https://youtu.be/QRN7J08TxNE Dive into the future of personal finance as we explore the intersection of artificial intelligence and wealth management, navigating the promises and pitfalls of AI in Episode 24 of Building Wealthy Habits. In episode 24 of Building Wealthy Habits, we discuss the topic of innovation, specifically focusing on the impact of artificial intelligence (AI) … 
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Episode 24 – AI and Financial Read More »
https://youtu.be/K31fv4roO14 In episode 22 Joseph King Barkley returns to discuss Vision to Victory: Unleashing Leadership Potential and Becoming the Best Version of YOU! In part two of our Executive Coaching Series, we are joined again by our favorite executive coach, Joseph King Barkley! This episode explores how executive coaching principles align with financial planning to … Watch
Episode 23 – Executive Coaching Pt.2 with Joseph King Barkley Read More »
https://youtu.be/K31fv4roO14 Unlock your potential with Executive Coaching in Episode 21 of Building Wealthy Habits featuring Joseph King Barkley. Gain insights into leadership, strategy, and personal growth with expert guidance. Tune in now! In part one of this two part series, we are joined by our favorite executive coach, Joseph King Barkley to discuss the impact … Watch
Episode 22 – Executive Coaching with Joseph King Barkley Read More »
https://youtu.be/hGcZjim9LHc In this episode we discuss core elements of an estate plan and the power of trusts and good legal advice. Learn more! This episode of Building Wealthy Habits focuses on the importance of trust in business and personal relationships. We dig into the topics of wills, trusts, and estate planning, highlighting the need to … Watch
Episode 21 – Core Elements of an Estate Plan Read More »
https://youtu.be/SALwTDYcP2o Laura, Randy, and Jeremiah Lee discuss tax planning strategies, emphasizing the importance of understanding tax laws and utilizing tax loss harvesting. You won’t want to miss Randy and Jeremiah facing off in the “Tax Dash” game. Laura highlighted the emotional state of clients when preparing taxes, while Randy stressed the need for constant awareness … Watch
Episode 20 – The History of Taxes Read More »
https://youtu.be/j6WPU5Xx_GQ Tune in to episode 19 of with Jason Thomas, Ph.D., CFA, as he challenges investing misconceptions and highlights tech trends, advocating for sophisticated tools like short selling and options trading in episode 19 of Building Wealthy Habits. #Investing #TechTrends #FinancialStrategies In episode 19 of Building Wealthy Habits we are joined by Jason Thomas, Ph.D., … Watch
Episode 19 – History of Investing with Dr. Jason Thomas Read More »
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
Episode 18 – The History of Inflation Read More »
https://youtu.be/I7R_FUxoSWU In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over … Watch
Episode 17 – The History of Financial Planning Read More »
https://youtu.be/tJYxrNuuy0U In this episode of Building Wealthy Habits, Randy, Jeremiah and Laura sit down to each share a media article they found, and share their take on the state of financial media. In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash … Watch
Episode 16 – Media Review: A Deep Dive on 3 Articles Read More »
https://youtu.be/QLosPW0wahU In Episode 15 of Building Wealthy Habits, Laura, Randy, and Jeremiah delve into financial planning for female business owners and professionals, offering strategies that address unique challenges, foster a nurturing environment for inquiries, and provide personalized financial advice to empower women in the business sector. This episode of Building Wealthy Habits provides insights into … Watch
Episode 15 – Planning for Female Business Owners and Professionals Read More »
