Building Wealthy Habits

Join Randy Barkley, Jeremiah Lee and Laura Lee as they sit down weekly to explore the questions and topics that impact your financial future.

Building Wealthy Habits is a business podcast hosted by Unknown Host, with 0 episodes on record and a Required Pod Score of 80.

Unknown Host hosts Building Wealthy Habits, a business show with 0 episodes published.

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  Building Wealthy Habits

  Episode 136 – The Financial Checklist You've Been Putting Off

  Sep 29, 202623 min

  Some parts of your financial plan are easy to put off because nothing seems wrong today. But just like a small leak at home, the things you ignore can become much more important when life changes. In this episode, Jeremiah and Laura walk through some of the financial maintenance that can be easy to overlook, from insurance and beneficiaries to estate planning, business succession, cybersecurity, and family communication. Consider this a financial checkup for the things that may have been sitting on your to-do list a little too long. --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

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  Building Wealthy Habits

  Episode 133 - Is Being Debt-Free Always the Right Goal for Business Owners?

  Sep 8, 202621 min

  For business owners, being debt-free may sound like the ultimate goal . But as a business grows, financing can become one of many factors to evaluate when considering a new opportunity. In this episode, Jeremiah and Laura explore how business owners can think about debt within a larger financial plan. From acquisitions and commercial real estate to cash flow, liquidity, and personal guarantees, they discuss important considerations before taking on debt for a business. The goal is not simply to avoid debt or take on more of it. The conversation focuses on understanding what the capital is intended to support, the risks and tradeoffs involved, and how the decision fits into the bigger financial picture. --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

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  Building Wealthy Habits

  Episode 132 - Inflation & Interest Rates: What Do They Mean for Your Financial Plan?

  Sep 1, 202620 min

  Inflation and interest rates are constantly making headlines, but what do they actually mean for your financial plan? In this episode, Jeremiah and Laura put today's economic environment into perspective and discuss how changing rates can affect decisions around retirement, borrowing, investing, and cash. More importantly, they explore why a strong financial plan should be built to adapt as conditions change, so you can stay informed without letting every headline drive your next decision. Stay informed, stay curious, and keep the focus on what you can control. #FinancialPlanning #Inflation #InterestRates #WealthManagement --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

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  Building Wealthy Habits

  Episode 131 – You Received an Inheritance. What Should You Do Next?

  Aug 25, 202621 min

  Receiving an inheritance can open new possibilities, but deciding what to do with it may not be as simple as expected. In this episode, Jeremiah and Laura discuss what to consider before making major financial decisions, from understanding what you actually inherited to navigating potential tax considerations and giving yourself time to think about what comes next. They also explore how an inheritance can fit into your broader financial plan and the future you want to build. Whether the inheritance was expected or came as a surprise, a thoughtful approach can help you move forward with greater clarity. #inheritance #financialplanning #wealthmanagement #estateplanning --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

  ListenShow Notes
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  Building Wealthy Habits

  Episode 129 – The Financial Conversations You Keep Putting Off

  Aug 11, 202621 min

  Some of the most important financial conversations are also the easiest to avoid. In this episode, Jeremiah and Laura talk about the conversations around estate planning, succession, insurance, retirement, and your future that often get pushed off for "someday." The key may be starting somewhere simpler: What do you actually want your life to look like? That vision can make the harder conversations much easier to begin. #financialplanning #moneyconversations #estateplanning #successionsplanning #businessowners --- Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.

  ListenShow Notes

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