Episode 28 – Short-Term Rentals with Brooke Miller & Simone Knepper Pt. 2

https://youtu.be/LHY8fBB94WA Explore the nuances of short-term rental investments in episode 28 of Building Wealthy Habits. Join real estate experts Simone Nepper and Brooke Miller as they discuss how to find, evaluate, and secure properties that stand out in the market, the impact of COVID-19, and the essential local regulations to consider. Tune in for expert … Watch

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Episode 27 – Short-Term Rentals Pt. 1

https://youtu.be/AEOtrp5cd6cDiscover the financial and legal aspects of short-term rentals in Episode 27 of Building Wealthy Habits. Learn about the importance of location, interest rates, occupancy rates, and personal liability. Understand the benefits of LLCs and the value of a holistic approach to real estate investment. Tune in for expert insights! Welcome to episode 27 of … Watch

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Episode 26 – Cyber Security

https://youtu.be/oUjl3zsoGrcJoin us in episode 26 of Building Wealthy Habits as we delve into the critical realm of cybersecurity. Discover expert tips on safeguarding your digital life against fraud and data breaches, from robust password management to leveraging VPNs on public Wi-Fi. Stay informed, stay protected, and empower yourself against cyber threats with insights from our … Watch

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Episode 24 – AI and Financial

https://youtu.be/QRN7J08TxNE  Dive into the future of personal finance as we explore the intersection of artificial intelligence and wealth management, navigating the promises and pitfalls of AI in Episode 24 of Building Wealthy Habits. In episode 24 of Building Wealthy Habits, we discuss the topic of innovation, specifically focusing on the impact of artificial intelligence (AI) … Watch

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Episode 23 – Executive Coaching Pt.2 with Joseph King Barkley

https://youtu.be/K31fv4roO14 In episode 22 Joseph King Barkley returns to discuss Vision to Victory: Unleashing Leadership Potential and Becoming the Best Version of YOU! In 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 … Watch

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Episode 22 – Executive Coaching with Joseph King Barkley

https://youtu.be/K31fv4roO14 Unlock your potential with Executive Coaching in Episode 21 of Building Wealthy Habits featuring Joseph King Barkley. Gain insights into leadership, strategy, and personal growth with expert guidance. Tune in now! In part one of this two part series, we are joined by our favorite executive coach, Joseph King Barkley to discuss the impact … Watch

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Episode 21 – Core Elements of an Estate Plan

https://youtu.be/hGcZjim9LHc In this episode we discuss core elements of an estate plan and the power of trusts and good legal advice. Learn more! This 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 … Watch

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Episode 20 – The History of Taxes

https://youtu.be/SALwTDYcP2o Laura, 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 … Watch

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Episode 19 – History of Investing with Dr. Jason Thomas

https://youtu.be/j6WPU5Xx_GQ Tune in to episode 19 of  with Jason Thomas, Ph.D., CFA, as he challenges investing misconceptions and highlights tech trends, advocating for sophisticated tools like short selling and options trading in episode 19 of Building Wealthy Habits. #Investing #TechTrends #FinancialStrategies In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., … Watch

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