Stock options can be a valuable part of compensation, but they also come with important tax considerations, vesting schedules, and investment decisions. In this conversation, Jeremiah and Laura break down the differences between RSUs and RSOs, explain how vesting works, and discuss why many employees feel overwhelmed when trying to make decisions around concentrated stock … Watch

What if your finances look fine on the surface, but the real story is underneath? Many people track a single number and assume everything is okay. In this episode, Jeremiah and Randy explain why that can be misleading and what a true financial x-ray actually reveals. A financial x-ray goes beyond net worth. It looks … Watch

https://youtu.be/IZvQ4XvWv6w For many, selling a business or stepping into retirement is viewed as a finish line. But once you get there, a different set of questions often begins to take shape. What does your day-to-day look like? Where does your sense of direction come from? And how do you approach this next chapter with intention? … Watch

For many people, reaching out to a financial advisor can feel uncertain. What do you ask? What do you share? And how do you know if it’s the right fit? In this episode, we begin breaking down the financial planning process from the very start. If you’ve ever felt like the industry is difficult to … Watch

Most business owners have heard this idea at some point.  Can I pay my kids through my business?  The answer is not a simple yes or no. It depends on how the arrangement is structured, what rules apply, and whether the work being done is legitimate.  In this episode, we walk through how this concept … Watch

You could have the right investments… and still be making inefficient decisions.  Because it’s not just about what you own. It’s about where you hold it.  In this episode, we explore the difference between asset allocation and asset location, and why that distinction can shape how your strategy actually plays out over time. From tax … Watch

Tax season brings more than just filing deadlines. It can reveal gaps in planning that may impact your financial future overtime. In this episode, Laura and Jeremiah explore the difference between tax preparation and proactive tax planning, and why many individuals and business owners find themselves reacting to tax bills instead of anticipating them.  From unexpected tax … Watch

M Most investment mistakes don’t come from a lack of intelligence. They come from how decisions are made in moments of pressure. When markets move, emotions tend to follow. Fear can lead to hesitation. Optimism can lead to overconfidence. And constant headlines can create noise that makes it harder to stay focused on what actually … Watch

In this episode, the conversation breaks down liquidity—why it matters, how it protects your plans, and how it creates opportunity. Whether you’re a business owner managing unpredictable cash flow or planning for retirement, liquidity is the difference between feeling trapped and being able to move. They walk through practical cash flow management tactics, how to … Watch

https://youtu.be/WgevrYLBTfg In this episode of Building Wealthy Habits, Laura Lee and Jeremiah sit down with estate planning expert Blake Johnson to break down what happens when a “basic” estate plan becomes a complex estate plan.   They cover the real-world triggers for advanced estate planning—from growing net worth and tax exposure to multi-state planning and … Watch