Retirement Unlimited

About 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

Publisher

Randy Barkley

Category

business

Language

en

Explicit

No

First episode

21 Sept 2016

Latest episode

23 Oct 2026

Latest episodes

343 episodes in the feed.

1. 

   23 Oct 2026

   Episode 139 – Should You Pay Taxes Now or Later? The Roth IRA Question

   What if one of the biggest retirement decisions isn't how much you save, but when you pay taxes? Roth IRAs offer potential tax advantages, but knowing when and how to use them is just as important as understanding how they work. From Roth IRAs and Roth 401(k)s to backdoor Roth strategies and conversions, there are several ways to approach tax planning for retirement. Jeremiah and Laura explore how income limits, tax brackets, and retirement timing can influence which strategies may fit your financial picture. For business owners, high-income earners, and those approaching retirement, the goal isn't simply to pay less in taxes today, but to make thoughtful decisions with the future in mind. --- 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.

2. 

   16 Oct 2026

   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 happen. From grocery delivery and oil changes to getting help with lunches and household tasks, they share how they've experimented with spending money to reclaim their time and energy. The goal isn't to outsource everything. The goal is to decide what deserves your time, what someone else can do, and what you want to make more room for in your life. --- 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.

3. 

   9 Oct 2026

   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, and how do I turn what I’ve accumulated into income? Jeremiah and Laura look at how retirement has evolved, the differences between pensions and 401(k)s, and how Social Security, investments, and other income sources can work together. Because retirement isn’t about reaching an arbitrary number. The real question is what you need your money to make possible. --- 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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Apple Podcasts (US)

4.7 / 5

3 ratings

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