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Retirement Unlimited
By Randy BarkleyBusiness
Retirement Unlimited episodes
- Social 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!25 min
- Business 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.25 min
- Financial 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!26 min
- Legal 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!25 min
- What 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!27 min
- RMDs 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!27 min
- A 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!25 min
- Vision & 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.25 min
- Succession Planning, Part 1; 12 - 23 - 23In this episode of Retirement Unlimited, Randy looks at succession planning in this first part of a two part series.26 min
- Essential Details about Social Security 12 - 16 - 23In this episode of Retirement Unlimited, Randy takes a look at things that you need to know about Social Security.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.
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 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