Shows
Retirement UnlimitedEpisode 100 - Risk Is Everywhere: How To Respond Without PanickingRisk is everywhere in investing — valuations, geopolitics, inflation, even currency moves. In this episode, Jeremiah Lee and Randy Barkley break down the most common “yellow flags” investors face and explain how to respond without letting emotions drive the decision.
You’ll learn why market corrections are normal, why trying to time the market usually backfires, and how diversification and a long-term plan can help you stay steady when headlines get loud.
In this episode:
- Fear of loss can cause people to freeze or overreact
- Market corrections are a normal part of investing
- Naming the risk helps you manage i...
2026-01-1625 minRetirement UnlimitedEpisode 99 - Going Beyond the Fiduciary StandardWhat does “fiduciary” actually mean—and is it enough to protect your long-term plan?
In this episode, we break down the fiduciary role, why transparency matters, and why many people eventually need more than an advisor who simply “babysits” their money. As your life gets more complex—taxes, estate planning, investments, business income, retirement distribution strategy—you need proactive guidance, not just basic oversight.
If you’re evaluating a financial advisor (or wondering whether your current relationship is still the right fit), this conversation will help you ask better questions, understand compensation, and spot the difference between fiduciary compliance and true strategic p...
2026-01-1225 minRetirement UnlimitedEpisode 98 - Warning Signs That Your Financial Team Isn’t Growing With YouIn episode 98 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the signs that indicate when individuals and business owners have outgrown their financial teams, including their financial advisors, CPAs, and attorneys. They emphasize the importance of recognizing the need for change as financial situations become more complex and the necessity of having proactive advisors who can adapt to these changes. The discussion also covers the importance of ongoing relationships with financial advisors and the need for them to challenge clients and provide new insights as their financial needs evolve.
In this episode:
📌 Most individuals outgrow their financial team rat...
2026-01-0524 minRetirement UnlimitedEpisode 97 - Keep the IRS from being your Biggest BeneficiaryAs tax season looms, there is one thing most people are thinking about: Keeping the IRS out of their pockets! That’s why this week Randy Barkley and Jeremiah & Laura Lee break down what really happens—tax-wise—when you inherit money, investments, and other assets.
They walk through step-up in basis for stocks and real estate, why some taxes effectively “disappear” at death, and where they absolutely do not. The conversation covers annuities, life insurance, qualified accounts, RMD rules, and the organizational headaches that come with sorting through multiple accounts, statements, and beneficiaries.
If you’ve ever wondered, “What actually happens when I...
2025-12-1925 minRetirement UnlimitedEpisode 96 - The Weakest Link in Your Estate PlanIn Episode 96 of Building Wealthy Habits, Randy Barkley and Jeremiah & Laura Lee unpack what real estate planning looks like in today’s world—beyond a stack of documents in a binder.
They talk through why the best estate plans are less about legal checklists and more about clear communication, access, and preparing the next generation for the responsibilities they’re stepping into. From blended family dynamics to managing digital assets and online accounts, this episode tackles the practical issues most families don’t talk about until it’s too late.
If you’ve ever wondered whether your family would actually know what to...
2025-12-1925 minRetirement UnlimitedEpisode 95 - The Conversations You Can't AvoidAround every corner, it feels like the world is more divided than ever. Politics, economics, culture, identity, and even holidays can become battlefields of ideas. In this episode, we step back from the noise and look at division and conflict through a historical lens, exploring how power, money, and narrative shape the relationship between those at the top and the everyday people underneath.
In this episode:
🧠 Why it feels like “we’ve never been this divided” and how history tells a more complicated story
🧠 How conflict over ideas has always existed and why it often flares up during times of economic str...
2025-12-1224 minRetirement UnlimitedEpisode 94 - The Contrarian MindsetMost 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 pa...
2025-12-1224 minRetirement UnlimitedEpisode 93 - Advanced Tax Strategies for Business OwnersIn this episode of Building Wealthy Habits, Jeremiah and Laura Lee break down one of the most overlooked areas of wealth strategy — estate planning for business owners.
If you own a business or hold significant private assets, passing wealth to the next generation isn’t as simple as naming a beneficiary. Without proper planning, your heirs could face a 40%+ tax hit, especially when your estate exceeds the current $30M exemption threshold.
We discuss:
🗪 Why lifetime shifts of assets are critical for tax efficiency
🗪 How to think about transitioning ownership of private companies
🗪 The difference between estate planning documents and estate planning stra...
2025-12-1223 minRetirement UnlimitedEpisode 92 - The Lonely Side of Wealth: Why Success Can Feel IsolatingWealth often brings freedom — but it can also bring isolation. In this episode of Building Wealthy Habits, hosts Laura and Jeremiah Lee dive into the emotional side of success, exploring why so many accomplished individuals feel alone when it comes to discussing their financial concerns.
They share how genuine communication, empathy, and trust can break down those walls — helping clients find clarity, connection, and confidence in their financial journey.
Whether you’re a client, advisor, or someone striving for more balance between wealth and well-being, this conversation shines a light on the importance of emotional support and honest relationships in financ...
2025-12-1226 minRetirement UnlimitedEpisode 91 - Thinking About Selling Your Business? Watch This First!Selling your business is one of the biggest financial decisions you’ll ever make — and the offer you receive is just the beginning.
In this episode, Laura and Jeremiah Lee break down what really happens when a buyer shows interest, from understanding different types of offers to evaluating the real value behind the numbers.
Learn how to:
✅ Prepare your business and mindset before saying yes
✅ Build the right team of advisors to protect your interests
✅ Avoid common pitfalls that derail deals
✅ Navigate the sale timeline with clarity and confidence
Key Takeaways:
🧠 Business owners often feel unprepared when receiving an offer to sell.
🧠 It's...
2025-12-1225 min
Retirement UnlimitedEpisode 90 - Is your business funding or draining your retirement?As entrepreneurs, it’s easy to stay laser-focused on growing the business — but what about growing you?
In this episode, we dive into how business owners can create personal financial freedom while still fueling their company’s success. From reinvestment decisions to tax strategies and wealth diversification, this conversation is packed with insights for anyone looking to build a business and a lasting legacy.
We explore:
✍ How to know when to reinvest vs. when to take chips off the table
✍ Why diversification matters — and how to do it without slowing your momentum
✍ Smart tax moves that can help you keep more of what y...
2025-12-1222 minRetirement UnlimitedEpisode 89 - The Art of Giving: Strategies for Family and LegacyMost people think gifting is simple: write a check, transfer some stock, done. But here’s the truth—gifting can either save you taxes and strengthen family ties, or create conflict and unexpected tax bills.
In this video, we dive into the complexities of gifting in tax planning and family dynamics. You’ll learn how to give meaningfully, avoid pitfalls, and ensure your generosity aligns with your long-term financial goals.
What You’ll Learn in This Episode:
💡 Why gifting decisions depend on personal circumstances (no cookie-cutter solutions)
💡 How the annual gift tax exclusion really works
💡 When to use intra-family loans and trusts to pro...
2025-12-1221 minRetirement UnlimitedEpisode 88 - Donor Advised Funds & Smart Giving Strategies for Tax PlanningIn this episode, Laura and Jeremiah Lee discuss strategic charitable giving and its tax benefits. They explore donor-advised funds, appreciated stock donations, and qualified charitable distributions, offering insights into maximizing tax efficiency while supporting meaningful causes.
Takeaways:
📌 Charitable giving can significantly impact your end-of-year tax liability.
📌 Donor-advised funds allow for strategic, tax-efficient charitable contributions.
📌 Appreciated stock donations offer a tax-efficient alternative to cash donations.
📌 Qualified charitable distributions can reduce taxable income from retirement accounts.
📌 Combining strategies like Roth conversions with charitable giving can optimize tax benefits.
📌 Donor-advised funds provide flexibility in timing and anonymity of donations.
📌 Charitable giving strategies can be tailored to indivi...
2025-12-1224 minRetirement UnlimitedEpisode 87 - 5 Signs to Know When You're Ready to Hire a Financial AdvisorThis week, Laura and Jeremiah Lee break down the pivotal life moments when hiring a financial advisor isn’t just smart—it’s essential. From navigating complex financial decisions to building a trusted financial team, they reveal what really sets qualified advisors apart. You’ll learn why personalized guidance matters most during major transitions and how the right advisor can help you cut through confusion, avoid costly mistakes, and move forward with confidence.
In This Episode:
✅ It's never a one size fits all when hiring a financial advisor.
✅ Complexity in financial situations often signals the need for professional help.
✅ Having a financial te...
2025-12-1225 minRetirement UnlimitedEpisode 86 - Common Missteps for Estate PlanningIn this episode, Laura Lee, Jeremiah Lee and Randy Barkley, break down some of the intricacies of estate planning, highlighting common missteps and offering practical advice to avoid them. They discuss the importance of having a trust over a will, the pitfalls of adding children to property titles, and the complexities of managing illiquid assets. The conversation also touches on the significance of coordinating estate plans with other assets and understanding community property laws.
Takeaways
Avoid common estate planning missteps to prevent future inconvenience.
A trust is more effective than a will in avoiding probate.
Adding children to property titles...
2025-12-1224 minRetirement UnlimitedEpisode 85 - Spending Habits that Stretch Your Wealth in RetirementRandy, Jeremiah & Laura are coming at you this week to discuss strategies for retiring without running out of money. They explore the importance of aligning financial planning with personal values, addressing common fears about retirement, and the significance of legacy and philanthropy. The conversation emphasizes the need for a well-structured plan that accommodates both essential needs and discretionary spending, allowing retirees to enjoy their freedom and make impactful contributions.
In this episode:
00:00:01 Introduction to Retirement Planning
00:00:31 Aligning Money with Life's Purpose
00:01:11 Addressing Common Retirement Fears
00:02:16 Strategies for Sustainable Wealth
00:04:23 Legacy and Philanthropy
00:08:16 Balancing Needs and Discretionary Spending
00:13:26 Navigating Taxes and...
2025-12-1225 minRetirement UnlimitedEpisode 84 - Creating Reliable, Tax Efficient Retirement IncomeThis week we are talking about the complexities of retirement planning for high net worth individuals. Do NOT miss this episode, as we are covering creating diverse income streams, achieving tax efficiency, and planning for a meaningful legacy. This episode offers insights into personalizing retirement plans to align with your lifestyle goals and values.
Key Takeaways:
Understanding the importance of diversified income streams in retirement.
Exploring tax-efficient strategies and the role of Roth conversions.
The significance of legacy planning and charitable giving.
Adapting retirement plans to dynamic life changes and family needs.
#RetirementPlanning #HighNetWorth #FinancialStrategy #LegacyPlanning
Reach out at contact...
2025-12-1224 minRetirement UnlimitedEpisode 83 - Tax Benefits from The Big Beautiful BillYou asked, and we listened! This week we are dissecting the tax implications of the Big Beautiful Bill. Discover how changes in SALT deductions, estate tax exemptions, and bonus depreciation can impact your financial planning. Whether you're a business owner or planning your estate, this episode offers valuable insights to help you navigate these changes.
Key Topics:
SALT deduction increase to $40,000
Estate tax exemption adjustments 100% bonus depreciation for business owners
Charitable giving strategies and donor-advised funds
For more insights and personalized advice, reach out to Tricord Advisors. Stay informed and make the most of your financial opportunities!
#TaxBenefits #FinancialPlanning #BigBeautifulBill
...
2025-12-1223 minRetirement UnlimitedEpisode 82 - The First 5 Years of Retirement: Habits that Make or Break!Today we focus on one of the most critical aspects of retirement: the first five years of, emphasizing the importance of planning, financial stability, and understanding the complexities of retirement income. We discuss common pitfalls, such as impulsive purchases and the necessity of a solid cash flow plan. Randy, Laura and Jeremiah also highlight the significance of healthcare costs, tax efficiency, and investment strategies tailored for retirees.
Takeaways
The first five years of retirement are crucial for establishing habits.
Creating a financial plan is essential for clarity and confidence.
Emergency funds should cover 12 to 24 months of expenses.
Healthcare costs can...
2025-12-1223 minRetirement UnlimitedEpisode 81 - Your Business Isn't a Retirement Plan - Here's What It IsIn this episode, Laura Lee and Randy Barkley dive into the common pitfalls business owners face when they rely solely on their business as their retirement plan. They discuss the importance of diversification, planning for the future, and the complexities of selling a business. With insights from financial planning experts, this episode is a must-listen for entrepreneurs looking to secure their financial future.
Key Takeaways:
The risks of viewing your business as your sole retirement asset.
The importance of diversification in your financial portfolio.
Planning for the sale of your business well in advance.
Understanding the complexities of taxes and...
2025-12-1225 minRetirement UnlimitedEpisode 80 - Navigating Real Estate Decisions in RetirementJoin Jeremiah Lee, Laura Lee and Randy Barkley as they unleash on the complexities of real estate decisions for those approaching or in retirement. This episode explores the emotional and financial aspects of downsizing, the role of real estate in your investment portfolio, and the tax implications of selling your home.
In This Episode:
The emotional connection to your home and its impact on decision-making.
Understanding real estate as an asset versus an expense.
Tax considerations when selling a primary residence in California.
The pros and cons of downsizing or transitioning to a condo community.
Strategies for unlocking the value...
2025-12-1225 minRetirement UnlimitedEpisode 79 - Profit First, Not Last: Paying Yourself as a Business OwnerIn this episode, Jeremiah Lee, Laura Lee and Randy Barkley dive into the crucial topic of financial strategy for business owners. They explore the concept of "paying yourself first" and discuss the balance between reinvesting in your business and enjoying personal financial success. Learn from real-life stories and expert advice on how to avoid common pitfalls and make wise financial decisions.
In This Episode:
The importance of setting aside funds for taxes and retirement.
Strategies for balancing personal and business expenses.
Insights on building a financial safety net for business owners.
The role of financial advisors in managing business finances.
...
2025-08-2625 minRetirement UnlimitedEpisode 78 - IRMAA, RMDs, and ROTHs - Oh my!Join Randy, Laura and Jeremiah as they navigate the complex world of retirement taxes. In this episode, they break down the intricacies of IRMAA (Income Related Monthly Adjustment Amount), RMDs (Required Minimum Distributions), and Roth conversions. Discover how these financial elements impact retirees and learn strategies to manage your tax liabilities effectively.
In This Episode:
Understanding IRMAA and its impact on Medicare premiums.
The importance of planning for RMDs and how they affect your tax bracket.
Exploring Roth conversions as a strategic tax planning tool.
Insights into charitable contributions and their tax benefits.
#RetirementPlanning #TaxStrategy #FinancialAdvice
Don't let retirement taxes...
2025-08-2625 minRetirement UnlimitedEpisode 77 - The Big Beautiful BillThis week we are discussing the key highlights of the Big Beautiful Bill, focusing on significant tax changes, implications for estate planning, and the impact on various financial aspects such as deductions and credits. This episode emphasizes the importance of understanding these changes for effective financial planning and the potential benefits for individuals and businesses.
Key Takeaways:
The Big Beautiful Bill is extensive and complex, covering many financial aspects.
Key tax cuts from the previous bill have been made permanent.
The estate tax exemption has been extended, benefiting many families.
Changes to tax brackets will also be permanent, providing stability.
...
2025-08-2625 minRetirement UnlimitedEpisode 76 - Planning for the UnexpectedOne of the most common questions we get is around how to plan for the unexpected, and today Laura and Jeremiah are tackling the complexities of navigating unexpected life events from a financial planning perspective.
They explore how life pivots—whether it’s an unexpected inheritance, business sale, or personal loss—can reshape retirement plans and long-term goals. The conversation underscores the role of financial advisors as thought partners who help clients maintain financial hygiene, revise their strategies, and communicate openly about goals as life changes unfold.
In this episode:
You can’t plan for the unexpected, but you can prepare...
2025-08-2625 minRetirement UnlimitedEpisode 75 - Emotional Responses That Influence Investment DecisionsIn episode 75 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the the complexities of investor sentiment and the emotional responses that influence investment decisions. They explore the importance of understanding market volatility, the risks associated with concentrated investments, and the necessity of diversification. The discussion also highlights the significance of liquidity for entrepreneurs, emotional responses to market fluctuations, and the need for long-term investment strategies. Ultimately, they emphasize the interplay between psychology and mathematics in successful investing.
In This Episode:
00:00 Understanding Investor Sentiment
03:03 The Risks of Concentrated Investments
05:59 The Importance of Diversification
09:05 Liquidity and Access to Capital
12:11 Emotional...
2025-08-2625 minRetirement UnlimitedEpisode 74 - The Mindset Behind Money: Insights from 'The Psychology of Money'In this episode, we explore the deep connection between mindset and money through the lens of Morgan Housel's best-selling book The Psychology of Money. This conversation unpacks the emotional and psychological forces that drive financial behavior and long-term wealth building.
We discuss why wealth isn’t always visible, how compounding works best with time and patience, and why understanding your personal definition of “enough” can be the key to lasting financial freedom. Whether you're an investor, financial professional, or someone seeking more intentionality with your money, this episode offers timeless principles and practical mindset shifts.
💡 Key Takeaways:
Understanding the psychology behind mo...
2025-08-2625 minRetirement UnlimitedEpisode 73 - 5 Signs to Know When You're Ready to Hire a Financial AdvisorJoin us as Laura and Jeremiah Lee discuss the critical moments when individuals should consider hiring a financial advisor. They explore the complexities of financial situations, the importance of having a financial team, and the need for holistic financial planning. The discussion emphasizes the value of having a trusted advisor to navigate major financial decisions and support clients through various life stages, ensuring that their financial plans align with their goals and needs.
Key Takeaways:
It's essential to recognize when your financial situation becomes complex.
Hiring a financial advisor can provide clarity and support during significant life changes.
A financial...
2025-08-2625 minRetirement UnlimitedEpisode 72 - Financial Mindset: What Steps You Should Take Throughout The DecadesIn this week’s episode, we take a decade-by-decade journey through the financial decisions that shape your life. Whether you're just starting out or thinking about legacy, this conversation breaks down the mindsets and strategies that build wealth—and keep it. From building habits in your 20s to making an impact in your 70s, we’ll show you how to align your money with your life goals every step of the way.
What You'll Learn:
Why your 20s are less about getting rich and more about building the right money habits
How to avoid lifestyle creep and stay focused in your 3...
2025-08-2625 min
Retirement UnlimitedEpisode 71 - Strategies for Entrepreneurs to Build & Preserve WealthIn episode 71 of Building Wealthy habits, Randy, Laura and Jeremiah discuss essential strategies for entrepreneurs to build and preserve wealth while navigating the complexities of business ownership. They emphasize the importance of diversification, retirement planning, and cash flow management, as well as the need for clear business structures and exit strategies. The discussion also touches on the challenges faced by family businesses and the significance of adapting to generational changes in business management.
In this episode:
Entrepreneurs often focus solely on their business, neglecting personal finance.
Diversification is crucial for long-term financial stability.
Real estate can be a valuable asset...
2025-05-3025 minRetirement UnlimitedEpisode 70 - Preparing to Sell Your CompanyIn this episode of Building Wealthy Habits, Randy, Laura and Jeremiah discuss the essential preparations needed for selling a business. They emphasize the importance of planning ahead, structuring the business appropriately, and understanding the personal dynamics involved in the sale. Real-life examples illustrate the consequences of inadequate preparation, while the speakers also touch on the significance of timing and personal financial planning post-sale. The discussion aims to equip business owners with insights to maximize the value of their business and ensure a smooth transition.
Key Takeaways:
Preparation is crucial when planning to sell a business.
Many business owners fail to...
2025-05-3025 minRetirement UnlimitedEpisode 69 - Why an Estate Plan is More Than a WillToday, Laura and Jeremiah Lee discuss the critical aspects of estate planning, emphasizing that it goes beyond just having a will. They explore the importance of advanced healthcare directives, the implications of probate, and the essential components of a comprehensive estate plan, including trusts and powers of attorney. Through real-life stories, they illustrate the necessity of planning for the unexpected and the value of clear communication in estate planning.
Key Takeaways:
Everyone should have an advanced healthcare directive.
Probate can be lengthy and expensive, often compared to the DMV.
California estate planning laws differ from other states.
A trust keeps...
2025-05-3026 minRetirement UnlimitedEpisode 68 - Don't Get Too PoliticalThis week, we are talking about the current state of the markets through a historical lens, examining past administrations and their economic impacts. We explore the lessons learned from the Carter-Reagan transition, the Great Depression under Hoover, and the recovery during FDR's New Deal. If anything, we want to emphasize the cyclical nature of the economy, the importance of diversification in investment, and the need to focus on data rather than political rhetoric to navigate current market uncertainties.
In This Episode:
00:00 Market Chaos: A Historical Perspective
01:46 Lessons from the Carter-Reagan Transition
11:00 The Great Depression and Hoover's Era
14:31 FDR's New Deal...
2025-05-3025 minRetirement UnlimitedEpisode 67 - Inheriting vs. GiftingDo you ever find yourself contemplating the complexities of inheritance, property transfer, and estate planning? Well in episode 67 of Building Wealthy Habits, we are tackling common misconceptions surrounding these topics, particularly regarding the implications of putting children on property titles and the tax benefits of inheritance. Randy and Jeremiah emphasize the importance of understanding gifting limits and the necessity of testing financial responsibility in family gifts. Tune in as we also cover the intricacies of estate planning for high-value assets and the significance of comprehensive planning to avoid pitfalls, especially concerning retirement accounts and estate taxes.
In This Episode:
Many...
2025-05-3025 minRetirement UnlimitedEpisode 66 - Retirement Catastrophes to AvoidIn this Episode, Laura, Jeremiah and Randy discuss the critical catastrophes to avoid as individuals approach retirement. They emphasize the importance of planning for healthcare costs, the timing of Social Security benefits, and the necessity of estate planning. The discussion highlights common mistakes, such as overspending in early retirement and neglecting to stress test financial plans. This episode is full of insights into how to navigate these challenges effectively, ensuring a secure and fulfilling retirement.
In This Episode:
Fear of outliving money is a common concern.
Healthcare and long-term care planning are crucial.
Claiming Social Security too early can reduce...
2025-05-3025 minRetirement UnlimitedEpisode 65 - How to Know When It's NOT Time to RetireIn this conversation, Laura, Randy, and Jeremiah discuss the signs that indicate someone may not be ready to retire. They explore various factors such as financial insecurity, the complexity of retirement income streams, the importance of budgeting, family dynamics, the search for purpose post-retirement, and the significant costs associated with healthcare. The discussion emphasizes the need for a comprehensive retirement plan that considers not just finances but also emotional and familial aspects.
In This Episode:
Financial insecurity is a major concern for those considering retirement.
Understanding multiple income streams is crucial for retirement planning.
Budgeting is essential to track spending...
2025-05-3024 minRetirement UnlimitedEpisode 64 - Save Money on Taxes in 2025This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting and charitable contributions to optimize tax outcomes.
In this episode:
Chances of being audited are likely reduced this year.
Long-term tax planning is essential to avoid surprises.
Estate tax exemptions are set to change in 2025.
Retirement contributions can significantly impact tax liability.
Tax loss harvesting can offset gains with losses.
Charitable...
2025-05-3025 min
Retirement UnlimitedExecutive Coaching Pt. 2 with Joseph King Barkley 06 - 22 - 2024In 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 personal stories of mindset shifts and the benefits of coaching support. Learn how to get started articulating your desired retirement lifestyle and find resources for those interested in executive coaching.
2024-06-2725 minRetirement UnlimitedExecutive Coaching with Joseph King Barkley 06 - 15 - 2024In 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 interested in coaching. The episode concludes by highlighting how financial planning complements executive coaching in achieving life goals and vision.
2024-06-2725 minRetirement UnlimitedThe History of Taxes 06 - 01 - 2024Laura, 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 long-term, multi-year approach to tax planning, and Laura shared her experiences working with local CPAs. Later, Laura and Randy discussed the relationship between tax rates and productivity, with Randy provided historical context on the highest tax bracket in US his...
2024-06-2725 minRetirement UnlimitedThe History of Inflation 05 - 18 - 2024In 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 spending habits and the economy's overall stability to make informed decisions. The team also discusses the economic crisis of the 1970s, the current state of the housing market and inflation, and the crucial aspect of preparing for inflation's impact on retirement.
2024-06-2725 minRetirement UnlimitedSocial Security 03 - 16 - 2024Welcome 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.
Enjoy!
2024-04-1125 minRetirement UnlimitedSocial Security 03 - 16 - 2024Welcome 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.
Enjoy!
2024-03-1925 min
Cruz Control PodcastKG or Barkley? Favorite College Basketball Teams EverRandy Cruz and Denny Blanco debate if you put rings to the side, do you take Kevin Garnet or Charles Barkley? They also discuss their favorite college basketball teams ever, greatest March Madness runs and much more!
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twitter.com/dirdennyblanco (@sirdennyblanco)
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2023-03-2350 min
Tighten UpThreaded Fasteners Nuts and Bolts of the Game: Barkley staying with hoopsThreaded Fasteners Nuts and Bolts of the Game: Barkley staying with hoops
2022-07-2902 min
Retirement UnlimitedTiny Tax Changes That Could Be a Big Deal This Year - Radio 02 - 06 - 21In this episode of Retirement Unlimited, Randy dives into Tiny Tax Changes That Could Be A Big Deal This Year in the Retirement Update. Next, Randy reviews Pros and Cons of Investing in Bitcoin in Tactical Asset Management. Lastly, Randy delves into Help Wanted on the Factory Floor in News You Can Use.
Enjoy!
2021-02-0625 minRetirement UnlimitedRethink Their Kids' College Experience - Radio - 01 - 30 - 21In this episode of Retirement Unlimited, Randy dives into Rethink Their Kids' College Experience in the Retirement Update. Next, Randy reviews Too Much Stimulus, Too Few Shots in Tactical Asset Management. Lastly, Randy delves into Proposition 19 - What Comes Next for Homeowners and their Children in News You Can Use.
Enjoy!
2021-01-3025 min
Retirement UnlimitedJanuary is the New December - Radio - 01 - 23 - 21In this episode of Retirement Unlimited, Randy dives into January is the New December in the Retirement Update. Next, Randy reviews Did the election change the economy in Tactical Asset Management. Lastly, Randy delves into Cerritos firm secured unemployment benefits for 82-year-old women with dementia in News You Can Use.
Enjoy!
2021-01-2325 minRetirement UnlimitedFinancial Issues When a Parent Moves In - Radio - 01 - 16 - 21In this episode of Retirement Unlimited, Randy dives into Financial Issues When a Parent Moves, in the Retirement Update. Next, Randy reviews Risks and Opportunities as Democrats Win Control in Tactical Asset Management. Lastly, Randy delves into Biblical Lessons for Building a Nation News You Can Use.
Enjoy!
2021-01-1625 minRetirement UnlimitedA Glimpse of the Future - Radio - 01 - 09 - 21In this episode of Retirement Unlimited, Randy dives into A Glimpse of the Future in the Retirement Update. Next, Randy reviews The Sun will come out in Spring in Tactical Asset Management. Lastly, Randy delves into Too Much Caution is Killing Covid Patients in News You Can Use.
Enjoy!
2021-01-1225 minRetirement UnlimitedThree Mistakes New IRA Beneficiaries are Making - Radio - 01 - 02 - 21In this episode of Retirement Unlimited, Randy dives into Three Mistakes New IRA Beneficiaries are Making in the Retirement Update. Next, Randy reviews Ready to Roll in Tactical Asset Management. Lastly, Randy delves into Don't Blame The Fed for Low Rates in News You Can Use.
Enjoy!
2021-01-0924 minRetirement UnlimitedBaby Boomers - Radio 12 - 26 - 20In this episode of Retirement Unlimited, Randy dives into Baby Boomer Deal with Covid-19's Financial Hit in the Retirement Update. Next, Randy reviews Pandemic Will Linger and Affect More Lives in Tactical Asset Management. Lastly, Randy delves into The Gift of Giving in News You Can Use.
2021-01-0425 minRetirement UnlimitedRadio 12 - 19 - 20 Christmas ShowEnjoy the Christmas Show in this episode of Retirement Unlimited with Randy Barkley
2020-12-2324 minRetirement UnlimitedRetirement Lite - Radio 12 - 12 - 20In this episode of Retirement Unlimited, Randy dives into Heading into Retirement, A Step at a Time in the Retirement Update. Next, Randy reviews Government Directed Industrial Policy in Tactical Asset Management. Lastly, Randy delves into China is National Security Threat No. 1 in News You Can Use.
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2020-12-1225 minRetirement UnlimitedTax Proposals & Tax Moves for an Unusual Year - Radio 12 - 05 - 20In this episode of Retirement Unlimited, Randy dives into Five Tax Moves for an Unusual Year in the Retirement Update. Next, Randy reviews COVID-19 will not Steal Christmas in Tactical Asset Management. Lastly, Randy delves into CA Inmates received Jobless Benefits, and Solar -Energy Projects are Booming in TX in News You Can Use.
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2020-12-0525 minRetirement UnlimitedHow COVID will Change Aging & Retirement Part 2 - Radio 11 - 28 - 20In this episode of Retirement Unlimited, Randy dives into How COVID-19 will affect Retirement & Aging in the Retirement Update. Next, Randy reviews A Tax Checklist Before 2020 Ends in Tactical Asset Management. Lastly, Randy delves into The Mayflower Compact at 400 in News You Can Use.
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2020-12-0125 minRetirement UnlimitedHow COVID will Change Aging & Retirement Part 1 - Radio 11 - 21 - 20In this episode of Retirement Unlimited, Randy dives into How COVID will Change Aging & Retirment in the Retirement Update. Next, Randy reviews IRetirees Search for More Income in Tactical Asset Management. Lastly, Randy delves into Taking Care of Your Health - At Home in News You Can Use.
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2020-11-2325 minRetirement UnlimitedThe Best Month To Start Social Security - Radio 11 - 14 - 20In this episode of Retirement Unlimited, Randy dives into The Best Month to Start Social Security in the Retirement Update. Next, Randy reviews Trying to Win by Losing Less in Tactical Asset Management. Lastly, Randy delves into Pfizer's Covid-19 Vaccine is 90% Effective in News You Can Use.
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2020-11-1425 minRetirement UnlimitedMake the Most of Medicare Enrollment - Radio 11 - 07 - 20In this episode of Retirement Unlimited, Randy dives into Make the Most of Medicare Enrollment in the Retirement Update. Next, Randy reviews Being Contagion- Does it help? in Tactical Asset Management. Lastly, Randy delves into Hacking's Next Targets in News You Can Use.
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2020-11-0725 minRetirement UnlimitedEstate Planning - Radio 10 - 31 - 20In this episode of Retirement Unlimited, Randy dives into Estate Planning in the Retirement Update. Next, Randy reviews How the Candidates' Tax Plans Will Affect You in Tactical Asset Management. Lastly, Randy delves into The Power of Good Chemistry in News You Can Use.
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2020-10-3125 minRetirement UnlimitedMedicare - Open Enrollment - Radio 10 - 24 - 20In this episode of Retirement Unlimited, Randy dives intoMedicare - Open Enrollment in the Retirement Update. Next, Randy reviews The Cure for Panic Attacks in Tactical Asset Management. Lastly, Randy delves into What Matters Most in News You Can Use.
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2020-10-2425 minRetirement UnlimitedDon't Rush Into Social Security - Radio 10 - 17 - 20In this episode of Retirement Unlimited, Randy dives into Don't Rush Into Social Security in the Retirement Update. Next, Randy reviews Stuckflation in Tactical Asset Management. Lastly, Randy delves into Trump Takes Zinc. Maybe You Should Too in News You Can Use.
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2020-10-1725 minRetirement UnlimitedHow to Avoid the 'Cruelest Tax' Radio 10 - 10 - 20In this episode of Retirement Unlimited, Randy dives into How to Avoid the 'Cruelest Tax' in the Retirement Update. Next, Randy reviews Planning for the Next Crisis in Tactical Asset Management. Lastly, Randy delves into Social Dilemna in News You Can Use.
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2020-10-1025 minRetirement UnlimitedAnnual Financial Summit - Radio 10 - 03 - 20In this episode of Retirement Unlimited, Randy dives into Annual Financial Summit in the Retirement Update. Next, Randy reviews Investors Still Believe They Can Beat the Stock Market in Tactical Asset Management. Lastly, Randy delves into Where Robocalls Hide: the House Next Door in News You Can Use.
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2020-10-0325 minRetirement UnlimitedInheritance... It can be Tricky - Radio 09 - 26 - 20In this episode of Retirement Unlimited, Randy dives into One Spouse gets an Inheritance - It can be Tricky in the Retirement Update. Next Randy reviews Lasting and Inclusive Recovery in Tactical Asset Management. Lastly, Randy delves into Trump vs. Biden on the Issues in News You Can Use.
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2020-09-2625 minRetirement UnlimitedPassing Value Through Generations - Radio 09 - 19 - 20In this episode of Retirement Unlimited, Randy dives into Passing Value Through Generations in the Retirement Update. Next, Randy reviews To See if Tech Will Pop, Look to Past Bubbles in Tactical Asset Management. Lastly, Randy delves into U.S. Is Offered New Bases in Pacific in News You Can Use.
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2020-09-1925 minRetirement UnlimitedPreparing for the Next Crisis - Radio 09 - 12 - 20In this episode of Retirement Unlimited, Randy dives into Preparing for the Next Crisis in the Retirement Update. Next Randy reviews A Sudden Storm Hits Tech in Tactical Asset Management. Last Randy delves into A Math Problem for the Ages: When to Claim Social Security in News You Can Use.
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2020-09-1225 minRetirement UnlimitedSocial Security Questions - Radio 09 - 05 - 20In this episode of Retirement Unlimited, Randy dives into Social Security Questions in the Retirement Update. Next, Randy reviews Are Stock Investors Irrationally Exuberant Again, in Tactical Asset Management. Last Randy delves into Effort to Stem Plastics Pollution Falls Short.
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2020-09-0325 minRetirement UnlimitedThe Impact of COVID-19 - Radio 08 - 29 - 20In this episode of Retirement Unlimited, Randy dives into The Impact of COVID-19 and Market Turmoil in the Retirement Update. Next Randy reviews low internet rates distort the models in Tactical Asset Management. Lastly, Randy delves into China - Their CDC stumbled when it mattered most.
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2020-08-2725 minRetirement UnlimitedHome Is Where The Tax Breaks Are - Radio 08 - 22 - 20In this episode of Retirement Unlimited, Randy dives into Home is where the tax break is in the Retirement Update. Next Randy reviews Covid is doing what normal recessions do in Tactical Asset Management. Last Randy delves into John Hope Bryant in News You Can Use.
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2020-08-2224 minRetirement UnlimitedMarkets Bombed and Investors Carried On - Radio 08 - 15 - 20In this episode of Retirement Unlimited, Randy dives into Getting ready to retire in the Retirement Update. Next Randy reviews as markets bombed, investors carried on in Tactical Asset Management. Last Randy delves into its time for college and how to pay for it in News You Can Use.
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2020-08-2225 minRetirement UnlimitedThe Future of Senior Living - Radio 08 - 08 - 20In this episode of Retirement Unlimited, Randy dives into The future of senior living in the Retirement Update. Next Randy reviews the inner bear in Tactical Asset Management. Last Randy delves a Veteran's view of American Policing - Ray Kelly in News You Can Use.
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2020-08-2225 minRetirement UnlimitedMaking Money Decisions When the Future is Unclear - Radio 08 - 01 - 20In this episode of Retirement Unlimited, Randy dives into Registered Index-Linked Annuities in the Retirement Update. Next Randy reviews Making Money Decisions When the Future is Unclear in Tactical Asset Management. Last Randy delves into The Biden Tax Hike Would be Severe in News You Can Use.
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2020-08-2225 minRetirement UnlimitedProfits Coming Back to the U.S. - Radio 07 - 25 - 20In this episode of Retirement Unlimited, Randy dives into Estate Planning in the Retirement Update. Next Randy reviews Profits Coming Back to U.S. in Tactical Asset Management. Last Randy delves into The Way We Age Now in News You Can Use.
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2020-08-2225 minRetirement UnlimitedRetirees Beware of these Tax Torpedoes - Radio 07 - 18 - 20In this episode of Retirement Unlimited, Randy dives into Retirees Beware of these Tax Torpedoes in the Retirement Update. Next Randy reviews The High Cost of Integrity in Tactical Asset Management. Last Randy delves into Defend Americas History in News You Can Use.
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2020-08-2225 minRetirement UnlimitedHealth Care Planning - Radio 07 - 11 - 20In this episode of Retirement Unlimited, Randy dives into Health Care Planning in the Retirement Update. Next Randy reviews This Bull Market Isn't as big as you Think in Tactical Asset Management. Last Randy delves into New Tension in the Air in News You Can Use.
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2020-08-2225 minRetirement UnlimitedYour Home As A Nest Egg - Radio 06 - 27 - 20In this episode of Retirement Unlimited, Randy dives into Your Home As A Nest Egg in the Retirement Update. Next Randy reviews Bonds - Will Stocks Trail Bonds Over The Next Year in Tactical Asset Management. Last Randy delves into the Dangerous Secrets our Photo's reveal in News You Can Use.
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2020-08-2225 minRetirement UnlimitedWhy Markets Heed Job Losses - Radio 06 - 20 - 20In this episode of Retirement Unlimited, Randy dives into Values aren't Optional in the Retirement Update. Next Randy reviews Why Markets Heed Jobs Carnage in Tactical Asset Management. Last Randy delves into the Recovery is Looking Like a "V" in News You Can Use.
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2020-08-2225 minRetirement UnlimitedThe Moral Hazard of Laid-off Workers Increased Income - Radio 06 - 13 - 20In this episode of Retirement Unlimited, Randy dives into Tips for Retirement in 2020 in the Retirement Update. Next Randy reviews The Moral Hazard of Workers Getting More Income Laid-off than Working in Tactical Asset Management. Last Randy delves into Where to Check up on your Pension in News You Can Use.
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2020-08-2225 minRetirement UnlimitedThe Long Road Back - Radio 06 - 06 - 20In this episode of Retirement Unlimited, Randy dives into Experiments During Covid in the Retirement Update. Next Randy reviews the Long Road Back in Tactical Asset Management. Last Randy delves into Scientists to Stop Covid - 19 in News You Can Use.
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2020-08-2225 minRetirement UnlimitedWishful Thinking is a Risky Bet - Radio 05 - 30 - 20In this episode of Retirement Unlimited, Randy dives into Social Security in the Retirement Update. Next Randy reviews that wishful thinking is a risky Bet in Tactical Asset Management. Last Randy delves into thinking before you buy a flight in News You Can Use.
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2020-06-0525 minRetirement UnlimitedRadio 05 - 23 - 20In this episode of Retirement Unlimited, Randy delaying retirement in the Retirement Update. Next Randy discusses Portfolio rebalancing strategies in Tactical Asset Management. Last Randy delves into vaccines in News You Can Use.
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2020-06-0525 minRetirement UnlimitedRadio 05 - 16 - 20In this episode of Retirement Unlimited, Randy dives into Social Security Strategies in the Retirement Update. Next Randy discusses a roadmap for housing in Tactical Asset Management. Last Randy delves into the Biotech century ahead in News You Can Use.
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2020-06-0425 minRetirement UnlimitedRadio 05 - 09 - 20In this episode of Retirement Unlimited, Randy dives into longevity risk in the Retirement Update. Next Randy explorers if we are back in a bull market in Tactical Asset Management. Last Randy delves into is it time to take your temperature in News You Can Use.
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2020-06-0425 minRetirement UnlimitedRadio 05 - 02 - 20In this episode of Retirement Unlimited, Randy dives into liquidity needs in the Retirement Update. Next Randy discusses inflation in Tactical Asset Management. Last Randy delves into 10 financial moves to make if you lose your job in News You Can Use.
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2020-05-0225 minRetirement UnlimitedRadio 04 - 25 - 20In this episode of Retirement Unlimited, Randy dives into what the RMD Suspension means in the Retirement Update. Next Randy discusses Gold and Stock timing in Tactical Asset Management. Last Randy delves into Vitamin D and Covid disparities in News You Can Use.
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2020-04-3025 minRetirement UnlimitedRadio 04 - 18 - 20In this episode of Retirement Unlimited, Randy dives into changes that are going to come in the Retirement Update. Next Randy discusses what letter will the market recovery be in Tactical Asset Management. Last Randy delves into don't click it's a scam in News You Can Use.
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2020-04-1825 minRetirement UnlimitedRadio 04 - 11 - 20In this episode of Retirement Unlimited, Randy dives into the Economy will survive in Retirement Update. Next Randy discusses stocks have an equity risk premium inTactical Asset Management. Last Randy delves into News You Can Use centered around Covid-19.
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2020-04-1725 minRetirement UnlimitedRadio 03 - 28 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 03 - 21 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 03 - 07 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 02 - 29 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 02 - 22 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2624 minRetirement UnlimitedRadio 02 - 22 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2624 minRetirement UnlimitedRadio 02 - 15 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2624 minRetirement UnlimitedRadio 02 - 08 - 20In this episode of Retirement Unlimited, Randy dives into the Retirement Update. Next Randy discusses Tactical Asset Management. Last Randy delves into News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 02 - 01 - 20In this episode of Retirement Unlimited, Randy talks about How Independent is your Independent Advisor in retirement Update. Randy discusses the risks of volatility in Tactical Asset Management. Then Randy discusses Coronavirus - What to Know About Asia's "Wet Markets" Where Pandemics Breed in News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 01 - 25 - 20In this episode of Retirement Unlimited, Randy talks about Location, Vocation, and Vacation in retirement Update. Randy discusses the risks of higher costs for goods and rewards of lower unemployment in Tactical Asset Management. Then Randy discusses What Science tells us about Preventing Dementia in News You Can Use.
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2020-03-2625 minRetirement UnlimitedRadio 01 - 18 - 20In this episode of Retirement Unlimited, Randy talks about being kept in the dark financially, (Income, Expenses, Assets, and Taxes) in retirement Update. Randy discusses the risks of volatility and rewards of selection in Tactical Asset Management. Then Randy discusses the 10 Principles of Financial Proficiency in News You Can Use.
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2020-03-2625 min
Retirement UnlimitedRadio 09 - 10 - 16In Todays Program, Randy discusses those who retire after age 70 1/2 in Retirement Update. Chris and Randy discuss a Rise in Interest Rates, the growing unemployment of able bodied men, and the VIX in Tactical Asset Management. Last Randy talks about how to Fight Aging Before you Age n News You can Use.
2016-09-2125 min