Shows
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 CommasHouses, Truckloads Of Crypto, And James Brown's 100 Million Dollar EstateBlack swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week's episode and discover what to make of the real stories, how to engage in smart crypto trading, and what matters most that you leave behind for the heirs of your estate. For full show notes visit: https://sfgway.com/ep207 Subscribe and click the bell on Youtube and Facebook to become notified wh...2021-09-1333 min
More Than CommasShocking retirement stats, how long you will live and TIPs funds may not be as good as they look.Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode Paul and Cory breakdown some more articles discussing retirement and other investment vehicles. For full show notes visit: https://sfgway.com/ep206 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is Intended for General...2021-08-3135 min
More Than CommasWhy Pausing Can Bring You ValueBusiness usually doesn’t move forward if you're not moving. However, sometimes pausing is the only way forward when you need to evaluate what direction you are going. Learn how to get value out of pausing to evaluate your goals and your aims from Paul and Cory in this episode. For full show notes visit: https://sfgway.com/ep204 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Mat...2021-04-2627 min
More Than CommasThe White Coat WindowDoctors know what is coming when they are done with school or residency: a high paying job. This moment in time has been dubbed the “White Coat Window”. However, as an entrepreneur and/or business owner, you may find yourself in this window of increased income without a plan. Listen to Paul and Cory as they discuss how to best take advantage of your new income. For full show notes visit: https://sfgway.com/ep202 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Co...2021-03-3034 min
More Than CommasWarren Buffets (Not So Secret) Secret SauceWarren Buffet is known as a poster child for investment strategies personally and corporately. However his method for success isn’t found in new marketable strategies or short squeezes. His secret sauce is, in fact, not so secret. Listen to Paul and Cory break down his fundamentals in this live episode recorded on March 9th. For full show notes visit: https://sfgway.com/ep201 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyri...2021-03-1026 min
More Than Commas200 - Learning to Invest in Real Estate - With Robert Slattery (Blackwell Real Estate)Start with a plan, treat it like a business, and plan for maintenance; 3 of Robert's notable lessons he has taught hundreds of real estate investors. Paul digs in deeper with Robert from Blackwell Real Estate to discuss what it takes to own real estate and rental property. For full show notes visit: https://sfgway.com/ep200 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is Inten...2021-02-2333 min
More Than CommasA Cure For Retirement, The Wealth Coordination AccountBelieve it or not, “retirement” doesn’t mean the game is over, even if it looks like you have enough points on the scoreboard. Paul and Cory break down why “retirement” isn’t good terminology, what a good definition of an asset is, and what the true cure is for “retirement”. For full show notes visit: https://sfgwa.com/ep199 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is In...2021-02-0216 min
More Than CommasHSA The Triple Tax-Free AccountIf you knew you could have an account that you could deduct contributions, and grow tax-free, while also being able to access it before retirement age, would you be interested? Well, it’s true, it’s called an HSA account. Paul and Cory spoke live on Youtube and Facebook about how to utilize the benefits of an HSA account to turn your health expenses into a saving vehicle. For full show notes visit: https://sfgwa.com/ep198 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next...2021-01-1934 min
More Than CommasFun With The CPI… The Christmas Price IndexIn a year many of us would rather forget, we still have been able to make memories. 2020 had plenty of plot-twists, but Paul and Cory bring you one last twist; Analyzing the CPI (Christmas Price Index). Discover what the 12 days of Christmas have to do with futures and hear Paul and Cory count their blessings with listener's live chat responses. For full show notes visit: https://sfgwa.com/ep196 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is Intended for General Public Use. By providing this mater...2020-12-2935 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 CommasThe Market Crashed, Now What? (Time Machine Episode)Hop in the time machine with Paul and Cory to discover some principles and disciplines that are essential for an economy that has crashed or is volatile. Paul had recorded this episode a few years ago and yet, every point is still true to this day because every point is a foundation for holding strong through tumultuous markets. For full show notes visit: https://sfgwa.com/ep187 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 n...2020-08-2523 min
More Than CommasWhere are Tactics Overtaking Strategy in Your Financial Plan?Tactics are often mistaken as strategies and in financial planning, this can cause you to under-utilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory speaks about how the industry will market financial vehicles and 401k tactics and strategies. Paul and Cory discuss the path to paying off your home and more retirement vehicles. For full show notes visit: https://sfgwa.com/ep179 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Mater...2020-05-0535 min
More Than CommasThe Hidden Costs of Investing: An Interview with Dr. Stefan SharkanskyToday Paul and Cory chat with Dr. Stefan Sharkansky , owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions and Dr. Sharkansky explains what plagues investors and how to grow your personal fund and cut out the extra costs. For full show notes visit: https://sfgwa.com/ep174 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. This Material is Intended for General P...2020-02-2530 min
More Than CommasWant to Heat Up Your Bedroom this Valentine’s Day? Talk About Money!In this episode of Your Business, Your Wealth, Paul and Cory begin by discussing an article titled “‘Buffett Indicator’ Warns Stocks Doomed for Worse Crash Than 2008” and how we need to critically assess the articles we read. Next, we discuss how people speak about and view retirement versus how prepared people are to create the retirement they have envisioned. Then we begin to think about the present and how we communicate about money with our spouses. Lastly, Paul and Cory give practical takeaways and action steps to implement as a result of this episode. For full show notes vi...2020-01-2829 min
More Than CommasAre Your 2020 Plans Going to Create the Life You Want?In this episode of Your Business, Your Wealth, Paul and Cory begin with discussing an article on “6 signs you probably need a financial adviser, even if you think you don't”. Then Paul and Cory focus on the 6th sign of the article “You don't have the time (or the desire) to learn about personal finance”. Most importantly they analyze the importance of planning out your personal future so when you look to the past where you began, you are aware of the steps and progress you have made along the way. Finally, we are given real and actionable steps on how t...2020-01-1438 min
More Than CommasDoes the Presidential Election Cycle Hold the Secret to Beating the Market?In this episode of Your Business, Your Wealth, Paul and Cory discuss an article they recently discovered on the influence that the presidential election cycle has on the marketplace. Specifically, they break down the fallacy that the market can be timed or beaten by analyzing data based on market performance in election years. They take a look at historical data of the S&P 500 Index to strengthen their argument and point out other flaws within this article. Finally, Paul provides some actionable advice and sound strategies to those looking to invest their money. For full show notes, i...2019-12-3133 min
More Than CommasAre You Grounding Your Assessments with Kari GrangerIn this episode of Your Business, Your Wealth, Paul and Cory welcome CEO and executive leadership coach, Kari Granger, to share her experience working with organizations to reinvent their leadership structures. Specifically, Kari expounds on the importance of grounding your assessments. Paul, Cory and Kari define what assessments are and provide personal and professional examples of assessments they’ve encountered throughout their lives. Kari speaks to the importance of scope, criteria, and evidence when defining and grounding your assessments. Finally, Kari recalls how she implemented this exercise during her deployment in Kuwait. For full show notes, including a...2019-12-1737 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 CommasShould You Protect Sufficiency First?In this episode of Your Business, Your Wealth, Paul and Cory discuss building and protecting your sufficiency. Sufficiency is defined as having enough income to be able to live a good life, not necessarily a luxurious one. Paul and Cory stress the importance of understanding your sufficiency number and its impact on your lifestyle. Finally, they share tools and resources for calculating sufficiency as well as ways to put yourself in a position for long-term definite financial independence. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep162 “Legends Are...2019-10-2226 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 CommasEquity Indexed ProductsIn this episode of Your Business, Your Wealth, Paul and Cory break down the positive and negative impact that equity indexed products can have on your investments. They identify how an equity index product works and provide examples of performance, specifically using the Standard and Poor’s (S&P 500) Index. Paul and Cory talk about rates of return as well as costs and penalties that can be associated with equity index products. Finally, Paul and Cory share a special consulting offer with the audience and urge them to consider all factors before investing in a particular financial strategy. ...2019-10-0830 min
More Than CommasNot Your Grandma’s Budget with Doug PetersonIn this episode of Your Business, Your Wealth, Paul and Cory welcome to the podcast, speaker and personal financial coach, Doug Peterson. Doug is an expert in helping people budget their household spending in a way that saves them time and money. Paul, Cory, and Doug talk about the importance of maintaining a budget. They break down the three levels of motivation and the importance of paying attention to spending habits. Doug provides tools, tips, and best practices for assessing, recording and tracking household spending. Finally, Paul and Cory stress the importance of getting on the same financial page...2019-10-0134 min
More Than CommasBasics of Investing Actual vs. Average ReturnIn this episode of Your Business, Your Wealth, Paul and Cory tackle the topic understanding the difference between actual and average returns in investing. Often times, the media and financial advisors sell us on ‘average rate of return.’ On this podcast, we’re not here to be average. Paul and Cory break down and analyze multiple examples where the average return was much different than the actual return on investment. They share best practices and strategies for seeking out financial advisors who utilize complete and accurate information so that you can begin building towards your best financial future. For...2019-09-1724 min
More Than CommasFinancial Wellness for Women...and Men...and Couples with Rhonda NoordykIn this episode of Your Business, Your Wealth, Paul and Cory welcome Rhonda Noordyk to the show. Rhonda is the CEO of The Women’s Financial Wellness Center, an organization aimed at providing recently divorced women with fully-independent, relationship-based coaching and resources to help them make confident financial decisions. Paul, Cory and Rhonda discuss the importance of financial transparency and vulnerability in couples’ relationships. They share strategies and exercises that married men and women can complete to gain better financial confidence. Finally, Rhonda speaks to some of the potential consequences of spouses who fail to have these financial conversations. F...2019-09-0343 min
More Than CommasLloyd’s of London, Where Income is King with Robert ClarkIn this episode of Your Business, Your Wealth, Paul and Cory welcome Robert Clark to the show. Robert is the regional Vice President at Petersen International, the largest cover writer of surplus lines of Lloyd’s of London. Paul, Cory and Robert discuss the history of Lloyd’s of London, the world’s leading specialist insurance market. They talk about some of the largest risks and policies Lloyd’s has ever insured. Finally, they delve deep into the importance of disability insurance to high-income earners and entrepreneurs. For full show notes, including a FREE PDF of the transcript...2019-08-2736 min
More Than CommasRoth At Any IncomeIn today’s episode of Your Business, Your Wealth, Paul and Cory dive deep into the one topic that many potential clients and entrepreneurs don’t know much about, and that’s starting a Roth IRA. With most incomes, there are huge amounts of capital to be made outside of the regular IRS income tax system with the use of a Roth IRA. On today’s podcast, Paul and Cory dive into the business of going about starting a backdoor Roth IRA and why firms often tell people they can’t. For full show notes, including a FREE PDF o...2019-08-2043 min
More Than CommasThe Autobiography of Your MoneyIn this episode of Your Business, Your Wealth, Paul and Cory talk about the autobiography of your money. Specifically, they highlight the importance of understanding the varying rates of returns of your investments so that you can ensure maximum efficiency of your portfolio. Using mutual funds and real estate as two primary examples, they show the hidden costs of these investments. Finally, Paul and Cory strongly urge the audience to take a deeper look before taking action on different investment strategies in order to build a life that is great. For full show notes, including a FREE...2019-07-3136 min
More Than CommasStop Wasting Your Kids’ College MoneyIn this episode of Your Business, Your Wealth, Paul and Cory talk about college saving strategies. Specifically, they focus on the benefits and detriments of one of the most commonly used tools, the 529 plan. They take a deep dive into some of the restrictions and consequences that accompany 529 plans as well as alternative ways to fund your child’s education. Finally, Paul speaks to the potential future of college education and the impact it could have on the ways we save and build our balance sheet. For full show notes, including a FREE PDF of the transcription, vi...2019-07-2358 min
More Than CommasTop 100 Mistakes, Part 4In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the fourth set of twenty-five mistakes cover a variety of topics from distinguishing between a 529 Plan and a college funding plan to the importance of keeping an up-to-date will. They talk about solving for the future state and understanding that you are the fiduciary for your future self. Finally, Paul and Cory share a special bonus piece of advice. They advocate for listeners to make decisions...2019-07-1654 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 CommasThe Excitement Trap with Drew KnowlesIn this episode of Your Business, Your Wealth, Paul and Cory welcome VP of Influence Ecology and expert of human performance and behavior, Drew Knowles to analyze the break down the Excitement Trap. Drew expounds on the biology of excitement and explains how it can have a negative impact on you in the marketplace. Paul, Cory, and Drew have a candid discussion about the importance of remaining wary of your excitement in order to keep it in check. Finally, Paul provides the audience with actionable challenges that can help curb excitement and channel it in a way that does...2019-07-0238 min
More Than CommasTop 100 Mistakes, Part 3In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the third set of twenty-five mistakes cover a variety of topics from the importance of knowing your credit score to how to be financially responsible when planning a wedding. They talk about how to avoid the comparison trap when it comes to personal balance sheets. Finally, Paul and Cory speak to the value of sharing your career and financial goals with your family, friends and loved...2019-06-2542 min
More Than CommasTop 100 Mistakes, Part 2In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the second set of twenty-five mistakes cover a variety of topics from the importance of creating a business plan for your career to making sound decisions when purchasing a home. They talk about building a spending plan rather than a budget, and choosing self-discipline over self-indulgence. Finally, Cory and Paul speak to the vital role insurance plays in our financial lives. For full show...2019-06-1941 min
More Than CommasTop 100 Mistakes, Part 1In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the first twenty-five mistakes cover a variety of topics from the importance of building an emergency fund to how much money to invest in a 401(k). They talk about financial strategies, investing and taking ownership of your financial well-being. Finally, Cory and Paul identify common misconceptions about finance in order to provide a roadmap to a healthy financial future. For full show notes, including...2019-06-1237 min
More Than CommasThe 4-Factor ModelIn this episode of Your Business, Your Wealth, Paul and Cory reflect on the four areas to focus on for additional return on investment. The concept of beating the market is one of the biggest fallacies when it comes to investing. Instead, Cory and Paul identify and provide tangible investment strategies that can maximize profitability while minimizing risk. Finally, Paul and Cory suggest mapping out an investment strategy that is easy to implement, diversified with value tilts and allocated based on loss tolerance rather than risk tolerance. For full show notes, including a FREE PDF of the...2019-06-0542 min
More Than CommasMarket, What Market?In this episode of Your Business, Your Wealth, Paul and Cory reflect on the importance of framing a financial future based on your personal economy. While the market is oftentimes used as a barometer of comparison, Paul and Cory explain why this concept can be misleading. They talk about putting capital to work for you and living on your own personal balance sheet. Finally, Paul and Cory share insights as to why news and media outlets market to our basest instincts. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-1412019-05-3129 min
More Than CommasEntrepreneur vs. FiduciaryIn this episode of Your Business, Your Wealth, Paul and Cory discuss mapping out a solid fiduciary strategy for your business and life. They talk about the distinct roles and responsibilities of an entrepreneur and a fiduciary. Finally, Paul and Cory stress the importance of building a personal balance sheet that aligns with your future goals. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-140 “Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC This...2019-05-2330 min
More Than CommasIs Your Cash Going StaleIn this episode of Your Business, Your Wealth, Paul and Cory talk about how cash and liquidity can be utilized to further enhance wealth. They review the multiple assets that can yield above average returns, including bonds, laddered CDs, home equity lines of credit, and whole life insurance. Paul and Cory end with some actionable advice that listeners can follow to ensure their cash doesn’t go stale. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-139 “Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage...2019-05-1638 min
More Than CommasSpending the Death Benefit of Your Life Insurance While You’re Still AliveIn this episode of the Sound Financial Bites Podcast, Paul and Cory break down the possibility of spending the death benefit of your life insurance while you’re still alive. They talk about the common misconceptions about retirement savings and the dangers of spending down into the principle of your retirement. Finally, Paul provides alternatives to wealth replacement strategies, including reverse mortgages and charitable remainder trusts. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-136 This Material is Intended for General Public Use. By providing this material, we ar...2019-04-231h 15
More Than CommasLife Insurance as an Asset Class with Dick WeberIn this episode of the Sound Financial Bites Podcast, Paul and Cory welcome Dick Weber, a financial planner and life insurance advisor. Dick’s firm, Ethical Edge, helps to improve the integrity of communication and understanding of today’s life insurance policies. Paul, Cory and Dick talk about life insurance as an asset class, financial strategies, and volatility buffers. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-135 This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for...2019-04-171h 01
More Than CommasWhole Life Is a Bad Investment - DebunkisodeIn this first ever debunkisode of the Sound Financial Bites Podcast, Paul and Cory debunk the myth that whole life insurance is a bad financial investment to make. They dissect and analyze an article that lists eight specific reasons that support the argument that whole life insurance is not a sound investment. By taking a deep dive into each of these reasons, Paul and Cory are able to give a more detailed and full picture of whole life insurance as a savvy investment in the right circumstances. For full show notes, including a FREE PDF of the...2019-04-0940 min
More Than CommasBeyond Tax Deferred: The TEFRA TAMRA CorridorIn this episode of the Sound Financial Bites Podcast, Paul and Cory discuss the value of whole life insurance as a financial investment. They cover the restrictions and legislation that govern these policy investments, including the TEFRA TAMRA Corridor and the 7-Pay Test. Finally, Cory and Paul compare whole life insurance with other investments such as a 401(k), rental real estate, and starting a business. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-133 This Material is Intended for General Public Use. By providing this material, we are...2019-04-0338 min
More Than CommasYour Business is Not YOUR WealthIn this episode of the Sound Financial Bites Podcast, Paul and Cory discuss why it is imperative that business owners diversify from their businesses to their personal balance sheets. They cover the common mistakes that many entrepreneurs make when valuing their businesses as it relates to financial independence. Finally, Paul and Cory discuss the Wealth Design-Build Model that focuses on planning and building the best financial future possible. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-132 This Material is Intended for General Public Use. By providing this...2019-03-2754 min
More Than CommasWealth Coordination Account: Big Wealth, Small BusinessIn this episode of the Sound Financial Bites Podcast, Paul and Cory dissect the Wealth Coordination Account and its relationship to big wealth and small business. Paul and Cory talk about the importance of having a financial mechanism that you have total control and autonomy over on a consistent, ongoing basis. They provide the true definition of an asset as it relates to this account and break down the misconception Americans have about the concept of savings. Finally, Paul and Cory discuss the one aspect that plagues business owners and affects their ability to achieve true financial independence. 2019-03-1958 min
More Than CommasConsuming Financial Media: A How to GuideCORRECTION: Updated landing page: 130.sfgwa.com In this episode of the Sound Financial Bites Podcast, Paul and Cory break down a recent Kiplinger article to show how financial media should be viewed and consumed. Financial literature, for the most part, is written for the benefit of advertisers and it is imperative that the audience views them with a healthy amount of skepticism and concern. Paul and Cory discuss the importance of understanding opinion from fact, gathering those facts and then questioning what financial impact this information has on us as individuals. For full show notes, i...2019-03-1242 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 CommasStop Saving Money & Start Building Assets, Part 2 In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd to continue the conversation on the importance of assets in achieving a work-optional lifestyle. Paul and Cory share a concise overview of season 4 for new listeners, talk about acquiring fun assets that still bolster wealth, and provide concrete advice about cash flow and the logistics of wealth-management. For full show notes and PDF of the full transcription, visit: www.sfgwa.com/blog/podcast-episode-117-stop-saving-money-start-building-assets-part-2 This Material is Intended for General Public Use. By provid...2018-11-1320 min
More Than CommasStop Saving Money & Start Building Assets, Part 1 In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd to talk about the key to a work optional lifestyle: building assets. They share their philosophy of building assets and confront some of the unwise decisions that many Americans are making on their personal balance sheets. Through their conversation, Paul and Cory strive to make sure that you are taking care of your future self through the financial habits and practices that you live out today. For full show notes, including a FREE PDF of the transcription, vi...2018-11-0621 min
More Than CommasProtecting Your Window, Part 2 In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd for part two of “Protecting Your Window.” They provide sound advice for maximizing the window of time around a significant income boost to protect you and your family and design and build a good life. Paul and Cory’s dialogue focuses on the value of disability insurance, how to effectively plan wills and trusts, and the tried-and-true benefits of saving cash. For full show notes, including a FREE PDF of the transcription, visit: www.sfgwa.com/blog/podc...2018-10-3027 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 CommasWhat is the White Coat Window? In this episode, Paul Adam’s sits down with Cory Shepherd to introduce season four of the Sound Financial Bites podcast and to explain the White Coat Window. The White Coat Window refers to the period of time immediately after someone experiences a substantial increase in income, which leads to a series of critical financial decisions. Paul and Cory discuss how to navigate the White Coat Window to avoid financial ruin and strike the balance between increasing your quality of life and pursuing long-term financial health. For full show notes, including a FREE PDF of the...2018-10-1622 min
More Than CommasBe Your Own Fiduciary In this episode, Paul sits down with Cory Shepherd to talk about the essential need for everyone to be their own fiduciary. Paul and Cory delve into the various definitions of a fiduciary, talk about bias and conflicts of interest in financial advising, and provide a framework for choosing the right advisor and setting yourself up for healthy, long-term financial growth. For full show notes and to download a FREE copy of the transcript for this episode, visit:http://www.sfgwa.com/blog/podcast-episode-109-be-your-own-fiduciary This Material is Intended for General Public Use. By providing...2018-09-1834 min
More Than CommasCommon Mistakes We Help Clients Avoid, Part 2In this second episode of a two-part series, Paul and Cory continue to discuss some common money mistakes and offer advice to help you learn from the problems others have faced. They address how people miss the Backdoor Roth IRA, the problems associated with people talking to a product salesperson instead of an advisor, why counting on a company’s success way too much can be harmful, and the pitfalls of saving money instead of building assets. Paul and Cory explain how when we borrow money, we’re not getting money on our assets, we’re getting money on our po...2018-07-3031 min
More Than CommasCommon Mistakes We Help Clients Avoid, Part 1In this first episode of a two-part series, Paul and Cory address some common money mistakes and offer advice to help you learn from other people’s mistakes. They discuss the problem of maxing out your 401k, the importance of being aware about your protections and evaluations, the parachuter’s paradox, and the difference between non-convertible term insurance and convertible term insurance. Paul and Cory state that everyone is doing their best with the information they know, so don’t feel bad if you make any of these mistakes! This series is to help inform you so you can make b...2018-07-1734 min
More Than CommasCory Shepherd The Basics of Disability Insurance Part 2: Maximizing Your BenefitsIn this episode of the part two series on the basics of disability insurance, Paul discusses with Cory about the provisions you should look for in any disability insurance you already have or are considering. They go over the importance of paying attention to the language of the contract and how to maximize the benefit of your disability insurance as well as how group disability contracts may not necessarily benefit high-income professionals or entrepreneurs. Paul and Cory give helpful tips and advice on how to better understand choosing and keeping an insurance policy that best suits you. ...2018-07-0241 min
More Than CommasCory Shepherd - Why We Should Talk, Part 4 - I Hit the White Coat WindowIn part four of this 10 part series, Why We Should Talk, Paul and Cory talk about the “White Coat Window,” the period of time in any person’s career where they’re making more money than they’ve ever had before. There is a critical window of six months to one year where the decisions you make during that period of time are going to set the tone for where you’re at financially for the rest of your career. Although physicians are usually the ones people think of when it comes to White Coat Window, any person in a h...2018-06-1836 min
More Than CommasCory Shepherd - Why We Should Talk, Part 3 - I Just Went Through a Job ChangeIn part three of this 10 part series, Why We Should Talk, Paul and Cory are talking about the different challenges people run into when they leave one job to start another. What should you do with your 401(k)? What happens with your benefits? What if you have a change in job location? How do you manage the money from your pay increase? Paul and Cory have the answers to all of these questions. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://fullcast.co/sfb-096 This...2018-06-1117 min
More Than CommasCory Shepherd - Why We Should Talk, Part 2 - Should I Invest in Bitcoin?In part two of this 10 part series, Why We Should Talk, Paul and Cory are talking about the wildly popular cryptocurrency, Bitcoin and if you should consider investing your money in it. Paul and Cory also discuss speculation vs investing and the risks that come with implementing a speculation strategy. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://fullcast.co/sfb-095 This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual o...2018-06-0538 min
More Than CommasCory Shepherd - Why We Should Talk, Part 1 - Do You Know How Much Capital is Required?This is the launch of a new 10 part series, Why We Should Talk, where in part 1, Paul and Cory tackle the question, “Do you know how much capital is required to have a work-optional lifestyle?” 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 in a fiduciary capacity. Please contact one of our...2018-03-2223 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 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 CommasCory Shepherd - Basics of Life Insurance Part 7 - Recap the SeriesIn the final episode of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required to give a recap of this immersive series on life insurance. 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...2017-12-1210 min
More Than CommasCory Shepherd - Basics of Life Insurance Part 6 - Spending Your Death Benefit While You Are AliveIn part 6 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss how you can use the death benefit of your life insurance policy while you’re still alive. 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...2017-12-0523 min
More Than CommasCory Shepherd - Basics of Life Insurance Part 5 - Whole LifeIn part 5 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Whole Life Insurance, how it worked before 1982, and how legislation called TEFRA/TAMRA changed the rules around life insurance. 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...2017-11-2830 min
More Than CommasCory Shepherd - Basics of Life Insurance, Part 4 - What Kind of Company Should You Choose?In part 4 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, and discusses the different kinds of insurance companies out there and what you should look out for before choosing one of them. 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...2017-11-2119 min
More Than CommasCory Shepherd - Basics of Life Insurance, Part 3 - How Much Should You Own, What Should You Apply For?In part 3 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss how to buy life insurance, what amount you should apply for and tips on what you should do before applying for coverage. 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...2017-11-0922 min
More Than CommasCory Shepherd - Basics of Life Insurance, Part 2 - Universal Life ExplainedIn part 2 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Universal Life insurance. 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 in a fiduciary capacity. Please contact one of...2017-10-1035 min
More Than CommasCory Shepherd - Basics of Life Insurance, Part 1 - Types of Life InsuranceIn part 1 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss two different types of life insurance - term and whole life. 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...2017-10-0328 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 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 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 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 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