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Randy, Jeremiah, & Laura discuss financial topics to help you make smart decisions with your money. Randy & Jeremiah are Certified Financial Planners and Jeremiah is also a California licensed... more
FAQs about Retirement Unlimited:How many episodes does Retirement Unlimited have?The podcast currently has 337 episodes available.
April 11, 2024Social Security 03 - 16 - 2024Welcome back to the “Building Wealthy Habits” video podcast by TriCord Advisors. I’m Laura Lee and joining me today is Randy Barkley and Jeremiah Lee. Today, we are talking about Social Security for retirees. We’re going to cover the top 12 things you need to consider when thinking about Social Security and how it impacts your situation. At the end, we’ll share some helpful resources as well.Enjoy!...more25minPlay
April 11, 2024Planned Giving 03 - 09 - 2024In this episode of Retirement Unlimited, Randy and the group look at the financial specifics of charity and giving.Enjoy!...more25minPlay
March 19, 2024Social Security 03 - 16 - 2024Welcome back to the “Building Wealthy Habits” video podcast by TriCord Advisors. I’m Laura Lee and joining me today is Randy Barkley and Jeremiah Lee. Today, we are talking about Social Security for retirees. We’re going to cover the top 12 things you need to consider when thinking about Social Security and how it impacts your situation. At the end, we’ll share some helpful resources as well.Enjoy!...more25minPlay
February 10, 2024Business Cycles 02 - 10 - 2024Welcome back to the “Building Wealthy Habits” video podcast and radio program by TriCord Advisors. I’m Jeremiah Lee and joining me today is Laura Lee. Today, we are talking about the business life cycle. This is the progression of a new business over 5 stages....more25minPlay
February 03, 2024Financial Planning for Physicians 02 - 03 - 2024In this week's show, Randy and the team look at financial planning for physicians and it can change how you need to plan for your future finances.Enjoy!...more26minPlay
February 01, 2024Legal Considerations for Widows & Survivors 01 - 27 - 2024In this episode of Retirement Unlimited, Randy and the team takes a look at Legal Considerations for Widows & Survivors. We’re going to talk about some common used terms and some broad legal concepts. This information might benefit you or someone you know.Enjoy!...more25minPlay
January 20, 2024What You Need to Know About Business Structures 01 - 20 - 2024In this episode of Retirement Unlimited, Randy and the team look into the different business structures such as sole proprietorships, LLCs, S-Corps, and other common business structures and what might work best for one's needs.Enjoy!...more27minPlay
January 13, 2024RMDs and Finances 01 - 13 - 2024In this episode of Retirement Unlimited, Randy and the team takes a deep look into RMDs and how they affect your finances.Enjoy!...more27minPlay
January 06, 2024A Survivor’s Checklist 01 - 06 - 23In this episode of Retirement Unlimited, Randy looks at financial options after the loss of a spouse. In one of the hardest times of life, there are decisions that can make life easier to manage during hard times.Enjoy!...more25minPlay
January 04, 2024Vision & Income Planning for Retirement 12 - 30 - 23In this episode of Retirement Unlimited, Randy takes a look at the Barron's article "401(k)s Replaced Pensions. Retirement Savings Are Still Coming Up Short" and what is going on in the world with planning for retirement....more25minPlay
FAQs about Retirement Unlimited:How many episodes does Retirement Unlimited have?The podcast currently has 337 episodes available.