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

The Sandwich Generation 04 - 02 - 22 02.04.2022

In this episode of Retirement Unlimited, Randy dives into "The Big Squeeze - The Sandwich Generation" in the Retirement Update. Next, Randy reviews "The Great Resignation Begins to Reverse Course" in Tactical Asset Management. Lastly, Randy delves into "Stopping A Pandemic Deadlier than Covid" in News You Can Use.

Retiring in Phases 03 - 26 - 22 26.03.2022

In this episode of Retirement Unlimited, Randy dives into Retiring in Phases in the Retirement Update. Next, Randy reviews Do Bucket Investments Strategies Make Sense in Tactical Asset Management. Lastly, Randy delves into How the West Can Win A Global Power Struggle in News You Can Use.

What Could Trigger a Tax Audit 03 - 19 - 22 19.03.2022

In this episode of Retirement Unlimited, Randy dives into What Could Trigger a Tax Audit in the Retirement Update. Next, Randy reviews Inflation and Stagnation in Tactical Asset Management. Lastly, Randy delves into How to Safely Tap Home Equity During an Emergency in News You Can Use.

What to Know About Target-Date Funds 03 - 12 - 22 12.03.2022

In this episode of Retirement Unlimited, Randy dives into What Should You Know About Target-Date Funds in the Retirement Update. Next, Randy reviews Be Putin & War in Tactical Asset Management. Lastly, Randy delves into Too Risky to Wed in Your 20s? in News You Can Use.

Reassessing Medicare Hikes 03 - 05 - 22 05.03.2022

In this episode of Retirement Unlimited, Randy dives into Reassessing Medicare Markups in the Retirement Update. Next, Randy reviews Guard Your Nest Egg in Tactical Asset Management. Lastly, Randy delves into Hungry for Sunshine: Vitamin D Deficiency in News You Can Use.

The Tax Advantages of Series I Savings Bonds 02 - 26 - 22 26.02.2022

In this episode of Retirement Unlimited, Randy dives into The Tax Advantages of Series I Savings Bonds in the Retirement Update. Next, Randy reviews Be Treasury Inflation-Protected Securities in Tactical Asset Management. Lastly, Randy delves into How to Lower Alzheimer's Risk in News You Can Use.

How Do I Calculate Future Returns? 02 - 19 - 22 19.02.2022

In this episode of Retirement Unlimited, Randy dives into How Do I Calculate Future Returns? in the Retirement Update. Next, Randy reviews Be How Long Will Interest Rates Go? in Tactical Asset Management. Lastly, Randy delves into California's Free-Market Housing Fix in News You Can Use.

Mistakes People make With IRA Rollovers 02 - 12 - 22 12.02.2022

In this episode of Retirement Unlimited, Randy dives into Mistakes People make With IRA Rollovers in the Retirement Update. Next, Randy reviews Be Calm in the Market Storm in Tactical Asset Management. Lastly, Randy delves into What to Know About Consumer Credit Reports in News You Can Use.

How Inflation Affects Social Security 02 - 05 - 22 05.02.2022

In this episode of Retirement Unlimited, Randy dives into How Inflation Affects Social Security in the Retirement Update. Next, Randy reviews How Bull Markets Usually End in Tactical Asset Management. Lastly, Randy delves into The Secret to Affordable Electric Cars in News You Can Use.

How Much Debt Should Students and Parents Take On? 01 - 29 - 22 29.01.2022

In this episode of Retirement Unlimited, Randy dives into How Much Debt Should Students and Parents Take On? in the Retirement Update. Next, Randy reviews Wildfire Threat Rises in Tactical Asset Management. Lastly, Randy delves into Investors Lose Appetite for Unprofitable Companies in News You Can Use. Enjoy!

Social Security Expectations 01 - 22 - 22 22.01.2022

In this episode of Retirement Unlimited, Randy dives into Social Security Expectations in the Retirement Update. Next, Randy reviews Lower Interest Rates, Longer Productivity in Tactical Asset Management. Lastly, Randy delves into Electrification of Everything in News You Can Use.

Taxes After the Death of a Spouse 01 - 15 - 22 15.01.2022

In this episode of Retirement Unlimited, Randy and Jeremiah discuss Taxes After the Death of a Spouse; the 4% Retirement Rule is in Doubt, and the Future of Health.

Tech That Will Change Your Life in 2022 01 - 08 - 22 08.01.2022

In this episode of Retirement Unlimited, Randy dives into Tech That Will Change Your Life in the Retirement Update. Next, Randy reviews Facing Down Your Money Fears in Tactical Asset Management. Lastly, Randy delves into Money Tasks to Take Off Your To-Do List in News You Can Use. Enjoy!

A Look at 2021 and Beyond 01 - 01 - 22 01.01.2022

In this episode of Retirement Unlimited, Randy and Jeremiah give a look back over the last year of 2021 and a look forward into what the future may hold in 2022 and beyond.

Cybersecurity: Holiday Scams and How to Avoid Them 12 - 18 - 21 18.12.2021

In this episode of Retirement Unlimited, Randy dives into The Big Holiday Scams - And How to Avoid Them in the Retirement Update. Next, Randy reviews Headwinds for the Stocks in 2022 in Tactical Asset Management. Lastly, Randy delves into What to Know About Cryptocurrencies in News You Can Use.

The Great Migration 12 - 11 - 21 11.12.2021

In this episode of Retirement Unlimited, Randy dives into The Great Migration-Is it Your Forever Home? in the Retirement Update. Next, Randy reviews Today's Shortages Could Soon Become Tomorrow's Gluts in Tactical Asset Management. Lastly, Randy delves into The Long History of Vaccine Mandates in America in News You Can Use. Enjoy!

Rethinking the 4% Rule - 12 - 04 - 21 07.12.2021

In this episode of Retirement Unlimited, Randy and Jeremiah dive into rethinking the 4% rule in the Retirement Update. Next, they discuss how wage increases may impact inflation in Tactical Asset Management. Lastly, they consider how Californians are migrating from the coast to the Inland Empire into the in News You Can Use.

End of Year Tax Strategies 11 - 27 - 21 03.12.2021

In this episode of Retirement Unlimited, Randy and Jeremiah dive into end of year tax strategies in the Retirement Update. Next, they discuss investing in bonds in the midst of continued Fed tapering in Tactical Asset Management. Lastly, they consider the daring escape of the women’s soccer team from Afghanistan in News You Can Use.

Out of Work and Looking For Income: Can Annuities Help? 11 - 20 - 21 03.12.2021

In this episode of Retirement Unlimited, Randy dives into Out of Work and Looking For Income: Can Annuities Help? in the Retirement Update. Next, Randy reviews What's the Ideal Asset Mix in Retirement? in Tactical Asset Management. Lastly, Randy delves into The Biggest Mistakes Home Buyers and Sellers Make in News You Can Use.

Discussing Medicare with Special Guest Steven Park 11 - 13 - 21 24.11.2021

In this episode of Retirement Unlimited, Randy sits down with special guest Steven Park to discuss all things Medicare. Steven is the president of Ark Insurance Services in Riverside, CA and has helped his clients navigate Medicare and employee benefits for over thirty years.

Get a Job in Retirement - 11 - 06 - 21 09.11.2021

In this episode of Retirement Unlimited, Randy dives into Get a Job in Retirement in the Retirement Update. Next, Randy reviews Pay and Prices Rise But No Spiral Yet and Charles Schwab Strategists Put Global Inflation into Perspective in Tactical Asset Management. Lastly, Randy delves into Housing Booms & Busts and the Building of the American Dream in News You Can Use.

The Retirement Rush - 10 - 30 - 21 02.11.2021

In this episode of Retirement Unlimited, Randy dives into The Retirement Rush in the Retirement Update. Next, Randy reviews Roth Conversions May Not Pay Off Until Age 90 For Many in Tactical Asset Management. Lastly, Randy delves into Five Questions to Ask if You Are the Executor of an Estate in News You Can Use. Enjoy!

Special-Needs Planning - 10-23-21 25.10.2021

In this episode of Retirement Unlimited, Randy dives into Special-Needs Planning is About More than ABLE Accounts & Trusts in the Retirement Update. Next, Randy reviews Investors Pin Hopes on Productivity and America's Spending Wave is Yet to Hit in Tactical Asset Management. Lastly, Randy delves into How to Take Care of Your Liver in News You Can Use.

The Flexibility of Donor-Advised Funds - 10-16-21 16.10.2021

In this episode of Retirement Unlimited, Randy dives into The Flexibility of Donor-Advised Funds in the Retirement Update. Next, Randy reviews Inflation: Fighting Trim in Tactical Asset Management. Lastly, Randy delves into Paying For the New Roof Over Your Head in News You Can Use.

The Nutty Math Behind an 8 Percent Yield - 10-9-21 09.10.2021

In this episode of Retirement Unlimited, Randy dives into The Nutty Math Behind an 8% Yield in the Retirement Update. Next, Randy reviews Bring On the Vim-O-Meter in Tactical Asset Management. Lastly, Randy delves into Prospects and Pitfalls of ADUs in News You Can Use.

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