TriCord Advisors
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
Episode 98 - Warning Signs That Your Financial Team Isn’t Growing With You
Episode 97 - Keep the IRS from being your Biggest Beneficiary
Episode 96 - The Weakest Link in Your Estate Plan
Episode 95 - The Conversations You Can't Avoid
Episode 94 - The Contrarian Mindset
Episode 93 - Advanced Tax Strategies for Business Owners
Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating
Episode 91 - Thinking About Selling Your Business? Watch This First!
Episode 90 - Is your business funding or draining your retirement?
Episode 89 - The Art of Giving: Strategies for Family and Legacy
Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning
Episode 87 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
Episode 86 - Common Missteps for Estate Planning
Episode 85 - Spending Habits that Stretch Your Wealth in Retirement
Episode 84 - Creating Reliable, Tax Efficient Retirement Income
Episode 83 - Tax Benefits from The Big Beautiful Bill
Episode 82 - The First 5 Years of Retirement: Habits that Make or Break!
Episode 81 - Your Business Isn't a Retirement Plan - Here's What It Is
Episode 80 - Navigating Real Estate Decisions in Retirement
Episode 79 - Profit First, Not Last: Paying Yourself as a Business Owner
Episode 78 - IRMAA, RMDs, and ROTHs - Oh my!
Episode 77 - The Big Beautiful Bill
Episode 76 - Planning for the Unexpected
Episode 75 - Emotional Responses That Influence Investment Decisions
Episode 74 - The Mindset Behind Money: Insights from 'The Psychology of Money'
Episode 73 - 5 Signs to Know When You're Ready to Hire a Financial Advisor
Episode 72 - Financial Mindset: What Steps You Should Take Throughout The Decades
Episode 71 - Strategies for Entrepreneurs to Build & Preserve Wealth
Episode 70 - Preparing to Sell Your Company
Episode 69 - Why an Estate Plan is More Than a Will