Financial Planning Archives | TriCord Advisors

Episode 74 – The Mindset Behind Money: Insights from ‘The Psychology of Money’

https://youtu.be/oeDxJZls6Wo In this episode, we explore the deep connection between mindset and money through the lens of Morgan Housel’s best-selling book The Psychology of Money. This conversation unpacks the emotional and psychological forces that drive financial behavior and long-term wealth building. We discuss why wealth isn’t always visible, how compounding works best with time and … Listen

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Episode 72 – Financial Mindset: What Steps You Should Take Throughout The Decades

Financial Planning, Listen, Savings

https://youtu.be/7zkVi48JhqI In this week’s episode, we take a decade-by-decade journey through the financial decisions that shape your life. Whether you’re just starting out or thinking about legacy, this conversation breaks down the mindsets and strategies that build wealth—and keep it. From building habits in your 20s to making an impact in your 70s, we’ll show … Listen

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Episode 67 – Inheriting vs. Gifting

Finance, Financial Planning

Do you ever find yourself contemplating the complexities of inheritance, property transfer, and estate planning? Well in episode 67 of Building Wealthy Habits, we are tackling common misconceptions surrounding these topics, particularly regarding the implications of putting children on property titles and the tax benefits of inheritance. Randy and Jeremiah emphasize the importance of understanding

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Episode 66 – Retirement Catastrophes to Avoid

Finance, Financial Planning

https://youtu.be/oZLQVGhOBDc In this Episode, Laura, Jeremiah and Randy discuss the critical catastrophes to avoid as individuals approach retirement. They emphasize the importance of planning for healthcare costs, the timing of Social Security benefits, and the necessity of estate planning. The discussion highlights common mistakes, such as overspending in early retirement and neglecting to stress test

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Episode 65 – How to Know When It’s NOT Time to Retire

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

In this conversation, Laura, Randy, and Jeremiah discuss the signs that indicate someone may not be ready to retire. They explore various factors such as financial insecurity, the complexity of retirement income streams, the importance of budgeting, family dynamics, the search for purpose post-retirement, and the significant costs associated with healthcare. The discussion emphasizes the … Watch

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Episode 64 – Save Money on Taxes in 2025

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

This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting and charitable contributions to optimize tax … Watch

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Episode 63 – What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

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

In episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason’s previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact … Watch

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Episode 61 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 2

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

https://youtu.be/NpLUqx2JaJU Max Kayes is back to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values … Watch

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Episode 60 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 1

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

https://youtu.be/YEAHIOC93XE In this episode of Building Wealthy Habits, Laura and Jeremiah are joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and … Watch

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Episode 59 – Keanon Alderson Talks Family-Owned Businesses

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

In this episode, Laura and Randy discuss the intricacies of family-owned businesses with Keanon Alderson, the director of the Family Business Center at Cal Baptist University. They explore the unique challenges and opportunities that family firms face, including the importance of succession planning, effective communication, and the role of technology in modern business practices. The … Watch

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