Retirement Archives | TriCord Advisors

Episode 88 – Donor Advised Funds & Smart Giving Strategies for Tax Planning

Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

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

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Episode 87 – 5 Signs to Know When You’re Ready to Hire a Financial Advisor

Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

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

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Episode 86 – Common Missteps for Estate Planning

Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

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

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Episode 85 – Spending Habits that Stretch Your Wealth in Retirement

Financial Planning, Investment, Listen, Podcast, Retirement, Savings, Video, Watch

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

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Episode 18 – The History of Inflation

Financial Planning, Retirement, Savings, Video, Watch

https://youtu.be/HFeM30vAD_s In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee discuss the complexities of inflation and its effects on personal finances and the economy. In episode 18 of Building Wealthy Habits, Randy Barkley, Laura Lee, and Jeremiah Lee explore how inflation has evolved over time, its historical context, and its … Watch

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5 CORE ELEMENTS OF ANY ESTATE PLAN

Finance, Financial Planning, Read, Retirement, Savings

As you consider an Estate Plan, make sure to include these core items: Trust: A Trust enables a trustee to hold and oversee assets on behalf of beneficiaries according to the terms set out in the trust document. Trusts are useful for multiple purposes, such as avoiding probate, providing for minor children or family members … Read

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Episode 9 – Social Security Deep Dive

Retirement, Video, Watch

https://youtu.be/aAn1qC9h6uA In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning. In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning, explaining eligibility requirements, the impact of starting benefits early vs late, and how benefits are calculated … Watch

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Episode 8 – Planned Giving

Retirement, Video, Watch

https://youtu.be/4I68mUUqBgQ On this episode of Building Wealthy Habits Jeremiah, and Laura discuss their snow sports experiences and explore tax-advantaged strategies for intentional charitable planning and maximizing deductions through donations of appreciated assets and donor advised funds. In this episode of Building Wealthy Habits, Jeremiah, and Laura explore various tax-advantaged strategies for charitable giving. They explain … Watch

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Episode 7 – Entity Formation

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https://youtu.be/0VH_4V_fO-M In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into the finer details around entity formation. Today’s episode of Building Wealthy Habits discusses different business structures and entity formations. Jeremiah provides insights into sole proprietorships, partnerships, LLCs and corporations. They explore the tax implications of LLCs versus S Corps and … Watch

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Building Wealthy Habits Ep. 2 – Vision and Income Planning

Retirement, Video, Watch

https://youtu.be/Clu13md2pjw In this episode of Building Wealthy Habits, the crew cracks the code on simplifying complexities around the retirement journey. Enjoy! In this episode of Building Wealthy Habits we discuss retirement vision and income planning. Randy, Jeremiah and Laura discuss saving for retirement through pensions, 401ks and Social Security. They emphasize the importance of having … Watch

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