https://youtu.be/cbEhIzDveQs Financial planning should be more than an annual meeting or a conversation about investments. This episode explores what an ongoing relationship with a financial advisor can look like and why the work between major financial decisions matters. From preparing for what is ahead to having someone who already understands your bigger picture, a strong … Watch

https://youtu.be/d6ZPN9-s_ww Receiving an inheritance can open new possibilities, but deciding what to do with it may not be as simple as expected. In this episode, Jeremiah and Laura discuss what to consider before making major financial decisions, from understanding what you actually inherited to navigating potential tax considerations and giving yourself time to think about … Watch

https://youtu.be/pcQkkERkiXY Some of the most important financial conversations are also the easiest to avoid. In this episode, Jeremiah and Laura talk about the conversations around estate planning, succession, insurance, retirement, and your future that often get pushed off for “someday.” The key may be starting somewhere simpler: What do you actually want your life to … Watch

https://youtu.be/H6Nf5dQW14Q Helping your adult children financially can come from  place of love, but the way that support is structured matters. A gift toward college, a first home, or another major opportunity may give them a meaningful head start. At the same time, ongoing support can unintentionally create dependency, unclear, expectations, or tension between siblings. In … Watch

https://youtu.be/SZvcbb4tc9c Being successful in your career does not automatically make financial decisions easier. Fear, compassion, overconfidence, and FOMO can influence even the smartest investors. Advice from friends, social media, or AI can also sound compelling without accounting for your full financial picture. In this episode, Laura and Jeremiah explore the behavioral patterns behind financial decisions, … Watch

https://youtu.be/lgJoGYXvOck Kids are learning about money long before they earn their first paycheck. They learn from the conversations they hear, the choices they watch, and the opportunities they are given to spend, save, give, and make mistakes. In this episode, Jeremiah and Laura share what they are learning as they raise four children and work … Watch

https://youtu.be/1WEnLEZ5FbQ Success doesn’t always bring the peace of mind we expect. For many business owners and high achievers, greater financial success can also bring greater uncertainty. New opportunities, bigger decisions, and increased complexity often leave people asking, “What should I do next?” In this episode of Building Wealthy Habits, Jeremiah and Laura explore why success … Watch

https://youtu.be/BNg7H1sbkEM Selling a business or stepping away from a career is often celebrated as the finish line. But for many business owners, that’s when an entirely new journey begins. In this episode of Building Wealthy Habits, Laura sits down with Cindy Jennings, founder of Interwovenly and the LifeWise™ programs, which help business owners, executives, and … Watch