Around every corner, it feels like the world is more divided than ever. Politics, economics, culture, identity, and even holidays can become battlefields of ideas. In this episode, we step back from the noise and look at division and conflict through a historical lens, exploring how power, money, and narrative shape the relationship between those … 
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Episode 95 – The Conversations You Can’t Avoid Read More »
Most people think wealth comes from buying more investments — but sometimes, the smartest move is to sell, hold cash, and wait. In this episode, Randy Barkley, Jeremiah Lee, and Laura Lee reveal why successful investors often take the opposite approach of the crowd. They dive deep into how a contrarian mindset, smart cash management, … Watch
Episode 94 – The Contrarian Mindset Read More »
Wealth often brings freedom — but it can also bring isolation. In this episode of Building Wealthy Habits, hosts Laura and Jeremiah Lee dive into the emotional side of success, exploring why so many accomplished individuals feel alone when it comes to discussing their financial concerns. They share how genuine communication, empathy, and trust can … Watch
Episode 92 – The Lonely Side of Wealth: Why Success Can Feel Isolating Read More »
As entrepreneurs, it’s easy to stay laser-focused on growing the business — but what about growing you? In this episode, we dive into how business owners can create personal financial freedom while still fueling their company’s success. From reinvestment decisions to tax strategies and wealth diversification, this conversation is packed with insights for anyone looking … Watch
Episode 91 – Thinking About Selling Your Business? Watch This First! Read More »
https://youtu.be/Ynkq6BXD63U Selling your business is one of the biggest financial decisions you’ll ever make — and the offer you receive is just the beginning. In this episode, Laura and Jeremiah Lee break down what really happens when a buyer shows interest, from understanding different types of offers to evaluating the real value behind the numbers. … Watch
Episode 90 – Is Your Business Funding or Draining Your Retirement Read More »
Most people think gifting is simple: write a check, transfer some stock, done. But here’s the truth—gifting can either save you taxes and strengthen family ties, or create conflict and unexpected tax bills. In this video, we dive into the complexities of gifting in tax planning and family dynamics. You’ll learn how to give meaningfully, … Watch
Episode 89 – The Art of Giving: Strategies for Family and Legacy Read More »
In this episode, Laura and Jeremiah Lee discuss strategic charitable giving and its tax benefits. They explore donor-advised funds, appreciated stock donations, and qualified charitable distributions, offering insights into maximizing tax efficiency while supporting meaningful causes. Takeaways Charitable giving can significantly impact your end-of-year tax liability. Donor-advised funds allow for strategic, tax-efficient charitable contributions. Appreciated … Watch
Episode 88 – Donor Advised Funds & Smart Giving Strategies for Tax Planning Read More »
This week, Laura and Jeremiah Lee break down the pivotal life moments when hiring a financial advisor isn’t just smart—it’s essential. From navigating complex financial decisions to building a trusted financial team, they reveal what really sets qualified advisors apart. You’ll learn why personalized guidance matters most during major transitions and how the right advisor … Watch
Episode 87 – 5 Signs to Know When You’re Ready to Hire a Financial Advisor Read More »
In this episode, Laura Lee, Jeremiah Lee and Randy Barkley, break down some of the intricacies of estate planning, highlighting common missteps and offering practical advice to avoid them. They discuss the importance of having a trust over a will, the pitfalls of adding children to property titles, and the complexities of managing illiquid assets. … Watch
Episode 86 – Common Missteps for Estate Planning Read More »
Randy, Jeremiah & Laura are coming at you this week to discuss strategies for retiring without running out of money. They explore the importance of aligning financial planning with personal values, addressing common fears about retirement, and the significance of legacy and philanthropy. The conversation emphasizes the need for a well-structured plan that accommodates both … Watch
Episode 85 – Spending Habits that Stretch Your Wealth in Retirement Read More »
