In this episode of Retirement Unlimited, Randy dives into “Is Your Advisor Really Independent?” in the Retirement Update. Next, Randy reviews “The Upside to the Market's Beatdown” and “Why It's Hard to Reduce Volatility in a Portfolio” in Tactical Asset Management. 
Enjoy!

Is Your Advisor Really Independent? 05 - 14 - 22

In this episode of Retirement Unlimited, Randy and the team takes a look at Legal Considerations for Widows & Survivors. We’re going to talk about some common used terms and some broad legal concepts. This information might benefit you or someone you know.
Enjoy!

Tricord Advisors

Legal Considerations for Widows & Survivors 01 - 27 - 2024

Welcome back to the “Building Wealthy Habits” video podcast and radio program by TriCord Advisors. I’m Jeremiah Lee and joining me today is Laura Lee. Today, we are talking about the business life cycle. This is the progression of a new business over 5 stages.

Business Cycles 02 - 10 - 2024

In this episode of Retirement Unlimited, Randy and the group look at the financial specifics of charity and giving.
Enjoy!

Planned Giving 03 - 09 - 2024

Welcome back to the “Building Wealthy Habits” video podcast by TriCord Advisors. I’m Laura Lee and joining me today is Randy Barkley and Jeremiah Lee. Today, we are talking about Social Security for retirees. We’re going to cover the top 12 things you need to consider when thinking about Social Security and how it impacts your situation. At the end, we’ll share some helpful resources as well.
Enjoy!

Social Security 03 - 16 - 2024

In this episode of Retirement Unlimited, Randy and the team look into the different business structures such as sole proprietorships, LLCs, S-Corps, and other common business structures and what might work best for one's needs.
Enjoy!

What You Need to Know About Business Structures 03 - 23 - 2024

In this week's show, Randy and the team look at financial planning for physicians and it can change how you need to plan for your future finances.
Enjoy!

Financial Planning for Physicians 03 - 30 - 2024

Financial Planning for Physicians part II 04 - 06 - 2024

We discuss life's hard financial questions to help you make smart choices with your money. New Episodes each week.

Is Your Advisor Really Independent? 05 - 14 - 22

TriCord Advisors Podcast

Related tracks