Episode 13 – Planning for Engineers

Financial Planning, Video, Watch

https://youtu.be/51Bc4ByXpUw In this episode we discuss financial planning strategies for engineers. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning engineers. This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients … Watch

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Episode 12 – Planning for Physicians

Business Owner, Video, Watch

https://www.youtube.com/watch?v=0nbIDgK-xS4 In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. We emphasize the importance … Watch

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Episode 11 – Account Rollovers, Support Groups

Video, Watch, Widows & Survivors

https://youtu.be/4T48NOmTBpMJoin Laura and Jeremiah as they discuss practical tasks to handle after losing a loved one, like rolling over retirement accounts and changing beneficiaries. In this episode Laura and Jeremiah sit down to discuss losing a loved one, support groups and account rollovers. They remind listeners to allow time to grieve before making major decisions. … Watch

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Episode 9 – Social Security Deep Dive

Retirement, Video, Watch

https://youtu.be/aAn1qC9h6uA In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning. In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning, explaining eligibility requirements, the impact of starting benefits early vs late, and how benefits are calculated … Watch

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Episode 8 – Planned Giving

Retirement, Video, Watch

https://youtu.be/4I68mUUqBgQ On this episode of Building Wealthy Habits Jeremiah, and Laura discuss their snow sports experiences and explore tax-advantaged strategies for intentional charitable planning and maximizing deductions through donations of appreciated assets and donor advised funds. In this episode of Building Wealthy Habits, Jeremiah, and Laura explore various tax-advantaged strategies for charitable giving. They explain … Watch

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Episode 7 – Entity Formation

Retirement, Video, Watch

https://youtu.be/0VH_4V_fO-M In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into the finer details around entity formation. Today’s episode of Building Wealthy Habits discusses different business structures and entity formations. Jeremiah provides insights into sole proprietorships, partnerships, LLCs and corporations. They explore the tax implications of LLCs versus S Corps and … Watch

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Episode 6 – Legal Considerations for Survivors

Video, Watch, Widows & Survivors

https://youtu.be/ORRvPl42M7E Laura, Jeremiah, and Randy discuss legal considerations for widows and survivors in this episode of Building Wealthy Habits. Laura, Jeremiah and Randy cover topics like property titling, beneficiary designations, taxes after death, and updating estate plans. Jeremiah emphasizes the importance of both spouses being engaged in financial planning while alive. The crew explains how … Watch

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Episode 5 – Required Minimum Distributions (RMDs) Explained

Video, Watch, Widows & Survivors

https://youtu.be/xtsik8n1xWI In this episode of the Building Wealthy Habits Podcast we cover Required Minimum Distributions (RMDs) from retirement accounts. In this episode of the Building Wealthy Habits Podcast we cover Required Minimum Distributions (RMDs) from retirement accounts. We discuss calculating RMD amounts based on account balances and the flexibility in distributing amounts across accounts. Inheritance … Watch

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Building Wealthy Habits Ep. 4 – Succession Planning, Part 2

Video, Watch, Widows & Survivors

https://youtu.be/LW0PveJhmY0 In part 2 of this conversation around succession planning for business owners, we discuss the importance of ensuring a smooth transition and continued success of their businesses through leadership development, identifying successors, financial structuring, and planning for owners’ retirements and next chapters. In this episode of the Building Wealthy Habits Podcast, we bring you … Watch

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