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Sound Financial Group
314 episodes - English - Latest episode: 8 months ago - ★★★★★ - 50 ratingsJoin 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
253 - Should You Sell Now?
October 12, 2022 09:00 - 27 minutes - 38.4 MBFor full show notes visit: https://sfgway.com/253 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...
252 - Mortgage Rates are Not What They Seem
October 05, 2022 09:00 - 19 minutes - 27.4 MBFor full show notes visit: https://sfgway.com/252 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...
251 - Real Estate Rent or Sell? Tips on Getting Started
September 28, 2022 09:00 - 32 minutes - 44.5 MBFor full show notes visit: https://sfgway.com/251 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...
250 - Investing In a Recession
September 21, 2022 10:00 - 28 minutes - 39.2 MBFor full show notes visit: https://sfgway.com/250 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...
249 - Self Insurance is a Scam
September 20, 2022 21:58 - 12 minutes - 17 MBFor full show notes visit: https://sfgway.com/249 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...
247 - Hidden Costs of IRA Rollovers
September 20, 2022 21:57 - 29 minutes - 41.1 MBFor full show notes visit: https://sfgway.com/247 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
244 - Equations for Happiness
September 20, 2022 18:39 - 22 minutes - 30.7 MBFor full show notes visit: https://sfgway.com/244 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
248 - Is Your Mutual Fund Manager Doing This?
August 31, 2022 09:00 - 25 minutes - 35.1 MBFor full show notes visit: https://sfgway.com/248 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...
246 - College Funding & a Swimming Pool Full of Spaghetti
August 17, 2022 13:00 - 29 minutes - 40.6 MBFor full show notes visit: https://sfgway.com/246 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
245 - I Bonds, Inherited IRA Rules & surviving the lottery.
August 10, 2022 09:00 - 35 minutes - 49.4 MBFor full show notes visit: https://sfgway.com/245 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
243 - Medicare – Unscrambling the Alphabet Soup
July 27, 2022 09:00 - 27 minutes - 37.1 MBFor full show notes visit: https://sfgway.com/243 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
242 - Market Debacle or Market Maintenance?
July 20, 2022 09:00 - 17 minutes - 23.8 MBFor full show notes visit: https://sfgway.com/242 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
240 -The Best Performing Tech Fund You Never Knew You Owned
May 25, 2022 16:28 - 25 minutes - 35.6 MBFor full show notes visit: https://sfgway.com/240 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
240 -The Best Tech Fund You Never Knew You Owned
May 25, 2022 09:00 - 27 minutes - 38.6 MBFor full show notes visit: https://sfgway.com/240 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
239 - Income Investing in Retirement
May 18, 2022 09:00 - 18 minutes - 25.6 MBFor full show notes visit: https://sfgway.com/239 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
238 - Crypto and Principles for Investing
May 11, 2022 09:00 - 10 minutes - 14.7 MBFor full show notes visit: https://sfgway.com/238 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
237 - Why Spouses Should Plan Together
May 04, 2022 09:00 - 17 minutes - 24.1 MBFor full show notes visit: https://sfgway.com/237 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
236 - “Big Changes” Small Differences
April 27, 2022 09:00 - 29 minutes - 39.9 MBFor full show notes visit: https://sfgway.com/236 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
235 - The Debt We Owe To Our Future Selves
April 20, 2022 09:00 - 16 minutes - 22.6 MBFor full show notes visit: https://sfgway.com/235 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
234 - Countering What Your Kids Are Learning In School
April 13, 2022 09:00 - 11 minutes - 16.5 MBFor full show notes visit: https://sfgway.com/234 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
233 - Does the Headline Match the Data?
April 06, 2022 09:00 - 31 minutes - 42.9 MBFor full show notes visit: https://sfgway.com/233 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
232 - Ugly Retirement Decisions in a Wild Market!
March 30, 2022 09:00 - 29 minutes - 40 MBFor full show notes visit: https://sfgway.com/232 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
231 - Holding Strategy in the Midst of Crisis
March 23, 2022 09:00 - 15 minutes - 21.5 MBFor full show notes visit: https://sfgway.com/231 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
230 - Re-assess, Re-balance and Re-trench
March 16, 2022 09:00 - 29 minutes - 40.8 MBFor full show notes visit: https://sfgway.com/230 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
229 - Vanguard's Institutional Advice For You
March 09, 2022 10:00 - 34 minutes - 47.7 MBFor full show notes visit: https://sfgway.com/229 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Sou...
229 - Our Thoughts on Vanguard’s Value Proposition
March 09, 2022 10:00 - 34 minutes - 47.7 MBFor full show notes visit: https://sfgway.com/229 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. Soun...
228 - Real People Getting Real Advice
March 02, 2022 10:00 - 28 minutes - 38.9 MBFor full show notes visit: https://sfgway.com/228 Also check out the precursor to this conversation - Episode 209 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 ...
227 - Could a Car Accident Cost You Everything
February 23, 2022 10:00 - 20 minutes - 28.3 MBFor full show notes visit: https://sfgway.com/227 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. ...
226 - Stop Trying to Catch a Falling Knife
February 16, 2022 11:00 - 32 minutes - 44.5 MBFor full show notes visit: https://sfgway.com/226 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. ...
225 - Treasure Hunting, Bond Investing, and Unexpected Taxes.
February 09, 2022 10:00 - 22 minutes - 31.5 MBFor full show notes visit: https://sfgway.com/225 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. S...
224 - BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group
February 02, 2022 10:00 - 27 minutes - 37.8 MBFor full show notes visit: https://sfgway.com/224 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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. So...
223 - Leaning in on Financial Faux Pas
January 26, 2022 10:00 - 27 minutes - 38 MBTopics Covered: Pre-tax vs. Roth 401(k): There’s more to consider than you think - CNBC Student Loan Borrowers Will Get $15 Billion Of Student Loan Cancellation - Forbes Yahoo Finance Presents: Jeffrey Gundlach For full show notes visit: https://sfgway.com/223 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide inve...
222 - What Elon Wants to Teach Kids Can Help You!
January 19, 2022 16:18 - 22 minutes - 30.9 MBTopics Covered: Today we discuss the 50 Cognitive Biases that Elon Musk thinks children should be aware of. For full show notes visit: https://sfgway.com/222 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 co...
221 - Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds
January 12, 2022 10:00 - 29 minutes - 41.4 MBTopics Covered: 1. Hit your retirement savings goal? It may be wise to unload some stocks (CNBC) 2. What’s Not to Like About a Fund With a 7% Yield? (The Wall Street Journal) 3. Giving legacy access to your iPhone. (The Wall Street Journal) 4. Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now (CNBC) For full show notes visit: https://sfgway.com/221 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Ma...
220 - Financial Independence at age 52, earning less than $100k
December 22, 2021 10:00 - 39 minutes - 53.7 MBTopics Covered: For full show notes visit: https://sfgway.com/220 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 indivi...
219 - How Your Personal Aims Should Inform Your Financial Aims
December 15, 2021 10:00 - 28 minutes - 38.6 MBTopics Covered: For full show notes visit: https://sfgway.com/219 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 indivi...
219 - Planning for YOUR Personal Aims, Not Anyone Else's
December 15, 2021 10:00 - 28 minutes - 38.8 MBTopics Covered: For full show notes visit: https://sfgway.com/219 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 indivi...
218 - When Your Parents Didn’t Save Enough, Are Active Fund Managers Worth Their Cost?
December 10, 2021 14:07 - 43 minutes - 60.6 MBTopics Covered: When Actively Managed Funds Are Worth It (By Kiplinger) Judge OKs $5.4 million settlement over Transamerica retirement plan (By Des Moines Register) What to do when your parents didn’t save for retirement (By CNBC) For full show notes visit: https://sfgway.com/218 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaki...
217- Is the 4% Rule in Retirement Dead? Tips on 529 Plans
December 09, 2021 10:00 - 31 minutes - 43.6 MBTopics Covered: Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) For full show notes visit: https://sfgway.com/ep217 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provid...
216 - Gratitude vs. Cultivating Contentment - Thanksgiving Special Episode
November 25, 2021 10:00 - 19 minutes - 27 MBTopics Covered: his week we recorded a special episode to set the stage for your 2022 vision, and how what you are grateful for is a great place to “look” for what you want more of in the future. Today we ask you to consider not just the things you are grateful for, but to ask yourself this, "How do I make sure that the things that I'm grateful for continue to manifest in my life?". We discuss the difference between being grateful for things as they occur in our life (a reactive respon...
215 - Risky Zillow, Risky Crypto and Why do they hate ROTH?
November 17, 2021 10:00 - 31 minutes - 43.7 MBTopics Covered: For full show notes visit: https://sfgway.com/ep215 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 indi...
214 - 401(k) Stolen, Family Tries to Kill Father
November 10, 2021 10:00 - 35 minutes - 49 MBTopics Covered: Gilbert man groomed, then scammed out of entire 401(k) (By AZFamily.com) This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History (By Adweek.com) Five Questions to Ask if You Are Named Executor of an Estate (By The Wall Street Journal) For full show notes visit: https://sfgway.com/ep214 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Us...
213 - Are you taking Social Security at the right time?
November 03, 2021 09:00 - 25 minutes - 35 MBTopics Covered in Today's Episode: Here's Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool) For full show notes visit: https://sfgway.com/ep213 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. 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 fiduci...
212 - Celebrity Attorney Shares Estate Planning Horror Stories
October 27, 2021 09:00 - 32 minutes - 44.9 MBTopics Covered: Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at [email protected] For full show notes visit: https://sfgway.com/ep212 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 Public Use. By providing this material, we are not u...
211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement
October 20, 2021 09:00 - 41 minutes - 57.3 MBTopics Covered: "CNN Article giving some detail to the spending set forth in the Bill" by CNN "Ways and Means releases list of tax provisions for budget bill" By Journal of Accountancy "House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions" By CNBC "Hidden In The Reconciliation Bill: A Retirement Plan Mandate That Will Take Most People By Surprise" By Forbes "Update - Tax Proposals of the House Ways and Means ...
210 - Beyond Meat Stock Prices, Retirement Questions & Tax Traps
October 13, 2021 09:00 - 30 minutes - 41.8 MBTopics Covered: - Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits - The Stock Market Fails a Breathalyzer - Beware of the Tax Traps in Retirement For full show notes visit: https://sfgway.com/ep210 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 Public Use. By providing this material, we are...
209 - We Think They Should Build a Vacation Home, The Wall Street Journal Doesn't
September 29, 2021 10:00 - 44 minutes - 60.9 MBTopics Covered: The Wall Street Journal - "Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In." For full show notes visit: https://sfgway.com/ep209 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 Public Use. By providing this material, we are not undertaking to provide investment advice for any...
208 - Day Trading to High Tax Bills & Suze Orman's 5 Best Pieces of Financial Advice
September 22, 2021 10:00 - 35 minutes - 48.2 MBTopics Covered: Article 1 - How a Robinhood newb got an $800k tax bill on $45k profit. Article 2 - Fidelity's Hiring Spree Is a Cautionary Signal Article 3 - Suze Orman's 5 Best Pieces of Financial Advice For full show notes visit: https://sfgway.com/ep208 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 Public Use. By ...
207 - Houses, Truckloads Of Crypto, And James Brown's 100 Million Dollar Estate
September 13, 2021 09:30 - 33 minutes - 46 MBBlack 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 Subs...
206 - Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
August 31, 2021 09:30 - 35 minutes - 49.5 MBWould 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 H...