Watch 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 65 – How to Know When It’s NOT Time to Retire

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In this conversation, Laura, Randy, and Jeremiah discuss the signs that indicate someone may not be ready to retire. They explore various factors such as financial insecurity, the complexity of retirement income streams, the importance of budgeting, family dynamics, the search for purpose post-retirement, and the significant costs associated with healthcare. The discussion emphasizes the … Watch

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Episode 64 – Save Money on Taxes in 2025

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

This episode digs deep into effective tax strategies for minimizing tax liability, focusing on long-term planning, estate planning, retirement contributions, and smart investing. Randy, Laura and Jeremiah discuss the implications of recent tax law changes, the importance of proactive tax planning, and various strategies such as tax loss harvesting and charitable contributions to optimize tax … Watch

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Episode 63 – What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In episode 63 of Building Wealthy Habits, Randy, Laura and Jeremiah are joined once again by Dr. Jason Thomas discuss the current market performance and sentiment for Q1 2025. If you missed Jason’s previous drop into Building Wealthy Habits, check out episode 19! In this episode, the group analyzes the volatility in portfolios, the impact … Watch

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Episode 61 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 2

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

https://youtu.be/NpLUqx2JaJU Max Kayes is back to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values … Watch

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Episode 60 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 1

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

https://youtu.be/YEAHIOC93XE In this episode of Building Wealthy Habits, Laura and Jeremiah are joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and … Watch

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Episode 59 – Keanon Alderson Talks Family-Owned Businesses

Finance, Financial Planning, Lifestyle, Podcast, Savings, Video, Watch

In this episode, Laura and Randy discuss the intricacies of family-owned businesses with Keanon Alderson, the director of the Family Business Center at Cal Baptist University. They explore the unique challenges and opportunities that family firms face, including the importance of succession planning, effective communication, and the role of technology in modern business practices. The … Watch

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