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. 5d ago

    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?

  2. 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?

  3. 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?

  4. 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?

  5. Aug 11

    Episode 129 – The Financial Conversations You Keep Putting Off

    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 future that often get pushed off for "someday." The key may be starting somewhere simpler: What do you actually want your life to look like? That vision can make the harder conversations much easier to begin. #financialplanning #moneyconversations #estateplanning #successionsplanning #businessowners   ---        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 129 – The Financial Conversations You Keep Putting Off

  6. Aug 4

    Episode 128 – Should You Help Your Adult Children Financially?

    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 start. At the same time, ongoing support can unintentionally create dependency, unclear, expectations, or tension between siblings. In this episode, Jeremiah and Laura discuss how parents can support their adult children without taking away the responsibility and confidence that come from building financial independence. They explore the difference between helping and rescuing, whether financial support should be a gift or a loan, and why equal support may not always look exactly the same for every child. Thoughtful planning can help your generosity strengthen the next generation while still protecting your own financial future. #familyfinances #financialplanning #generationalwealth #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 128 – Should You Help Your Adult Children Financially?

  7. Jul 28

    Episode 127 – Why Smart People Make Bad Financial Decisions

    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 also sound compelling without accounting for your full financial picture. In this episode, Jeremiah and Laura explore the behavioral patterns behind financial decisions, how personal experiences shape our relationship with money, and why a clear plan can help create a better filter for important choices. Understanding what may be driving your decisions is the first step toward making wiser financial choices instead of letting emotion take the lead. #behavioralfinance #financialplanning #investing #businessowner #entrepreneur #financialdecisions #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 127 – Why Smart People Make Bad Financial Decisions

  8. Jul 21

    Episode 126 – How to Raise Kids Who Are Good with Money

    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. In this episode, Jeremiah and Laura share what they are learning as they raise four children and work to build healthy money habits at home. The goal is not to raise children who never make financial mistakes. It is to give them a safe place to practice, learn, and gradually take greater responsibility for the resources they have. #parenting #familywealth #financialliteracy #moneyhabits #familyfinances ---      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 126 – How to Raise Kids Who Are Good with Money
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5
out of 5
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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
    133
  • Rating
    Clean
  • Copyright
    © 2024
  • Show Website
    Building Wealthy Habits