Episode 88 – Donor Advised Funds & Smart Giving Strategies for Tax Planning

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

In this episode, Laura and Jeremiah Lee discuss strategic charitable giving and its tax benefits. They explore donor-advised funds, appreciated stock donations, and qualified charitable distributions, offering insights into maximizing tax efficiency while supporting meaningful causes. Takeaways Charitable giving can significantly impact your end-of-year tax liability. Donor-advised funds allow for strategic, tax-efficient charitable contributions. Appreciated … Watch

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Episode 87 – 5 Signs to Know When You’re Ready to Hire a Financial Advisor

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

This week, Laura and Jeremiah Lee break down the pivotal life moments when hiring a financial advisor isn’t just smart—it’s essential. From navigating complex financial decisions to building a trusted financial team, they reveal what really sets qualified advisors apart. You’ll learn why personalized guidance matters most during major transitions and how the right advisor … Watch

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Episode 86 – Common Missteps for Estate Planning

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

In this episode, Laura Lee, Jeremiah Lee and Randy Barkley, break down some of the intricacies of estate planning, highlighting common missteps and offering practical advice to avoid them. They discuss the importance of having a trust over a will, the pitfalls of adding children to property titles, and the complexities of managing illiquid assets. … Watch

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Episode 85 – Spending Habits that Stretch Your Wealth in Retirement

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

Randy, Jeremiah & Laura are coming at you this week to discuss strategies for retiring without running out of money. They explore the importance of aligning financial planning with personal values, addressing common fears about retirement, and the significance of legacy and philanthropy. The conversation emphasizes the need for a well-structured plan that accommodates both … Watch

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Big Beautiful Bill

Episode 83 – Tax Benefits from The Big Beautiful Bill

Financial Planning, Listen, Savings

You asked, and we listened! This week we are dissecting the tax implications of the Big Beautiful Bill. Discover how changes in SALT deductions, estate tax exemptions, and bonus depreciation can impact your financial planning. Whether you’re a business owner or planning your estate, this episode offers valuable insights to help you navigate these changes. … Listen

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Episode 82 – The First 5 Years of Retirement: Habits That Make or Break!

Financial Planning, Listen, Savings

Today we focus on one of the most critical aspects of retirement: the first five years of, emphasizing the importance of planning, financial stability, and understanding the complexities of retirement income. We discuss common pitfalls, such as impulsive purchases and the necessity of a solid cash flow plan. Randy, Laura and Jeremiah also highlight the … Listen

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Episode 81 – Your Business Isn’t a Retirement Plan – Here’s What It Is

Financial Planning, Listen, Savings

https://youtu.be/D78SPJItLHk In this episode, Laura Lee and Randy Barkley dive into the common pitfalls business owners face when they rely solely on their business as their retirement plan. They discuss the importance of diversification, planning for the future, and the complexities of selling a business. With insights from financial planning experts, this episode is a … Listen

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Episode 80 – Navigating Real Estate Decision in Retirement

Financial Planning, Listen, Savings

Join Jeremiah Lee, Laura Lee and Randy Barkley as they unleash on the complexities of real estate decisions for those approaching or in retirement. This episode explores the emotional and financial aspects of downsizing, the role of real estate in your investment portfolio, and the tax implications of selling your home. In This Episode: – … Listen

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Episode 79 – Profit First, Not Last: Paying Yourself as a Business Owner

Financial Planning, Listen, Savings

https://youtu.be/AF9ZERimMKo In this episode, Jeremiah Lee, Laura Lee and Randy Barkley dive into the crucial topic of financial strategy for business owners. They explore the concept of “paying yourself first” and discuss the balance between reinvesting in your business and enjoying personal financial success. Learn from real-life stories and expert advice on how to avoid … Listen

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Episode 78 – IRMAA, RMDs, and ROTHs – Oh my!

Financial Planning, Listen, Savings

Join Randy, Laura and Jeremiah as they navigate the complex world of retirement taxes. In this episode, they break down the intricacies of IRMAA (Income Related Monthly Adjustment Amount), RMDs (Required Minimum Distributions), and Roth conversions. Discover how these financial elements impact retirees and learn strategies to manage your tax liabilities effectively. In This Episode: … Listen

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