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Retirement Unlimited
By Randy BarkleyBusiness
Retirement Unlimited episodes
- Succession Planning, Part 2; 12 - 09 - 23In this episode of Retirement Unlimited, Randy dives into part 2 of succession planning.Enjoy!25 min
- A Survivor’s Checklist 12 - 02 - 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 11 - 25 - 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.26 min
- Succession Planning, Part 1; 11 - 18 - 23In this episode of Retirement Unlimited, Randy looks at succession planning in this first part of a two part series.25 min
- What do you do with Market Fluctuation? 09 - 30 - 23In this episode of Retirement Unlimited, Randy looks at what todo with Market Fluctuation?.Enjoy!25 min
- What Happened to Long Term Care Insurance? 09 - 23 - 23In this episode of Retirement Unlimited, Randy looks at the article from Investment News “Draining the Pool of Confusion Surrounding Long-Term Care Insurance".Enjoy!25 min
- Not Your Parents Annuity 09 - 16 - 23In this episode of Retirement Unlimited, Randy looks at the future of annuities with articles such as “The 100 Best Annuities for You“ and “A Retirement Tax Break That Ends the Fear of Outliving Your 401(k)”.Enjoy!25 min
- Do You Have To Use a Roth 401K 09 - 09 - 23In this episode of Retirement Unlimited, Randy discusses whether or not you need to use a Roth 401k with articles from the Wall Street Journal such as “Roth 401k Gives Older Plans a Run for the Money“ and “Secure 2.0 Roth Catch-Up”.Enjoy!25 min
- Building Confidence for a Surviving Spouse 08 - 26 - 23In this episode of Retirement Unlimited, Randy looks at how to build confidence for a surviving spouse.Enjoy!25 min
- "They Say..." But Who is They? 08 - 19 - 23"They Say..." But who is They? In this episode of Retirement Unlimited, Randy looks at the credentials of who is giving out advice in articles such as “Nearly 80% Of Young Adults Get Financial Advice From This Surprising Place“ and “Americans are changing who they turn to for financial advice”.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