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. … 
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Episode 86 – Common Missteps for Estate Planning Read More »
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
Episode 85 – Spending Habits that Stretch Your Wealth in Retirement Read More »
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
Episode 65 – How to Know When It’s NOT Time to Retire Read More »
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
Episode 64 – Save Money on Taxes in 2025 Read More »
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
Episode 63 – What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas Read More »
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
Episode 61 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 2 Read More »
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
Episode 60 – Max Kayes Talks Building a Healthy Relationship with Money Pt. 1 Read More »
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
Episode 59 – Keanon Alderson Talks Family-Owned Businesses Read More »
https://youtu.be/HRsE4ZugUDk Welcome to this episode of Building Wealthy Habits with Jeremiah and Laura! Today, we’re diving deep into the world of financial planning, and we’re doing it through the lens of Joe and Debbie—our fictional clients. But this conversation is far from fictional—it’s real, relatable, and packed with actionable insights. Jeremiah and Laura take you … Watch
Episode 58 – Case Study: How Do I Know If I Can Retire? Read More »
In this week’s episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for … Watch
Episode 57 – Real Estate Investments with Josh Coniglio Read More »
