Building Wealthy Habits
By TriCord Advisors
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Category: Investing
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Subscribers: 2
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Episodes: 121
Description
Join Randy Barkley, Jeremiah Lee and Laura Lee as they sit down weekly to explore the questions and topics that impact your financial future.
| Episode | Date |
|---|---|
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Episode 121 - Your Business Is Growing. Now What?
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Jun 16, 2026 |
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Episode 120 - The Money Conversation Most Couples Keep Avoiding
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Jun 09, 2026 |
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Episode 119 - Should Your Business Own the Building It Operates In?
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Jun 02, 2026 |
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Episode 118 – JR Lay on Failure, Growth, & the Cost of Hustle Culture
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May 26, 2026 |
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Episode 117 - Don't Miss the Moment! Preparing for a Business Exit
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May 19, 2026 |
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Episode 116 - RSUs vs. RSOs and What Employees Should Know
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May 12, 2026 |
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Episode 115 - The Financial X-Ray Most People Avoid
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May 05, 2026 |
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Episode 114 - You Sold the Business… Now What?
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Apr 28, 2026 |
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Episode 113 - Before You Meet a Financial Advisor, Watch This!
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Apr 21, 2026 |
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Episode 112 - Hiring Your Kids in Your Business? What to Know First
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Apr 14, 2026 |
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Episode 111 - Are Your Investments in the Right Place?
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Apr 07, 2026 |
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Episode 110 - Why Your Tax Bill Keeps Surprising You!
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Mar 31, 2026 |
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Episode 109 - Common Investment Mistakes Even Smart Investors Make
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Mar 25, 2026 |
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Episode 108 - Mastering Liquidity: Risk, Emergency Funds & Investments
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Mar 17, 2026 |
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Episode 107 - Complex Estate Planning: Moving From Vanilla to Advanced
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Mar 10, 2026 |
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Episode 106 - Cash, Confidence, and Cycles: How Wealthy People Stay Steady
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Mar 03, 2026 |
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Episode 105 - The Hidden Costs of Information Overload
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Feb 24, 2026 |
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Episode 104 - Beyond Net Worth: Redefining Financial Freedom
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Feb 17, 2026 |
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Episode 103 - Entrepreneurship: From Wealth Creation to Wealth Durability
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Feb 10, 2026 |
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Episode 102 - Understanding Semi-Liquid Investments
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Feb 03, 2026 |
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Episode 101 - Evaluating Alternative Investments During Market Uncertainty
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Jan 27, 2026 |
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Episode 100 - Risk Is Everywhere: How To Respond Without Panicking
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Jan 13, 2026 |
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Episode 99 - Going Beyond the Fiduciary Standard
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Dec 30, 2025 |
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Episode 98 - Warning Signs That Your Financial Team Isn't Growing With You
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Dec 30, 2025 |
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Episode 97 - Keep the IRS from being your Biggest Beneficiary
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Dec 16, 2025 |
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Episode 96 - The Weakest Link in Your Estate Plan
|
Dec 10, 2025 |
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Episode 95 - The Conversations You Can't Avoid
|
Nov 27, 2025 |
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Episode 94 - The Contrarian Mindset
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Nov 18, 2025 |
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Episode 93 - Advanced Tax Strategies for Business Owners
|
Nov 11, 2025 |
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Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating
|
Nov 04, 2025 |
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Episode 91 - Thinking About Selling Your Business? Watch This First!
|
Oct 30, 2025 |
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Episode 90 - Is your business funding or draining your retirement?
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Oct 21, 2025 |
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Episode 89 - The Art of Giving: Strategies for Family and Legacy
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Oct 14, 2025 |
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Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning
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Oct 07, 2025 |
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Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
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Sep 30, 2025 |
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Episode 86 - Common Missteps for Estate Planning
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Sep 23, 2025 |
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Episode 85 - Spending Habits that Stretch Your Wealth in Retirement
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Sep 16, 2025 |
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Episode 84 - Creating Reliable, Tax Efficient Retirement Income
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Sep 09, 2025 |
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Episode 83 - Tax Benefits from The Big Beautiful Bill
|
Sep 02, 2025 |
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Episode 82 - The First 5 Years of Retirement: Habits That Make or Break!
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Aug 26, 2025 |
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Episode 81 - Your Business Isn't a Retirement Plan - Here's What It Is
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Aug 19, 2025 |
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Episode 80 - Navigating Real Estate Decisions in Retirement
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Aug 15, 2025 |
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Episode 79 - Profit First, Not Last: Paying Yourself as a Business Owner
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Aug 05, 2025 |
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Episode 78 - IRMAA, RMDs, and ROTHs - Oh my!
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Jul 29, 2025 |
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Episode 77 - The Big Beautiful Bill
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Jul 22, 2025 |
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Episode 76 - Planning for the Unexpected
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Jul 16, 2025 |
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Episode 75 - Emotional Responses That Influence Investment Decisions
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Jun 24, 2025 |
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Episode 74 - The Mindset Behind Money: Insights from 'The Psychology of Money'
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Jun 17, 2025 |
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Episode 73 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
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Jun 10, 2025 |
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Episode 72 - Financial Mindset: What Steps You Should Take Throughout The Decades
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Jun 03, 2025 |
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Episode 71 - Strategies for Entrepreneurs to Build & Preserve Wealth
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May 27, 2025 |
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Episode 70 - Preparing to Sell Your Company
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May 20, 2025 |
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Episode 69 - Why an Estate Plan is More Than a Will
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May 13, 2025 |
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Episode 68 - Don't Get Too Political
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May 06, 2025 |
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Episode 67 - Inheriting vs. Gifting
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Apr 29, 2025 |
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Episode 66 - Retirement Catastrophes to Avoid
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Apr 22, 2025 |
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Episode 65 - How to Know When It's NOT Time to Retire
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Apr 15, 2025 |
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Episode 64 - Save Money on Taxes in 2025
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Apr 08, 2025 |
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Episode 63 - What Are We Seeing in the Markets, Q1 2025 Featuring Dr. Jason Thomas
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Apr 01, 2025 |
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Episode 62 - Various Ways to Purchase a Business
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Mar 25, 2025 |
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Episode 61 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 2
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Mar 19, 2025 |
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Episode 60 - Max Kayes Talks Building a Healthy Relationship with Money Pt. 1
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Mar 11, 2025 |
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Episode 59 - Keanon Alderson Talks Family-Owned Businesses
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Mar 04, 2025 |
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Episode 58 - Case Study: How Do I Know If I Can Retire
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Feb 25, 2025 |
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Episode 57 - Real Estate Investments with Josh Coniglio
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Feb 18, 2025 |
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Episode 56 - What is the FIRE Movement?
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Feb 11, 2025 |
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Episode 55 - Limiting Beliefs with Laura Lyng
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Feb 04, 2025 |
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Episode 54 - Date Night Why It Is So Important!
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Jan 28, 2025 |
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Episode 53 - Creating a Vision for 2025
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Jan 21, 2025 |
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Episode 52 - How to Build Trust with Your Clients
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Jan 14, 2025 |
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Episode 51 - Financial Principles for Your Kids
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Jan 07, 2025 |
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Episode 50 - Marketing for Small Biz and RIA with Graham Gardner
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Dec 31, 2024 |
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Episode 49 - How Do You Know if You Have the Right Financial Advisor?
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Dec 17, 2024 |
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Episode 48 - Financial Planning Mythbusters Part 2
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Dec 10, 2024 |
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Episode 47 - Holiday Gift Buying Guide
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Dec 03, 2024 |
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Episode 46 - Longevity & The Sandwich Generation
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Nov 26, 2024 |
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Episode 45 - What if I had to Start from Scratch
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Nov 19, 2024 |
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Episode 44 - Retirement Savings in the 21st Century
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Nov 12, 2024 |
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Episode 43 - Tax Implications of Shohei Ohtani's Contract
|
Nov 05, 2024 |
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Episode 42 - How Do I Retire Early?
|
Oct 29, 2024 |
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Episode 41 - The Worst Money Advice
|
Oct 22, 2024 |
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Episode 40 - Buy the Latte! The importance of developing a spending plan
|
Oct 15, 2024 |
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Episode 39 - A Simple Guide to Investing
|
Oct 08, 2024 |
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Episode 38 - How Can You Find the Best CD Rates
|
Oct 01, 2024 |
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Episode 37 - Is Parenting Getting Too Expensive?
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Sep 24, 2024 |
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Episode 36 - When to Hire a Fractional CFO
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Sep 17, 2024 |
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Episode 35 - United We Budget: Finding Financial Harmony in Marriage
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Sep 10, 2024 |
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Episode 34 - Changes to Real Estate Laws
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Sep 03, 2024 |
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Episode 33 - Long-Term Care
|
Aug 27, 2024 |
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Episode 32 - Backdoor Roth IRA
|
Aug 20, 2024 |
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Episode 31 - Myth Busters: Estate Planning
|
Aug 13, 2024 |
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Episode 30 - Planning Process, Step-by-Step
|
Aug 06, 2024 |
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Episode 29 - Short-Term Rentals with Marie Hair (Pt. 3)
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Jul 30, 2024 |
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Episode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper (Pt. 2)
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Jul 23, 2024 |
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Episode 27 - Short-Term Rentals, Finance & Legal (Pt. 1)
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Jul 16, 2024 |
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Episode 26 - Cyber Security
|
Jul 09, 2024 |
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Episode 25 - Political Extremism
|
Jul 02, 2024 |
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Episode 24 - AI and Finance
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Jun 25, 2024 |
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Episode 23 - Executive Coaching Pt. 2 with Joseph King Barkley
|
Jun 18, 2024 |
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Episode 22 - Executive Coaching with Joseph King Barkley
|
Jun 11, 2024 |
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Episode 21 - Core Elements of an Estate Plan
|
Jun 04, 2024 |
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Episode 20 - The History of Taxes
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May 28, 2024 |
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Episode 19 - History of Investing with Dr. Jason Thomas
|
May 21, 2024 |
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Episode 18 - The History of Inflation
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May 14, 2024 |
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Episode 17 - The History of Financial Planning
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May 07, 2024 |
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Episode 16 - Media Review: A Deep Dive on 3 Articles
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Apr 30, 2024 |
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Episode 15 - Financial Planning for Female Business Owners and Professionals
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Apr 23, 2024 |
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Episode 14 - Planning for Attorneys
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Apr 16, 2024 |
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Episode 13 - Planning for Engineers
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Apr 09, 2024 |
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Episode 12 - Planning for Physicians
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Apr 02, 2024 |
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Episode 11 - Account Rollovers, Support Groups
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Mar 26, 2024 |
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Episode 10 - Business Cycles
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Mar 19, 2024 |
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Episode 9 - Social Security
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Mar 12, 2024 |
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Episode 8 - Planned Giving
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Mar 05, 2024 |
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Episode 7 - Entity Formation
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Feb 27, 2024 |
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Episode 6 - Legal Considerations for Survivors
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Feb 20, 2024 |
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Episode 5 - Required Minimum Distributions (RMDs) Explained
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Feb 13, 2024 |
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Episode 4 - Succession Planning Pt. 2
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Feb 06, 2024 |
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Episode 3 - Survivor Checklist
|
Feb 06, 2024 |
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Episode 2 - Vision and Income Planning
|
Feb 06, 2024 |
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Episode 1 - Succession Planning for Peace of Mind Pt. 1
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Feb 02, 2024 |