April CRU: Growth, Rotation, and a Changing Market “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. As of the close of trading last Friday, the S&P 500 was essentially unchanged for the year – remarkable performance for a market … 
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April CRU: Growth, Rotation, and a Changing Market Read More »
Most business owners have heard this idea at some point. Can I pay my kids through my business? The answer is not a simple yes or no. It depends on how the arrangement is structured, what rules apply, and whether the work being done is legitimate. In this episode, we walk through how this concept … 
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Episode 112 – Hiring Your Kids in Your Business? What to Know First Read More »
You could have the right investments… and still be making inefficient decisions. Because it’s not just about what you own. It’s about where you hold it. In this episode, we explore the difference between asset allocation and asset location, and why that distinction can shape how your strategy actually plays out over time. From tax … Watch
Episode 111 – Are Your Investments in the Right Place? Read More »
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
Episode 110 – Why Your Tax Bill Keeps Surprising You! Read More »
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
Episode 109 – Common Investment Mistakes Even Smart Investors Make Read More »
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
Episode 108 – Mastering Liquidity: Risk, Emergency Funds & Investments Read More »
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
March CRU: Why Investors Are Looking at Different Assets Read More »
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
Episode 107 – Complex Estate Planning: Moving From Vanilla to Advanced Read More »
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
Episode 106 – Cash, Confidence, and Cycles: How Wealthy People Stay Steady Read More »
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
Episode 105 – The Hidden Costs of Information Overload Read More »
