Loading…
Hosted by TriCord Advisors · 🇺🇸 US · EN · 129 episodes
Established thought leaders with verified media credentials.
Join Randy Barkley, Jeremiah Lee and Laura Lee as they sit down weekly to explore the questions and topics that impact your financial future.
TriCord Advisors hosts Building Wealthy Habits, a business show with 129 episodes published.
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 futur
Helping your adult children financially can come from a place of love, but the way that support is structured matters. A gift toward college, a first home, or another major opportunity may give them a meaningful head sta
Being successful in your career does not automatically make financial decisions easier. Fear, compassion, overconfidence, and FOMO can influence even the smartest investors. Advice from friends, social media, or AI can a
Kids are learning about money long before they earn their first paycheck. They learn from the conversations they hear, the choices they watch, and the opportunities they are given to spend, save, give, and make mistakes.
Success doesn't always bring the peace of mind we expect. For many business owners and high achievers, greater financial success can also bring greater uncertainty. New opportunities, bigger decisions, and increased comp
Selling a business or stepping away from a career is often celebrated as the finish line. But for many business owners, that's when an entirely new journey begins. In this episode of Building Wealthy Habits, Laura sits d
A growing business can create more opportunity , more momentum, and more income. But it can also create one of the least welcome surprises for business owners: a tax bill they did not see coming. In this episode of Build
Y ou've worked hard to build something real. But eventually, a new question begins to emerge : What do you want your money to do for you? Too many people spend years accumulating wealth without taking the time to define
Things are going well. Revenue is growing. Opportunities are expanding. And yet, many business owners find themselves asking a new question: Now what? Success creates a different kind of complexity. Taxes become larger.
Money is one of the most important conversations in a relationship. It's also one of the most avoided. In this episode of Building Wealthy Habits, Jeremiah and Laura share a candid look at how they handle financial conve
Should you buy the building your business operates in, or continue leasing? For many business owners, commercial real estate can become one of the largest investments they ever make. But owning a building is about much m
What if the biggest turning point in your life starts with a difficult question? In this conversation, Jeremiah, Laura, and special guest JR Lay explore the tension many entrepreneurs and high achievers quietly carry ben
A business sale can create uncertainty and a long list of financial and planning decisions all at once. The months before and after an exit often become an important planning window in a business owner's life. Jeremiah a
Stock options can be a valuable part of compensation, but they also come with important tax considerations, vesting schedules, and investment decisions. In this conversation, Jeremiah and Laura break down the differences
What if your finances look fine on the surface, but the real story is underneath? Many people track a single number and assume everything is okay. In this episode, Jeremiah and Randy explain why that can be misleading an
For many, selling a business or stepping into retirement is viewed as a finish line. But once you get there, a different set of questions often begins to take shape. What does your day-to-day look like? Where does your s
For many people, reaching out to a financial advisor can feel uncertain. What do you ask? What do you share? And how do you know if it's the right fit? In this episode, we begin breaking down the financial planning proce
Most business owners have heard this idea at some point. Can I pay my kids through my business? The answer is not a simple yes or no. It depends on how the arrangement is structured, what rules apply, and whether the wor
You could have the right investments… and still be making inefficient decisions. Because it's not just about what you own. It's about where you hold it. In this episode, we explore the difference between asset allocation
Tax season brings more than just filing deadlines. It can reveal gaps in planning that may impact your financial picture over time. In this episode, Laura and Jeremiah explore the difference between tax preparation and p
Detected from recent episode content. Sponsor presence is a real signal of listener purchasing power and show monetisation.
No public pitch examples yet for this show.
Generate your own personalised pitchBased on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Shows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
Building Wealthy Habits has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
Building Wealthy Habits is hosted by TriCord Advisors. The show is categorised under business (investing) and has published 129 episodes.
Building Wealthy Habits has published 129 episodes.
Building Wealthy Habits regularly covers business, investing. It sits in the business category, with a investing focus.
Building Wealthy Habits is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Building Wealthy Habits hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Building Wealthy Habits average 22 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates Building Wealthy Habits's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 3 days ago.