dives into articles such as “‘Plymouth Colony’ Review - This Must Be the Place, “And the Fair Land” and “The Desolate Wilderness” in the Thanksgiving Episode. Enjoy!

Election Results 11 - 19 - 22 19.11.2022

In this episode of Retirement Unlimited, Randy discusses the election results and dives into articles such as “What to Expect in the 2022 Midterms”, “Midterms Bring Republicans to a Fork in the Road” and “Why Independent Voters Broke for Democrats in the Midterms” in the Retirement Update. Enjoy!

How Divorce Complicates Social Security 11 - 12 - 22 12.11.2022

In this episode of Retirement Unlimited, Randy dives into “Serial Spouse has Options for Claiming Social Security” and “How Divorce Complicates Social Security” in the Retirement Update. Next, Randy reviews “Arguments for Raising Social Security’s Retirement Age in Tactical Asset Management. Lastly, Randy delves into “As Population Nears 8 Billion, Some See Peak” in News You Can Use. Enjoy!

Where Six Investors Think the Markets Are Going 11 - 05 - 22 05.11.2022

In this episode of Retirement Unlimited, Randy dives into “Where Are Markets Headed: Six Pros Take Their Best Guess” in the Retirement Update. Next, Randy reviews “Cash-Rich Consumers Could Mean Higher Interest Rates for Longer” and “The Fed’s Surprising Record With ‘Soft Landings’ From Inflation” in Tactical Asset Management. Lastly, Randy delves into “What to Do When You Know What Stocks Will Do...

Remote Work and Double-Taxation 10 - 29 - 22 29.10.2022

In this episode of Retirement Unlimited, Randy dives into “Remote Work Ensnaring Many Employees In Double-Taxation Scenario” in the Retirement Update. Next, Randy reviews “IRS to Make Largest Increase Ever to 401(k) Contribution Limit” and “How to Reap Tax Breaks from Your HSA Has” in Tactical Asset Management. Lastly, Randy delves into “Tax Secrets of Health Savings Accounts” in News You Can Use....

A Review of California Voting Propositions 10 - 22 - 22 22.10.2022

In this episode of Retirement Unlimited, Randy dives into “A Review of California Voting Propositions” in News You Can Use. Enjoy!

Electric Vehicles and Transportation Infrastucture 10 - 15 - 22 16.10.2022

In this episode of Retirement Unlimited, Randy dives into “Here Comes the Future of Transportation”. Enjoy!

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