Episode 9 – Social Security Deep Dive

https://youtu.be/aAn1qC9h6uA In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning. In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into Social Security benefits and planning, explaining eligibility requirements, the impact of starting benefits early vs late, and how benefits are calculated … Watch

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Episode 8 – Planned Giving

https://youtu.be/4I68mUUqBgQ On this episode of Building Wealthy Habits Jeremiah, and Laura discuss their snow sports experiences and explore tax-advantaged strategies for intentional charitable planning and maximizing deductions through donations of appreciated assets and donor advised funds. In this episode of Building Wealthy Habits, Jeremiah, and Laura explore various tax-advantaged strategies for charitable giving. They explain … Watch

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Episode 7 – Entity Formation

https://youtu.be/0VH_4V_fO-M In this episode of Building Wealthy Habits, Randy Barkley and Laura Lee dive into the finer details around entity formation. Today’s episode of Building Wealthy Habits discusses different business structures and entity formations. Jeremiah provides insights into sole proprietorships, partnerships, LLCs and corporations. They explore the tax implications of LLCs versus S Corps and … Watch

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Building Wealthy Habits Ep. 2 – Vision and Income Planning

https://youtu.be/Clu13md2pjw In this episode of Building Wealthy Habits, the crew cracks the code on simplifying complexities around the retirement journey. Enjoy! In this episode of Building Wealthy Habits we discuss retirement vision and income planning. Randy, Jeremiah and Laura discuss saving for retirement through pensions, 401ks and Social Security. They emphasize the importance of having … Watch

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