Lifestyle Archives | TriCord Advisors

Episode 71 – Strategies for Entrepreneurs to Build & Preserve Wealth

In episode 71 of Building Wealthy habits, Randy, Laura and Jeremiah discuss essential strategies for entrepreneurs to build and preserve wealth while navigating the complexities of business ownership. They emphasize the importance of diversification, retirement planning, and cash flow management, as well as the need for clear business structures and exit strategies. The discussion also … Listen

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Episode 70 – Preparing to Sell Your Company

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In this episode of Building Wealthy Habits, Randy, Laura and Jeremiah discuss the essential preparations needed for selling a business. They emphasize the importance of planning ahead, structuring the business appropriately, and understanding the personal dynamics involved in the sale. Real-life examples illustrate the consequences of inadequate preparation, while the speakers also touch on the … Listen

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Episode 69 – Why an Estate Plan is More Than a Will

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https://youtu.be/G4Es-_7U6W0 Today, Laura and Jeremiah Lee discuss the critical aspects of estate planning, emphasizing that it goes beyond just having a will. They explore the importance of advanced healthcare directives, the implications of probate, and the essential components of a comprehensive estate plan, including trusts and powers of attorney. Through real-life stories, they illustrate the … Listen

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Episode 68 – Don’t Get Too Political

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This week, we are talking about the current state of the markets through a historical lens, examining past administrations and their economic impacts. We explore the lessons learned from the Carter-Reagan transition, the Great Depression under Hoover, and the recovery during FDR’s New Deal. If anything, we want to emphasize the cyclical nature of the … Listen

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Episode 65 – How to Know When It’s NOT Time to Retire

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In this conversation, Laura, Randy, and Jeremiah discuss the signs that indicate someone may not be ready to retire. They explore various factors such as financial insecurity, the complexity of retirement income streams, the importance of budgeting, family dynamics, the search for purpose post-retirement, and the significant costs associated with healthcare. The discussion emphasizes the … Watch

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Episode 64 – Save Money on Taxes in 2025

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting and charitable contributions to optimize tax … Watch

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Episode 63 – What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason’s previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact … Watch

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Episode 61 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 2

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

https://youtu.be/NpLUqx2JaJU Max Kayes is back to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values … Watch

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Episode 60 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 1

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

https://youtu.be/YEAHIOC93XE In this episode of Building Wealthy Habits, Laura and Jeremiah are joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and … Watch

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Episode 59 – Keanon Alderson Talks Family-Owned Businesses

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In this episode, Laura and Randy discuss the intricacies of family-owned businesses with Keanon Alderson, the director of the Family Business Center at Cal Baptist University. They explore the unique challenges and opportunities that family firms face, including the importance of succession planning, effective communication, and the role of technology in modern business practices. The … Watch

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