Episode 6 – Legal Considerations for Survivors

https://youtu.be/ORRvPl42M7E Laura, Jeremiah, and Randy discuss legal considerations for widows and survivors in this episode of Building Wealthy Habits. Laura, Jeremiah and Randy 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 … Watch

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INFLATION – UP OR DOWN?

Is inflation up, or down? We dive into inflation and break everything down into an easy to understand manner in this blog. Which direction are we going? The topic is mainstream conversation in the news lately. Economic experts are weighing in and considering various indicators. The predictions are all over the map. Information about economic … Read

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Episode 5 – Required Minimum Distributions (RMDs) Explained

https://youtu.be/xtsik8n1xWI In this episode of the Building Wealthy Habits Podcast we cover Required Minimum Distributions (RMDs) from retirement accounts. In 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 … Watch

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Building Wealthy Habits Ep. 4 – Succession Planning, Part 2

https://youtu.be/LW0PveJhmY0 In part 2 of this conversation around succession planning for business owners, we discuss the importance of ensuring a smooth transition and continued success of their businesses through leadership development, identifying successors, financial structuring, and planning for owners’ retirements and next chapters. In this episode of the Building Wealthy Habits Podcast, we bring you … Watch

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What is a Target Rate of Return and Why Does It Matter?

In this article we hope to empower individuals to set clear financial goals and make informed investment decisions, balancing risk and return, ultimately guiding them towards achieving their financial objectives. Set realistic expectations and build a successful financial future. A target rate of return refers to the expected or desired level of profit or investment … Read

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Building Wealthy Habits Ep. 3 – Survivor Checklist

https://youtu.be/YX5r14VkxF0 In this episode of Building Wealthy Habits, Laura and Jeremiah provide guidance on financial planning after loss, discussing the emotional challenges of widowhood, the importance of proper planning and titling of assets, tax implications, and determining immediate financial needs as a survivor. In this episode of the Building Wealthy Habits Podcast, Jeremiah and Laura … Watch

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Building Wealthy Habits Ep. 2 – Vision and Income Planning

https://youtu.be/Clu13md2pjw In this episode of Building Wealthy Habits, the crew cracks the code on simplifying complexities around the retirement journey. Enjoy! In 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 … Watch

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Succession Planning, Part 1 – Building Wealthy Habits

https://youtu.be/ZkmjhcxYPnE In this episode of Building Wealthy Habits, the crew dives into part one of a two part succession planning series. Enjoy! In 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 … Watch

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