Retirement Unlimited

Retirement Unlimited

By Randy BarkleyBusiness
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Retirement Unlimited episodes

  • History of Financial Planning 05 - 11 - 2024
    In this episode Randy, Jeremiah and Laura discuss the history and evolution of financial planning, from the Great Depression to the present day. They explore how the industry has changed over time, including the emergence of certified financial planners (CFPs) and the impact of technology. Randy, Jeremiah and Laura provide historical context of financial planning and insights into the future of financial advice. They emphasize the importance of understanding financial designations and fiduciary roles, and stress the need to balance technology with client education and empowerment to ensure financial independence and security.
    25 min
  • Media Review: A Deep Dive on 3 Articles 05 - 04 - 2024
    In this episode Randy, Jeremiah and Laura come together to discuss articles they have found in the media, ranging from topics about cash reserves potentially entering the stock market, investing in stocks that have seen high returns but may be overvalued, and the importance of diversification and valuation metrics. They warn about fake investment tips using celebrities' names and pump and dump schemes that aim to lure unsuspecting investors with promises of outsized returns. Throughout, they emphasize doing research, thinking long-term, and being wary of opportunities that sound too good to be true.
    25 min
  • Financial Planning for Female Business Owners and Professionals 04 - 27 - 2024
    This episode of Building Wealthy Habits provides insights into the unique challenges faced by women business owners and professionals. Laura, Randy and Jeremiah discuss common struggles and offer holistic planning strategies for empowered women in the workplace. Listeners learn how to create a safe space for questions and build trust. Tips are shared for empowering female clients through personalized advice and structures. Practical takeaways offer ways to better serve the needs of women in business through financial guidance.
    25 min
  • Financial Planning for Attorneys 04 - 20 - 2024
    In this episode the team sits down to discuss financial planning strategies for attorneys. Jeremiah shares insights from his experience working at a large law firm and highlights common characteristics of attorneys and considerations for their debt, families, and careers. Overall this episode emphasizes the importance of risk management, estate planning, and having a trusted financial advisor in your corner. This podcast provides valuable guidance for attorneys and their spouses on achieving their financial goals.
    26 min
  • Financial Planning for Engineers 04 - 13 - 2024
    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.
    25 min
  • Social Security 03 - 16 - 2024
    Welcome 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!
    25 min

About Retirement Unlimited

From the publisher's feed

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 attorney. They work together at TriCord Advisors.