https://youtu.be/psZQyqenPuU In this episode we are exploring CDs, short-term treasuries, and Series I bonds while emphasizing caution against high-interest schemes and importance of due diligence. We kick this episode off on a lighthearted note, discussing the current challenges faced by the West Coast due to wildfires and heatwaves. The main topic of the conversation is … 
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Episode 38 – How Can You Find the Best CD Rates Read More »
In this episode we talk the rising cost of parenthood and its impact on families. We dive into declining birth rates, the soaring expenses of raising children, and the emotional and economic challenges parents face. Let’s find creative solutions to support families together! This week we are talking about one of our favorite subjects – … Watch
Episode 37 – Is Parenting Getting Too Expensive? Read More »
https://youtu.be/DMNJ1AkvJzM Tune in as the team discusses the impact a Fractional CFO can have on a growing business! In this episode of Building Wealthy Habits, Laura and Jeremiah discuss the role of fractional CFOs in growing businesses. They explore the progression from handling finances in-house to hiring a tax preparer, bookkeeper, and controller. They highlight … Watch
Episode 36 – When to Hire a Fractional CFO Read More »
https://youtu.be/-wi6-W5uSGk David and Caitlin Carnes share insights on managing marriage, money, and parenting. Discover how open communication and teamwork lead to financial harmony in relationships. This week we are joined by David and Caitlin Carnes as they share candid insights on marriage and money. As the heat levels rise, they reveal how they navigated the … Watch
Episode 35 – United We Budget: Finding Financial Harmony in Marriage Read More »
https://youtu.be/Z5i9_O1JKIY In Episode 34 of Building Wealthy Habits Advisors, Simone Knepper and Brooke Miller join us to discuss recent changes in real estate laws! In episode 34 of the Building Wealthy Habits Advisors, we are absolutely thrilled to have back two of our favorite guests, Simone Knepper and Brooke Miller to talk about the recent … Watch
Episode 34 – Changes to Real Estate Laws Read More »
https://youtu.be/NKiHm6K9Wuw In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we explore long-term care costs, preparation strategies, and the impact of health on expenses. Discover caregiving dynamics, family discussions, funding challenges, and options like long-term care insurance. In this episode of the Building Wealthy Habits podcast by TriCord Advisors, we dive deep … Watch
Episode 33 – Long-Term Care Read More »
https://youtu.be/iLYJy5fDiJY In episode 32 of Building Wealthy Habits, Jeremiah and Laura sit down and discuss one of the most powerful tax planning tools at your disposal, the backdoor Roth IRA! In episode 32 of Building Wealthy Habits, we discuss Roth IRAs and specifically, backdoor and mega backdoor Roth IRAs. We explore the difference between traditional … Watch
Episode 32 – Backdoor Roth IRA Read More »
https://youtu.be/q6vvvOoT0G0 Join Laura Lee and Jeremiah Lee in Episode 31 of Myth Busters: Estate Planning, as they debunk common myths about estate planning. Discover why planning ahead is essential to avoid legal complications and ensure your assets are distributed as you wish. Join Laura Lee and Jeremiah Lee as they debunk common myths about estate … Watch
Episode 31 – Myth Busters: Estate Planning Read More »
https://youtu.be/QLJ84sMLPKU To close out our short-term rental series, no conversation would be complete without hearing from our good friend and resident expert on short-term rentals, Marie Hair! This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not … Watch
Episode 29 – Short-Term Rentals with Marie Hair (Pt. 3) Read More »
https://youtu.be/LHY8fBB94WA Explore the nuances of short-term rental investments in episode 28 of Building Wealthy Habits. Join real estate experts Simone Nepper and Brooke Miller as they discuss how to find, evaluate, and secure properties that stand out in the market, the impact of COVID-19, and the essential local regulations to consider. Tune in for expert … Watch
Episode 28 – Short-Term Rentals with Brooke Miller & Simone Knepper Pt. 2 Read More »
