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 … 
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Episode 18 – The History of Inflation Read More »
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 … 
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5 CORE ELEMENTS OF ANY ESTATE PLAN Read More »
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
Episode 9 – Social Security Deep Dive Read More »
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
Episode 8 – Planned Giving Read More »
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
Episode 7 – Entity Formation Read More »
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
Building Wealthy Habits Ep. 2 – Vision and Income Planning Read More »
