Sound Financial Group artwork

Sound Financial Group

314 episodes - English - Latest episode: 5 months ago - ★★★★★ - 50 ratings

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design.  Most of the financial podcasts out there can be valuable, though you will notice that many of them are from someone who is unlicensed.  This podcast is unique in that it is led and hosted by licensed financial advisors who have been in the industry for nearly 2 decades, hence the disclosure below and in the description attached to each our 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 purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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Episodes

299 - Dave Ramsey can bankrupt you with this advice

November 29, 2023 10:00 - 25 minutes - 58.7 MB

For full show notes visit: PODCAST EPISODE 299 - Dave Ramsey can bankrupt you with this advice - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 fin...

298 - Maximizing Your Retirement Income with Whole Life Insurance

November 22, 2023 10:00 - 40 minutes - 91.7 MB

For full show notes visit: PODCAST EPISODE 298 - Maximizing Your Retirement Income with Whole Life Insurance - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 ...

297 - How Much Life Insurance Should You Own?

November 08, 2023 10:00 - 29 minutes - 68.6 MB

For full show notes visit: PODCAST EPISODE 297 - How Much Life Insurance Should You Own? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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...

296 - Should I Buy Life Insurance for My Kids?

November 01, 2023 09:00 - 35 minutes - 80.3 MB

For full show notes visit: PODCAST EPISODE 296 - Should I Buy Life Insurance for My Kids? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 financia...

295 - The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl...

October 25, 2023 21:00 - 22 minutes - 51 MB

For full show notes visit: PODCAST EPISODE 295 - The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl... - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 on...

294 - Dave Ramsey Doesn’t Understand Life Insurance (Part 2)

October 18, 2023 21:00 - 21 minutes - 49.5 MB

For full show notes visit: PODCAST EPISODE 294 - Dave Ramsey Doesn’t Understand Life Insurance (Part 2) - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 o...

293 - Dave Ramsey Doesn’t Understand Life Insurance (Part 1)

October 11, 2023 09:02 - 31 minutes - 72.1 MB

For full show notes visit: PODCAST EPISODE 293 - Dave Ramsey Doesn’t Understand Life Insurance - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 fin...

292 - How Much Insurance Should You Have? Auto, Home, Umbrella, Disability & Life

October 04, 2023 09:00 - 40 minutes - 91.8 MB

For full show notes visit: PODCAST EPISODE 292 - How Much Insurance Should You Have? Auto, Home, Umbrella, Disability & Life - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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....

291 - Avoiding Investment Scams

September 27, 2023 09:00 - 35 minutes - 81.2 MB

For full show notes visit: PODCAST EPISODE 291 - Avoiding Investment Scams - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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...

290 - How much do you need to retire?

September 20, 2023 09:00 - 17 minutes - 40.5 MB

For full show notes visit: PODCAST EPISODE 290 - How much do you need to retire? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 professi...

289 - UPDATE: Jim Cramer’s 2023 Predictions

September 13, 2023 19:00 - 30 minutes - 70.6 MB

For full show notes visit: PODCAST EPISODE 289 - UPDATE: Jim Cramer’s 2023 Predictions - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 p...

288 - What do Michael Burry and THE GUY who called the 1929 crash have in common?

September 06, 2023 09:00 - 29 minutes - 66.7 MB

For full show notes visit: PODCAST EPISODE 288 - What do Michael Burry and THE GUY who called the 1929 crash have in common? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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. ...

287 - Young + 401(k) = IRS Wins

August 30, 2023 09:00 - 22 minutes - 51 MB

For full show notes visit: PODCAST EPISODE 287 Young + 401(k) = IRS Wins - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 f...

286 - Dave Ramsey’s PPP Advice Worse than Fraud?

August 24, 2023 03:00 - 38 minutes - 87.1 MB

For full show notes visit: https://sfgway.com/2023/08/23/podcast-episode-286-dave-ramseys-ppp-advice-worse-than-fraud/ Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 profes...

Does Your Bank Offer a Wealth Coordination Account?

August 09, 2023 09:00 - 33 minutes - 76.4 MB

For full show notes visit: PODCAST EPISODE 285 - Does Your Bank Offer a Wealth Coordination Account? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 o...

How Annuities Work...Or Don’t

August 02, 2023 09:00 - 32 minutes - 75.3 MB

For full show notes visit: How Annuities Work...Or Don’t - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 i...

401(k) vs. Roth 401(k) What’s The Difference?

July 19, 2023 09:00 - 28 minutes - 65.6 MB

For full show notes visit: PODCAST EPISODE 283 - 401(k) vs. Roth 401(k) What’s The Difference? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 fina...

IRA vs. Roth What's The Difference?

July 05, 2023 09:00 - 10 minutes - 25.1 MB

For full show notes visit: PODCAST EPISODE 282 - IRA vs. Roth What's The Difference? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 pro...

Did Elon Musk Really Do This?

June 21, 2023 21:00 - 26 minutes - 61.4 MB

For full show notes visit: PODCAST EPISODE 281- Did Elon Musk Really Do This? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 professiona...

Thinking Accurately About Money - Part 2

June 14, 2023 09:00 - 31 minutes - 72.1 MB

For full show notes visit: PODCAST EPISODE 280 - Thinking Accurately About Money - Part 2 - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 financia...

280 - Thinking Accurately About Money - Part 2

June 14, 2023 09:00 - 31 minutes - 72.1 MB

For full show notes visit: PODCAST EPISODE 280 - Thinking Accurately About Money - Part 2 - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 financia...

Thinking Accurately About Money

June 08, 2023 16:00 - 31 minutes - 73 MB

For full show notes visit: PODCAST EPISODE 279 - Thinking Accurately About Money - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 professi...

How to Lose Money in Real Estate

May 31, 2023 09:00 - 39 minutes - 90.1 MB

For full show notes visit: PODCAST EPISODE 278 - How to Lose Money in Real Estate - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 profes...

Vanguard Competes Against Itself and Loses

May 24, 2023 17:11 - 29 minutes - 66.9 MB

For full show notes visit: https://sfgway.com/277 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 situa...

Active Management Underperforms...Again

May 03, 2023 09:00 - 21 minutes - 49.4 MB

For full show notes visit: https://sfgway.com/276 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 situa...

Financial Literacy – habits of the rich vs. poor

April 26, 2023 09:00 - 32 minutes - 75.1 MB

For full show notes visit: https://sfgway.com/275 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 situa...

The Dangers of Tax Deferral

April 19, 2023 09:00 - 32 minutes - 74.8 MB

02For full show notes visit: https://sfgway.com/274 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their 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 sit...

3 Retirement Failures, 1 Hail Mary and 1 Success

April 05, 2023 09:00 - 28 minutes - 39.6 MB

02For full show notes visit: https://sfgway.com/273 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 si...

Grandpa said "Invest in Gold" Re-Release

March 29, 2023 09:00 - 39 minutes - 54.3 MB

For full show notes visit: https://sfgway.com/272 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 situ...

Paul to The Wall

March 22, 2023 09:00 - 6 minutes - 13 MB

  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...

Is ESG Investing a Losing Strategy?

March 15, 2023 09:00 - 19 minutes - 26.5 MB

7For full show notes visit: https://sfgway.com/270 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 sit...

Should They Invest More in Real Estate?

March 08, 2023 10:00 - 23 minutes - 32.5 MB

For full show notes visit: PODCAST EPISODE 269 - Should They Invest More in Real Estate? - Sound Financial Group (sfgway.com) 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 financia...

The Average 401(k) Fell by 20%+ in 2022

March 01, 2023 10:00 - 33 minutes - 46.6 MB

02For full show notes visit: https://sfgway.com/268 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 si...

268 - The Average 401(k) Fell by 20%+ in 2022

March 01, 2023 10:00 - 33 minutes - 46.6 MB

02For full show notes visit: https://sfgway.com/268 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 si...

267 - Will AI Replace Your Financial Advisor?

February 22, 2023 10:00 - 25 minutes - 35.5 MB

For full show notes visit: https://sfgway.com/267 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 situ...

Will AI Replace Your Financial Advisor?

February 22, 2023 10:00 - 25 minutes - 35.5 MB

For full show notes visit: https://sfgway.com/267 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 situ...

Ochocinco’s Financial Advice for You!

February 15, 2023 10:00 - 34 minutes - 48.1 MB

For full show notes visit: https://sfgway.com/266 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 situ...

266 - Ochocinco’s Financial Advice for You!

February 15, 2023 10:00 - 34 minutes - 48.1 MB

For full show notes visit: https://sfgway.com/266 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 situ...

265 - Jim Cramer’s picks for 2023

February 08, 2023 10:00 - 35 minutes - 48.2 MB

For full show notes visit: https://sfgway.com/265 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 situ...

264 - Are You Rich?

January 25, 2023 10:00 - 22 minutes - 30.8 MB

For full show notes visit: https://sfgway.com/264 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 situ...

263 - Secure Act 2.0 and your Retirement Plan

January 18, 2023 10:00 - 27 minutes - 38.2 MB

For full show notes visit: https://sfgway.com/263 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 situ...

262 - Cathie Wood and the Arc of the Ark

January 11, 2023 11:00 - 31 minutes - 43.2 MB

For full show notes visit: https://sfgway.com/262 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 situ...

261 - Happy Chrisma-Hanu-Kwanza-kah

December 21, 2022 10:00 - 27 minutes - 50.5 MB

For full show notes visit: https://sfgway.com/261 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 situ...

260 - "Short-Term Agnostic, Long-Term Optimistic

December 14, 2022 10:00 - 29 minutes - 54.4 MB

For full show notes visit: https://sfgway.com/260 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 situ...

259 - Talking Beyond Finance

December 07, 2022 10:00 - 27 minutes - 51.3 MB

For full show notes visit: https://sfgway.com/259 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 situ...

258 - Reacting to Dave Ramsey Losing His Mind

November 30, 2022 10:00 - 25 minutes - 35.3 MB

For full show notes visit: https://sfgway.com/258 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 situ...

257 - What do you Want to be Thankful for Next Thanksgiving?

November 23, 2022 10:00 - 22 minutes - 31.5 MB

For full show notes visit: https://sfgway.com/257 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 situ...

256 - Seeing Through Media Falsehoods

November 16, 2022 10:00 - 21 minutes - 19.9 MB

For full show notes visit: https://sfgway.com/256 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 situ...

255 - FOMO Can Ruin Your Finances

November 09, 2022 10:00 - 37 minutes - 34.6 MB

For full show notes visit: https://sfgway.com/255 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 situ...

254 - Can Millennials Retire Early?

October 19, 2022 09:00 - 30 minutes - 42.4 MB

For full show notes visit: https://sfgway.com/254 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 situ...

Guests

Scott Adams
1 Episode

Books

The Sky is Falling
1 Episode