Building Wealthy Habits

TriCord Advisors
  • 5.0 (2)
  • Investing
  • Updated Weekly

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

  1. 5h ago

    Episode 137 - Saving for Retirement Is Only Half the Problem

    For generations, retirement looked pretty simple: work for the same company, earn a pension, and receive a steady paycheck after you retired. Today, the responsibility looks very different. 401(k)s have created more flexibility, but they've also left many people wondering: Have I saved enough, and how do I turn what I've accumulated into income? Jeremiah and Laura look at how retirement has evolved, the differences between pensions and 401(k)s, and how Social Security, investments, and other income sources can work together. Because retirement isn't about reaching an arbitrary number. The real question is what you need your money to make possible.   ---              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.

    Episode 137 - Saving for Retirement Is Only Half the Problem

  2. Sep 29

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

    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.

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

  3. Sep 22

    Episode 135 – Would You Let AI Make Your Financial Decisions?

    AI can answer financial questions in seconds. But should you trust it to help make decisions about your money? In this episode of Building Wealthy Habits, we explore where AI can be useful in your financial life and where context, judgment, and human relationships still matter. From budgeting and research to retirement and major life decisions, they discuss how to use AI as a tool without assuming every confident answer is the right answer for you. More information can be powerful. Knowing how that information fits your life is a different question.   ---           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.

    Episode 135 – Would You Let AI Make Your Financial Decisions?

  4. Sep 15

    Episode 134 – Should You Buy a Business or Start Your Own?

    Starting a business from scratch isn't the only path to entrepreneurship. Buying an existing business can give you a head start, but it comes with its own financial considerations.  In this episode, Jeremiah and Laura explore what to consider when choosing between buying a business and building one yourself, including cash flow, valuation, financing, personal risk, and the role you actually want to have as an owner. They also discuss an important question that can easily get overlooked: Does this opportunity move you toward the future you want?   Whether you're considering your first business or your next one, taking time to understand the opportunity can help you move forward with greater clarity.    ---            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.

    Episode 134 – Should You Buy a Business or Start Your Own?

  5. Sep 8

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

    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.

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

  6. Sep 1

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

    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.

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

  7. Aug 25

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

    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.

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

  8. Aug 18

    Episode 130 – What Does a Financial Advisor Actually Do All Year?

    Financial planning should be more than an annual meeting or a conversation about investments. This episode explores what an ongoing relationship with a financial advisor can look like and why the work between major financial decisions matters. From preparing for what is ahead to having someone who already understands your bigger picture, a strong advisory relationship is built over time. Because when life changes or an opportunity comes your way, the question becomes: Who do you want in your corner? #FinancialPlanning #FinancialAdvisor #WealthManagement #BusinessOwners #RetirementPlanning   ---         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.

    Episode 130 – What Does a Financial Advisor Actually Do All Year?
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About

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

Information

  • Creator
    TriCord Advisors
  • Years Active
    2024 - 2026
  • Episodes
    137
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    Building Wealthy Habits