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Hosted by Randy Barkley · 🇺🇸 US · EN · 329 episodes
Established thought leaders with verified media credentials.
Randy, Jeremiah, & Laura discuss financial topics to help you make smart decisions with your money. Randy & Jeremiah are Certified Financial Planners and Jeremiah is also a California licensed attorney. They work together at TriCord Advisors.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 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
Randy Barkley hosts Retirement Unlimited, a business show with 329 episodes published.
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 Buildi
You'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 th
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
Most investment mistakes don’t come from a lack of intelligence. They come from how decisions are made in moments of pressure. When markets move, emotions tend to follow. Fear can lead to hesitation. Optimism can lead to
In this episode, the conversation breaks down liquidity—why it matters, how it protects your plans, and how it creates opportunity. Whether you’re a business owner managing unpredictable cash flow or planning for retirem
In this episode of Building Wealthy Habits, Laura Lee and Jeremiah sit down with estate planning expert Blake Johnson to break down what happens when a “basic” estate plan becomes a complex estate plan. They cover the re
“Get rich quick” is a fun phrase—but in real life, it usually skips the part that matters most: keeping what you build and turning it into a life you can actually enjoy. In this conversation, Laura, Jeremiah, and Randy u
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Retirement Unlimited is hosted by Randy Barkley. The show is categorised under business and has published 329 episodes.
Retirement Unlimited has published 329 episodes.
Retirement Unlimited regularly covers business. It sits in the business category.
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Episodes of Retirement Unlimited average 24 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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