Episode 28 – Short-Term Rentals with Brooke Miller & Simone Knepper Pt. 2

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

https://youtu.be/LHY8fBB94WA Explore the nuances of short-term rental investments in episode 28 of Building Wealthy Habits. Join real estate experts Simone Nepper and Brooke Miller as they discuss how to find, evaluate, and secure properties that stand out in the market, the impact of COVID-19, and the essential local regulations to consider. Tune in for expert … Watch

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Episode 27 – Short-Term Rentals Pt. 1

Business Owner, Finance, Financial Planning, Podcast, Savings, Video, Watch

https://youtu.be/AEOtrp5cd6cDiscover the financial and legal aspects of short-term rentals in Episode 27 of Building Wealthy Habits. Learn about the importance of location, interest rates, occupancy rates, and personal liability. Understand the benefits of LLCs and the value of a holistic approach to real estate investment. Tune in for expert insights! Welcome to episode 27 of … Watch

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Episode 26 – Cyber Security

Business Owner, Finance, Financial Planning, Podcast, Savings, Video, Watch

https://youtu.be/oUjl3zsoGrcJoin us in episode 26 of Building Wealthy Habits as we delve into the critical realm of cybersecurity. Discover expert tips on safeguarding your digital life against fraud and data breaches, from robust password management to leveraging VPNs on public Wi-Fi. Stay informed, stay protected, and empower yourself against cyber threats with insights from our … Watch

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Episode 20 – The History of Taxes

Financial Planning, Investment, Savings, Video, Watch

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

Financial Planning, Investment, Savings, Video, Watch

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

Financial Planning, Retirement, Savings, Video, Watch

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

Financial Planning, Video, Watch

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

Financial Planning, Video, Watch

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?

Business Owner, Finance, Financial Planning, Read, Savings

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

Financial Planning, Video, Watch

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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