Episode 69 – Why an Estate Plan is More Than a Will

https://youtu.be/G4Es-_7U6W0 Today, 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 … Listen

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Episode 66 – Retirement Catastrophes to Avoid

https://youtu.be/oZLQVGhOBDc In 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

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Dr. Jason Thomas

Episode 63 – What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

In 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 … Watch

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Episode 61 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 2

https://youtu.be/NpLUqx2JaJU Max Kayes is back 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 … Watch

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Max Kayes

Episode 60 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 1

https://youtu.be/YEAHIOC93XE In 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 … Watch

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Episode 59 – Keanon Alderson Talks Family-Owned Businesses

In 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 … Watch

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Episode 58 – Case Study: How Do I Know If I Can Retire?

https://youtu.be/HRsE4ZugUDk Welcome 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 … Watch

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Josh Coniglio

Episode 57 – Real Estate Investments with Josh Coniglio

In 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 … Watch

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FIRE Movement

Episode 56 – What is the FIRE Movement?

In this 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 … Watch

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Laura Lyng

Episode 55 – Limiting Beliefs with Laura Lyng

In 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 … Watch

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