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

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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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March CRU: Why Investors Are Looking at Different Assets

Financial Planning, Investment, Read

March CRU: Why Investors Are Looking at Different Assets “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. To borrow from Shakespeare, “now is the spring of our discontent …”  Another spring, another global crisis with three characteristics that make it particularly … Read

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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 106 – Cash, Confidence, and Cycles: How Wealthy People Stay Steady

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

https://youtu.be/arBiNCl7tJA “Get rich quick” is a fun phrase—but in real life, it usually skips the part that matters most: keeping what you build and turning it into a life you can actually enjoy. In this conversation, Laura, Jeremiah, and Randy unpack the difference between being rich (having money) and being wealthy (having stability, freedom, and … Watch

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Episode 105 – The Hidden Costs of Information Overload

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

If it feels like the financial news cycle is louder than ever, you’re not imagining it. In this episode of Building Wealthy Habits, the hosts unpack the reality of financial noise and how constant headlines, hot takes, and market commentary can create information overload that leads to anxiety, hesitation, and poor decision-making.   They break … Watch

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Episode 104 – Beyond Net Worth: Redefining Financial Freedom

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Net worth is simple to calculate, but it may be one of the most misleading measures of financial success. In this episode, the TriCord Advisors team explores why true wealth goes beyond assets minus liabilities and instead centers on financial freedom: the ability to control your time, choices, and opportunities without being driven by debt, … Watch

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February TriCord CRU: A New Chapter of AI Is Beginning

Financial Planning, Investment, Read

“Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. It started in earnest this month.  For much of the past year, investors worried about a particular aspect of the future of technology: artificial intelligence (AI) would replace white collar workers and … Read

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Episode 103 – Entrepreneurship: From Wealth Creation to Wealth Durability

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

https://youtu.be/g35D9UuYIGQ Most entrepreneurs are wired for wealth creation—growth, momentum, and reinvesting back into the business. But eventually, the game changes. In this episode, we break down the critical transition from building wealth to protecting wealth—what we call wealth durability. We cover the mindset shift required to move from active income to passive income, why concentration … Watch

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