Episode 92 – The Lonely Side of Wealth: Why Success Can Feel Isolating

Business Owner, Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

Wealth often brings freedom — but it can also bring isolation. In this episode of Building Wealthy Habits, hosts Laura and Jeremiah Lee dive into the emotional side of success, exploring why so many accomplished individuals feel alone when it comes to discussing their financial concerns. They share how genuine communication, empathy, and trust can … Watch

Episode 92 – The Lonely Side of Wealth: Why Success Can Feel Isolating Read More »

Episode 91 – Thinking About Selling Your Business? Watch This First!

Business Owner, Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

As entrepreneurs, it’s easy to stay laser-focused on growing the business — but what about growing you? In this episode, we dive into how business owners can create personal financial freedom while still fueling their company’s success. From reinvestment decisions to tax strategies and wealth diversification, this conversation is packed with insights for anyone looking … Watch

Episode 91 – Thinking About Selling Your Business? Watch This First! Read More »

Episode 27 – Short-Term Rentals Pt. 1

Business Owner, Finance, Financial Planning, Podcast, Savings, Video, Watch

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

Episode 27 – Short-Term Rentals Pt. 1 Read More »

Episode 26 – Cyber Security

Business Owner, Finance, Financial Planning, Podcast, Savings, Video, Watch

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

Episode 26 – Cyber Security Read More »

Episode 24 – AI and Financial

Business Owner, Podcast, Savings, Video, Watch

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

Episode 24 – AI and Financial Read More »

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

Business Owner, Podcast, Savings, Video, Watch

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

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

Episode 22 – Executive Coaching with Joseph King Barkley

Business Owner, Podcast, Savings, Video, Watch

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

Episode 22 – Executive Coaching with Joseph King Barkley Read More »

Episode 21 – Core Elements of an Estate Plan

Business Owner, Podcast, Savings, Video, Watch

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

Episode 21 – Core Elements of an Estate Plan Read More »

What is Wealth Management for Business Owners?

Business Owner, Finance, Financial Planning, Read, Savings

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 … Read

What is Wealth Management for Business Owners? Read More »

Scroll to Top