In this conversation, Randy, Laura, and Jeremiah discuss the crucial role trust plays in financial advisory. We share how trust is built not just through knowledge and expertise, but through effective communication, understanding client needs, and being there during life’s most important moments. Through personal stories, we highlight how trust impacts client relationships and why … Watch

We break the mold a little bit in this episode as we dive into the critical topic of teaching children about money and financial literacy. We stress the importance of intentional and age-appropriate money conversations, exploring practical ways to introduce kids to concepts like budgeting, giving, investing, and entrepreneurship. From simple barter systems to hands-on … Watch

In episode 49 of Building Wealthy Habits, Laura and Jeremiah Lee discuss the essential considerations for clients seeking a financial advisor. They explore the importance of understanding the advisor’s services, fee structures, and the role they will play in the client’s financial journey. The conversation emphasizes the significance of building trust, the value of credentials, … Watch

https://youtu.be/Ns7Z2-VZbTY In this episode of Building Wealthy Habits, we get real about the financial myths that trip up so many families. From the truth about “safe” investments like bonds to why chasing the latest trends could wreck your financial goals, we’re breaking it all down. We talk about why starting early with investing is everything … Watch

In this episode of Building Wealthy Habits, we unwrapped a truly unique and heartwarming topic: holiday gifting with purpose. Our conversation focused on holiday gift ideas that go beyond the ordinary—offering thoughtfulness, financial literacy, and deeper family connections. From fun educational games to timeless financial books, we explored ways to inspire critical thinking about money … Watch

https://youtu.be/yRv0jNPEwu4 In Episode 46 of Building Wealth Habits, we tackled a topic that impacts us all: longevity. With life expectancy on the rise, we explored how living longer influences our health, finances, and even our social systems. From uncovering emerging health trends to dissecting the complexities of long-term care insurance, this episode packed actionable insights … Watch

https://youtu.be/05dOpKNE4k4 In episode 45 of Building Wealthy Habits, Laura Lee, Randy, and Jeremiah discuss the financial wisdom they’ve gained over the years, emphasizing the importance of hindsight in making better financial decisions. They share personal stories and lessons learned about budgeting, investing, and teaching children about money. The discussion highlights the significance of developing good … Watch

https://youtu.be/05dOpKNE4k4 This episode of Building Wealthy Habits explores the evolving landscape of retirement, focusing on the fears and concerns retirees face today, particularly regarding financial security and healthcare costs. The discussion highlights the impact of inflation on retirement savings and the importance of finding purpose in semi-retirement. Specifically, this conversation emphasizes the need for retirees … Watch

https://youtu.be/fjHEBawWinY Who is stoked for the Dodgers in the World Series? We are! In this episode, we discuss the excitement surrounding the World Series and peel back the financial aspects of baseball contracts, particularly focusing on Shohei Ohtani’s historic $700 million contract with the Dodgers. We explore the implications of deferred payments, tax considerations, and … Watch

In this episode of Building Wealthy Habits, we have the entire crew and dive into the key steps for achieving early retirement. We emphasize the importance of setting clear goals, understanding what financial independence truly means, and the crucial role of smart budgeting and investing. Also, we highlight the value of having an emergency fund … Watch