Retirement Unlimited

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

Retirement Unlimited is a business podcast hosted by Randy Barkley, with 332 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Randy Barkley hosts Retirement Unlimited, a business show with 332 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Retirement Unlimited

  Episode 129 – The Financial Conversations You Keep Putting Off

  Aug 14, 202623 min

  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 simpler: What do you actually want your life to look like? That vision can make the harder conversations much easier to begin. #financialplanning #moneyconversations #estateplanning #successionplanning #businessowners --- 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/attorney 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.

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  Retirement Unlimited

  Episode 128 – Should You Help Your Adult Children Financially?

  Aug 7, 202622 min

  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, unclear, expectations, or tension between siblings. In this episode, Jeremiah and Laura discuss how parents can support their adult children without taking away the responsibility and confidence that come from building financial independence. They explore the difference between helping and rescuing, whether financial support should be a gift or a loan, and why equal support may not always look exactly the same for every child. Thoughtful planning can help your generosity strengthen the next generation while still protecting your own financial future. --- 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/attorney 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.

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  Retirement Unlimited

  Episode 127 – Why Smart People Make Bad Financial Decisions

  Jul 31, 202620 min

  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 this episode, Jeremiah and Laura explore the behavioral patterns behind financial decisions, how personal experiences shape our relationship with money, and why a clear plan can help create a better filter for important choices. Understanding what may be driving your decisions is the first step toward making wiser financial choices instead of letting emotion take the lead. #behavioralfinance #financialplanning #investing #businessowner #entrepreneur #financialdecisions #wealthmanagement --- 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/attorney 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.

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  Retirement Unlimited

  Episode 126 – How to Raise Kids Who Are Good with Money

  Jul 27, 202622 min

  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 raise four children and work to build healthy money habits at home. The goal is not to raise children who never make financial mistakes. It is to give them a safe place to practice, learn, and gradually take greater responsibility for the resources they have. #parenting #familywealth #financialliteracy #moneyhabits #familyfinances --- 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/attorney 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.

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  Retirement Unlimited

  Episode 125 – You Have More Money Than Ever… Why Doesn’t It Feel Like Enough?

  Jul 17, 202622 min

  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 Building Wealthy Habits, Jeremiah and Laura explore why success can feel more stressful than expected, how to move beyond fear and uncertainty, and why a clear vision is essential for navigating your next season with confidence. Financial success changes more than your balance sheet. It changes the questions you're asking, and the opportunities in front of you. #businessowners #financialplanning #growthmindset #entrepreneurship #financialconfidence #wealthmanagement --- 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/attorney 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.

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