PODCAST · business
Retirement Unlimited
by Randy Barkley
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
Episodes
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Episode 138 – Can Money Actually Buy You More Time?
What would you do with an extra hour in your day? For Jeremiah and Laura, the answer isn't necessarily more work. Sometimes it's playing chess with their kids, being fully present at a soccer game, or simply having enough space at the end of the day for a conversation that otherwise might not...
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Episode 137 - Saving for Retirement Is Only Half the Problem
For generations, retirement looked pretty simple: work for the same company, earn a pension, and receive a steady paycheck after you retired. Today, the responsibility looks very different. 401(k)s have created more flexibility, but they’ve also left many people wondering: Have I saved enough…
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Episode 136 – The Financial Checklist You’ve Been Putting Off
Some parts of your financial plan are easy to put off because nothing seems wrong today. But just like a small leak at home, the things you ignore can become much more important when life changes. In this episode, Jeremiah and Laura walk through some of the financial maintenance that can be easy…
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Episode 134 – Should You Buy a Business or Start Your Own?
Starting a business from scratch isn't the only path to entrepreneurship. Buying an existing business can give you a head start, but it comes with its own financial considerations. In this episode, Jeremiah and Laura explore what to consider when choosing between buying a business and building…
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Episode 133 - Is Being Debt-Free Always the Right Goal for Business Owners?
For business owners, being debt-free may sound like the ultimate goal. But as a business grows, financing can become one of many factors to evaluate when considering a new opportunity. In this episode, Jeremiah and Laura explore how business owners can think about debt within a larger financial...
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Episode 132 - Inflation & Interest Rates: What Do They Mean for Your Financial Plan?
Inflation and interest rates are constantly making headlines, but what do they actually mean for your financial plan? In this episode, Jeremiah and Laura put today’s economic environment into perspective and discuss how changing rates can affect decisions around retirement, borrowing, investing,...
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Episode 131 – You Received an Inheritance. What Should You Do Next?
Receiving an inheritance can open new possibilities, but deciding what to do with it may not be as simple as expected. In this episode, Jeremiah and Laura discuss what to consider before making major financial decisions, from understanding what you actually inherited to navigating potential tax...
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Episode 130 – What Does a Financial Advisor Actually Do All Year?
Financial planning should be more than an annual meeting or a conversation about investments. In this episode, Jeremiah and Laura explore what an ongoing relationship with a financial advisor can look like and why the work between major financial decisions matters. From preparing for what is…
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Episode 129 – The Financial Conversations You Keep Putting Off
Some of the most important financial conversations are also the easiest to avoid. In this episode, Jeremiah and Laura talk about the conversations around estate planning, succession, insurance, retirement, and your future that often get pushed off for “someday.” The key may be starting somewhere...
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Episode 128 – Should You Help Your Adult Children Financially?
Helping your adult children financially can come from a place of love, but the way that support is structured matters. A gift toward college, a first home, or another major opportunity may give them a meaningful head start. At the same time, ongoing support can unintentionally create dependency,...
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Episode 127 – Why Smart People Make Bad Financial Decisions
Being successful in your career does not automatically make financial decisions easier. Fear, compassion, overconfidence, and FOMO can influence even the smartest investors. Advice from friends, social media, or AI can also sound compelling without accounting for your full financial picture. In...
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Episode 126 – How to Raise Kids Who Are Good with Money
Kids are learning about money long before they earn their first paycheck. They learn from the conversations they hear, the choices they watch, and the opportunities they are given to spend, save, give, and make mistakes. In this episode, Jeremiah and Laura share what they are learning as they…
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Episode 125 – You Have More Money Than Ever… Why Doesn’t It Feel Like Enough?
Success doesn't always bring the peace of mind we expect. For many business owners and high achievers, greater financial success can also bring greater uncertainty. New opportunities, bigger decisions, and increased complexity often leave people asking, "What should I do next?" In this episode of...
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Episode 124 - The Part of Selling Your Business No One Talks About | with Cindy Jennings
Selling a business or stepping away from a career is often celebrated as the finish line. But for many business owners, that's when an entirely new journey begins. In this episode of Building Wealthy Habits, Laura sits down with Cindy Jennings, founder of Interwovenly and the LifeWise™ programs,...
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Episode 123 - Don’t Let a Surprise Tax Bill Ruin Date Night
A growing business can create more opportunity, more momentum, and more income. But it can also create one of the least welcome surprises for business owners: a tax bill they did not see coming. In this episode of Building Wealthy Habits, we talk about why tax planning should not wait until April...
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Episode 122 – What Do You Want Your Money to Do for You?
You've worked hard to build something real. But eventually, a new question begins to emerge: What do you want your money to do for you? Too many people spend years accumulating wealth without taking the time to define the life they actually want that wealth to support. They follow the crowd…
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Episode 121 - Your Business Is Growing. Now What?
Things are going well. Revenue is growing. Opportunities are expanding. And yet, many business owners find themselves asking a new question: Now what? Success creates a different kind of complexity. Taxes become larger. Decisions carry more weight. Relationships evolve. And the systems that…
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Episode 120 - The Money Conversation Most Couples Keep Avoiding
Money is one of the most important conversations in a relationship. It's also one of the most avoided. In this episode of Building Wealthy Habits, Jeremiah and Laura share a candid look at how they handle financial conversations in their own marriage. As financial planners, business owners,...
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Episode 119 - Should Your Business Own the Building It Operates In?
Should you buy the building your business operates in, or continue leasing? For many business owners, commercial real estate can become one of the largest investments they ever make. But owning a building is about much more than control over your space. In this episode, Jeremiah and Laura discuss...
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Episode 118 – JR Lay on Failure, Growth, & the Cost of Hustle Culture
What if the biggest turning point in your life starts with a difficult question? In this conversation, Jeremiah, Laura, and special guest JR Lay explore the tension many entrepreneurs and high achievers quietly carry beneath the surface. From identity and ambition to disruption, adaptability, and...
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Episode 117 - Don’t Miss the Moment! Preparing for a Business Exit
A business sale can create uncertainty and a long list of financial and planning decisions all at once. The months before and after an exit often become an important planning window in a business owner’s life. Jeremiah and Laura walk through several planning considerations that may help business...
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Episode 116 - RSUs vs. RSOs and What Employees Should Know
Stock options can be a valuable part of compensation, but they also come with important tax considerations, vesting schedules, and investment decisions. In this conversation, Jeremiah and Laura break down the differences between RSUs and RSOs, explain how vesting works, and discuss why many...
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Episode 115 - The Financial X-Ray Most People Avoid
What if your finances look fine on the surface, but the real story is underneath? Many people track a single number and assume everything is okay. In this episode, Jeremiah and Randy explain why that can be misleading and what a true financial x-ray actually reveals. A financial x-ray goes beyond...
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Episode 114 - You Sold the Business… Now What?
For many, selling a business or stepping into retirement is viewed as a finish line. But once you get there, a different set of questions often begins to take shape. What does your day-to-day look like? Where does your sense of direction come from? And how do you approach this next chapter with...
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Episode 113 - Before You Meet a Financial Advisor, Watch This!
For many people, reaching out to a financial advisor can feel uncertain. What do you ask? What do you share? And how do you know if it’s the right fit? In this episode, we begin breaking down the financial planning process from the very start. If you’ve ever felt like the industry is difficult to...
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Episode 112 - Hiring Your Kids in Your Business? What to Know First
Most business owners have heard this idea at some point. Can I pay my kids through my business? The answer is not a simple yes or no. It depends on how the arrangement is structured, what rules apply, and whether the work being done is legitimate. In this episode, we walk through how this concept...
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Episode 111 - Are Your Investments in the Right Place?
You could have the right investments… and still be making inefficient decisions. Because it’s not just about what you own. It’s about where you hold it. In this episode, we explore the difference between asset allocation and asset location, and why that distinction can shape how your strategy...
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Episode 110 - Why Your Tax Bill Keeps Surprising You!
Tax season brings more than just filing deadlines. It can reveal gaps in planning that may impact your financial picture over time. In this episode, Laura and Jeremiah explore the difference between tax preparation and proactive tax planning, and why many individuals and business owners find...
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Episode 109 - Common Investment Mistakes Even Smart Investors Make
Most investment mistakes don’t come from a lack of intelligence. They come from how decisions are made in moments of pressure. When markets move, emotions tend to follow. Fear can lead to hesitation. Optimism can lead to overconfidence. And constant headlines can create noise that makes it harder...
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Episode 108 - Mastering Liquidity: Risk, Emergency Funds & Investments
In this episode, the conversation breaks down liquidity—why it matters, how it protects your plans, and how it creates opportunity. Whether you’re a business owner managing unpredictable cash flow or planning for retirement, liquidity is the difference between feeling trapped and being able to...
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Episode 107 - Complex Estate Planning: Moving From Vanilla to Advanced
In this episode of Building Wealthy Habits, Laura Lee and Jeremiah sit down with estate planning expert Blake Johnson to break down what happens when a “basic” estate plan becomes a complex estate plan. They cover the real-world triggers for advanced estate planning—from growing net worth and tax...
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Episode 106 - Cash, Confidence, and Cycles: How Wealthy People Stay Steady
“Get rich quick” is a fun phrase—but in real life, it usually skips the part that matters most: keeping what you build and turning it into a life you can actually enjoy. In this conversation, Laura, Jeremiah, and Randy unpack the difference between being rich (having money) and being wealthy...
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Episode 105 - The Hidden Costs of Information Overload
If it feels like the financial news cycle is louder than ever, you’re not imagining it. In this episode of Building Wealthy Habits, the hosts unpack the reality of financial noise and how constant headlines, hot takes, and market commentary can create information overload that leads to anxiety,...
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Episode 104 - Beyond Net Worth: Redefining Financial Freedom
Net worth is simple to calculate, but it may be one of the most misleading measures of financial success. In this episode, the TriCord Advisors team explores why true wealth goes beyond assets minus liabilities and instead centers on financial freedom: the ability to control your time, choices…
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Episode 103 - Entrepreneurship: From Wealth Creation to Wealth Durability
Most entrepreneurs are wired for wealth creation—growth, momentum, and reinvesting back into the business. But eventually, the game changes. In this episode, we break down the critical transition from building wealth to protecting wealth—what we call wealth durability. We cover the mindset shift...
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Episode 102 - Understanding Semi-Liquid Investments
In this episode, Laura and Jeremiah Lee break down semi-liquid investments: What they are, why people buy them, and where investors get surprised. Using a SWOT analysis, they walk through the strengths, weaknesses, opportunities, and threats of investments that can be accessed, but often only…
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Episode 101 - Evaluating Alternative Investments During Market Uncertainty
In today’s episode, Laura and Jeremiah Lee break down what’s really driving market uncertainty right now—and why seeing wealthy investors “step back” can mess with your confidence if you’re not anchored to a plan. They talk through the danger of chasing headlines, the reality that the economy…
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Episode 100 - Risk Is Everywhere: How To Respond Without Panicking
Risk is everywhere in investing — valuations, geopolitics, inflation, even currency moves. In this episode, Jeremiah Lee and Randy Barkley break down the most common “yellow flags” investors face and explain how to respond without letting emotions drive the decision. You’ll learn why market...
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Episode 99 - Going Beyond the Fiduciary Standard
What does “fiduciary” actually mean—and is it enough to protect your long-term plan? In this episode, we break down the fiduciary role, why transparency matters, and why many people eventually need more than an advisor who simply “babysits” their money. As your life gets more complex—taxes…
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Episode 98 - Warning Signs That Your Financial Team Isn’t Growing With You
In episode 98 of Building Wealthy Habits, hosts Laura, Randy and Jeremiah discuss the signs that indicate when individuals and business owners have outgrown their financial teams, including their financial advisors, CPAs, and attorneys. They emphasize the importance of recognizing the need for...
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Episode 97 - Keep the IRS from being your Biggest Beneficiary
As tax season looms, there is one thing most people are thinking about: Keeping the IRS out of their pockets! That’s why this week Randy Barkley and Jeremiah & Laura Lee break down what really happens—tax-wise—when you inherit money, investments, and other assets. They walk through step-up in…
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Episode 96 - The Weakest Link in Your Estate Plan
In Episode 96 of Building Wealthy Habits, Randy Barkley and Jeremiah & Laura Lee unpack what real estate planning looks like in today’s world—beyond a stack of documents in a binder. They talk through why the best estate plans are less about legal checklists and more about clear communication,...
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Episode 95 - The Conversations You Can't Avoid
Around every corner, it feels like the world is more divided than ever. Politics, economics, culture, identity, and even holidays can become battlefields of ideas. In this episode, we step back from the noise and look at division and conflict through a historical lens, exploring how power, money,...
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Episode 94 - The Contrarian Mindset
Most people think wealth comes from buying more investments — but sometimes, the smartest move is to sell, hold cash, and wait. In this episode, Randy Barkley, Jeremiah Lee, and Laura Lee reveal why successful investors often take the opposite approach of the crowd. They dive deep into how a...
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Episode 93 - Advanced Tax Strategies for Business Owners
In this episode of Building Wealthy Habits, Jeremiah and Laura Lee break down one of the most overlooked areas of wealth strategy — estate planning for business owners. If you own a business or hold significant private assets, passing wealth to the next generation isn’t as simple as naming a...
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Episode 92 - The Lonely Side of Wealth: Why Success Can Feel Isolating
Wealth often brings freedom — but it can also bring isolation. In this episode of Building Wealthy Habits, hosts Laura and Jeremiah Lee dive into the emotional side of success, exploring why so many accomplished individuals feel alone when it comes to discussing their financial concerns. They…
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Episode 91 - Thinking About Selling Your Business? Watch This First!
Selling your business is one of the biggest financial decisions you’ll ever make — and the offer you receive is just the beginning. In this episode, Laura and Jeremiah Lee break down what really happens when a buyer shows interest, from understanding different types of offers to evaluating the…
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Episode 90 - Is your business funding or draining your retirement?
As entrepreneurs, it’s easy to stay laser-focused on growing the business — but what about growing you? In this episode, we dive into how business owners can create personal financial freedom while still fueling their company’s success. From reinvestment decisions to tax strategies and wealth...
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Episode 89 - The Art of Giving: Strategies for Family and Legacy
Most people think gifting is simple: write a check, transfer some stock, done. But here’s the truth—gifting can either save you taxes and strengthen family ties, or create conflict and unexpected tax bills. In this video, we dive into the complexities of gifting in tax planning and family…
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Episode 88 - Donor Advised Funds & Smart Giving Strategies for Tax Planning
In this episode, Laura and Jeremiah Lee discuss strategic charitable giving and its tax benefits. They explore donor-advised funds, appreciated stock donations, and qualified charitable distributions, offering insights into maximizing tax efficiency while supporting meaningful causes. Takeaways…
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ABOUT THIS SHOW
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
HOSTED BY
Randy Barkley
CATEGORIES
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Frequently Asked Questions
How many episodes does Retirement Unlimited have?
Retirement Unlimited currently has 341 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Retirement Unlimited about?
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...
How often does Retirement Unlimited release new episodes?
Retirement Unlimited publishes regularly with 341 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Retirement Unlimited?
You can listen to Retirement Unlimited on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Retirement Unlimited?
Retirement Unlimited is created and hosted by Randy Barkley.
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