https://youtu.be/tJYxrNuuy0U In this episode of Building Wealthy Habits, Randy, Jeremiah and Laura sit down to each share a media article they found, and share their take on the state of financial media. In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash … 
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Episode 16 – Media Review: A Deep Dive on 3 Articles Read More »
Wealth management for business owners encompasses a comprehensive suite of services designed to manage the personal and business finances of entrepreneurs and business proprietors. It involves a holistic approach to financial planning, including investment management, tax planning, estate planning, risk management, and sometimes, succession planning. The aim is to protect, grow, and efficiently transfer wealth … 
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What is Wealth Management for Business Owners? Read More »
https://youtu.be/QLosPW0wahU In Episode 15 of Building Wealthy Habits, Laura, Randy, and Jeremiah delve into financial planning for female business owners and professionals, offering strategies that address unique challenges, foster a nurturing environment for inquiries, and provide personalized financial advice to empower women in the business sector. This episode of Building Wealthy Habits provides insights into … Watch
Episode 15 – Planning for Female Business Owners and Professionals Read More »
As you consider an Estate Plan, make sure to include these core items: Trust: A Trust enables a trustee to hold and oversee assets on behalf of beneficiaries according to the terms set out in the trust document. Trusts are useful for multiple purposes, such as avoiding probate, providing for minor children or family members … Read
5 CORE ELEMENTS OF ANY ESTATE PLAN Read More »
https://youtu.be/J5DAaLv10ks In this episode the team sits down to discuss financial planning strategies for attorneys, with Jeremiah sharing his real life experience of working at a large law firm. In 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 … Watch
Episode 14 – Planning for Attorneys Read More »
https://youtu.be/51Bc4ByXpUw In this episode we discuss financial planning strategies for engineers. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning engineers. This 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 … Watch
Episode 13 – Planning for Engineers Read More »
https://www.youtube.com/watch?v=0nbIDgK-xS4 In 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. In 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 … Watch
Episode 12 – Planning for Physicians Read More »
https://youtu.be/4T48NOmTBpMJoin Laura and Jeremiah as they discuss practical tasks to handle after losing a loved one, like rolling over retirement accounts and changing beneficiaries. In this episode Laura and Jeremiah sit down to discuss losing a loved one, support groups and account rollovers. They remind listeners to allow time to grieve before making major decisions. … Watch
Episode 11 – Account Rollovers, Support Groups Read More »
https://youtu.be/ilw30oLAdGs Join us for episode 10 of Building Wealthy Habits where we discuss the different cycles that most businesses experience. 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 … Watch
Episode 10 – Business Cycles Read More »
https://youtu.be/aAn1qC9h6uA In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning. In 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 … Watch
Episode 9 – Social Security Deep Dive Read More »
