ggardner, Author at TriCord Advisors

Episode 70 – Preparing to Sell Your Company

In this episode of Building Wealthy Habits, Randy, Laura and Jeremiah discuss the essential preparations needed for selling a business. They emphasize the importance of planning ahead, structuring the business appropriately, and understanding the personal dynamics involved in the sale. Real-life examples illustrate the consequences of inadequate preparation, while the speakers also touch on the … Listen

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Episode 68 – Don’t Get Too Political

Lifestyle, Listen

This 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 … Listen

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Episode 67 – Inheriting vs. Gifting

Finance, Financial Planning

Do 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

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Episode 65 – How to Know When It’s NOT Time to Retire

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In 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 … Watch

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Episode 64 – Save Money on Taxes in 2025

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

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 … Watch

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What factors should I consider when comparing financial planners?

Financial Planning, Read

Taking the time to thoroughly research and interview potential financial planners based on these factors can help you make an informed decision that aligns with your unique financial objectives and ensures a successful financial future: When selecting a financial planner, it's important to consider various factors to ensure that you find a professional who meets your … Read

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