https://youtu.be/NKiHm6K9Wuw In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we explore long-term care costs, preparation strategies, and the impact of health on expenses. Discover caregiving dynamics, family discussions, funding challenges, and options like long-term care insurance. In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we dive deep … 
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Episode 33 – Long-Term Care Read More »
https://youtu.be/iLYJy5fDiJY In episode 32 of Building Wealthy Habits, Jeremiah and Laura sit down and discuss one of the most powerful tax planning tools at your disposal, the backdoor Roth IRA! In episode 32 of Building Wealthy Habits, we discuss Roth IRAs and specifically, backdoor and mega backdoor Roth IRAs. We explore the difference between traditional … Watch
Episode 32 – Backdoor Roth IRA Read More »
The outcome of a recent lawsuit involving The National Association of Realtors® will go into effect starting on August 17, 2024. The lawsuit was regarding transparency around real estate agent’s commissions. As a general summary, the laws regarding real estate commissions have not changed, but the way in which commissions are communicated and negotiated has … 
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New Real Estate Commission Rules Read More »
https://youtu.be/q6vvvOoT0G0 Join Laura Lee and Jeremiah Lee in Episode 31 of Myth Busters: Estate Planning, as they debunk common myths about estate planning. Discover why planning ahead is essential to avoid legal complications and ensure your assets are distributed as you wish. Join Laura Lee and Jeremiah Lee as they debunk common myths about estate … Watch
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https://youtu.be/QLJ84sMLPKU To close out our short-term rental series, no conversation would be complete without hearing from our good friend and resident expert on short-term rentals, Marie Hair! This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not … Watch
Episode 29 – Short-Term Rentals with Marie Hair (Pt. 3) Read More »
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
Episode 28 – Short-Term Rentals with Brooke Miller & Simone Knepper Pt. 2 Read More »
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
Episode 27 – Short-Term Rentals Pt. 1 Read More »
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
Episode 26 – Cyber Security Read More »
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
Episode 20 – The History of Taxes Read More »
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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