Episode 6 – Legal Considerations for 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

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

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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Building Wealthy Habits Ep. 3 – Survivor Checklist

https://youtu.be/YX5r14VkxF0 In this episode of Building Wealthy Habits, Laura and Jeremiah provide guidance on financial planning after loss, discussing the emotional challenges of widowhood, the importance of proper planning and titling of assets, tax implications, and determining immediate financial needs as a survivor. In this episode of the Building Wealthy Habits Podcast, Jeremiah and Laura … Watch

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