https://youtu.be/05dOpKNE4k4 This episode of Building Wealthy Habits explores the evolving landscape of retirement, focusing on the fears and concerns retirees face today, particularly regarding financial security and healthcare costs. The discussion highlights the impact of inflation on retirement savings and the importance of finding purpose in semi-retirement. Specifically, this conversation emphasizes the need for retirees … Watch

https://youtu.be/fjHEBawWinY Who is stoked for the Dodgers in the World Series? We are! In this episode, we discuss the excitement surrounding the World Series and peel back the financial aspects of baseball contracts, particularly focusing on Shohei Ohtani’s historic $700 million contract with the Dodgers. We explore the implications of deferred payments, tax considerations, and … Watch

In this episode of Building Wealthy Habits, we have the entire crew and dive into the key steps for achieving early retirement. We emphasize the importance of setting clear goals, understanding what financial independence truly means, and the crucial role of smart budgeting and investing. Also, we highlight the value of having an emergency fund … Watch

https://youtu.be/0kf5J-66ciQIn this episode of Building Wealthy Habits, Laura and Jeremiah debunk common financial myths like “live for today” and “investing is too risky,” offering practical advice to help listeners develop healthy financial habits and make smarter money decisions. In this episode of Building Wealthy Habits, Laura and Jeremiah tackle some of the worst money advice … Watch

https://youtu.be/rhc2o65aKfk Discover why embracing small luxuries like your daily latte can be part of a healthy financial plan. Episode 40 explores the importance of developing a balanced and sustainable spending strategy. Laura and Jeremiah discuss the importance of developing a spending plan to achieve financial freedom. They emphasize aligning spending with personal values rather than … Watch

https://youtu.be/KAVgIZjTfLY This episode covers investing basics, including tax-deferred vs. taxable accounts, setting investment goals, the liquidity spectrum, the importance of diversification. This week we are breaking things down to the basics of investing, including the differences between tax-deferred and taxable accounts, the importance of setting investment goals, and the power of strategies like dollar cost … Watch

https://youtu.be/psZQyqenPuU In this episode we are exploring CDs, short-term treasuries, and Series I bonds while emphasizing caution against high-interest schemes and importance of due diligence. We kick this episode off on a lighthearted note, discussing the current challenges faced by the West Coast due to wildfires and heatwaves. The main topic of the conversation is … Watch

In this episode we talk the rising cost of parenthood and its impact on families. We dive into declining birth rates, the soaring expenses of raising children, and the emotional and economic challenges parents face. Let’s find creative solutions to support families together! This week we are talking about one of our favorite subjects – … Watch

https://youtu.be/DMNJ1AkvJzM Tune in as the team discusses the impact a Fractional CFO can have on a growing business! In this episode of Building Wealthy Habits, Laura and Jeremiah discuss the role of fractional CFOs in growing businesses. They explore the progression from handling finances in-house to hiring a tax preparer, bookkeeper, and controller. They highlight … Watch

https://youtu.be/-wi6-W5uSGk David and Caitlin Carnes share insights on managing marriage, money, and parenting. Discover how open communication and teamwork lead to financial harmony in relationships. This week we are joined by David and Caitlin Carnes as they share candid insights on marriage and money. As the heat levels rise, they reveal how they navigated the … Watch