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 … 
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Episode 7 – Entity Formation Read More »
https://youtu.be/ORRvPl42M7E Laura, Jeremiah, and Randy discuss legal considerations for widows and survivors in this episode of Building Wealthy Habits. Laura, Jeremiah and Randy cover topics like property titling, beneficiary designations, taxes after death, and updating estate plans. Jeremiah emphasizes the importance of both spouses being engaged in financial planning while alive. The crew explains how … Watch
Episode 6 – Legal Considerations for Survivors Read More »
https://youtu.be/xtsik8n1xWI In this episode of the Building Wealthy Habits Podcast we cover Required Minimum Distributions (RMDs) from retirement accounts. In this episode of the Building Wealthy Habits Podcast we cover Required Minimum Distributions (RMDs) from retirement accounts. We discuss calculating RMD amounts based on account balances and the flexibility in distributing amounts across accounts. Inheritance … Watch
Episode 5 – Required Minimum Distributions (RMDs) Explained Read More »
https://youtu.be/LW0PveJhmY0 In part 2 of this conversation around succession planning for business owners, we discuss the importance of ensuring a smooth transition and continued success of their businesses through leadership development, identifying successors, financial structuring, and planning for owners’ retirements and next chapters. In this episode of the Building Wealthy Habits Podcast, we bring you … Watch
Building Wealthy Habits Ep. 4 – Succession Planning, Part 2 Read More »
https://youtu.be/YX5r14VkxF0 In this episode of Building Wealthy Habits, Laura and Jeremiah provide guidance on financial planning after loss, discussing the emotional challenges of widowhood, the importance of proper planning and titling of assets, tax implications, and determining immediate financial needs as a survivor. In this episode of the Building Wealthy Habits Podcast, Jeremiah and Laura … Watch
Building Wealthy Habits Ep. 3 – Survivor Checklist 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 »
https://youtu.be/ZkmjhcxYPnE In this episode of Building Wealthy Habits, the crew dives into part one of a two part succession planning series. Enjoy! In this episode of Building Wealthy Habits, Randy and Jeremiah discuss the importance of succession planning for business owners, sharing stories of clients who lacked plans and struggled with unexpected transitions. They explore … Watch
Succession Planning, Part 1 – Building Wealthy Habits Read More »
