Episode 141 – Getting Divorced? Here’s What Happens to Your Finances

https://youtu.be/Cs2Ufly_YMg Divorce changes more than your relationship status. It can reshape your financial life, from how your assets are divided to the taxes you pay and the decisions you make about your future. But dividing everything in half doesn’t necessarily mean both people walk away with equal financial value. Jeremiah and Laura explore how alimony, … Watch

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Episode 140 – The Sandwich Generation: Are You Financially Prepared?

https://youtu.be/RCufrXyyi0I What happens when you’re caring for aging parents while still supporting your children or grandchildren? For many families, being part of the sandwich generation means balancing responsibilities that extend far beyond finances. From understanding your parents’ financial resources to setting expectations with your children, Jeremiah and Laura explore the conversations that can help families … Watch

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Person using a calculator and reviewing tax documents on a laptop while planning Roth IRA contributions and retirement tax strategies.

Episode 139 – Should You Pay Taxes Now or Later? The Roth IRA Question

https://youtu.be/U45qWjD1C24 What if one of the biggest retirement decisions isn’t how much you save, but when you pay taxes? Roth IRAs offer potential tax advantages, but knowing when and how to use them is just as important as understanding how they work.  From Roth IRAs and Roth 401(k)s to backdoor Roth strategies and conversions, there … Watch

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October CRU: Consumer Confidence, Wealth, and What’s Ahead

October CRU: Consumer Confidence, Wealth, and What’s Ahead “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. As we approach the midterm elections, voters are unhappy. Overall consumer prices rose 3.7 percent last month from a year ago, driven largely … Read

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Family playing a board game together, enjoying quality time and illustrating the value of finding ways to buy back your time.

Episode 138 – Can Money Actually Buy You More Time?

https://youtu.be/Cpe3j0q7cP0 What would you do with an extra hour in your day? For Jeremiah and Laura, finding ways to buy back your time isn’t necessarily about getting more work done. Sometimes it’s about playing chess with their kids, being fully present at a soccer game, or simply having enough space at the end of the day for a … Watch

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Episode 137 – Saving for Retirement Is Only Half the Problem

https://youtu.be/thHIIzr6XyY For generations, retirement looked pretty simple: work for the same company, earn a pension, and receive a steady paycheck after you retired. Today, the responsibility looks very different. 401(k)s have created more flexibility, but they’ve also left many people wondering: Have I saved enough, and how do I turn what I’ve accumulated into income? … Watch

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Episode 136 – The Financial Checklist You’ve Been Putting Off

https://youtu.be/u6ZsWh-SRjg Some parts of your financial plan are easy to put off because nothing seems wrong today. But just like a small leak at home, the things you ignore can become much more important when life changes. In this episode, Jeremiah and Laura walk through some of the financial maintenance that can be easy to … Watch

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Episode 135 – Would You Let AI Make Your Financial Decisions?

https://youtu.be/2aC2yZCgMSQ AI can answer financial questions in seconds. But should you trust it to help make decisions about your money? In this episode of Building Wealthy Habits, we explore where AI can be useful in your financial life and where context, judgment, and human relationships still matter. From budgeting and research to retirement and major … Watch

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September CRU: Markets, Machines, & the Race to Stay Ahead

September CRU: Markets, Machines, & the Race to Stay Ahead “Conversations with clients …” is an informal communication from one of our participating money managers, Jason Thomas, PhD, CFA, CEO of Portfolio Design Labs. Being an investor hasn’t been much fun lately. After a very challenging July, August looked to be strong again … for … Read

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Episode 134 – Should You Buy a Business or Start Your Own?

https://youtu.be/1OoyL2o8AgA Starting a business from scratch isn’t the only path to entrepreneurship. Buying an existing business can give you a head start, but it comes with its own financial considerations.  In this episode, Jeremiah and Laura explore what to consider when choosing between buying a business and building one yourself, including cash flow, valuation, financing, personal risk, and the … Watch

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