Episode 2 - Vision and Income Planning

from Building Wealthy Habits · host TriCord Advisors

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 a clear retirement vision and flexibility in long-term financial plans. Don't miss the discussion about strategies for charitable giving and intergenerational wealth transfer to benefit future generations. This week on Building Wealthy Habits: Masterclass, retirement planning, and lifelong learning. 0:00 Retirement and its evolving meaning. 3:22 Pensions, Social Security, and employer benefits. 5:15 Retirement savings and employer matching. 8:07 Financial planning and Social Security benefits. 14:45 Social Security benefits and retirement planning. 16:35 Retirement planning, investment strategies, and financial independence. 18:52 Retirement planning and charitable giving with a playful twist. 23:11 Intergenerational wealth planning and simplifying the process. 24:54 Connect with Randy: LinkedIn: https://www.linkedin.com/in/rkbarkley/ Email: [email protected] Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected]

Episode metadata supplied by the publisher feed · Published Feb 6, 2024

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Episode 2 - Vision and Income Planning

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This episode was published on February 6, 2024.

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