The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Вміст надано TriCord Advisors Podcast and Randy Barkley. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією TriCord Advisors Podcast and Randy Barkley або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Financial Planning for Engineers 04 - 13 - 2024
Manage episode 425953904 series 1261169
Вміст надано TriCord Advisors Podcast and Randy Barkley. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією TriCord Advisors Podcast and Randy Barkley або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to shift their investing mindset. The hosts also highlight useful features of financial planning software like E-Money and Orion that engineers appreciate. For anyone married to an engineer, they offer tips on including both spouses and having an ally to assist with retirement planning.
…
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266 епізодів
Manage episode 425953904 series 1261169
Вміст надано TriCord Advisors Podcast and Randy Barkley. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією TriCord Advisors Podcast and Randy Barkley або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
This episode of the Building Wealthy Habits podcast focuses on providing financial planning advice tailored for engineers. Laura and Jeremiah discuss the unique challenges of working with engineer clients and how to communicate financial concepts in a way that resonates with their analytical minds. They explore common traits of engineers and how to shift their investing mindset. The hosts also highlight useful features of financial planning software like E-Money and Orion that engineers appreciate. For anyone married to an engineer, they offer tips on including both spouses and having an ally to assist with retirement planning.
…
continue reading
266 епізодів
Усі епізоди
×In this episode, Laura sits down with Graham Gardner to discuss the significance of podcasting for Registered Investment Advisors (RIAs) and other small businesses, specifically focusing on how it can enhance their marketing strategies. They explore the importance of establishing an expert voice, choosing the right format and platforms, and leveraging AI for content creation. The conversation also covers the benefits of organic growth versus paid advertising, and how podcasting can help build relationships with clients. Graham shares insights on maximizing content distribution and engagement, emphasizing the need for quality equipment and the potential of repurposing content across various platforms.…
We break the mold a little bit in this episode as we dive into the critical topic of teaching children about money and financial literacy. We stress the importance of intentional and age-appropriate money conversations, exploring practical ways to introduce kids to concepts like budgeting, giving, investing, and entrepreneurship. From simple barter systems to hands-on budgeting techniques using envelopes, the discussion provides actionable tips for parents to help their children develop strong financial habits early on. Laura and Jeremiah share personal stories, highlighting how financial education can start in small, meaningful ways that set the stage for a lifetime of good money habits.…
In this conversation, Randy, Laura, and Jeremiah discuss the crucial role trust plays in financial advisory. We share how trust is built not just through knowledge and expertise, but through effective communication, understanding client needs, and being there during life’s most important moments. Through personal stories, we highlight how trust impacts client relationships and why being a fiduciary—always putting the client’s best interests first—is so important. Every client interaction, big or small, is a chance to either strengthen or weaken that trust. We cover how accountability, consistent follow-up, and really listening to clients help build lasting relationships. Life events often challenge trust, but they also offer opportunities to grow stronger connections with clients.…
In this episode of the Building Wealthy Habits Podcast, we dive deep into the overall vision, and investments in 2025 and beyond. We emphasize the importance of understanding your personal financial goals and aligning them with current market trends. From the impact of political and economic uncertainty on investment strategies to the potential of alternative investments like real estate and crypto, this episode offers valuable insights on how to navigate a changing landscape. We discuss the significance of rebalancing portfolios to maintain the right balance of risk and return, and explore how investments like bonds, real estate, and even speculative assets like crypto can fit into your strategy. We also emphasize the need for cultivating a healthy relationship with money, ensuring that your financial decisions align with your personal values to achieve long-term financial freedom.…
In this heart-to-heart episode, advisors, and husband-and-wife, Laura and Jeremiah Lee, dive into the vital role date nights play in strengthening relationships, particularly when it comes to building a solid financial future. They share their personal journey, offering candid insights into how open communication, personal growth, and intentional efforts have shaped both their marriage and their financial success. Laura and Jeremiah discuss how even the smallest intentional conversations can deepen connection, foster understanding, and impact long-term financial stability. Together, they reflect on how navigating changes as a couple encourages growth in both their personal lives and their business.…
In episode 55 of Building Wealthy Habits, hosts Laura and Jeremiah Lee are joined by Laura Lyng to dive into the topic of limiting beliefs and their effects on both personal and professional development. They explore how these beliefs can block progress and prevent individuals from reaching their full potential. The conversation covers strategies for recognizing, questioning, and reshaping limiting beliefs into empowering ones. Emphasizing the value of executive coaching, they share practical exercises to help shift mindset and create lasting change.…
In this episode of Building Wealthy Habits, Laura, Jeremiah, and Randy explore the world of the FIRE (Financial Independence, Retire Early) movement. They go deep on the key principles behind FIRE, from extreme savings to passive income, and how millennials are embracing the idea of financial independence and early retirement. And while everything with FIRE might sound fine and dandy, they do discuss the challenges that come with achieving FIRE, the impact of social media on setting unrealistic expectations, and the importance of balancing financial goals with personal values. If you’re considering FIRE or just curious about its real-world implications, this episode offers practical tips on saving, investing, and managing debt to help you reach your financial independence goals.…
In this week’s episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for tax benefits. The conversation also covers structuring real estate investments through LLCs and trusts, the role of REITs, and the necessity of due diligence when evaluating real estate opportunities. We hope that if you take anything away from this week’s episode, it’s the importance of maintaining liquidity and a well-rounded investment strategy.…
Welcome to this episode of Building Wealthy Habits with Jeremiah and Laura! Today, we’re diving deep into the world of financial planning, and we’re doing it through the lens of Joe and Debbie—our fictional clients. But this conversation is far from fictional—it’s real, relatable, and packed with actionable insights. Jeremiah and Laura take you step by step through the process of crafting a financial plan, from understanding your unique profile to using planning tools, analyzing cash flow, and setting up retirement income. They also highlight the importance of tailoring your plan to your personal goals, factoring in long-term care, and optimizing taxes to maximize your savings. This episode is all about helping you build a full, clear financial picture, so you can make empowered decisions for a secure future.…
In this episode, Laura and Randy discuss the intricacies of family-owned businesses with Keanon Alderson, the director of the Family Business Center at Cal Baptist University. They explore the unique challenges and opportunities that family firms face, including the importance of succession planning, effective communication, and the role of technology in modern business practices. The conversation emphasizes the need for a strong support team and governance structures to ensure the longevity and success of family businesses.…
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Retirement Unlimited

In this episode of Building Wealthy Habits, Laura and Jeremiah are joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values and how financial strategies should adapt to individual and couple dynamics. They highlight the unique challenges faced by entrepreneurs and the need for continuous growth and reevaluation of financial plans to meet evolving needs and values.…
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Retirement Unlimited

In episode 2 of this 2 part series, Laura and Jeremiah are once again joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values and how financial strategies should adapt to individual and couple dynamics. They highlight the unique challenges faced by entrepreneurs and the need for continuous growth and reevaluation of financial plans to meet evolving needs and values.…
This episode of Building Wealthy Habits explores the evolving landscape of retirement, focusing on the fears and concerns retirees face today, particularly regarding financial security and healthcare costs. The discussion highlights the impact of inflation on retirement savings and the importance of finding purpose in semi-retirement. Specifically, this conversation emphasizes the need for retirees to organize their finances and the evolution of retirement savings plans, particularly the shift from pensions to 401(k) plans. We also address the significance of consolidating retirement accounts and strategizing contributions to ensure a secure financial future.…
In episode 45 of Building Wealthy Habits, Laura Lee, Randy, and Jeremiah discuss the financial wisdom they've gained over the years, emphasizing the importance of hindsight in making better financial decisions. They share personal stories and lessons learned about budgeting, investing, and teaching children about money. The discussion highlights the significance of developing good financial habits, understanding the value of delayed gratification, and the necessity of having an emergency fund. They also touch on the importance of financial literacy and the need to be aware of spending habits, especially with the prevalence of subscriptions. Overall, the conversation serves as a guide for listeners to reflect on their financial practices and make informed decisions for a secure financial future.…
In Episode 46 of Building Wealth Habits, we tackled a topic that impacts us all: longevity. With life expectancy on the rise, we explored how living longer influences our health, finances, and even our social systems. From uncovering emerging health trends to dissecting the complexities of long-term care insurance, this episode packed actionable insights for anyone planning for the future. We also dove deep into the unique challenges faced by the sandwich generation—those caught between raising children and caring for aging parents—offering strategies to navigate this often-overwhelming responsibility. At its core, this conversation is about empowering you to design a healthy, fulfilling life as you age. Because building wealth isn’t just about money—it’s about creating a legacy of well-being for yourself and those you love.…
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