Player FM - Internet Radio Done Right
12 subscribers
Checked 15d ago
Lisätty nine vuotta sitten
Sisällön tarjoaa TriCord Advisors Podcast and Randy Barkley. TriCord Advisors Podcast and Randy Barkley tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Player FM - Podcast-sovellus
Siirry offline-tilaan Player FM avulla!
Siirry offline-tilaan Player FM avulla!
Kuuntelemisen arvoisia podcasteja
SPONSOROITU
“If we march into that village and we start trying to persecute people for using poison, something that's very illegal, nobody's going to talk to us. We're not going to find out where the poison came from. We're not going to be able to shut anything down. We should take the approach that people are using poison because they're desperate, because they see no other alternative.” – Andrew Stein Andrew Stein is a wildlife ecologist who spent the past 25 years studying human carnivore conflict from African wild dogs and lions in Kenya and Botswana to leopards and hyenas in Namibia. His work has long focused on finding ways for people and predators to coexist. He is the founder of CLAWS , an organization based in Botswana that's working at the intersection of cutting-edge wildlife research and community driven conservation. Since its start in 2014 and official launch as an NGO in 2020, CLAWS has been pioneering science-based, tech-forward strategies to reduce conflict between people and carnivores. By collaborating closely with local communities, especially traditional cattle herders, CLAWS supports both species conservation and rural livelihoods—making coexistence not just possible, but sustainable.…
Episode 28 - Short-Term Rentals with Brooke Miller & Simone Knepper (Pt. 2)
Manage episode 435467030 series 1261169
Sisällön tarjoaa TriCord Advisors Podcast and Randy Barkley. TriCord Advisors Podcast and Randy Barkley tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In episode 28 of Building Wealthy Habits, real estate experts Simone Nepper and Brooke Miller join us to discuss the process of finding and securing a short-term rental property. They emphasize the importance of determining whether the property will be purely an investment or if it will also be used for personal vacations. They highlight the need for properties to have unique features that make them stand out in a saturated market. Brooke and Simone also discuss the impact of COVID-19 on the short-term rental market and the importance of understanding local regulations and restrictions. Listen in as they share their insights on the characteristics of a good short-term rental property and potential pitfalls to avoid.
…
continue reading
266 jaksoa
Manage episode 435467030 series 1261169
Sisällön tarjoaa TriCord Advisors Podcast and Randy Barkley. TriCord Advisors Podcast and Randy Barkley tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
In episode 28 of Building Wealthy Habits, real estate experts Simone Nepper and Brooke Miller join us to discuss the process of finding and securing a short-term rental property. They emphasize the importance of determining whether the property will be purely an investment or if it will also be used for personal vacations. They highlight the need for properties to have unique features that make them stand out in a saturated market. Brooke and Simone also discuss the impact of COVID-19 on the short-term rental market and the importance of understanding local regulations and restrictions. Listen in as they share their insights on the characteristics of a good short-term rental property and potential pitfalls to avoid.
…
continue reading
266 jaksoa
Kaikki jaksot
×In this episode, Laura sits down with Graham Gardner to discuss the significance of podcasting for Registered Investment Advisors (RIAs) and other small businesses, specifically focusing on how it can enhance their marketing strategies. They explore the importance of establishing an expert voice, choosing the right format and platforms, and leveraging AI for content creation. The conversation also covers the benefits of organic growth versus paid advertising, and how podcasting can help build relationships with clients. Graham shares insights on maximizing content distribution and engagement, emphasizing the need for quality equipment and the potential of repurposing content across various platforms.…
We break the mold a little bit in this episode as we dive into the critical topic of teaching children about money and financial literacy. We stress the importance of intentional and age-appropriate money conversations, exploring practical ways to introduce kids to concepts like budgeting, giving, investing, and entrepreneurship. From simple barter systems to hands-on budgeting techniques using envelopes, the discussion provides actionable tips for parents to help their children develop strong financial habits early on. Laura and Jeremiah share personal stories, highlighting how financial education can start in small, meaningful ways that set the stage for a lifetime of good money habits.…
In this conversation, Randy, Laura, and Jeremiah discuss the crucial role trust plays in financial advisory. We share how trust is built not just through knowledge and expertise, but through effective communication, understanding client needs, and being there during life’s most important moments. Through personal stories, we highlight how trust impacts client relationships and why being a fiduciary—always putting the client’s best interests first—is so important. Every client interaction, big or small, is a chance to either strengthen or weaken that trust. We cover how accountability, consistent follow-up, and really listening to clients help build lasting relationships. Life events often challenge trust, but they also offer opportunities to grow stronger connections with clients.…
In this episode of the Building Wealthy Habits Podcast, we dive deep into the overall vision, and investments in 2025 and beyond. We emphasize the importance of understanding your personal financial goals and aligning them with current market trends. From the impact of political and economic uncertainty on investment strategies to the potential of alternative investments like real estate and crypto, this episode offers valuable insights on how to navigate a changing landscape. We discuss the significance of rebalancing portfolios to maintain the right balance of risk and return, and explore how investments like bonds, real estate, and even speculative assets like crypto can fit into your strategy. We also emphasize the need for cultivating a healthy relationship with money, ensuring that your financial decisions align with your personal values to achieve long-term financial freedom.…
In this heart-to-heart episode, advisors, and husband-and-wife, Laura and Jeremiah Lee, dive into the vital role date nights play in strengthening relationships, particularly when it comes to building a solid financial future. They share their personal journey, offering candid insights into how open communication, personal growth, and intentional efforts have shaped both their marriage and their financial success. Laura and Jeremiah discuss how even the smallest intentional conversations can deepen connection, foster understanding, and impact long-term financial stability. Together, they reflect on how navigating changes as a couple encourages growth in both their personal lives and their business.…
In episode 55 of Building Wealthy Habits, hosts Laura and Jeremiah Lee are joined by Laura Lyng to dive into the topic of limiting beliefs and their effects on both personal and professional development. They explore how these beliefs can block progress and prevent individuals from reaching their full potential. The conversation covers strategies for recognizing, questioning, and reshaping limiting beliefs into empowering ones. Emphasizing the value of executive coaching, they share practical exercises to help shift mindset and create lasting change.…
In this episode of Building Wealthy Habits, Laura, Jeremiah, and Randy explore the world of the FIRE (Financial Independence, Retire Early) movement. They go deep on the key principles behind FIRE, from extreme savings to passive income, and how millennials are embracing the idea of financial independence and early retirement. And while everything with FIRE might sound fine and dandy, they do discuss the challenges that come with achieving FIRE, the impact of social media on setting unrealistic expectations, and the importance of balancing financial goals with personal values. If you’re considering FIRE or just curious about its real-world implications, this episode offers practical tips on saving, investing, and managing debt to help you reach your financial independence goals.…
In this week’s episode of Building Wealthy Habits we are joined by Josh Coniglio to discuss the multifaceted role of real estate in financial planning, emphasizing its value as a diversifier in investment portfolios. We explore the various types of real estate investments, the importance of liquidity, and the potential pitfalls of investing solely for tax benefits. The conversation also covers structuring real estate investments through LLCs and trusts, the role of REITs, and the necessity of due diligence when evaluating real estate opportunities. We hope that if you take anything away from this week’s episode, it’s the importance of maintaining liquidity and a well-rounded investment strategy.…
Welcome to this episode of Building Wealthy Habits with Jeremiah and Laura! Today, we’re diving deep into the world of financial planning, and we’re doing it through the lens of Joe and Debbie—our fictional clients. But this conversation is far from fictional—it’s real, relatable, and packed with actionable insights. Jeremiah and Laura take you step by step through the process of crafting a financial plan, from understanding your unique profile to using planning tools, analyzing cash flow, and setting up retirement income. They also highlight the importance of tailoring your plan to your personal goals, factoring in long-term care, and optimizing taxes to maximize your savings. This episode is all about helping you build a full, clear financial picture, so you can make empowered decisions for a secure future.…
In this episode, Laura and Randy discuss the intricacies of family-owned businesses with Keanon Alderson, the director of the Family Business Center at Cal Baptist University. They explore the unique challenges and opportunities that family firms face, including the importance of succession planning, effective communication, and the role of technology in modern business practices. The conversation emphasizes the need for a strong support team and governance structures to ensure the longevity and success of family businesses.…
In this episode of Building Wealthy Habits, Laura and Jeremiah are joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values and how financial strategies should adapt to individual and couple dynamics. They highlight the unique challenges faced by entrepreneurs and the need for continuous growth and reevaluation of financial plans to meet evolving needs and values.…
In episode 2 of this 2 part series, Laura and Jeremiah are once again joined by Max Kayes, a licensed Marriage and Family Therapist and life coach, to discuss the relationship with money. Max explains Neuro-Linguistic Programming (NLP) and its role in personal development. He outlines the six basic human needs: certainty, variety, significance, love/connection, growth, and contribution, emphasizing their importance in financial planning. Laura and Jeremiah get Max to discuss how these needs align with values and how financial strategies should adapt to individual and couple dynamics. They highlight the unique challenges faced by entrepreneurs and the need for continuous growth and reevaluation of financial plans to meet evolving needs and values.…
This episode of Building Wealthy Habits explores the evolving landscape of retirement, focusing on the fears and concerns retirees face today, particularly regarding financial security and healthcare costs. The discussion highlights the impact of inflation on retirement savings and the importance of finding purpose in semi-retirement. Specifically, this conversation emphasizes the need for retirees to organize their finances and the evolution of retirement savings plans, particularly the shift from pensions to 401(k) plans. We also address the significance of consolidating retirement accounts and strategizing contributions to ensure a secure financial future.…
In episode 45 of Building Wealthy Habits, Laura Lee, Randy, and Jeremiah discuss the financial wisdom they've gained over the years, emphasizing the importance of hindsight in making better financial decisions. They share personal stories and lessons learned about budgeting, investing, and teaching children about money. The discussion highlights the significance of developing good financial habits, understanding the value of delayed gratification, and the necessity of having an emergency fund. They also touch on the importance of financial literacy and the need to be aware of spending habits, especially with the prevalence of subscriptions. Overall, the conversation serves as a guide for listeners to reflect on their financial practices and make informed decisions for a secure financial future.…
In Episode 46 of Building Wealth Habits, we tackled a topic that impacts us all: longevity. With life expectancy on the rise, we explored how living longer influences our health, finances, and even our social systems. From uncovering emerging health trends to dissecting the complexities of long-term care insurance, this episode packed actionable insights for anyone planning for the future. We also dove deep into the unique challenges faced by the sandwich generation—those caught between raising children and caring for aging parents—offering strategies to navigate this often-overwhelming responsibility. At its core, this conversation is about empowering you to design a healthy, fulfilling life as you age. Because building wealth isn’t just about money—it’s about creating a legacy of well-being for yourself and those you love.…
Tervetuloa Player FM:n!
Player FM skannaa verkkoa löytääkseen korkealaatuisia podcasteja, joista voit nauttia juuri nyt. Se on paras podcast-sovellus ja toimii Androidilla, iPhonela, ja verkossa. Rekisteröidy sykronoidaksesi tilaukset laitteiden välillä.