Shows
More Than Commas321 - Should you Die with Zero?In Episode 321 of More Than Commas, Paul Adams unpacks the core ideas of Bill Perkins' book Die With Zero, which challenges the conventional wisdom of hoarding wealth for retirement. Instead, Perkins urges us to align our money, time, and energy with meaningful experiences during the prime years of our lives. Paul explores concepts like the “Fulfillment Curve,” “Memory Dividends,” and “Time Bucketing,” showing how intentional spending can create lasting impact and relational ROI. This episode encourages listeners to rethink legacy, give generously while they’re alive, and plan for a rich life—not just a rich bank account...2025-05-0508 min
More Than Commas308 - Starting a Business with your 401kIn episode 308 of the More Than Commas, Host Paul Adams is joined by Jeremy Ames to explore the Rollovers for Business Start-ups (ROBS) strategy, a unique funding option that allows entrepreneurs to use their retirement savings to launch or acquire a business without incurring penalties. Jeremy outlines the ROBS process, emphasizing the importance of forming a C-corporation and setting up a new 401(k) plan. He discusses compliance requirements and the roles of key parties involved, including Guidant Financials' support in navigating regulations. Links: https://www.guidantfinancial.com/ https://www.guidantfinancial.com/401k...2025-02-0538 min
More Than Commas302 - Backdoor ROTHIn episode 302 of More Than Commas, Host Paul Adams discusses the Backdoor Roth IRA, a strategy designed for high-income earners who exceed the income limits for direct contributions to a Roth IRA. Listeners will learn how to navigate these limits and create a more tax-efficient retirement strategy. --- This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance an...2024-12-1006 min
More Than Commas301 - Roth IRA vs. Traditional IRAIn this episode of More than Commas, host Paul Adams unpacks the crucial differences between Roth IRAs and Traditional IRAs, two popular retirement accounts. Discover how taxes, contribution limits, and withdrawal rules impact your financial future. Paul explains the tax benefits of each account, eligibility requirements, and the implications of Required Minimum Distributions (RMDs). Whether you’re seeking immediate tax relief or planning for tax-free withdrawals in retirement, this episode offers valuable insights to help you make informed decisions. --- This Material is Intended for General Public Use. B...2024-12-0506 min
More Than Commas300 - Introducing More Than CommasIn this episode of More than Commas, host Paul Adams unveils the exciting rebranding of the podcast, formerly known as Sound Financial Group Podcast. With the new tagline "Your wealth is more than commas," Paul explains the motivation behind this change, emphasizing that true wealth encompasses more than just financial figures. Listeners can expect a broader conversation about living a fulfilling life, integrating career, relationships, and health alongside financial strategies. Join us as we embark on this journey to explore what it means to build a life rich in every sense. Don't miss out!2024-12-0204 min
James B. Crichton LecturesJames B. Crichton - Life and Ministry of PaulThis message was presented on February 23, 1979 at the Mid-South Bible College 1979 Friday Morning Men of Memphis Class.
This lesson: Life and Ministry of Paul
This is a single stand alone lesson.
Episode 321 Catalog #381. File 622/6232024-10-3155 min
James B. Crichton LecturesJames B. Crichton - Philippians Life & Ministry of Paul (part 1 of 2) (Series - The Book of Philippians 19 of 20) (Addendum to study)This message was presented on July 6, 1979 at the Mid-South Bible College 1979 Friday Morning Men of Memphis Class.
This lesson: Philippians Life and Ministry of Paul
This is lesson 19 of 20 in Dr. Crichton's series on the Book of Philippians. This is part 1 of 2 of lesson 19)
Episode 268 Catalog #326. File 520e2024-08-1745 min
James B. Crichton LecturesJames B. Crichton - Philippians Life & Ministry of Paul (part 2 of 2) (Series - The Book of Philippians 19 of 20) (Addendum to study)This message was presented on July 6, 1979 at the Mid-South Bible College 1979 Friday Morning Men of Memphis Class.
This lesson: Philippians Life and Ministry of Paul
This is lesson 19 of 20 in Dr. Crichton's series on the Book of Philippians. This is part 2 of 2 of lesson 19)
Episode 268 Catalog #326. File 520f2024-08-1719 min
James B. Crichton LecturesJames B. Crichton - Philippians: The Life and Journeys of Paul (part 2 of 2) (Series - The Book of Philippians 1 of 20)This message was presented on February 23, 1979 at the Mid-South Bible College 1979 Friday Morning Men of Memphis Class.
This lesson: The Life and Journeys of Paul
This is lesson 1 of 20 in Dr. Crichton's series on the Book of Philippians. This is part 2 of 2 of lesson 1)
Episode 250 Catalog #308. File 4922024-07-0923 min
James B. Crichton LecturesJames B. Crichton - Philippians: The Life and Journeys of Paul (part 1 of 2) (Series - The Book of Philippians 1 of 20)This message was presented on February 23, 1979 at the Mid-South Bible College 1979 Friday Morning Men of Memphis Class.
This lesson: The Life and Journeys of Paul
This is lesson 1 of 20 in Dr. Crichton's series on the Book of Philippians. This is part 1 of 2 of lesson 1)
Episode 250 Catalog #308. File 491
2024-07-0931 min
James B. Crichton LecturesPaul Davidson - Romans 16: 1-6 (Series - The Book of Romans 59 of 60)
This message was presented on May 2, 1983 at the Mid-South Bible College 1981-1983 Monday Evening Class.
Due to illness Dr. Crichton was unable to teach this lesson. Filling in for him was Professor Paul Davidson.
This lesson: Christianity in Action: The Relationship of Christians to One Another
This is lesson 59 of 60 in Dr. Crichton's series on the Book of Romans.
Episode 225. Catalog #278. File 443/444
2024-04-1657 min
James B. Crichton LecturesDr. James B. Crichton (Guest speaker this lesson is Paul Davidson)- John 17: 20-26 (Series - The Gospel of John 54 of 58)
This message was presented on May 18, 1981 at the Mid-South Bible College 1979-1981 Monday Night Adult Education Class.
Tonight's lesson: "The High Priestly Prayer".
This is lesson 54 of 58 in Dr. Crichton's series on the Gospel of John.
Dr. Crichton was not feeling well and asked Paul Davidson to fill in for him for this lesson.
Episode 132, Catalog #182, File 264/265.
2023-11-1255 min
James B. Crichton LecturesPaul M. Davidson (guest speaker) - Genesis 21 (Series - The Book of Genesis 25 of 32)With Dr. Crichton absent on this particular evening, Paul M. Davidson once again filled in as the guest speaker. Brother D went back and covered Genesis 21 on Abraham, Sarah and Isaac. This is lesson #25 of the 32 lessons in this series on the Book of Genesis.
This message was presented on April 3, 1978 at the Mid-South Bible College 1977/1978 Monday Night Adult Education Class.
(Episode #72, Catalog #56, File 113/114/115)
2023-08-251h 12
James B. Crichton LecturesPaul M. Davidson (guest speaker) - Genesis 12:10 - 13:18 (Series - The Book of Genesis 17 of 32)With Dr. Crichton absent on this particular evening, Paul M. Davidson filled in as the guest speaker teaching on the life of Abraham from Gensis 12 and 13. This is lesson #17 of the 32 lessons in this series on the Book of Genesis.
This message was presented on February 6, 1978 at the Mid-South Bible College 1977/1978 Monday Night Adult Education Class.
(Episode #64, Catalog #48, File 96/97)
2023-08-171h 15
James B. Crichton LecturesPaul M. Davidson (guest speaker) - Daniel 11 (2 of 2) (Series - Study in the Book of Daniel 14 of 16)
With Dr. Crichton on a speaking engagement in India, Paul M. Davidson filled in as the guest speaker for four weeks. This is his fourth lesson continuing on with his study on Daniel 11.
This message was presented on February 2, 1979 at the Mid-South Bible College 1978/1979 Friday Morning Men of Memphis Class.
The recording of this message was started after Brother D. began speaking so a little bit of the beginning of this class is not available. Also for the first ten minutes the original cassette tape would drag as it was being copied...2023-06-051h 04
James B. Crichton LecturesPaul M. Davidson (guest speaker) - Daniel 11 (1 of 2) (Series - Study in the Book of Daniel 13 of 16)
With Dr. Crichton on a speaking engagement in India, Paul M. Davidson filled in as the guest speaker for four weeks. This is his third lesson in which he begins his study on Daniel 11.
This message was presented on January 26, 1979 at the Mid-South Bible College 1978/1979 Friday Morning Men of Memphis Class.
The recording of this message was started after Brother D began speaking so a little bit of the beginning of this class is not available. There is also some brief tape distortion for several seconds at the beginning of this recording.2023-06-041h 03
James B. Crichton LecturesPaul M. Davidson (guest speaker) - Daniel 10 (2 of 2) (Series - Study in the Book of Daniel 12 of 16)
With Dr. Crichton on a speaking engagement in India, Paul M. Davidson filled in as the guest speaker for four weeks. This is his second lesson in which he continues his study on Daniel 10.
This message was presented on January 19, 1979 at the Mid-South Bible College 1978/1979 Friday Morning Men of Memphis Class.
In the processing of this original cassette tape recording the first three minutes of the tape drags a bit. After three minutes the remainder of the message is fine.
(Episode #12, Catalog #75, File 154/155)
2023-06-031h 04
James B. Crichton LecturesPaul M. Davidson (guest speaker) - Daniel 10 (1 of 2) (Series - Study in the Book of Daniel 11 of 16)With Dr. Crichton on a speaking engagement in India, Paul M. Davidson filled in as the guest speaker for four weeks. This is his first lesson. This is classic Brother D. Don't miss it.
This message was presented on January 12, 1979 at the Mid-South Bible College 1978/1979 Friday Morning Men of Memphis Class.
(Episode #11, Catalog #74, File 152/153)
2023-06-021h 07
Oceans of Love with Dr. J. Ralph McIntyrePaul, Called to Be an Apostle (Romans 1) - Dr. J. Ralph McIntyre (September 22, 1956) (Devotion from Bellevue Baptist Church for KWAM Radio in Memphis, Tennessee (episode 201)This message was broadcasted on KWAM Radio in Memphis, Tennessee on September 22, 1956. It was part of a weekly 15 minute devotional broadcast produced by Bellevue Baptist Church featuring their pastor Dr. Robert G. Lee. Dr. J. Ralph McIntyre, assistant pastor at Bellevue, was the speaker for this broadcast since Dr. Lee was out of the country speaking in the Canal Zone.
The broadcast began with the Bellevue Choir singing "Victory Through Grace."
Brother McIntyre then spoke on Paul who was called to be an apostle separated unto the gospel of God.
This broadcast was...2023-05-2213 min
More Than CommasPaul to The Wall 7For full show notes visit: https://sfgway.com/271 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational pu...2023-03-2206 min
More Than CommasSolutions To The Illusions Of InvestingBeard growth and momentum investing aren't too different, they’re both real, they’re just not profitable, (unless it's Paul Adams beard of course). After discussing the illusions of investing last week, Paul and Cory break down the actions you can take as solutions to those illusions. For full show notes visit: https://sfgwa.com/ep195 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situat...2020-12-0837 min
More Than CommasThree Big Accounting Mistakes That Can Take Your Business DownIsn’t money the engine for your business? Van Haas, CEO of Accountix Solutions joins Paul Adams for a discussion on how to protect your ‘ship’ from sinking beginning with accounting. While many managers overlook or defer to an accountant to handle the numbers and bookkeeping, without recurring reviews, you won’t have total control of your business and profitability. Find out how to use the numbers from the accounting office to better run your business, in this week’s episode. Contact Van: Van@accountix.co For full show notes visit: https://sfgwa.com/ep185 Cont...2020-07-2830 min
More Than CommasAre You Taking Your CEO Brain Food with Michael LanghoutIn this episode of Your Business, Your Wealth, Paul and Cory welcome CEO, entrepreneur and business growth coach, Michael Langhout to share his experience working strategically with businesses and CEOs. Michael is a self-described lifetime learner and is extremely well read, especially when it comes to books about business. Paul, Cory and Michael discuss the importance of culture, hiring the right people, and execution. They talk about disruption in the ever-evolving landscape of the marketplace. Finally, Michael provides a list of books he recommends to listeners of Your Business Your Wealth. Paul and Cory encourage the audience to subscribe...2019-12-0331 min
More Than CommasWhat Can You Do Now That You Are Aware Of The Illusions?: Illusions of Investing, Part 5In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part five of this series, Paul and Cory discuss what you can do now that you’re aware of these illusions of investing. They share and analyze the concept of Passive Structured Investing and explain how to build and maintain an investing portfolio. Paul expounds on the Modern Portfolio Theory, the Four Factor Model, and the importance of client education and coaching. Finally, Paul and Cory take the audience through Sound Financial Group’s Passive Structured Investing Mode...2019-11-2644 min
More Than CommasDo You Know Your Fees and Costs?: Illusions of Investing, Part 4In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part four of this series, Paul and Cory talk about the importance of understanding fees and costs of your investments. Specifically, they focus on the illusion that mutual funds come without any hidden fees or costs to you as an investor. Paul speaks to transaction costs, cash drag, the bid-ask spread and turnover ratio, to name a few examples of fees that can impact your investments. Finally, Paul encourages the audience to independently investigate different mutual funds...2019-11-1921 min
More Than CommasHow Do I Know When to Get Out?: Illusions of Investing, Part 3In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part three of this series, Paul and Cory debunk the myth of market timing. Specifically, they focus on the illusion that an individual investor can successfully navigate the market in order to maximize returns. Paul provides intriguing and eye-opening examples of market performances over different decades to show that, even if you timed the market correctly, predicting its future performance is a near impossibility. Finally, Paul shares a clip from an interview with world-renowned investment consultant, Charles...2019-11-1220 min
More Than CommasDoes 20/20 Hindsight Help?: Illusions of Investing, Part 2In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. Specifically, they focus on the illusion of investing based on the successful track record of asset management firms. Nobody can consistently and predictively outperform the market, not even the highest performing mutual funds. Paul proves this concept by analyzing numerous top performances of asset managers across multiple years and half decades. Finally, Paul speaks to the Dollar Coin experiment he and Cory performed at a recent conference. For full show notes, including a FREE PDF of...2019-11-0622 min
More Than CommasStock Picking & Survivorship Bias Illusions of Investing, Part 1In this episode of Your Business, Your Wealth, Paul and Cory begin a discussion on stock picking and survivorship bias illusions. Specifically, they focus on the illusion that individuals and advisors can consistently and predictively outperform the market. Paul takes the audience through the history of mutual funds and provides an investment example to further his point on survivorship bias. Finally, Paul breaks down the two narratives that often occur when investing in the marketplace. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep163 “Legends Are Made” Copyright 2017. Music...2019-10-2923 min
More Than CommasZip Codes and 401(k)sIn this episode of Your Business, Your Wealth, Paul and Cory break down one of the most common and critical tools for retirement, the 401(k). While investing in your 401(k) can be a great way to start planning for retirement, it should not be viewed as the only tool. Paul and Cory discuss maximizing your match, penalties and limitations of 401(k)s, and reasons to have other investments in place as a high-income earner. Finally, Paul and Cory provide advice to the audience on ways they can look to seriously save for life after work. For full...2019-10-1627 min
More Than CommasInfluence, Persuasion and Reality with Scott AdamsIn this episode of Your Business, Your Wealth, Paul and Cory welcome author, businessman and cartoonist, Scott Adams. Scott expounds on his extensive background in persuasion, influence, and hypnosis, which aided in his creation of the classic satire cartoon strip, Dilbert. Scott breaks down some of the major topics covered in his books, including the concepts of second and third dimensional thinking. Finally, Scott discusses his work with WhenHub and provides some insights into his latest book, Loserthink. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep147 “Legends Are...2019-07-0954 min
More Than CommasDiagnosing the Broken Healthcare System with Dr. Paul ThomasThis episode of the Sound Financial Bites Podcast tackles a topic that is central to our financial and physical wellbeing: healthcare. Paul Adams and Cory Shepherd welcome primary care physician Dr. Paul Thomas to discuss his practice, Plum Health, and the innovative strides he is making in the healthcare industry. Dr. Paul’s mission is to make healthcare accessible to those who cannot afford it and those who are fed up with the time, energy and money spent on traditional methods. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-129...2019-03-0538 min
More Than CommasNear Misses, Actual Tragedies, and Disciplined Strategies, Part 3Welcome back to the final episode of this three-part series on Near Misses, Actual Tragedies, & Disciplined Strategies. In this episode, Paul Adams and Cory Shepherd discuss eight strategies that can be used as guiding principles for overall financial well-being. The first five are practical applications that almost anyone can do like setting up a wealth coordination account or practicing building a portfolio. The other two are more philosophical in nature and are meant to challenge the audience to think differently about finance. Paul and Cory discuss the importance of cash flow as it pertains to building wealth. Building an...2019-02-2637 min
More Than CommasNear Misses, Actual Tragedies, & Disciplined Strategies, Part 2Welcome back to part two of the three-part episode on near misses, actual tragedies, and disciplined strategies. In this episode, Paul Adams and Cory Shepherd discuss case studies of real-life financial tragedies they have witnessed throughout the course of their careers. Paul begins with a tragic story of a wealthy man who waited too long to purchase life insurance and the financial devastation it caused his family. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-124 This Material is Intended for General Public Use. By providing this material...2019-01-2936 min
More Than CommasNear Misses, Actual Tragedies, & Disciplined Strategies, Part 1 Episode 123 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 1 In this episode of the Sound Financial Bites podcast, host Paul Adams & co-host Cory Shepherd begin a three-part series sharing true stories of near misses, actual tragedies, and disciplined strategies from their combined 30 years of experience. The case studies shared in this episode involve disability insurance, the power of cash flow, real estate decisions, making wise decisions in your white coat window, Backdoor Roth IRAs, and navigating through the downturn of 2008. For full show notes, including a FREE PDF of the transcription, visit: ...2019-01-0135 min
More Than CommasBasics of Debt, Part 2: Dealing with Mortgages Episode 122 - Basics of Debt, Part 2 - Dealing with Mortgages In this episode of the Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd tell the tale of two sisters. One of them paying off her mortgage over 15 years, and the other over 30 years. Through this allegory, Cory and Paul discuss how to pay off your house in a manner that gives you the most freedom. Their conversation covers the basics of mortgage payment plans, the reason that banks benefit from the 15-year plan, and simple interest debt versus compound interest growth. ...2018-12-2024 min
More Than CommasInbetweenisode: The Sky is Falling In this episode of the Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd talk about their investment philosophy with highly specific analytics to back up their claims. The conversation covers the history of the market, volatility, debunking financial industry myths, and the concrete evidence that an academically allocated & globally diversified portfolio provides the strongest and most reliable return over a longer period of time. For full show notes, including a FREE PDF of the transcription, visit: http://www.sfgwa.com/blog/podcast-episode-121-inbetweenisode-the-sky-is-falling This Material is Intended for Ge...2018-12-1433 min
More Than CommasBasics of Debt In this episode of the Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd talk about the basics of debt and pull back the curtain of the automobile leasing industry to help you make wiser purchases for your long-term financial health. In this conversation, Cory breaks down the myth of a zero percent car loan and Paul explains the full disclosure of the 2019 BMW i8 car lease. For full show notes, including a FREE PDF of the transcription, visit: www.sfgwa.com/blog/podcast-episode-120-basics-of-debt This Material is Intended fo...2018-12-1027 min
More Than CommasInvest Like a Nobel-Nerd In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd continue their series on maximizing the white coat window by discussing best practices in investing. Through their conversation, Paul and Cory debunk more myths of the financial advising industry. They talk about the three primary investment strategies, understanding the benefits of volatility, and how to structure your finances for long-term growth by annually rebalancing your investments. For full show notes, including a FREE PDF of the transcription, visit: www.sfgwa.com/blog/podcast-episode-119-invest-like-a-nobel-nerd This Material is Int...2018-11-2730 min
More Than CommasWhat You Don't Know... Is Hurting You In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd discuss how seeing the big picture of the financial industry can strengthen your resolve to persevere through short-term fluctuations and set you on the path to definite financial independence. Their conversation shares the not-so-secret motivations of financial institutions, debunks the myth of beating the market, and breaks down the world of mutual funds. For full show notes, including a FREE PDF of the transcription, visit: www.sfgwa.com/blog/podcast-episode-118-what-you-don’t-know-is-hurting-you This Material is Intended for Gene...2018-11-2034 min
More Than CommasProtecting Your Window, Part 1 In this episode of the Sound Financial Bites podcast, co-hosts Paul Adams and Cory Shepherd sit down to discuss how to make the wisest decisions towards long-term protection during your White Coat Window. Paul and Cory talk about common mistakes they have observed in insurance structures, talk about the protective benefits of umbrella insurance, and provide a formula for determining how much umbrella insurance you need to design and build a good life. For full show notes, including a FREE PDF of the transcription, visit: http://www.sfgwa.com/blog/podcast-episode-114-protecting-your-window-part-1 Th...2018-10-2327 min
More Than CommasThe Market Dropped!!!!!In this episode, Paul discusses the key driving force motivating people to abandon a disciplined strategy of keeping portfolios, market volatility. We learn that volatility is a great asset for portfolios, as long as we are prepared for it in the ways Paul describes. We explore the last 40 years of market volatility and examine what it truly means to have a diversified portfolio, the benefits of being unswayed by news outlets, and the fact that downturns in the market are inevitable but not hopeless with the advice Paul shares in this episode. Finally, Paul makes a special o...2018-09-1134 min
More Than CommasJake DeKinder - Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake DeKinderJake DeKinder is the head of all advisory communications and the VP of DimensionalFund Advisors. Jake works with advisors across the world to help them bettercommunicate to their clients in plain language the complex topics surrounding investing.He received his MBA from the McCombs School of Business at The University of Texasat Austin and he also holds the CFA designation. In this conversation, Paul speaks with Jake about Dimensional Funds history and hisrole with the advisor and client, why trying to outguess the markets doesn’t work verywell, how everyones behavior in a mutual fund impacts your ou...2018-03-1744 min
More Than CommasSummer Anderson - Executives Burning Out on EntrySummer Anderson is an Executive Search and Executive Development professional at MiROR Partners. She has spent 20 years attracting and retaining executives for large Fortune 500 companies. Businesses engage her firm not only to find executives, but to also coach existing teams and new team members coming into new companies so the team operates at its best. MiROR also helps corporations really think through its leadership architecture and about where their future state lies so they can plan on how they’re going to get there. For full show notes and to download a FREE copy of th...2018-03-0827 min
More Than CommasMichael Fennessy - Confessions of a 401(k) FreakMichael Fennessy is the Regional Sales Director for Ameritas and an expert when it comes to 401(k) plans and inspiring business owners and their employees to save for retirement. For the past 14 years Michael has helped a variety of companies from small business owners to Fortune 500 companies with implementing employee benefits. For the past four years he’s concentrated his work on how to create situations where there is tax-free money available at retirement. In this episode, Paul and Michael will teach you about strategies regarding your retirement plan and how it’s more than just the inve...2018-03-0750 min
More Than CommasEdmund Moy - Making A Lot of Money with the Last Director of the US Mint, Edmund MoyEdmund Moy is the son of a Chinese immigrant who grew up working in his father’s restaurant doing everything from washing dishes to the bookkeeping. As a young boy working the cash register at the restaurant, he would go through the change drawer looking for unique coins. This soon turned into a hobby and 40 years later he would be appointed the 38th and last Director of the United States Mint. (As of this recording the position remains vacant) Ed got his start working for the George W. Bush campaign and helped advise the transition. He was la...2018-01-0951 min
More Than CommasJean Thompson - Building an Indulging CareerJean Thompson is the owner and CEO of Seattle Chocolates and JCoco, a high-end chocolate brand that gives back to the community with every purchase by donating a fresh serving of food to someone in need. Before she took the reigns at Seattle Chocolates she was an early investor of the company and worked at Microsoft in Corporate Communications. In this conversation, you will learn how Jean got involved with the company, what inspired her to create their line of high-end chocolates, and why it’s important to figure out your ‘Genius Zone.’ For full show n...2018-01-0233 min
More Than CommasJohn Patterson - Transact or Die Part 2 with John Patterson of Influence EcologyIn part 2 of my conversation with John Patterson, CEO and co-founder of Influence Ecology, we talk about the Four Conditions of Life, accurate thinking, and building transactions to satisfy aims. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or...2017-09-2637 min
More Than CommasJohn Patterson - Transact or Die Part 1 with John Patterson of Influence EcologyJohn Patterson is the co- founder and CEO of Influence Ecology which is a specialized study that helps ambitious professionals satisfy their aims for work and money. John is known for his leadership offering practical, compelling, and relevant educational programs, lectures, and interviews focused on personal, business, and management effectiveness and performance. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory...2017-09-1933 min
More Than CommasDr. Paul Conti - Stop Should-ing on Your MoneyOn this episode of Sound Financial Bites, I speak with Dr. Paul Conti. Dr. Conti is a General Psychiatrist, treating all aspects of mental illness and the impact of life stressors. He is a graduate of Stanford University School of Medicine and he served as Chief Resident at Harvard. Named one of Oregon’s top psychiatrists in 2008, he also has practices in Los Angeles, New York, and Portland. Dr. Conti also provides business-related and legal consulting services to his clients and today he shares his knowledge of money and its impact on the human psyche. We talk ab...2017-08-2250 min
More Than CommasWhat the 401(k) Part 3 - Optimizing Your 401(k)In part 3 of this series on 401(k) plans, Paul Adams talks about the importance of assessing your financial situation, how much you should begin contributing to your 401(k), how you should invest your money, and how to choose the taxation of the money. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act...2017-06-1329 min
More Than CommasYour 401(k) and What It Means to Your EmployerThere are three large groups out there who are deeply invested and interested in your 401(k). Paul Adams is here to shed some light on who those groups are, and what roles they play, when it comes to your money. Today’s episode dives into the 401(k) from your employer’s perspective. It’s important to have tools to help you navigate this space, or else you could be stuck in a corporate American job until you retire. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa...2017-05-3016 min
More Than CommasMarcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer ProductionsMarcus “Bellringer” Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world’s biggest superstars such as Usher, Britney Spears, and more. This episode is part two of a two-part interview with Marcus. Marcus continues his discussion on the highs and lows of what fame can do to somebody’s career and financial future. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Reg...2017-05-1648 min
More Than CommasMarcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer ProductionsMarcus “Bellringer” Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world’s biggest superstars such as Usher, Britney Spears, and more. Marcus has seen the highs and lows as to what fame can do to somebody’s career and financial future. This is part one of a two-part interview with Marcus, so stay tuned to next week’s show! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog2017-05-1032 min
The Next Track♫ Episode #50 – Streaming Music in Your HomeDeveloper Paul Kafasis joins us to discuss in-house streaming: AirPlay, Bluetooth, and Google Cast.
This week’s guest:
Paul Kafasis of Rogue Amoeba Software
Show notes:
Episode #43 – Streaming Music 2.0
Episode #47 – 10 Ways to Connect Your Computer to Your Stereo
Kirk’s Yamaha R-N301
Rogue Amoeba’s AirFoil
Google Chromecast
Our next tracks:
Kirk: Moody Blues: Days of Future Passed
Doug: David Lindley: El Rayo-X
If you like the show, please subscribe in iTunes or your favorite podcast app, and please rate the podcast.Special Guest: Paul Kafasis.Support The Next T2017-04-2834 min
More Than CommasOutrageously Priced by Design Part 2Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is two of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. Be sure to listen to last week’s episode before listening to this one! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this...2017-04-2534 min
More Than CommasOutrageously Priced by Design Part 1Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is just part one of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any sp...2017-04-1829 min
More Than CommasWhat's New on Sound Financial BitesPaul Adams has just come back from a fantastic conference called Social Media Marketing World. He has a lot of takeaways, but most importantly, he discusses some of the new changes and pivots the podcast will take in order to better serve you, the listener! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to...2017-04-1123 min
More Than CommasDesign and Build Your Life In Order — Sufficiency Surplus SuperfluencePaul Adams discusses the difference between living a sufficiency, surplus, or superfluence lifestyle, and what kind of numbers you need if you were to fall into one of these three categories. There’s nothing wrong with living a lavish lifestyle, but make sure you have enough funds on your balance sheet to sustain you. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment ad...2017-03-0730 min
More Than CommasWhy Fees, Why NowPaul Adams discusses how traditional advisors are compensated, and why this is often a bad thing when it comes leveraging the best options for your money. Paul also explains why he shifted from the traditional commission-based pay structure, into what he currently uses now, which is designed to help the client in the best possible way. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to...2017-02-2830 min
More Than CommasAl Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill LawrenceWhy do you need to understand the way banks speak? When it comes to your money, it’s important to be able to translate what banks are saying to you into English, and avoid being the prey in a predator system. Today, Paul invites Al Davis and Bill Lawrence to help us decode this ‘Bankanese’ language, and make sense of it all. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue...2017-02-0743 min
More Than CommasWhy All Your Advisors Should be VirtualPaul Adam discusses why your financial advisors should be virtual, and why you need a team of them working on your side (not just one CPA). You’re bound to move throughout the length of your career, so don’t let location stop you from growing and protecting your wealth. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, memb...2017-01-2513 min
More Than CommasTodd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 2Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide inve...2017-01-1737 min
More Than CommasTodd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 1Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide inve...2017-01-1039 min
More Than CommasMaggie Richter - Mortgage Myths for EntrepreneursToday’s special guest is Maggie Richter, Loan Advisor for RPM Mortgage. Maggie helps ‘bust’ some common mortgage myths, for both entrepreneurs and W2 executives, on this week’s show. It can be frustrating, applying for a mortgage, because it can often feel very invasive and extreme, but Maggie is here to explain why these requests are so important for your application. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue S...2016-11-2233 minThe Next Track♫ Episode #27 – Composing Music for Stage and Screen, with Paul EnglishbyPaul Englishby talks about composing music for stage and screen, including the Royal Shakespeare Company’s new production of The Tempest.
This week’s guest:
Paul Englishby
Paul Englishby on IMDB
Show notes:
The Tempest at the Royal Shakespeare Company
Clips of Paul Englishby’s music for the RSC’s production of The Tempest
The Tempest: Music and Speeches
Miles Davis improvising the score for Louis Malle’s Ascenseur pour l’echafaud
Our next tracks:
Kirk: Mozart 225
Doug: Mose Allison: Greatest Hits – The Prestige Collection
If you like the show, please s...2016-11-1831 min
More Than CommasWhat Does It Take To Sell A Business with Andrew Cross and Damon PistulkaAndrew Cross is the Principal at Cross Northwest, Inc. and Damon Pistulka is the Managing Partner at Cross Northwest, Inc. This week’s topic dives into what business owners and business buyers need to know about selling/buying a business. Andrew and Damon tackle both sides of the coin to help business owners get an overall perspective of what they need to do, long before they decide to sell their business and retire. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Pa...2016-11-0237 min
More Than CommasIllusions of Investing Part 3 - Timing is Everything.... NOT!Paul Adams is back with another myth-busting podcast session. This episode is part 3 of 6 on investing illusions. Can you time the market? Do you know when is the best time to buy-in or sell-out? Chances are you'll lose more money trying to play the market than if you simply stuck with it. So, why are major publications trying to constantly have you move your money out or in? It boils down to advertisers! Find out more about this illusion on this week's podcast For full show notes and to download a FREE copy of the transcript for...2016-10-1118 min
More Than CommasStop Acting Rich Part 1You may feel confronted by the financial topics discussed in this episode. You may also feel motivated by the topics of this week’s episode. However this episode makes you feel, you need to listen to this episode and next week’s episode to get a full understanding of Dr. Thomas Stanley’s book, Stop Acting Rich. Your host, President and CEO of Sound Financial Group, Paul Adams shares his personal connection with the book and how the world of those with true wealth looks different when you remove the glitter. For full show notes and to downlo...2016-09-1319 min
More Than CommasEntrepreneurs Are Endangering ThemselvesPaul Adams brings you another insightful podcast episode today and talks directly to entrepreneurs or small business owners pouring their heart and soul into their businesses. Are you an entrepreneur? Then you definitely do not want to miss out on Paul's wise words on how to diversify your personal balance sheet for a long and comfortable retirement. We know not to put all our eggs in one basket, yet entrepreneurs seem to do this time and time again. Paul says that it doesn't have to be this way! For full show notes and to download a FREE...2016-08-2927 min
More Than CommasPaul Menig - Why Paul Menig Doesn't Want to Buy Your Business!Paul Menig is the Founder and CEO of Tech-I-M, a company that strives to achieve faster and more profitable growth. What are some of the ways you can increase the value of your business and make it an easier sell in the future? What kind of figures should you be looking at when trying to sell your company at a reasonable price? Paul has the answers to all these questions and more on this episode. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog2016-08-2333 min
More Than CommasDennis Brislawn - Passing On Legacy AssetsDennis Brislawn is an estate and gift tax planning professional, as well as an asset protection expert. Do you have a vision for an item or property that you want generations of your family to enjoy? How do you prevent your children, or even grandchildren, from fighting over possessions after you've passed away? Dennis offers some practical solutions on keeping your family at peace while still being able to enjoy those important legacy items you've left behind. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa...2016-08-1632 min
More Than CommasHow to Cultivate Contentment TodayOn this episode, Paul discusses why you need to cultivate a contentment strategy. It can be easy to get caught up in 'acquiring stuff', but the reality is, do you want to take care of and maintain 'stuff' all of your life? For many people, the answer is no. Paul Adams encourages the listeners to shift their mindset and, instead of thinking about buying the latest and greatest item on the market, think about what are your minimum requirements to a good life. For full show notes and to download a FREE copy of the transcript for...2016-08-0219 min
More Than CommasWhy Cashflow Trumps Rate of ReturnPaul Adams dives into a more complex topic this week and talks about the differences between cashflow and rate of return. This podcast episode involves video to help the audience better understand these concepts. Paul shows what the 'living balance sheet' looks like and how it can be applied to your specific scenario. Investment firms might talk or heavily market rate of return, but Paul emphasizes not to pay attention to the hot financial topic of the week. Instead, focus on how you spend your money on a daily basis and build a strategy around that. For...2016-07-2632 min
More Than CommasThe Fallacy of the 4%Paul Adams joins us again on this episode to discuss why you should only take out a max of 4% on your portfolio each year and why there is a huge fallacy in the 4% equation that people often miss. Are you getting ready to retire or looking to retire early? Then this is a podcast episode you do not want to miss out on. Paul helps you understand the fundamentals of how much money you need to safely live off of your investments. For full show notes and to download a FREE copy of the transcript for this...2016-07-1319 min
More Than CommasThe Differences Between Loss Tolerance and Risk TolerancePaul Adams explains the key differences between a loss tolerance mindset vs. a risk tolerance mindset. He shares a couple of examples throughout history of how thinking of your investment portfolio from a risk tolerance perspective can be deadly to your financial future when the market turns south. Instead, he says, frame your thoughts from a loss tolerance perspective. How much can you lose and if you were to lose this investment, would you still be okay? This sets your financial future up in a stronger way so that if things do turn south, you will not be the...2016-07-0722 min
More Than CommasCommon Problems Tech Executives Face When Trying to Secure Their Financial FutureRyan Burklo is a member and guest blogger for the Washington Technology Industry Association as well as a registered representative and financial advisor for Park Avenue Securities. Today Ryan discusses with Paul how tech executives can secure their wealth and protect their finances. Ryan and Paul have both seen complexities in the finances of those who work in the tech industry. This may be because tech executives work for well-established firms like Microsoft and then move to tech startups who do not have a strong financial program available to them. Combine this with busy executives’ time constraints and it of...2016-07-0525 min
More Than CommasHow Thinking You’re Smart About Finances Is UnwiseRoy Rasera is a financial advisor who helps successful couples, professionals, and business owners manage their macro-economic financial strategies. Roy holds 3 degrees from MIT, several financial designations, and is a member of Mensa. He focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. Tune in to today’s podcast to discover some of the most common financial mistakes and how just one mistake could end up costing you millions. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sf...2016-06-2852 min
More Than CommasProtect Your Income with Disability InsuranceSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In today’s episode, Paul Adams, CEO and President of Sound Financial Group, chats with Ryan Jewell in the Brokerage Division for Sound Financial Group. He meets with other advisors in a myriad of different organizations and helps them understand how to protect their clients' incomes. Tune in to hear how individual disability insurance can help you design and build a good life. For full show no...2016-06-2236 min
More Than CommasBuild Wealth with Community EventSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. During this unique episode, Paul Adams, CEO and President of Sound Financial Group was the Keynote Speaker at the Build Wealth with Community event. SFG designed their annual meeting to celebrate the year, while partnering with Gold Creek Church’s secular charity, Hope Creek, a nonprofit organization thathelps people in time of need. While listening to this episode, please find one piece of philosophy and put it into ac...2016-06-1536 min
More Than CommasSealFit 20X: What Are you Really Capable Of?Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. On this unique episode, Paul Adams, CEO and President of Sound Financial Group, is joined by Alan Chaffee (Seattle Financial Consulting), Jeremy Ames (Guidant Financial), Benjamin Petter (Avara Construction), Steve Duffield (DACO), and Jay Mezistrano (JayMarc Experience),on board an excursion to Mission Beach. Tune in to hear about the physically and mentally challenging experiences they each endured during the twelve hour endurance program, SealFit 20X. ...2016-06-0736 min
More Than CommasHow to Implement a Clear Strategic Vision for Business OwnersSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 18th episode, Cory Shepherd, Vice President of SFG, chats with Richard Weylman (pronounced “While –men”), a leading marketing expert, specifically in helping business owners build vertical markets. He was orphaned at age six and instead of becoming a victim of his circumstances, Richard overcame the adversity to enjoy remarkable business success. He is a former executive of Rolls-Royce and today Richard is the chairperson of the Weylma...2016-06-0326 min
More Than CommasHow to Stop Wealth Erosion from Generation to Generation Through Family Legacy PlanningSound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 17th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Alan Pratt, Founder of Pratt Legacy advisors. Alan is a Chartered Advisor in Philanthropy through the American College and a Certified Estate Planner through the Institute of Certified Estate Planners. Alan leads with his heart when helping families to plan their wealth legacies. For full show notes and to download...2016-05-2637 min
More Than CommasMaxwell 21 LawsSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 16th episode, Cory Shepherd, Vice President of Sound Financial Group, reviews John C. Maxwell’s 21 Irrefutable Laws of Leadership. He adds his own real world experiences to help us understand how these laws may play out in our business and in our personal lives. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.co...2016-05-2352 min
More Than CommasYour Body is the Most Important Asset in Designing and Building a Good Life (Part 2)Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder, and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, GoodLife Mortgage, and GoodLife Realty and author of the book Falling for Money: How to Have a Lifetime Love Affair with Your Finances. She is located in Austin, TX, where she built a coaching...2016-05-1928 min
More Than CommasYour Body is the Most Important Asset in Designing and Building a Good Life (Part 1)Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, GoodLife Mortgage, and GoodLife Realty. She is also the author of the book Falling for Money: How to Have a Lifetime Love Affair with Your Finances. She is located in Austin, TX, where she...2016-05-1634 min
More Than CommasHow to Recruit C-Suite Executive SuperstarsSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 13th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Paul Freed, Co-Founder and Managing Partner of Herd Freed Hartz, the largest retained executive search firm in the Pacific Northwest. Their primary concentration is recruiting C-suite executives that help companies attract the CEO, COO, and CFO. Tune in to hear all about recruiting executive level talent. / / For full show notes and to download...2016-05-1240 min
More Than CommasPlanning For Your Future and BeyondSound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 12th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Thomas (Tom) Lofton, an attorney in the Estate and Business Planning arena located near Seattle, Washington, licensed in Oregon, and a member of the Wealth Council. Tom?s client services include wealth counseling, estate planning, business structuring, probate, trusts, tax solutions, etc. He represents the law firm of Oseran, Hahn, Spring, Straight...2016-05-0939 min
More Than CommasBuilding an Intention StatementSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 11th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Cory Shepherd, Vice President of SFG. Cory lives in Seattle with his wife Danielle; they love to explore the area and to hang out with friends over a good meal. Cory is the key component at the firm, working with advisors and coaching them to a level of high performance. Cory shares with...2016-05-0526 min
More Than CommasLegacy Planning with Steve WaltarSound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 10th episode, Steve chats with Paul Adams, CEO and President of Sound Financial Group, about his personal/professional life, and the importance of legacy planning. Paul is married to a beautiful woman Kristen and has children ages 3, 4, and five years old. He holds his family in high regard and doesn?t want social content to get in the way of him having quality time with...2016-05-0252 min
More Than CommasChief of Staff: The Strategic Partner Who Will Revolutionize Your OrganizationSound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 9thepisode, Paul Adams, CEO and President of Sound Financial Group, chats with Tyler Parris. Tyler is the author of Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization. It?s a book about being able to create somebody or hire somebody in your organization who becomes a totally different role. Tyler is a Hudson certified executive and leadership coach. He left Corporate America...2016-04-2827 min
More Than CommasThe Market Crashed, Now What?Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the eighth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of holding steady in an ever changing market. For full show notes and FREE copy of the episode transcription, visit: http://www.fullcast.co/sfb-008 This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice...2016-04-2522 min
More Than CommasSavings is the KeySound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the seventh episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of savings and why paying yourself first is key to your financial success. For full show notes and FREE copy of the episode transcription, visit: http://www.fullcast.co/sfb-007 This Material is Intended for General Public Use. By providing this material, we are not...2016-04-2118 min
More Than CommasLife Insurance Basics Part 2Introduction: Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the sixth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of choosing the correct type of Life Insurance for your family. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/sfb006-life-insurance-basics-part-2 This Material is Intended for General Public Use. By providing this material, we are not...2016-04-1821 min
More Than CommasLife Insurance Basics Part 1Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the fifth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of life insurance and the appropriate amount of insurance you should acquire from your financial advisor. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/sfb005-apr8-553 This Material is Intended for General Public Use. By providing...2016-04-1318 min
More Than CommasWhat Is SROVT?Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the fourth episode, Paul Adams, CEO and President of Sound Financial Group, explains to us why SROVT is important, and how this is relevant in your financial future. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/004-what-is-srovt This Material is Intended for General Public Use. By providing this material, we are not undertaking to...2016-04-1125 min
More Than CommasWhy You Don’t Want to Plan for Your NeedsSound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the third episode, Paul Adams, CEO and President of Sound Financial Group, discusses the old adage needs in the financial industry vs. wants, which is how you should be planning for your fiscal future. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/003-why-you-dont-want-to-plan-for-your-needs This Material is Intended for General Public Use. By providing this m...2016-04-0713 min
More Than CommasBalancing your Short, Mid and Long-Term BucketsSound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the second episode, Paul Adams, CEO and President of Sound Financial Group, discusses the bucket conversation. Not just asset allocation and investing risks, but rather when our money will be used. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/002-balancing-your-short-mid-and-long-term-buckets This Material is Intended for General Public Use. By providing this material, we are...2016-04-0514 min
More Than CommasWelcome to Sound Financial Bites2016-03-3113 min
The RIMproReport with Tom AdamsPaul Garfunkel of IntekIn the greater RIM industry there are individuals who play a significant role in the start-up or growth of a independent business. In a number of cases this includes non-competitive business owners who share their experience and knowledge. But more often it is industry vendors who generously give of their time, perspective and broad expertise to help in the process.Today’s guest is no exception. Paul Garfunkel is a Shredding & Destruction Lease Specialist with Intek Leasing. Paul is also the Vendor Liaison serving on the 2012 NAID Board of Directors. But more than that, Paul is known as...2012-05-1037 minThe RIMproReport with Tom AdamsPaul Garfunkel of IntekIn the greater RIM industry there are individuals who play a significant role in the start-up or growth of a independent business. In a number of cases this includes non-competitive business owners who share their experience and knowledge. But more often it is industry vendors who generously give of their time, perspective and broad expertise to help in the process.Today’s guest is no exception. Paul Garfunkel is a Shredding & Destruction Lease Specialist with Intek Leasing. Paul is also the Vendor Liaison serving on the 2012 NAID Board of Directors. But more than that, Paul is known as...2012-05-1037 min