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 … 
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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
Episode 19 – History of Investing with Dr. Jason Thomas Read More »
https://youtu.be/HFeM30vAD_s In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee discuss the complexities of inflation and its effects on personal finances and the economy. In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee explore how inflation has evolved over time, its historical context, and its … Watch
Episode 18 – The History of Inflation Read More »
https://youtu.be/I7R_FUxoSWU In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over … Watch
Episode 17 – The History of Financial Planning Read More »
https://youtu.be/tJYxrNuuy0U In this episode of Building Wealthy Habits, Randy, Jeremiah and Laura sit down to each share a media article they found, and share their take on the state of financial media. In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash … Watch
Episode 16 – Media Review: A Deep Dive on 3 Articles Read More »
Wealth management for business owners encompasses a comprehensive suite of services designed to manage the personal and business finances of entrepreneurs and business proprietors. It involves a holistic approach to financial planning, including investment management, tax planning, estate planning, risk management, and sometimes, succession planning. The aim is to protect, grow, and efficiently transfer wealth … 
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What is Wealth Management for Business Owners? Read More »
https://youtu.be/QLosPW0wahU In Episode 15 of Building Wealthy Habits, Laura, Randy, and Jeremiah delve into financial planning for female business owners and professionals, offering strategies that address unique challenges, foster a nurturing environment for inquiries, and provide personalized financial advice to empower women in the business sector. This episode of Building Wealthy Habits provides insights into … Watch
Episode 15 – Planning for Female Business Owners and Professionals Read More »
As you consider an Estate Plan, make sure to include these core items: Trust: A Trust enables a trustee to hold and oversee assets on behalf of beneficiaries according to the terms set out in the trust document. Trusts are useful for multiple purposes, such as avoiding probate, providing for minor children or family members … Read
5 CORE ELEMENTS OF ANY ESTATE PLAN Read More »
https://youtu.be/J5DAaLv10ks In this episode the team sits down to discuss financial planning strategies for attorneys, with Jeremiah sharing his real life experience of working at a large law firm. In this episode the team sits down to discuss financial planning strategies for attorneys. Jeremiah shares insights from his experience working at a large law firm … Watch
Episode 14 – Planning for Attorneys Read More »
