Most people think wealth comes from buying more investments — but sometimes, the smartest move is to sell, hold cash, and wait.
In this episode, Randy Barkley, Jeremiah Lee, and Laura Lee reveal why successful investors often take the opposite approach of the crowd. They dive deep into how a contrarian mindset, smart cash management, and deliberate patience can set you apart from the average investor.
You’ll learn:
💰 Why “cash is king” — and how liquidity can be your best opportunity engine
🧠 The mindset shift that helps wealthy people stay calm during market chaos
💵 When selling your best investments might actually make sense
🧾 How paying taxes now could mean paying less later
🏡 Why living below your means fuels long-term wealth
🚀 How to “bet on yourself” as your most valuable investment
If you’re serious about growing wealth through discipline, strategy, and patience — this episode will reset how you think about money.
#Investing #WealthBuilding #ContrarianMindset #FinancialPlanning #CashIsKing #WealthMindset #MoneyTips #PersonalFinance #SmartInvesting #FinancialFreedom #TaxStrategies #Diversification #Liquidity #InvestInYourself #EntrepreneurMindset
Reach out at contact@tricordadvisors.com
Connect with Jeremiah:
LinkedIn: / jeremiahjlee
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: / laura-lee-59a83610
Email: Laura@tricordadv.com
Connect with Randy:
LinkedIn: / rkbarkley
Email: Randy@tricordadv.com
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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/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.
