Episode 23 – Executive Coaching Pt.2 with Joseph King Barkley

Business Owner, Podcast, Savings, Video, Watch

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

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Episode 22 – Executive Coaching with Joseph King Barkley

Business Owner, Podcast, Savings, Video, Watch

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

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Episode 21 – Core Elements of an Estate Plan

Business Owner, Podcast, Savings, Video, Watch

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

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Episode 20 – The History of Taxes

Financial Planning, Investment, Savings, Video, Watch

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

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Episode 19 – History of Investing with Dr. Jason Thomas

Financial Planning, Investment, Savings, Video, Watch

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

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Episode 18 – The History of Inflation

Financial Planning, Retirement, Savings, Video, Watch

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

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Episode 17 – The History of Financial Planning

Financial Planning, Video, Watch

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

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Episode 16 – Media Review: A Deep Dive on 3 Articles

Financial Planning, Video, Watch

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

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Episode 15 – Planning for Female Business Owners and Professionals

Financial Planning, Video, Watch

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

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