Money is one of the most important conversations in a relationship. It’s also one of the most avoided. In this episode of Building Wealthy Habits, Jeremiah and Laura share a candid look at how they handle financial conversations in their own marriage. As financial planners, business owners, parents, and spouses, they’ve learned that money discussions … Watch

Should you buy the building your business operates in, or continue leasing? For many business owners, commercial real estate can become one of the largest investments they ever make. But owning a building is about much more than control over your space.  In this episode, Jeremiah and Laura discuss the key factors business owners should consider before purchasing commercial … Watch

What if the biggest turning point in your life starts with a difficult question? In this conversation, Jeremiah, Laura, and special guest JR Lay explore the tension many entrepreneurs and high achievers quietly carry beneath the surface. From identity and ambition to disruption, adaptability, and purpose, this discussion goes far beyond business strategy. J.R. shares … Watch

A business sale can create uncertainty and a long list of financial and planning decisions all at once. The months before and after an exit often become an important planning window in a business owner’s life.  Jeremiah and Laura walk through several planning considerations that may help business owners prepare for a high-income year, evaluate tax planning … Watch

Stock options can be a valuable part of compensation, but they also come with important tax considerations, vesting schedules, and investment decisions. In this conversation, Jeremiah and Laura break down the differences between RSUs and RSOs, explain how vesting works, and discuss why many employees feel overwhelmed when trying to make decisions around concentrated stock … Watch

What if your finances look fine on the surface, but the real story is underneath? Many people track a single number and assume everything is okay. In this episode, Jeremiah and Randy explain why that can be misleading and what a true financial x-ray actually reveals. A financial x-ray goes beyond net worth. It looks … Watch

https://youtu.be/IZvQ4XvWv6w For many, selling a business or stepping into retirement is viewed as a finish line. But once you get there, a different set of questions often begins to take shape. What does your day-to-day look like? Where does your sense of direction come from? And how do you approach this next chapter with intention? … Watch

For many people, reaching out to a financial advisor can feel uncertain. What do you ask? What do you share? And how do you know if it’s the right fit? In this episode, we begin breaking down the financial planning process from the very start. If you’ve ever felt like the industry is difficult to … Watch