https://youtu.be/KAVgIZjTfLY This episode covers investing basics, including tax-deferred vs. taxable accounts, setting investment goals, the liquidity spectrum, the importance of diversification. This week we are breaking things down to the basics of investing, including the differences between tax-deferred and taxable accounts, the importance of setting investment goals, and the power of strategies like dollar cost … Watch

https://youtu.be/psZQyqenPuU In this episode we are exploring CDs, short-term treasuries, and Series I bonds while emphasizing caution against high-interest schemes and importance of due diligence. We kick this episode off on a lighthearted note, discussing the current challenges faced by the West Coast due to wildfires and heatwaves. The main topic of the conversation is … Watch

In this episode we talk the rising cost of parenthood and its impact on families. We dive into declining birth rates, the soaring expenses of raising children, and the emotional and economic challenges parents face. Let’s find creative solutions to support families together! This week we are talking about one of our favorite subjects – … Watch

https://youtu.be/DMNJ1AkvJzM Tune in as the team discusses the impact a Fractional CFO can have on a growing business! In this episode of Building Wealthy Habits, Laura and Jeremiah discuss the role of fractional CFOs in growing businesses. They explore the progression from handling finances in-house to hiring a tax preparer, bookkeeper, and controller. They highlight … Watch

https://youtu.be/-wi6-W5uSGk David and Caitlin Carnes share insights on managing marriage, money, and parenting. Discover how open communication and teamwork lead to financial harmony in relationships. This week we are joined by David and Caitlin Carnes as they share candid insights on marriage and money. As the heat levels rise, they reveal how they navigated the … Watch

https://youtu.be/Z5i9_O1JKIY In Episode 34 of Building Wealthy Habits Advisors, Simone Knepper and Brooke Miller join us to discuss recent changes in real estate laws! In episode 34 of the Building Wealthy Habits Advisors, we are absolutely thrilled to have back two of our favorite guests, Simone Knepper and Brooke Miller to talk about the recent … Watch

https://youtu.be/NKiHm6K9Wuw In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we explore long-term care costs, preparation strategies, and the impact of health on expenses. Discover caregiving dynamics, family discussions, funding challenges, and options like long-term care insurance. In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we dive deep … Watch