Building Wealthy Habits Ep. 2 – Vision and Income Planning

January 22, 2024

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In this episode of Building Wealthy Habits, the crew cracks the code on simplifying complexities around the retirement journey. Enjoy!

In this episode of Building Wealthy Habits we discuss retirement vision and income planning. Randy, Jeremiah and Laura discuss saving for retirement through pensions, 401ks and Social Security. They emphasize the importance of having a clear retirement vision and flexibility in long-term financial plans. Don’t miss the discussion about strategies for charitable giving and intergenerational wealth transfer to benefit future generations.

This week on Building Wealthy Habits:

  • Masterclass, retirement planning, and lifelong learning. 0:00
  • Retirement and its evolving meaning. 3:22
  • Pensions, Social Security, and employer benefits. 5:15
  • Retirement savings and employer matching. 8:07
  • Financial planning and Social Security benefits. 14:45
  • Social Security benefits and retirement planning. 16:35
  • Retirement planning, investment strategies, and financial independence. 18:52
  • Retirement planning and charitable giving with a playful twist. 23:11
  • Intergenerational wealth planning and simplifying the process. 24:54

Connect with Randy:

  • LinkedIn: https://www.linkedin.com/in/rkbarkley/
  • Email: Randy@tricordadv.com

Connect with Jeremiah:

  • LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
  • Email: Jeremiah@tricordadv.com

Connect with Laura:

This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.

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