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
157 - Basics of Investing Actual vs. Average Return
September 17, 2019 07:15 - 24 minutes - 19.4 MBIn 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 adviso...
156 - Remembering Sean Stephenson
September 10, 2019 08:02 - 47 minutes - 38 MBIn this special episode of Your Business, Your Wealth, Paul replays an episode with Sean Stephenson, who recently passed away. Paul shares his memories of their conversation and highlights the impact Sean had on his life. The interview is replayed in its entirety. The doctors who helped deliver Sean Stephenson into this world 38 years ago told his parents that he would be dead within 24 hours because of a rare bone disorder he was born with. Well, were they wrong! Despite this disorder and...
155 - Financial Wellness for Women...and Men...and Couples with Rhonda Noordyk
September 03, 2019 07:15 - 43 minutes - 34.8 MBIn 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 ...
154 - Lloyd’s of London, Where Income is King with Robert Clark
August 27, 2019 07:15 - 36 minutes - 29.7 MBIn 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-i...
153 - Roth At Any Income
August 20, 2019 07:15 - 43 minutes - 34.6 MBIn 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 note...
152 - Is the Sky Falling? The Market Reaches a New High, Part 2
August 13, 2019 07:15 - 33 minutes - 27.1 MBIn this episode of Your Business, Your Wealth, Paul explains how the market is climbing, and how you should be interpreting market highs. When people talk about a new market high, there is a fear and a concern of the market dropping because it’s been over-performing for the last years and with that, Paul walks the listener through the evidence of what is known as “Market’s New Highs” and the appropriate approach needed to gauge the performance of a portfolio. For full show notes, including...
151 - Is the Sky Falling? The Market Reaches Another New High, Part 1
August 08, 2019 01:57 - 25 minutes - 20.8 MBIn this episode of Your Business, Your Wealth, Paul explains what we should do when the market reaches new highs and puts us in a position to try and make sense of the latest news and advice as well as how to notice the signs to slow down. Paul explains how some perceive the market when it reaches a new high and how most people associate this rise to a market pullback or recession. This then creates the fear of potential losses which is also correlated to the fear of missing out on gains. Th...
150 - The Autobiography of Your Money
July 31, 2019 16:29 - 36 minutes - 29.1 MBIn 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 inves...
149 - Stop Wasting Your Kids’ College Money
July 23, 2019 07:15 - 58 minutes - 46.9 MBIn 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 bala...
148 - Top 100 Mistakes, Part 4
July 16, 2019 07:40 - 54 minutes - 43.6 MBIn 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 C...
147 - Influence, Persuasion and Reality with Scott Adams
July 09, 2019 07:15 - 54 minutes - 50 MBIn 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 b...
146 - The Excitement Trap with Drew Knowles
July 02, 2019 07:15 - 38 minutes - 30.9 MBIn 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 actio...
145 - Top 100 Mistakes, Part 3
June 25, 2019 07:15 - 42 minutes - 34 MBIn 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 ...
144 - Top 100 Mistakes, Part 2
June 19, 2019 07:15 - 41 minutes - 33.5 MBIn 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 ...
143 - Top 100 Mistakes, Part 1
June 12, 2019 07:15 - 37 minutes - 30 MBIn 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 fina...
142 - The 4-Factor Model
June 05, 2019 08:02 - 42 minutes - 33.9 MBIn 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 ...
141 - Market, What Market?
May 31, 2019 00:32 - 29 minutes - 24.1 MBIn 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, in...
140 - Entrepreneur vs. Fiduciary
May 23, 2019 02:35 - 30 minutes - 24.2 MBIn 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, arran...
139 - Is Your Cash Going Stale?
May 16, 2019 07:22 - 38 minutes - 35.1 MBIn 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...
138 - Meet a Millionaire Next Door with Jeff Miller
May 07, 2019 07:15 - 31 minutes - 25.2 MBIn this episode of Your Business, Your Wealth, Paul welcomes a member of the Sound Financial Group, Jeff Miller, to discuss the path to financial independence. Jeff breaks down his strategies for building wealth, including controlled consumption and having a money saver’s mindset. Finally, Paul and Jeff talk about the importance of starting today in order to take advantage of the opportunity to achieve financial freedom and a work optional lifestyle. For full show notes, including a FREE P...
137 - The 5 Pillars of Tax Planning with Shahar Plinner
April 30, 2019 07:16 - 57 minutes - 46.6 MBIn this very first episode of the newly branded Your Business, Your Wealth Podcast, Paul welcomes Shahar Plinner to break down the five pillars of tax planning. Shahar is certified public accountant who specializes in tax preparation and strategy consulting. Paul and Shahar discuss tax savings tools, cash flow, and the value of defined benefits plans. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-137 “Legends Are Made" Copyright 2017. Musi...
136 - Spending the Death Benefit of Your Life Insurance While You’re Still Alive
April 23, 2019 08:11 - 1 hour - 69.3 MBIn 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 t...
135 - Life Insurance as an Asset Class with Dick Weber
April 17, 2019 12:07 - 1 hour - 56.7 MBIn 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 I...
134 - Whole Life Is a Bad Investment - Debunkisode
April 09, 2019 07:15 - 40 minutes - 37 MBIn 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 circumstan...
133 - Beyond Tax Deferred: The TEFRA TAMRA Corridor
April 03, 2019 16:29 - 38 minutes - 35.2 MBIn 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://full...
132 - Your Business is Not YOUR Wealth
March 27, 2019 06:18 - 54 minutes - 50.1 MBIn 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...
131 - Wealth Coordination Account: Big Wealth, Small Business
March 19, 2019 09:03 - 58 minutes - 53.5 MBIn 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...
130 - Consuming Financial Media: A How to Guide
March 12, 2019 10:00 - 42 minutes - 39.2 MBCORRECTION: 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 ...
129 - Diagnosing the Broken Healthcare System with Dr. Paul Thomas
March 05, 2019 16:26 - 38 minutes - 35.1 MBThis 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...
128 - Near Misses, Actual Tragedies, and Disciplined Strategies, Part 3
February 26, 2019 08:15 - 37 minutes - 34.3 MBWelcome 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 audi...
127 - The Financial Storm and What Not to Do About It
February 19, 2019 13:29 - 15 minutes - 14.2 MBIn this episode, Paul talks about the appropriate actions to take and ones to avoid to weather any financial storm that may come our way. Paul opens up the show by honing in on three factors: new year, rough markets and new behavior. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-127 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...
126 - What You Can Expect From Us in 2019
February 12, 2019 08:15 - 36 minutes - 33.2 MBIn this episode, Paul speaks about his motivation for starting the podcast, Sound Financial Bites. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-126 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 ...
125 - The Shutdown and What We Can Learn From It
February 05, 2019 08:15 - 24 minutes - 22.5 MBIn this episode, we talk about the government shutdown and the personal and financial lessons we can learn from it. It’s impossible to know what the future holds, so it’s important for us to plan for our own ‘government shutdown,’ or unforeseen financial hardship. Paul identifies three simple, yet effective, steps to build a sound financial foundation in order to weather even the worst shutdowns. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-...
124 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 2
January 29, 2019 04:41 - 36 minutes - 33.1 MBWelcome 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: ht...
123 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 1
January 01, 2019 20:00 - 35 minutes - 32.1 MBEpisode 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, Ba...
122 - Basics of Debt, Part 2: Dealing with Mortgages
December 20, 2018 20:00 - 24 minutes - 22.4 MBEpisode 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-...
122 - Basics of Debt, Part 2: Dealing with Mortgages
December 20, 2018 20:00 - 24 minutes - 22.4 MBEpisode 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-...
121 - Inbetweenisode: The Sky is Falling
December 14, 2018 21:00 - 33 minutes - 30.8 MBIn 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 ...
120 - Basics of Debt
December 10, 2018 17:00 - 27 minutes - 25.6 MBIn 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/...
120 - Basics of Debt
December 10, 2018 17:00 - 27 minutes - 25.6 MBIn 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/...
119 - Invest Like a Nobel-Nerd
November 27, 2018 20:00 - 30 minutes - 28 MBIn 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...
118 - What You Don't Know... Is Hurting You
November 20, 2018 20:00 - 34 minutes - 31.2 MBIn 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 th...
117 - Stop Saving Money & Start Building Assets, Part 2
November 13, 2018 20:00 - 20 minutes - 18.4 MBIn 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/...
117 - Stop Saving Money & Start Building Assets, Part 2
November 13, 2018 20:00 - 20 minutes - 18.4 MBIn 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/...
116 - Stop Saving Money & Start Building Assets, Part 1
November 06, 2018 20:00 - 21 minutes - 19.3 MBIn 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...
116 - Stop Saving Money & Start Building Assets, Part 1
November 06, 2018 20:00 - 21 minutes - 19.3 MBIn 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...
115 - Protecting Your Window, Part 2
October 30, 2018 19:00 - 27 minutes - 24.9 MBIn 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, incl...
115 - Protecting Your Window, Part 2
October 30, 2018 19:00 - 27 minutes - 24.9 MBIn 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, incl...
114 - Protecting Your Window, Part 1
October 23, 2018 19:00 - 27 minutes - 25.2 MBIn 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 ...
114 - Protecting Your Window, Part 1
October 23, 2018 19:00 - 27 minutes - 25.2 MBIn 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 ...