Episode 31 – Myth Busters: Estate Planning

https://youtu.be/q6vvvOoT0G0 Join Laura Lee and Jeremiah Lee in Episode 31 of Myth Busters: Estate Planning, as they debunk common myths about estate planning. Discover why planning ahead is essential to avoid legal complications and ensure your assets are distributed as you wish. Join Laura Lee and Jeremiah Lee as they debunk common myths about estate … 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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Episode 6 – Legal Considerations for Survivors

https://youtu.be/ORRvPl42M7E Laura, Jeremiah, and Randy discuss legal considerations for widows and survivors in this episode of Building Wealthy Habits. Laura, Jeremiah and Randy cover topics like property titling, beneficiary designations, taxes after death, and updating estate plans. Jeremiah emphasizes the importance of both spouses being engaged in financial planning while alive. The crew explains how … Watch

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Succession Planning, Part 1 – Building Wealthy Habits

https://youtu.be/ZkmjhcxYPnE In this episode of Building Wealthy Habits, the crew dives into part one of a two part succession planning series. Enjoy! In this episode of Building Wealthy Habits, Randy and Jeremiah discuss the importance of succession planning for business owners, sharing stories of clients who lacked plans and struggled with unexpected transitions. They explore … Watch

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