Retirement Unlimited

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...

Financial planning should be more than an annual meeting or a conversation about investments. In this episode, Jeremiah and Laura explore what an ongoing relationship with a financial advisor can look like and why the...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...