TriCord Advisors, Inc.

3 Essential Tips for Financial Success from your #moneywisedad Listen until the end. There is gold at the end of the video. The wisdom from #Randy, your #moneywisedad is monumental!! 1. Save Until It Hurts 2. Don’t Buy New 3. Know Your Budget #financialfreedomjourney #moneymatters

Okay, folks, let’s talk. REAL TALK about RETIREMENT. What’s the goal? Retirement does not look the same for everyone. Some people want to take baby steps towards #retirement #semi-retirement. Some people can’t wait to travel 🧳. Some people are not sure what life after work actually looks like. 🤔 Another step towards retirement, create a VISION for this next season of life. Need help? We’re your people. We’d love to meet you! #retirementgoals #retirementplanning #retirementplan

If you are interested in retiring early, one step to keep in mind is paying off DEBT by your target retirement date. Think about what it would take to be 🆓 and remove all long-term debt payments, like mortgages, HELOC, car payments, education loans, etc. A major step towards #financialsuccess is eliminating debt. #wealthcreation #financialfreedomstartshere #financialfreedomjourney #moneymatters

WARNING: Have you ever heard someone tell you that you don’t need an emergency fund if you have a credit card??? If so, don’t believe them! #worstmoneyadvice Cash is still king 💸, and to pad your financial security, you need to make sure that cash flow is available. A rule of thumb is to keep 3-5 months worth of recurring monthly expenses in a savings or money market account. #financialplanning101 #financialplanningtips

What is the WORST money advice you have received? How about “Live for TODAY and not tomorrow” #YOLO How about “Live for Yourself” and assume generosity will come later. 🤔 What advice are you living for today? What choices will you make today that will impact your future and your community? #financialfreedomjourney

Anyone else missing the #WorldSeries this week? We decided to chat about why Ohtani’s contract made #MLB headlines, while still freeing up cash flow for the Dodgers… It’s an interesting case study on income and tax planning. Check out this week's episode of #BuildingWealthHabits 🎙️to hear all the details!

If planning for retirement were as easy as asking AI, then we all would do it! Find out what happened when I asked chatgpt what I need to do to retire early... Tune in wherever you get your podcasts 🎙️ #BuildingWealthyHabits #financialfreedomjourney

What does #FINANCIALFREEDOM look like for you? What does it feel like? How do you know when you have achieved it? Our goal for our clients is not to become wildly wealthy. The goal is #financialfreedom, and that means building a financial structure that supports their core values in a way that takes on the least amount of risk as possible. Want to share your vision for #financialfreedom? Come talk to us! We’d love to hear what it means to you.

Wanting to retire early? Or, experience #financialfreedom earlier than your parents did? You have to SET CLEAR GOALS. Retirement is no longer about sitting in your rocking chair and reading books. 🤓 People have ambitions for the #thirdact of their life and it includes travel, building a legacy, etc. The more you can define it, the more you can create a direct path to achieve it.

How do you make your investment portfolio BULLETPROOF, especially with volatility on the horizon? You want to have a RESERVE FUND to make sure you can weather the day to day storms. And remain conscious of DEBT. Now might not be the best time to take on new debt, and in fact, you want to be focused on paying off any liabilities (mortgage, loan payments, etc.) as you move closer to your #retirement date. #wealthcreation #financialfreedomjourney