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Building Wealthy HabitsBuilding Wealthy HabitsEpisode 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...2025-05-1326 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 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...2025-05-0624 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 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...2025-04-2925 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 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.2025-04-2224 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 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...2025-04-1522 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 64 - Save Money on Taxes in 2025 This 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 c...2025-04-0823 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason ThomasIn episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason’s previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact of sector performance, and the importance of diversification. The discussion also highlights the emotional aspects of investing and the need for strategic financial planning, especially in light of tax implications and market uncertainties. In This Episode:  00:00 Market Overview and Sentiment Analysis ...2025-04-0118 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 62 - Various Ways to Purchase a BusinessIn episode 62 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the essential steps and considerations involved in buying a business. They explore the motivations behind acquisitions, the importance of evaluating potential companies, financing options, structuring deals, and navigating negotiations. The discussion emphasizes the need for thorough due diligence, the role of professional advisors, and the significance of aligning values and goals between buyers and sellers. In This Episode: 00:00 Introduction to Buying a Business 05:11Evaluating the Acquisition Opportunity 11:28 Financing the Deal 16:49 Structuring the Acquisition 21:41 Navigating the...2025-03-2527 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 61 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 2In episode 2 of this 2 part series, Laura and Jeremiah are once again joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values and how financial strategies should adapt to individual and couple dynamics. They highlight the unique challenges faced by entrepreneurs and the need for...2025-03-1927 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 60 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 1In this episode of Building Wealthy Habits, Laura and Jeremiah are joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values and how financial strategies should adapt to individual and couple dynamics. They highlight the unique challenges faced by entrepreneurs and the need for continuous...2025-03-1126 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 59 - Keanon Alderson Talks Family-Owned BusinessesIn this episode, Laura and Randy discuss the intricacies of family-owned businesses with Keanon Alderson, the director of the Family Business Center at Cal Baptist University. They explore the unique challenges and opportunities that family firms face, including the importance of succession planning, effective communication, and the role of technology in modern business practices. The conversation emphasizes the need for a strong support team and governance structures to ensure the longevity and success of family businesses. In This Episode: 00:00 Navigating Family Business Dynamics 05:27 Opportunities and Challenges in Family Firms 10:02 The Importance...2025-03-0429 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 58 - Case Study: How Do I Know If I Can RetireWelcome to this episode of Building Wealthy Habits with Jeremiah and Laura! Today, we’re diving deep into the world of financial planning, and we’re doing it through the lens of Joe and Debbie—our fictional clients. But this conversation is far from fictional—it’s real, relatable, and packed with actionable insights. Jeremiah and Laura take you step by step through the process of crafting a financial plan, from understanding your unique profile to using planning tools, analyzing cash flow, and setting up retirement income. They also highlight the importance of tailoring your plan to your personal goals, fac...2025-02-2526 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 57 - Real Estate Investments with Josh ConiglioIn this week’s episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for tax benefits. The conversation also covers structuring real estate investments through LLCs and trusts, the role of REITs, and the necessity of due diligence when evaluating real estate opportunities. We hope that if you take anything away from this week’s episode, it’s the...2025-02-1829 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 56 - What is the FIRE Movement?In this week's episode of Building Wealthy Habits, Laura, Jeremiah, and Randy explore the world of the FIRE (Financial Independence, Retire Early) movement. They go deep on the key principles behind FIRE, from extreme savings to passive income, and how millennials are embracing the idea of financial independence and early retirement. And while everything with FIRE might sound fine and dandy, they do discuss the challenges that come with achieving FIRE, the impact of social media on setting unrealistic expectations, and the importance of balancing financial goals with personal values. If you’re considering FIRE or just curious about it...2025-02-1122 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 55 - Limiting Beliefs with Laura LyngIn episode 55 of Building Wealthy Habits, hosts Laura and Jeremiah Lee are joined by Laura Lyng to dive into the topic of limiting beliefs and their effects on both personal and professional development. They explore how these beliefs can block progress and prevent individuals from reaching their full potential. The conversation covers strategies for recognizing, questioning, and reshaping limiting beliefs into empowering ones. Emphasizing the value of executive coaching, they share practical exercises to help shift mindset and create lasting change. In This Episode: 00:00 Introduction to Executive Coaching and Limiting Beliefs 01:55 Understanding Limiting...2025-02-0430 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 54 - Date Night Why It Is So Important!In this heart-to-heart episode, advisors, and husband-and-wife, Laura and Jeremiah Lee, dive into the vital role date nights play in strengthening relationships, particularly when it comes to building a solid financial future. They share their personal journey, offering candid insights into how open communication, personal growth, and intentional efforts have shaped both their marriage and their financial success. Laura and Jeremiah discuss how even the smallest intentional conversations can deepen connection, foster understanding, and impact long-term financial stability. Together, they reflect on how navigating changes as a couple encourages growth in both their personal lives and their business. 2025-01-2823 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 53 - Creating a Vision for 2025In this episode of the Building Wealthy Habits Podcast, we dive deep into the overall vision, and investments in 2025 and beyond. We emphasize the importance of understanding your personal financial goals and aligning them with current market trends. From the impact of political and economic uncertainty on investment strategies to the potential of alternative investments like real estate and crypto, this episode offers valuable insights on how to navigate a changing landscape. We discuss the significance of rebalancing portfolios to maintain the right balance of risk and return, and explore how investments like bonds, real estate, and...2025-01-2125 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 52 - How to Build Trust with Your ClientsIn this conversation, Randy, Laura, and Jeremiah discuss the crucial role trust plays in financial advisory. We share how trust is built not just through knowledge and expertise, but through effective communication, understanding client needs, and being there during life’s most important moments. Through personal stories, we highlight how trust impacts client relationships and why being a fiduciary—always putting the client’s best interests first—is so important. Every client interaction, big or small, is a chance to either strengthen or weaken that trust. We cover how accountability, consistent follow-up, and really listening to clients help bui...2025-01-1423 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 51 - Financial Principles for Your KidsWe break the mold a little bit in this episode as we dive into the critical topic of teaching children about money and financial literacy. We stress the importance of intentional and age-appropriate money conversations, exploring practical ways to introduce kids to concepts like budgeting, giving, investing, and entrepreneurship. From simple barter systems to hands-on budgeting techniques using envelopes, the discussion provides actionable tips for parents to help their children develop strong financial habits early on. Laura and Jeremiah share personal stories, highlighting how financial education can start in small, meaningful ways that set the stage for a lifetime...2025-01-0724 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 50 - Marketing for Small Biz and RIA with Graham GardnerIn this episode, Laura sits down with Graham Gardner to discuss the significance of podcasting for Registered Investment Advisors (RIAs) and other small businesses, specifically focusing on how it can enhance their marketing strategies. They explore the importance of establishing an expert voice, choosing the right format and platforms, and leveraging AI for content creation. The conversation also covers the benefits of organic growth versus paid advertising, and how podcasting can help build relationships with clients. Graham shares insights on maximizing content distribution and engagement, emphasizing the need for quality equipment and the potential of repurposing content across various...2024-12-3128 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 49 - How Do You Know if You Have the Right Financial Advisor?In episode 49 of Building Wealthy Habits, Laura and Jeremiah Lee discuss the essential considerations for clients seeking a financial advisor. They explore the importance of understanding the advisor's services, fee structures, and the role they will play in the client's financial journey. The conversation emphasizes the significance of building trust, the value of credentials, and the need for alignment in investment philosophy and tax strategies. Ultimately, they encourage listeners to evaluate multiple advisors to find the best fit for their unique needs. Key Takeaways: Clients should prepare questions before meeting with a financial...2024-12-1727 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 48 - Financial Planning Mythbusters Part 2In this episode of Building Wealthy Habits, we get real about the financial myths that trip up so many families. From the truth about "safe" investments like bonds to why chasing the latest trends could wreck your financial goals, we're breaking it all down. We talk about why starting early with investing is everything (hint: it’s not about getting rich quick), the delicate dance of risk and return, and how budgeting isn’t about restriction—it’s about freedom. More importantly, we dive into how financial planning isn’t just about numbers; it’s about people...2024-12-1025 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 47 - Holiday Gift Buying GuideIn this episode of Building Wealthy Habits, we unwrapped a truly unique and heartwarming topic: holiday gifting with purpose. Our conversation focused on holiday gift ideas that go beyond the ordinary—offering thoughtfulness, financial literacy, and deeper family connections. From fun educational games to timeless financial books, we explored ways to inspire critical thinking about money in creative, approachable ways. We also highlighted subscriptions and gadgets that make learning about finances engaging and even entertaining. And for a touch of sentimentality, we discussed the power of living gifts, like plants, that symbolize growth, resilience, and the beauty of...2024-12-0326 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 46 - Longevity & The Sandwich GenerationIn Episode 46 of Building Wealth Habits, we tackled a topic that impacts us all: longevity. With life expectancy on the rise, we explored how living longer influences our health, finances, and even our social systems. From uncovering emerging health trends to dissecting the complexities of long-term care insurance, this episode packed actionable insights for anyone planning for the future. We also dove deep into the unique challenges faced by the sandwich generation—those caught between raising children and caring for aging parents—offering strategies to navigate this often-overwhelming responsibility. At its core, this conversation is abou...2024-11-2624 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 45 - What if I had to Start from ScratchIn episode 45 of Building Wealthy Habits, Laura Lee, Randy, and Jeremiah discuss the financial wisdom they've gained over the years, emphasizing the importance of hindsight in making better financial decisions. They share personal stories and lessons learned about budgeting, investing, and teaching children about money. The discussion highlights the significance of developing good financial habits, understanding the value of delayed gratification, and the necessity of having an emergency fund. They also touch on the importance of financial literacy and the need to be aware of spending habits, especially with the prevalence of subscriptions. Overall, the conversation serves as a...2024-11-1925 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 44 - Retirement Savings in the 21st CenturyThis episode of Building Wealthy Habits explores the evolving landscape of retirement, focusing on the fears and concerns retirees face today, particularly regarding financial security and healthcare costs. The discussion highlights the impact of inflation on retirement savings and the importance of finding purpose in semi-retirement. Specifically, this conversation emphasizes the need for retirees to organize their finances and the evolution of retirement savings plans, particularly the shift from pensions to 401(k) plans. We also address the significance of consolidating retirement accounts and strategizing contributions to ensure a secure financial future. Key Moments: 00:00 Understanding Retirement...2024-11-1224 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 43 - Tax Implications of Shohei Ohtani's ContractWho is stoked for the Dodgers in the World Series? We are! In this episode, we discuss the excitement surrounding the World Series and peel back the financial aspects of baseball contracts, particularly focusing on Shohei Ohtani's historic $700 million contract with the Dodgers. We explore the implications of deferred payments, tax considerations, and compare Ohtani's contract to Bobby Bonilla's unique deal. The discussion also touches on how such contracts can influence future negotiations and the overall landscape of Major League Baseball. Key Moments: Excitement of the World Series Analyzing Otani's Historic Contract 2024-11-0523 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 42 - How Do I Retire Early?In this episode of Building Wealthy Habits, we have the entire crew and dive into the key steps for achieving early retirement. We emphasize the importance of setting clear goals, understanding what financial independence truly means, and the crucial role of smart budgeting and investing. Also, we highlight the value of having an emergency fund and the need to remain flexible with financial plans. Wrapping up the conversation, we recommend consulting a financial advisor to help build confidence in decision-making and navigate the complexities of retirement planning. Key Moments: 00:00 Exploring Early Retirement Goals2024-10-2925 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 41 - The Worst Money AdviceIn this episode of Building Wealthy Habits, Laura and Jeremiah tackle some of the worst money advice they've heard or received. From "live for today, not tomorrow" to "investing is too risky," they debunk these common financial myths and share practical wisdom to help listeners build healthy financial habits. Key Moments: [0:00] Introduction to the topic of bad money advice [1:15] Discussing the advice to "live for today, not tomorrow" [3:45] Exploring the nuances of good vs. bad debt [7:00] Examining the advice to "always buy the cheapest option" [10:30] Highlighting the...2024-10-2226 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 40 - Buy the Latte! The importance of developing a spending planLaura and Jeremiah discuss the importance of developing a spending plan to achieve financial freedom. They emphasize aligning spending with personal values rather than societal expectations and the need for self-awareness and active listening in financial conversations. They review various budgeting methods, including the 50/30/20 rule and zero-based budgeting, and recommend apps like Monarch, YNAB, and Copilot for better financial tracking. The episode closes out with them highlighting the significance of having a vision for one's financial future and stressing the value of using tools to manage spending and reduce stress. In this episode: 0:00 - 0:30 Introduction...2024-10-1526 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 39 - A Simple Guide to InvestingThis week we are breaking things down to the basics of investing, including the differences between tax-deferred and taxable accounts, the importance of setting investment goals, and the power of strategies like dollar cost averaging. They also emphasize the value of diversification and maintaining emotional control when markets fluctuate. Whether you're a seasoned investor or just starting out, this episode provides a helpful guide to building smart investing habits for your financial future. In this episode: [0:00 - 2:00] Office upgrades: New welcome mat for security, hospitality [2:00 - 8:00] Tax-deferred vs. taxable accounts: Contributions, trades, and...2024-10-0827 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 38 - How Can You Find the Best CD RatesWe kick this episode off on a lighthearted note, discussing the current challenges faced by the West Coast due to wildfires and heatwaves. The main topic of the conversation is why everyone is talking about CD rates and why people are chasing banks for the best rates. We discuss the impact of the Federal Reserve cutting interest rates and the volatility of the market during an election year, and explain the concept of three buckets for managing money: checking account, short-term cash, and long-term investments.  We round it out by exploring different options for short-term investments, including C...2024-10-0123 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 37 - Is Parenting Getting Too Expensive?This week we are talking about one of our favorite subjects – KIDS! Unfortunately, we are talking about the rising cost of parenthood and its impact on families. We explore the declining birth rate in the US and other countries, the increasing expenses of raising children, and the economic and emotional challenges faced by parents. The conversation also touches on the importance of family and the need for creative solutions to support parents and grandparents.  In this episode: 00:00 Introduction: Is Parenthood Becoming Too Expensive? 00:41 The Declining Birth Rate and Its Economic Impact 03:09 The...2024-09-2425 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 36 - When to Hire a Fractional CFOIn this episode of Building Wealthy Habits, Laura and Jeremiah discuss the role of fractional CFOs in growing businesses. They explore the progression from handling finances in-house to hiring a tax preparer, bookkeeper, and controller. They highlight that eventually businesses reach a point where they need a strategic thinker and financial expert, which is where a fractional CFO comes in. They discuss the benefits of hiring a fractional CFO, such as cost savings and access to expertise, and provide resources for finding fractional CFO services. In this episode: 00:00 Introduction: Moving into a Growth Phase 2024-09-1723 minRetirement UnlimitedRetirement UnlimitedEpisode 33 - Long-Term CareIn this episode of the Building Wealthy Habits podcast by TriCord Advisors, we dive deep into the crucial topic of long-term care. Join us as we explore the average costs, essential strategies for preparing, and the significant impact of health on long-term care expenses. We'll also discuss the evolving dynamics of caregiving, the importance of family conversations, and the challenges of funding care. Learn about the options available, including long-term care insurance and how to create a comprehensive estate and financial plan to secure your future. Don't miss this vital discussion for anyone looking to protect their wealth and well-being.2024-09-1325 minThe WealthBuilders PodcastThe WealthBuilders PodcastHow to Embrace Every Season of LifeThis episode of the WealthBuilders Podcast features our host Karen Conrad Metcalfe with David and Melta Briggs. David is Vice President of Tricord Global and a Nonprofit Consultant. He and his wife of 50 years, Melta, share personal stories and wisdom on their journey of growth and maturity. Throughout the conversation, the Briggs' provide valuable insights on overcoming fear, embracing change, and leaving a meaningful legacy. Get ready to be inspired to embrace every season of life and fulfill your God-given purpose! The Briggs’ also share how WealthBuilders and Tricord Global break down barriers and enable individuals to make a lasting im...2024-09-1244 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 35 - United We Budget: Finding Financial Harmony in MarriageThis week we are joined by David and Caitlin Carnes as they share candid insights on marriage and money. As the heat levels rise, they reveal how they navigated the Hot Ones Challenge and the even hotter topic of finances as a couple. From spending habits to the importance of aligning values, they talk openly about how they manage money together, all while juggling the added challenge of parenting. This lighthearted yet meaningful conversation sheds light on how open communication and teamwork are key to finding financial harmony in any marriage. In this episode: 00:00 The...2024-09-1027 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 34 - Changes to Real Estate LawsIn episode 34 of the Building Wealthy Habits Advisors, we are absolutely thrilled to have back two of our favorite guests, Simone Knepper and Brooke Miller to talk about the recent changes in the real estate industry regarding commissions and how they are negotiated. We talk about how the National Association of Realtors was involved in a lawsuit that resulted in greater transparency surrounding realtor commissions. Brooke and Simone shed light on the biggest change – that the buyer broker compensation field is no longer listed on the MLS, and commissions are now subject to negotiation. The conversation highlights the importance of...2024-09-0334 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 33 - Long-Term CareIn this episode of the Building Wealthy Habits podcast by TriCord Advisors, we dive deep into the crucial topic of long-term care. Join us as we explore the average costs, essential strategies for preparing, and the significant impact of health on long-term care expenses. We'll also discuss the evolving dynamics of caregiving, the importance of family conversations, and the challenges of funding care. Learn about the options available, including long-term care insurance and how to create a comprehensive estate and financial plan to secure your future. Don't miss this vital discussion for anyone looking to protect their wealth and...2024-08-2726 minROCK SALT: MUZKAST EXPERIENCEROCK SALT: MUZKAST EXPERIENCEE22Y24 THE MUSIC SHOW #1Aaron and Dave are joined by Jermaine Nixon from TRICORD for our very first music show podcast. We have some fantastic tracks on this new episode. The lineup includes from 3 Days Under, Big Rev, TRICORD, Crimson Overtone, Faith Head, Saving Darkness, Autumn Eve, Crystoria, Dispraised, XIII Minutes, Grave Robber, Aaron Michaels, All Together United, The Word66 and The Lastrumpet. Enjoy each song and let us know your favorite. Please follow each of these artists on their socials. You can contact us at rocksaltradio@gmail.com. ROCK SALT: MUZKAST EXPERIENCE is a podcast that focuses on life and news events blended...2024-08-261h 36Building Wealthy HabitsBuilding Wealthy HabitsEpisode 32 - Backdoor Roth IRAIn episode 32 of Building Wealthy Habits, we discuss Roth IRAs and specifically, backdoor and mega backdoor Roth IRAs. We explore the difference between traditional and Roth IRAs, highlighting the tax benefits of each. We also discuss the income limits for contributing to a Roth IRA and how the backdoor Roth IRA strategy allows high-income earners to contribute to a Roth IRA, touching on the benefits of Roth IRAs for legacy planning and college savings. The conversation concludes with a mention of Peter Thiel's $5 billion Roth IRA and the importance of tax planning. In this episode: 00:00...2024-08-2025 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 31 - Myth Busters: Estate PlanningJoin Laura Lee and Jeremiah Lee as they debunk common myths about estate planning. Tune in as they they tackle issues and misconceptions such as: 00:00 Introduction and Discussion about Riverside Cookie Shop 03:02 Debunking Common Myths About Estate Planning 08:05 The Importance of Estate Planning While Still Alive 12:01 The Value of a Trust, Even with Just a House 18:59 Avoiding Family Conflicts Through Clear Estate Planning 23:01 Leaving a Legacy: Including Charitable Organizations in Estate Plans Learn why planning ahead is crucial to ensure your assets are distributed according...2024-08-1324 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 30 - Planning Process, Step-by-StepIn this episode of "Building Wealthy Habits," Randy, Laura and Jeremiah take you through the experience of meeting with a financial advisor. They break down the entire process, from your first meeting to the creation of a personalized financial plan. You'll hear about the onboarding steps, starting with the initial appointment to gather essential information, followed by the clarifying appointment to refine your strategy. Our hosts stress the importance of trust and clear communication, laying the groundwork for a successful advisor-client relationship. Get insights into the implementation phase, where you'll learn how advisors help organize...2024-08-0626 minRock 4 HimRock 4 HimReviews on the 2's Ep 62: Tricord - Whatcha GotWe are latest song by Tricord "Whatcha Got"2024-08-0205 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 29 - Short-Term Rentals with Marie Hair (Pt. 3)In this episode, Laura and Jeremiah interview Marie Hair, the founder of To Dwell Here, a company that specializes in personalized hospitality and design for short-term rental properties. Marie shares her expertise in creating a balance between functional and beautiful spaces, catering to the needs of guests, and building a strong relationship with neighbors. She emphasizes the importance of focusing on the people over the property and creating memorable experiences for guests. Marie also discusses the future of To Dwell Here and provides insights for those interested in purchasing and managing short-term rental properties. Reach out at...2024-07-3028 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper  (Pt. 2)In episode 28 of Building Wealthy Habits, real estate experts Simone Nepper and Brooke Miller join us to discuss the process of finding and securing a short-term rental property. They emphasize the importance of determining whether the property will be purely an investment or if it will also be used for personal vacations. They highlight the need for properties to have unique features that make them stand out in a saturated market. Brooke and Simone also discuss the impact of COVID-19 on the short-term rental market and the importance of understanding local regulations and restrictions. Listen in as they share...2024-07-2329 minCopper DigitalCopper DigitalUnderstanding AI and Demand Forecasting in Supply ChainIn this episode of “Decoding the Digital Industrial Revolution,” host Arvind Sarin interviews Rahul Gangulee, the Chief Supply Chain Officer at Tricord International. Rahul shares insights on how Tricord International supports small to mid-sized enterprises (SMEs) by leveraging best practices in supply chain management to help these businesses overcome challenges in profitability, funding, and technology access. He discusses the role of artificial intelligence in cost modeling and demand forecasting, emphasizing its potential to revolutionize supply chain efficiency and transparency. Rahul also highlights the importance of robust partner selection, effective communication, and inventory management in creating a resilient supply network. Addi...2024-07-1841 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 27 - Short-Term Rentals, Finance & Legal (Pt. 1)Welcome to episode 27 of Building Wealthy Habits! With this episode we kick off a three part series focused around short-term rentals. Tune in and see how watching HGTV  with our family sparked a conversation about property ownership and care. We discuss the financial and legal considerations of owning a short-term rental property, and highlight the importance of location, interest rates, occupancy rates, and personal liability. We also touch on the legal structuring of owning a short-term rental property and the potential benefits of utilizing LLCs. This episode concludes with an emphasis on the need for a holistic approach to f...2024-07-1625 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 26 - Cyber SecurityIn episode 26 of Building Wealthy Habits, we discuss the importance of cybersecurity and share tips and best practices to protect oneself and family from fraud and data breaches. We cover topics such as password management, two-factor authentication, credit monitoring, and the use of virtual private networks (VPNs) when using public Wi-Fi. If you take anything away from this episode, we hope it’s the understanding that you should stay informed and educated about cybersecurity threats and to seek help from resources such as family members or technology professionals when appropriate. Reach out at contact@tricordadvisors.com 2024-07-0927 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 25 - Political ExtremismThis episode explores the sentiment of political extremism in the US and its impact on the economy and corporate America. We discuss how the divisive issues that fuel political extremism, such as abortion, immigration, inflation, healthcare, and international power impact discourse in our country. We also examine the role of social media in reinforcing biases and creating echo chambers. This conversation highlights the importance of companies taking a stance on political and social issues, but also the need for adaptability and economic viability. Our goal with this episode is to emphasize the unity of being Americans and the strength...2024-07-0222 minThe Throwdown With MattThe Throwdown With MattThe Lowdown With Matt: Episode 27: TricordThis is the podcast version of my recent livestream chat with @tricordmusic. These guys were hilarious, talented, wise beyond their years, and full of positivity. #thelowdownwithmatt #episode27 #tricord #tricordmusic #georgia #christian #hardrock #numetal #guitar #bass #bassguitar #christianrock #christianmetal #localmusic #supportlocalmusic #podcast #podcaster #podcastersofinstagram #livestream #fyp #foryouSupport this podcast at — https://redcircle.com/matts-musings/donations2024-06-291h 15Building Wealthy HabitsBuilding Wealthy HabitsEpisode 24 - AI and FinanceIn episode 24 of Building Wealthy Habits, we discuss the topic of innovation, specifically focusing on the impact of artificial intelligence (AI) on personal finance. We weigh potential benefits and concerns surrounding AI in various industries and highlight the importance of trust and the human factor in financial planning, emphasizing the need for a personalized approach that takes into account the dynamic nature of individuals' lives.   Reach out at contact@tricordadvisors.com   This week on Building Wealthy Habits:   00:00 Introduction and Opinions on the Cybertruck 02:49 The Impact of A...2024-06-2526 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 23 - Executive Coaching Pt. 2 with Joseph King BarkleyIn 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. Reach out at contact@tricordadvisors.com2024-06-1826 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 22 - Executive Coaching with Joseph King BarkleyIn 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. Reach out at contact@tricordadvisors.com   This week on Building Wealthy Habits:2024-06-1128 minThe WealthBuilders PodcastThe WealthBuilders PodcastBreaking Barriers: Strategies for Business & Economic GrowthJoin host Karen Conrad Metcalfe as she chats with David Briggs, co-founder of Tricord Global, a groundbreaking microfinance institution in Uganda. Discover how David's innovative approach to business and microfinancing is lifting communities out of poverty and fostering economic growth.   In addition, David reveals his secrets to overcoming barriers to growth and shares about his nonprofit consulting work with organizations like Charis Bible College. Learn how to identify and tackle resistance, optimize operations, and boost team motivation by aligning incentives with passions.   Tune in for practical insights and powerful stories that showcase the transformative potential of business. Whether you're a se...2024-06-0643 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 21 - Core Elements of an Estate PlanThis episode of Building Wealthy Habits focuses on the importance of trust in business and personal relationships. We dig into the topics of wills, trusts, and estate planning, highlighting the need to avoid probate and the benefits of having a will or trust. The conversation also emphasizes the significance of powers of attorney for financial and healthcare matters.  We cover various aspects of estate planning, including power of attorney, durable power of attorney, trusts, and common misconceptions. We bounce back and forth the importance of honoring power of attorney documents and the difference between durable and non-durable p...2024-06-0427 minRock 4 HimRock 4 HimRock 4 Him Season 3 Ep 22: Tricord Pt 2We are once again joined by our brothers in Tricord for the second part of our Chat2024-06-0121 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 20 - The History of TaxesLaura, Randy, and Jeremiah Lee discuss the history of taxes, and 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 contex...2024-05-2827 minRock 4 HimRock 4 HimRock 4 Him S3 Ep 21: Tricord Pt 1This week we are joined by our Brothers in Tricord for part 1 of a 2 parter2024-05-2530 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 19 - History of Investing with Dr. Jason ThomasIn episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., CFA from Capital Markets Research & Strategy where they discuss the intersection of technology and investing, highlighting trends such as increased accessibility and automated investing platforms. Jason challenges common investing misconceptions, arguing that sophisticated tools like short selling and options trading can be used professionally to manage risk and increase purchasing power. The conversation emphasizes the benefits of direct indexing, including tax advantages and customization, and encourages investors to consider these tools for their portfolios. Reach out at contact@tricordadvisors.com   2024-05-2130 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 18 - The History of InflationIn 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. 2024-05-1430 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 17 - The History of Financial PlanningIn this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over time, including the emergence of certified financial planners (CFPs) and the impact of technology. Randy, Jeremiah and Laura provide historical context of financial planning and insights into the future of financial advice. They emphasize the importance of understanding financial designations and fiduciary roles, and stress the need to balance technology with client education and empowerment to ensure financial independence and security. Reach out at contact@tricordadvisors...2024-05-0728 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 16 - Media Review: A Deep Dive on 3 ArticlesIn this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash reserves potentially entering the stock market, investing in stocks that have seen high returns but may be overvalued, and the importance of diversification and valuation metrics. They warn about fake investment tips using celebrities' names and pump and dump schemes that aim to lure unsuspecting investors with promises of outsized returns. Throughout, they emphasize doing research, thinking long-term, and being wary of opportunities that sound too good to be true.   Reach out a...2024-04-3029 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 15 - Financial Planning for Female Business Owners and ProfessionalsThis episode of Building Wealthy Habits provides insights into the unique challenges faced by women business owners and professionals. Laura, Randy and Jeremiah discuss common struggles and offer holistic planning strategies for empowered women in the workplace. Listeners learn how to create a safe space for questions and build trust. Tips are shared for empowering female clients through personalized advice and structures. Practical takeaways offer ways to better serve the needs of women in business through financial guidance.   Reach out at contact@tricordadvisors.com   This week on Building Wealthy Habits: ...2024-04-2327 minRaven‘s Heart -LithoscryRaven‘s Heart -LithoscryNew Metal Music From TricordHeavy Metal Music on YouTube you can sink your teeth into! New music from Tricord. Their latest metal song entitled "Fix Me" is intense in sound and content! This is metal guitar shredding that will cause you to contemplate who you are, where you are going, and maybe even change course in life. Experience this new music from Tricord and dive deep into its meaning during this live edition of Raven's Heart! If you like heavy metal bands such as Sevendust, Seether, Papa Roach, and Linkin Park, you will connect with the sound and style of...2024-04-201h 05ROCK SALT: MUZKAST EXPERIENCEROCK SALT: MUZKAST EXPERIENCESE1Y24 WRESTLEMANIA 40Rapper BIG REV. joins Aaron and Dave talk Wrestlemania 40 and "all things" pro wrestling.  Jermaine Nixon from TRICORD joins us at the end to talk about our all time favorite wrestlers. Please follow BIG REV. on Facebook and Instagram. TRICORD's website is tricordmusic.com. You can reach us rocksaltradio@gmail.com.  ROCK SALT: MUZKAST EXPERIENCE is a podcast that focuses on life and news events blended with music with a message. We would appreciate it. If you would subscribe/follow/like the ROCK SALT MUZKAST EXPERIENCE Channel/Podcast on all your favorite media platforms. Thanks in advance.2024-04-1935 minROCK SALT: MUZKAST EXPERIENCEROCK SALT: MUZKAST EXPERIENCEE11Y24 BIG REV & WRESTLEMANIA 40 TALKRapper Big Rev. joins Aaron and Dave on the ROCK SALT MUZKAST EXPERIENCE podcast. BR shares about what's going on with his music and ministry. He's definitely going to be busy the rest of 2024. Then we all talk Wrestlemania 40 and "all things" pro wrestling. Jermaine Nixon from TRICORD joins us at the end to talk about our all time favorite wrestlers. Please follow BIG REV. on Facebook and Instagram. TRICORD's website is tricordmusic.com. You can reach us rocksaltradio@gmail.com Enjoy three tracks from BIG REV. during the podcast, which includes his latest single, "Take A Stand". ROCK SALT...2024-04-191h 29Building Wealthy HabitsBuilding Wealthy HabitsEpisode 14 - Planning for AttorneysIn this episode the team sits down to discuss financial planning strategies for attorneys. Jeremiah shares insights from his experience working at a large law firm and highlights common characteristics of attorneys and considerations for their debt, families, and careers. Overall this episode emphasizes the importance of risk management, estate planning, and having a trusted financial advisor in your corner. This podcast provides valuable guidance for attorneys and their spouses on achieving their financial goals.   Reach out at contact@tricordadvisors.com   This week on Building Wealthy Habits:   0:00 - An...2024-04-1627 minRetirement UnlimitedRetirement 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 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 13 - Planning for EngineersThis episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to shift their investing mindset. The hosts also highlight useful features of financial planning software like E-Money and Orion that engineers appreciate. For anyone married to an engineer, they offer tips on including both spouses and having an ally to assist with retirement planning. Reach...2024-04-0929 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 12 - Planning for PhysiciansIn this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. We emphasize the importance of flexible scheduling and organizing financial information. This episode also highlights relationship planning, charitable giving structures, business entities, and detailed partnership agreements.  Reach out at contact@tricordadvisors.com This week on Building Wealthy Habits: 0:00 Audiobooks and their benefits. 3:45 Financial planning for busy physicians. 8:14 Financial planning concerns for young physicians. 10:39 Financial planning for high-income physicians. 17:59 Organizing financial information for physicians and professionals. 22:49 The importance o...2024-04-0229 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 11 - Account Rollovers, Support GroupsLaura and Jeremiah discuss practical tasks to handle after losing a loved one, like rolling over retirement accounts and changing beneficiaries. They remind listeners to allow time to grieve before making major decisions. The hosts cover managing debts and taxes and reviewing estate plans. Laura emphasizes updating support systems through groups since grieving is hard to do alone. Jeremiah notes the importance of multi-generational financial planning meetings. They aim to equip listeners with resources for both financial and emotional well-being. Reach out at contact@tricordadvisors.com This week on Building Wealthy Habits: 0:00...2024-03-2632 minRetirement UnlimitedRetirement 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 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 10 - Business CyclesJoin us for episode 10 of Building Wealthy Habits where we discuss the different cycles that most businesses go through. Laura and Jeremiah talk about the launch phase where entrepreneurs work long hours to test their ideas. They then describe the growth phase where businesses hire employees and seek financing. Next, they examine the maturity phase where profits level off and companies focus on sustainability. Laura and Jeremiah emphasize the importance of reinvention to stay competitive. They conclude by stressing the need for succession planning to ensure long-term success of the business. Reach out at contact@tricordadvisors.com2024-03-1929 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 9 - Social SecurityIn this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning, explaining eligibility requirements, the impact of starting benefits early vs late, and how benefits are calculated for spouses and survivors. They discuss how other retirement income like pensions and 401ks interact with Social Security. The podcast provides valuable insights on maximizing Social Security income through strategic planning and when benefits may be subject to taxation. Overall, it's an informative discussion on navigating the complexities of Social Security in retirement.   This week on Building Wealthy Habits: 2024-03-1227 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 8 - Planned GivingIn this episode of Building Wealthy Habits, Jeremiah, and Laura discuss their experiences with snow sports. Jeremiah recounts learning to snowboard as a teenager without lessons.The hosts then explore various tax-advantaged strategies for charitable giving. They explain how donating appreciated stock or using a donor advised fund can provide deductions. Laura provides an example of how bunching donations can maximize deductions over multiple years. Jeremiah emphasizes the importance of being intentional with charitable planning. The episode concludes with the hosts encouraging listeners to consider philanthropic goals and ways to optimize their giving. Reach out at contact...2024-03-0527 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 7 - Entity FormationToday's episode of Building Wealthy Habits discusses different business structures and entity formations. Jeremiah provides insights into sole proprietorships, partnerships, LLCs and corporations. They explore the tax implications of LLCs versus S Corps and how to hold appreciated assets. Randy and Jeremiah advise regularly consulting advisors as a business grows and circumstances change. Tune in to learn how to structure your business for liability protection, taxes and future planning.   This week on Building Wealthy Habits: Healthy habits and cookie preferences. (0:00) Business ownership structures and formation. (1:55) Business partnerships a...2024-02-2727 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 6 - Legal Considerations for SurvivorsLaura, Jeremiah, and Randy discuss legal considerations for widows and survivors in this episode of Building Wealthy Habits. They cover topics like property titling, beneficiary designations, taxes after death, and updating estate plans. Jeremiah emphasizes the importance of both spouses being engaged in financial planning while alive. The crew explains how life insurance can provide crucial support for surviving family members. They advise listeners to take time before making major decisions after a loss. Overall, the episode provides helpful guidance on navigating important financial matters that arise when losing a spouse or partner.   This week o...2024-02-2026 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 5 - Required Minimum Distributions (RMDs) ExplainedIn this episode of the Building Wealthy Habits Podcast we cover Required Minimum Distributions (RMDs) from retirement accounts. We discuss calculating RMD amounts based on account balances and the flexibility in distributing amounts across accounts. Inheritance rules are explained, noting that spouses can stretch distributions but non-spouses get 10 years to empty accounts. We also mention Qualified Charitable Distributions as a tax strategy to reduce income from RMDs.    This week on Building Wealthy Habits: Retirement accounts and required minimum distributions. Retirement account RMDs and tax implications. RMDs and charitable distributions for retirement accounts. RM...2024-02-1325 minRetirement UnlimitedRetirement UnlimitedBusiness Cycles 02 - 10 - 2024Welcome back to the “Building Wealthy Habits” video podcast and radio program by TriCord Advisors. I’m Jeremiah Lee and joining me today is Laura Lee. Today, we are talking about the business life cycle. This is the progression of a new business over 5 stages.2024-02-1025 minNext Level Podcast with Michael McIntyreNext Level Podcast with Michael McIntyreBuilding Wealth and Stewarding Prosperity with Billy Epperhart In this episode, McIntyre talks with Billy Epperhart about the importance of understanding how to build wealth. Billy is the CEO of Andrew Wommack Ministries and Charis Bible College. Billy is also a entrepreneur, speaker and author. He oversees the strategic direction of his two Colorado-based companies: Tricord Global, a nonprofit providing microfinance loans and education, and Wealthbuilders which primarily focuses on providing education around the world on financial issues. Billy is philanthropic at heart. He is passionate about helping people reach their dreams through Wealthbuilders so that they can in turn help others reach...2024-02-0641 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 4 - Succession Planning Pt. 2In this episode of the Building Wealthy Habits Podcast, we bring you part 2 of the conversation around succession planning. Randy, Laura and Jeremiah discuss the importance of succession planning for business owners and emphasize starting early and identifying potential successors. Succession plans should ensure the business continues successfully and provides financial incentives for existing owners. The team stressed involving advisors like attorneys and accountants. They also said planning for retirement and one's next chapter is key to a smooth leadership transition. This week on Building Wealthy Habits: Succession planning for business owners. (0:00) Business succession planning and...2024-02-0625 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 3 - Survivor ChecklistIn this episode of the Building Wealthy Habits Podcast, Jeremiah and Laura discuss financial planning for widows and survivors in 2024, noting the large population of baby boomer widows and the emotional challenges they face. They emphasize the importance of having trusted advisors to help navigate finances and provide support after losing a spouse or parent. Jeremiah and Laura highlight proper asset titling and planning to avoid probate and provide liquidity. They also compare scenarios of clients who were and were not properly prepared, noting the benefits of pre-planning.    This week on Building Wealthy Habits: 2024-02-0623 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 2 - Vision and Income PlanningIn this episode of Building Wealthy Habits we discuss retirement vision and income planning. Randy, Jeremiah and Laura discuss saving for retirement through pensions, 401ks and Social Security. They emphasize the importance of having a clear retirement vision and flexibility in long-term financial plans. Don’t miss the discussion about strategies for charitable giving and intergenerational wealth transfer to benefit future generations.   This week on Building Wealthy Habits: Masterclass, retirement planning, and lifelong learning. 0:00 Retirement and its evolving meaning. 3:22 Pensions, Social Security, and employer benefits. 5:15 Retirement savings and employer matching. 8:07 Financial planning and...2024-02-0627 minBuilding Wealthy HabitsBuilding Wealthy HabitsEpisode 1 - Succession Planning for Peace of Mind Pt. 1In this episode of Building Wealthy Habits, Randy and Jeremiah discuss the importance of succession planning for business owners, sharing stories of clients who lacked plans and struggled with unexpected transitions. They explore strategies like transferring ownership to family, partners, or third parties. Randy and Jeremiah emphasize preparing contracts, valuation, and the founder's next steps to maximize business value and secure their own future.   This week on Building Wealthy Habits: Business succession planning and its importance. 0:00 Succession planning for a family-owned business. 4:45 Business succession planning strategies. 7:35 Selling a business, valuation, and exit strategies. 12:29 Founder d...2024-02-0223 minThe Johnny Tacos ShowThe Johnny Tacos Showorigin stories with guest TricordOn todays show we talk to Kory and Jermaine from Tricord, a Christian Alternative band out of South Georgia. We  will also listen to some great music and see what is in the future for this Trio!! 2023-09-2050 minROCK SALT: MUZKAST EXPERIENCEROCK SALT: MUZKAST EXPERIENCEE21Y23 SUMMERSLAM 23Our unofficial pro wrestling analyst BIG REV joins the ROCK SALT crew to talk SummerSlam and two new tracks. We also discuss upcoming events for Big Rev, 3 Days Under and TRICORD. BR & 3DU perform Saturday, September 8th at the Popcorn Festival in Marion, OH. TRICORD performs at the PITFEST in October. Check out and follow their Facebook pages for an updated event schedule. Also Aaron had the pleasure of recording the podcast in Patrick's "NERDOPORIUM" in Kentucky. You can reach us at rocksaltradio@gmail.com. Note: Enjoy the sounds of 3 Days Under, BIG REV. and TRICORD on the show. ROCK SA...2023-09-041h 21Truth & LibertyTruth & LibertyBilly Epperhart & Chad Frantzen: Stewarding Finances Wisely in 2023Billy Epperhart of WealthBuilders and Chad Frantzen of WealthBuilders Investments join Richard Harris to discuss #stewarding Kingdom #finances, #investment, #giving, being #debt-free, preparing for #economic shifts, and more.   Learn more about Billy Epperhart at https://www.wealthbuilders.org/billyepperhart/   Learn more about Chad Frantzen at https://authenticwealth.co/about/our-team   Learn more about WealthBuilders at https://www.wealthbuilders.org/   Learn more about WealthBuilders Investments at https://authenticwealth.co/   Learn more about WealthBuilders University at https://wbuniversity.online/   Learn...2023-02-0758 minTruth & LibertyTruth & LibertyBilly Epperhart & Chad Frantzen: Building Wealth for Kingdom PurposesBilly Epperhart of WealthBuilders and Chad Frantzen of WealthBuilders Investments join Karen Conrad to discuss #stewarding Kingdom #finances, #investment, #giving, being #debt-free, preparing for #economic shifts, and more. Learn more about Billy Epperhart at https://www.wealthbuilders.org/billyepperhart/ Learn more about Chad Frantzen at https://authenticwealth.co/about/our-team Learn more about WealthBuilders at https://www.wealthbuilders.org/ Learn more about WealthBuilders Investments at https://authenticwealth.co/ Learn more about WealthBuilders University at https://wbuniversity.online/ Learn more about Tricord Global at https://www...2023-01-1758 minROCK SALT: MUZKAST EXPERIENCEROCK SALT: MUZKAST EXPERIENCEE34Y22 BRING OUT YOUR DEAD WORLD PREMIEREIt's a ROCK SALT world premiere of 3 Days Under new release, "Bring Out Your Dead". Dave and Aaron talk about the hard hitting single with Frontman and RSME co-host Patrick Rivers. "Bring Out Your Dead" releases on Friday, Oct 28th to all major streaming platforms. Jermaine from TRICORD joins Patrick and Aaron to discuss the current college football and NFL seasons. For information about 3 Days Under and Tricord. Please follow yhem on all their social media platforms. You can contact us at rocksaltradio@gmail.com.  ROCK SALT: MUZKAST EXPERIENCE is a podcast that focuses on life and news events blended wi...2022-10-271h 22The Jacob Sheriff PodcastThe Jacob Sheriff PodcastInterview with Billy Epperhart, CEO of Andrew Wommack Ministries | JSP Bonus EpisodeIn this Bonus Episode, Jacob sits down with Billy Epperhart to glean wisdom from his lifetime of experience in business and leadership.So often we see people who are in their winning season and forget that they worked with a lifetime perspective or even an eternal perspective. Billy brings great wisdom to a conversation about leadership and entrepreneurship. If you are thinking of starting a small business, or any business, this is the podcast to gain great spiritual and practical wisdom in leading people and managing the business. About Billy Epperhart:Billy Epperhart i...2022-09-221h 05ROCK SALT: MUZKAST EXPERIENCEROCK SALT: MUZKAST EXPERIENCEE29Y22 TRICORDFrontman Jermaine Nixon from TRICORD joins the crew on the latest episode of ROCK SALT MUZKAST EXPERIENCE podcast. He talks about what's happening with the band and shares his thoughts college football and the NFL. For more more information about TRICORD, go to tricordmusic.com. Patrick again is our "man on the scene" from ROCK on Water music event in Indiana. You can contact us at rocksaltradio@gmail.com.  Note: Included in the podcast is the new single, "Shadow of Me" from The Lastrumpet ROCK SALT: MUZKAST EXPERIENCE is a podcast that focuses on life and news events blended with mus...2022-09-141h 02Truth & LibertyTruth & LibertyBilly Epperhart and Chad Frantzen: Stewarding Kingdom FinancesBilly Epperhart of WealthBuilders and Chad Frantzen of WealthBuilders Investments join Richard Harris to discuss stewarding Kingdom finances, investment, giving, being debt-free, preparing for economic shifts, and more.   Learn more about Billy Epperhart at https://www.wealthbuilders.org/billyepperhart/   Learn more about Chad Frantzen at https://authenticwealth.co/about/our-team   Learn more about WealthBuilders at https://www.wealthbuilders.org/   Learn more about WealthBuilders Investments at https://www.wealthbuilders.org/invest   Learn more about WealthBuilders University at https://wbuniversity.online/ 2022-07-1958 minRaven‘s Heart -LithoscryRaven‘s Heart -LithoscryRaven's Heart_18 Into The Storm With TricordThe members of the band Tricord join Raven's Heart to celebrate the release of their EP entitled, "Into The Storm." Their music is a unique blend of a variety of genres often underscored with the "crunch" of harder/heavier rock. Join in this edition to find out more about Tricord and experience their sound. Hosted on Acast. See acast.com/privacy for more information.2021-05-2458 minRetirement UnlimitedRetirement UnlimitedHappy Birthday America - Radio 07 - 04 - 20Happy Birthday America from TriCord Advisors, Inc.2020-08-2225 minRetirement UnlimitedRetirement UnlimitedRadio 11 - 12 - 16In this week's program, the TriCord team giving your 401 (k) account a physical, and why your 401(k) fees aren't lower in Retirement Update. In Tactical Asset Management, the team talks about post-election blues and what it means for the markets. In News You Can Use, we discuss Healthy Eating and the food conflict consumers face.2016-11-1425 minRetirement UnlimitedRetirement UnlimitedRadio 11 - 05 - 16In this weeks episode the TriCord team discusses Pensions and their accounting for both Public and Private in Retirement Update. In Tactical Asset Management the team discusses the fear of a U.S. Recession. In addition they discuss consumer spending on the rise, GDP growth at 2.9%, and Inflation rebounding. For News You Can Use the team talks about the non-renewal notice you may have received on Medicare Part D Coverage.2016-11-1425 minRetirement UnlimitedRetirement UnlimitedRadio 10 - 29 - 16On the program this week the TriCord Team discusses the biggest money mistakes people make by decade in Retirement Update. In Tactical Asset Management the team discussed portfolio rebalancing and active versus passive portfolio management. In News you can use the team discusses the reasons you may have higher than average capital gains distributions this year.2016-11-0425 minRetirement UnlimitedRetirement UnlimitedRadio 10 - 22 - 16On the program the TriCord team discusses the new Department of Labor Fiduciary Rule in Retirement Update. In Tactical Asset Management, we discuss cash in the portfolio. How much should you have and why should you have it?2016-10-2425 minRetirement UnlimitedRetirement UnlimitedRadio 10 - 15 - 16In this episode the TriCord crew discuss the Six Common Mistakes People Make with Student Loans in Retirement Update. Next they discuss Negative Interest Rates in Tactical Asset Management. Last the team talks about Electric Vehicles and how they will be here sooner than you think in News You Can Use.2016-10-1925 min