Finance Archives | TriCord Advisors

Episode 110 – Why Your Tax Bill Keeps Surprising You!

Finance, Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

Tax season brings more than just filing deadlines. It can reveal gaps in planning that may impact your financial future overtime. In this episode, Laura and Jeremiah explore the difference between tax preparation and proactive tax planning, and why many individuals and business owners find themselves reacting to tax bills instead of anticipating them. From unexpected tax … Watch

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Episode 109 – Common Investment Mistakes Even Smart Investors Make

Finance, Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

M Most investment mistakes don’t come from a lack of intelligence. They come from how decisions are made in moments of pressure. When markets move, emotions tend to follow. Fear can lead to hesitation. Optimism can lead to overconfidence. And constant headlines can create noise that makes it harder to stay focused on what actually … Watch

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Episode 108 – Mastering Liquidity: Risk, Emergency Funds & Investments

Finance, Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

In this episode, the conversation breaks down liquidity—why it matters, how it protects your plans, and how it creates opportunity. Whether you’re a business owner managing unpredictable cash flow or planning for retirement, liquidity is the difference between feeling trapped and being able to move. They walk through practical cash flow management tactics, how to … Watch

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Episode 107 – Complex Estate Planning: Moving From Vanilla to Advanced

Finance, Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

https://youtu.be/WgevrYLBTfg In this episode of Building Wealthy Habits, Laura Lee and Jeremiah sit down with estate planning expert Blake Johnson to break down what happens when a “basic” estate plan becomes a complex estate plan. They cover the real-world triggers for advanced estate planning—from growing net worth and tax exposure to multi-state planning and … Watch

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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 66 – Retirement Catastrophes to Avoid

Finance, Financial Planning

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

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

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

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

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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