Episode 20 – The History of Taxes

https://youtu.be/SALwTDYcP2o Laura, Randy, and Jeremiah Lee discuss tax planning strategies, emphasizing the importance of understanding tax laws and utilizing tax loss harvesting. You won’t want to miss Randy and Jeremiah facing off in the “Tax Dash” game. Laura highlighted the emotional state of clients when preparing taxes, while Randy stressed the need for constant awareness … Watch

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Episode 19 – History of Investing with Dr. Jason Thomas

https://youtu.be/j6WPU5Xx_GQ Tune in to episode 19 of  with Jason Thomas, Ph.D., CFA, as he challenges investing misconceptions and highlights tech trends, advocating for sophisticated tools like short selling and options trading in episode 19 of Building Wealthy Habits. #Investing #TechTrends #FinancialStrategies In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., … Watch

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Episode 18 – The History of Inflation

https://youtu.be/HFeM30vAD_s In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee discuss the complexities of inflation and its effects on personal finances and the economy.  In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee explore how inflation has evolved over time, its historical context, and its … Watch

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Episode 17 – The History of Financial Planning

https://youtu.be/I7R_FUxoSWU In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over … Watch

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Episode 16 – Media Review: A Deep Dive on 3 Articles

https://youtu.be/tJYxrNuuy0U In this episode of Building Wealthy Habits, Randy, Jeremiah and Laura sit down to each share a media article they found, and share their take on the state of financial media. In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash … Watch

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What is Wealth Management for Business Owners?

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

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Episode 15 – Planning for Female Business Owners and Professionals

https://youtu.be/QLosPW0wahU In Episode 15 of Building Wealthy Habits, Laura, Randy, and Jeremiah delve into financial planning for female business owners and professionals, offering strategies that address unique challenges, foster a nurturing environment for inquiries, and provide personalized financial advice to empower women in the business sector. This episode of Building Wealthy Habits provides insights into … Watch

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Episode 13 – Planning for Engineers

https://youtu.be/51Bc4ByXpUw In this episode we discuss financial planning strategies for engineers. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning engineers. This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients … Watch

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