In 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!על ידי Randy Barkley

In 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!על ידי Randy Barkley

In 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!על ידי Randy Barkley

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…

In this episode of Retirement Unlimited, Randy and the group look at the financial specifics of charity and giving.Enjoy!על ידי Randy Barkley

Welcome 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.על ידי Randy Barkley

In 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!על ידי Randy Barkley

In 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!על ידי Randy Barkley

In 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!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy and the team takes a deep look into RMDs and how they affect your finances.Enjoy!על ידי Randy Barkley

In 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!על ידי Randy Barkley

In 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.על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at succession planning in this first part of a two part series.על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy takes a look at things that you need to know about Social Security.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy dives into part 2 of succession planning.Enjoy!על ידי Randy Barkley

In 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.על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at succession planning in this first part of a two part series.על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at what todo with Market Fluctuation?.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at the article from Investment News “Draining the Pool of Confusion Surrounding Long-Term Care Insurance".Enjoy!על ידי Randy Barkley

In 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!על ידי Randy Barkley

In 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!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at how to build confidence for a surviving spouse.Enjoy!על ידי Randy Barkley

"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!…

In this episode of Retirement Unlimited, Randy looks at different financial traps that people can encounter when sending their kids to college with articles from the Wall Street Journal such as “ 7 Money Traps College Students Should Avoid“ and “Avoid These Financial Missteps When Sending Children Off to College”.Enjoy!…

In this episode of Retirement Unlimited, Randy looks at buying a new car with articles from the Wall Street Journal such as “5 Ways That Buying a Car Has Drastically Changed “ and “The Boring Route to Exciting Stock Returns Is Set for a Comeback”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy takes a look at how to evaluate how your financial advisor is doing with articles from the Wall Street Journal such as “How to Evaluate Your Financial Advisor“ and “How To Assess Your Financial Advisor's Performance”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy speaks about new scams and cybersecurity and what we can do about it with Wall Street Journal articles such as “Aura Sells Cybersecurity to Regular People“ and “ Why We Get Scammed and What to Do About It”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at how how wealth adds value to your life with articles such as “The Motivation to Acumulate Money“ and “DEEP DIVE, Baby Boomers Retiring”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at Alternative Investments options with articles on speculation such as "Don't Speculate on Speculation" and "All Eyes on Alts".Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at coming trends and follow them into the future with articles such as "It’s Not Just AI. 5 Trends That Will Change How You Invest" and "No Two Thematic Funds Are Quite the Same. How to Find the Right One for You" from Barron's.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy explores the differences between IRAs and 401(k)s and why in some circumstances, it is beneficial to have both in articles such as ”Why It Pays to Have an IRA and 401(k)" and "Retirement Withdrawal Strategies".Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy discusses the evolving role of AI in the coming years with a variety of articles from the Wall Street Journal such as "The 25 Questions You Need to Ask Yourself Now That ChatGPT Is Here" and "How AI Will Change the Workplace"Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at the challenge of saving for retirement and discusses articles such as “When Will I retire? How about Never" from the Wall Street Journal and "A Retirement Nest Egg Isn't Enough” from Barron's.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy discusses the changes that are happening to lifestyles during retirement and senior living.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy takes a closer look at the stock market with an article from the Wall Street Journal “Why You Keep Chasing the Wrong Stock Market“ and Barron's Article “The 5 Stocks That Rule This Market—and Make Investors Nervous”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at how Healthcare can affect your finances. After that, Randy then looks at "Want to Beat the Stock Market: Avoid the Cost of ‘Being Human".Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at how to avoid financial disaster.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at saving for retirement later in life.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks into the changes in the US Dollar with articles such as “The Dollar Rules the Financial Universe. China Can’t Change That“ and “King Dollar Still Safe From the Yuan”. Randy then looks at how this will affect the US ecomony with articles such as "It's Worse Than You Think" and "A Daunting Arsenal"…

In this episode of Retirement Unlimited, Randy takes a look the book "The Psychology of Money" by Morgan Housel. Randy discusses such concepts as lack vs risk, and reasonable vs. rational.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at what happened to your property including digital properties after death in “What Happens to Your Digital Properties When You Die“ and “Wills".Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy takes a deep look at retirement with the article “Small Steps That Can Boost Your Retirement Savings“.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy tackles the dreaded subject of taxes for the year of 2023 with articles from the Wall Street Journal such as “Married Filing Separately- The Tax Play That Saves Some Couples Big Bucks“ and “Tax Guide 2023”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at different kinds of financial advisors and how to pick who is best for you to work with for your finances. Randy takes a look at articles including “Nonsolicitation agreements, address that issue of who 'owns' the client” and “Broker vs. Wealth Manager”.Enjoy!…

In this episode of Retirement Unlimited, Randy looks at the bank bailouts happening in Silicon Valley in articles such as “Regulators Face Urgent Task to Stem Spread From Silicon Valley Bank” and “Biden’s Bank Bailout Whoppers”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks at the coming economic crossroads with "Marketing Brief" by Dr. Edward Yardeni.Enjoy!על ידי Randy Barkley

Once in, copy the information of the episode – For example:In this episode of Retirement Unlimited, Randy estate planning with articles such as “6 Estate Planning Tips for 2023” and “The Biggest Mistakes People Make With Their Wills”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy looks into making retirement your money last with articles such as "You Might Live Longer Than You Think. Your Finances Might Not.” and “Rethinking Retirement Savings in Light of Longer Life Spans”.Enjoy!על ידי Randy Barkley

In this episode of Retirement Unlimited, Randy explores retirement with articles RMD Quirks that IRA Beneficiaries Face in ‘23” and “What is New for Social Security and Medicare this Year”.Enjoy!על ידי Randy Barkley