You asked, and we listened! This week we are dissecting the tax implications of the Big Beautiful Bill. Discover how changes in SALT deductions, estate tax exemptions, and bonus depreciation can impact your financial planning. Whether you’re a business owner or planning your estate, this episode offers valuable insights to help you navigate these changes. … Listen

Today we focus on one of the most critical aspects of retirement: the first five years of, emphasizing the importance of planning, financial stability, and understanding the complexities of retirement income. We discuss common pitfalls, such as impulsive purchases and the necessity of a solid cash flow plan. Randy, Laura and Jeremiah also highlight the … Listen

https://youtu.be/D78SPJItLHk In this episode, Laura Lee and Randy Barkley dive into the common pitfalls business owners face when they rely solely on their business as their retirement plan. They discuss the importance of diversification, planning for the future, and the complexities of selling a business. With insights from financial planning experts, this episode is a … Listen

Join Jeremiah Lee, Laura Lee and Randy Barkley as they unleash on the complexities of real estate decisions for those approaching or in retirement. This episode explores the emotional and financial aspects of downsizing, the role of real estate in your investment portfolio, and the tax implications of selling your home. In This Episode: – … Listen

https://youtu.be/AF9ZERimMKo In this episode, Jeremiah Lee, Laura Lee and Randy Barkley dive into the crucial topic of financial strategy for business owners. They explore the concept of “paying yourself first” and discuss the balance between reinvesting in your business and enjoying personal financial success. Learn from real-life stories and expert advice on how to avoid … Listen

Join Randy, Laura and Jeremiah as they navigate the complex world of retirement taxes. In this episode, they break down the intricacies of IRMAA (Income Related Monthly Adjustment Amount), RMDs (Required Minimum Distributions), and Roth conversions. Discover how these financial elements impact retirees and learn strategies to manage your tax liabilities effectively. In This Episode: … Listen

This week we are discussing the key highlights of the Big Beautiful Bill, focusing on significant tax changes, implications for estate planning, and the impact on various financial aspects such as deductions and credits. This episode emphasizes the importance of understanding these changes for effective financial planning and the potential benefits for individuals and businesses. … Listen

One of the most common questions we get is around how to plan for the unexpected, and today Laura and Jeremiah are tackling the complexities of navigating unexpected life events from a financial planning perspective. They explore how life pivots—whether it’s an unexpected inheritance, business sale, or personal loss—can reshape retirement plans and long-term goals. … Listen

In episode 75 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the the complexities of investor sentiment and the emotional responses that influence investment decisions. They explore the importance of understanding market volatility, the risks associated with concentrated investments, and the necessity of diversification. The discussion also highlights the significance of liquidity for … Listen

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