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
063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward
May 23, 2017 07:00 - 43 minutes - 39.6 MBDr. Gary Ward has been a family physician and GP for 30 years. Gary and his wife Claire live in Perth, Western Australia. Gary talks about how we disregard our biology; that somehow in our conceit and entitlement, we have come to think that we are above it. We sometimes forget that we are merely an organism in an environment. Gary also discusses our ancient brain and how we are programmed to respond to threats in the heat of some of life’s most important transactions. For full show notes a...
062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions
May 16, 2017 07:00 - 48 minutes - 44.4 MBMarcus “Bellringer” Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world’s biggest superstars such as Usher, Britney Spears, and more. This episode is part two of a two-part interview with Marcus. Marcus continues his discussion on the highs and lows of what fame can do to somebody’s career and financial future. For full show notes and to download a FREE copy of the transcr...
061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions
May 09, 2017 23:52 - 32 minutes - 30.1 MBMarcus “Bellringer” Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world’s biggest superstars such as Usher, Britney Spears, and more. Marcus has seen the highs and lows as to what fame can do to somebody’s career and financial future. This is part one of a two-part interview with Marcus, so stay tuned to next week’s show! For full show notes and to download a FREE copy of ...
060 - Outrageously Priced by Design Part 2
April 25, 2017 07:00 - 34 minutes - 31.3 MBPaul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is two of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. Be sure to listen to last week’s episode before listening to this one! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This ...
059 - Outrageously Priced by Design Part 1
April 18, 2017 07:00 - 29 minutes - 27.2 MBPaul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is just part one of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing thi...
058 - What's New on Sound Financial Bites
April 11, 2017 07:00 - 23 minutes - 21.5 MBPaul Adams has just come back from a fantastic conference called Social Media Marketing World. He has a lot of takeaways, but most importantly, he discusses some of the new changes and pivots the podcast will take in order to better serve you, the listener! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide inves...
057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence
March 07, 2017 08:00 - 30 minutes - 28 MBPaul Adams discusses the difference between living a sufficiency, surplus, or superfluence lifestyle, and what kind of numbers you need if you were to fall into one of these three categories. There’s nothing wrong with living a lavish lifestyle, but make sure you have enough funds on your balance sheet to sustain you. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By pr...
056 - Why Fees, Why Now
February 28, 2017 08:00 - 30 minutes - 28.1 MBPaul Adams discusses how traditional advisors are compensated, and why this is often a bad thing when it comes leveraging the best options for your money. Paul also explains why he shifted from the traditional commission-based pay structure, into what he currently uses now, which is designed to help the client in the best possible way. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General...
055 - The Media May be Misguided on Market
February 14, 2017 08:00 - 12 minutes - 11.1 MBFinancial sectors and other media outlets have been reporting that a Donald Trump Presidency will badly affect the stock market. How true are some of these statements, though? To be clear, this podcast episode has nothing to do with Trump himself and his administration, instead, it dives into a biased financial media that profits off your moving your money elsewhere. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This ...
054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence
February 07, 2017 08:00 - 43 minutes - 40.1 MBWhy do you need to understand the way banks speak? When it comes to your money, it’s important to be able to translate what banks are saying to you into English, and avoid being the prey in a predator system. Today, Paul invites Al Davis and Bill Lawrence to help us decode this ‘Bankanese’ language, and make sense of it all. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Fi...
053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros
January 31, 2017 08:00 - 41 minutes - 38.1 MBCharlotte and Caleb Whitmore founded their company, Analytics Pros, in 2009. Charlotte explains what it was like to have a fast-growing startup with no systems in place. She was tired, overwhelmed, and on the brink of being absolutely burnt out. However, she discusses how she was able to transfer the baton over to someone else with more experience, and why firing herself as CEO was the best decision ever. For full show notes and to download a FREE copy of the transcript for this episode, v...
052 - Why All Your Advisors Should be Virtual
January 25, 2017 05:47 - 13 minutes - 12.5 MBPaul Adam discusses why your financial advisors should be virtual, and why you need a team of them working on your side (not just one CPA). You’re bound to move throughout the length of your career, so don’t let location stop you from growing and protecting your wealth. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Sec...
051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 2
January 17, 2017 08:00 - 37 minutes - 34.1 MBTodd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By p...
050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 1
January 10, 2017 08:00 - 39 minutes - 35.8 MBTodd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By p...
049 - Sending Your Money to College
January 03, 2017 08:00 - 32 minutes - 29.9 MBParents and future parents get a little touchy when it comes to this topic. Is it your moral obligation to send your child, and pay, for their college? By sending your money off to college, you might actually be jeopardising your own balance sheet, and putting more strain on yourself as you reach old age. Your children might even have to pitch in to help keep you sustained after retirement. Today, Paul offers an alternative way to approach the college financial discussion. For full show no...
048 - Where Can Your Human Capital Make You Money
December 27, 2016 08:00 - 21 minutes - 19.5 MBIn today’s discussion, Paul focuses on why we need to spend like the rich, not save like them. The rich spend their money on acquiring more assets, and by investing in our own education, we will be well-equipped for the financial decisions necessary to help keep our assets intact and growing. You have to understand your own portfolio! Do not toss it blindly into someone else’s hands. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa...
047 - Build Your Aims for 2017
December 20, 2016 08:00 - 26 minutes - 24.7 MBPaul discusses the type of goals and clear vision you should be thinking about for the new year. He talks on how you should begin to set your aims for 2017, and encourages you not to just do it because someone told you to, but to do it because your future depends on the life you choose to create today. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this mat...
046 Aviv Shahar - Conversation Is the Currency of Leadership
December 13, 2016 08:00 - 52 minutes - 48.1 MBAviv Shahar has been helping senior executives create new futures for the last 16 years at his company, Aviv Consulting. Aviv is able to to unleash new energy and create happier and healthier teams within organizations. How is he able to do it? Well, it first begins with conversation and seeing it as a powerful currency; not just a tool. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for Gener...
045 - The Market Will Crash Again
December 06, 2016 08:00 - 26 minutes - 24 MBPaul discusses what happens when a market crashes, and how you can leverage it to your benefit. It is in the financial institution's personal interest to keep you worried and believing that the sky is falling. They are constantly providing ‘shocking’ points to keep your eyeballs glued to the screen. Paul asks that you don’t fall for it. Focus on the facts, not the fears, in front of you, and you will come out ahead. For full show notes and to download a FREE copy of the transcript for this...
044 - Why a Wealth Coordination Account
November 29, 2016 08:00 - 26 minutes - 24.2 MBSix months ago, Paul recorded his first podcast, underlining why the wealth coordination account was so important for our financial future. This week’s episode is a gentle reminder why you should not let your wealth coordination account slip by the wayside. Listen in to find out what you need to know about wealth coordination accounts. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General...
043 Maggie Richter - Mortgage Myths for Entrepreneurs
November 22, 2016 09:00 - 33 minutes - 30.4 MBToday’s special guest is Maggie Richter, Loan Advisor for RPM Mortgage. Maggie helps ‘bust’ some common mortgage myths, for both entrepreneurs and W2 executives, on this week’s show. It can be frustrating, applying for a mortgage, because it can often feel very invasive and extreme, but Maggie is here to explain why these requests are so important for your application. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Pau...
042 - Three Numbers You Must Know to Build Your Finances
November 10, 2016 11:30 - 30 minutes - 27.8 MBPaul dives into the three numbers you must know when planning for your retirement. As we live longer and longer, it becomes difficult to predict how much money you'll need to live comfortably before you pass away. The worst thing to happen to you is that you have too much life and too little money. So, how can you prevent that? Listen in today’s episode on Paul’s explanation. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blo...
041 - What Does It Take To Sell A Business with Andrew Cross and Damon Pistulka
November 02, 2016 14:06 - 37 minutes - 34.7 MBAndrew Cross is the Principal at Cross Northwest, Inc. and Damon Pistulka is the Managing Partner at Cross Northwest, Inc. This week’s topic dives into what business owners and business buyers need to know about selling/buying a business. Andrew and Damon tackle both sides of the coin to help business owners get an overall perspective of what they need to do, long before they decide to sell their business and retire. For full show notes and to download a FREE copy of the transcript for thi...
040 - Illusion of Investing Part 6 - Passive Structure Investing Theory
October 26, 2016 14:35 - 43 minutes - 39.9 MBThis is the last episode in the investing illusions series. Paul does a quick recap of the past five illusions he has gone over. One of the common problems that happens to someone after they’ve become aware of an illusion is that they fall right back into another one. To avoid this,Paul discusses what is a good investment philosophy on this week’s episode. There are four crucial components to passive structure investing that he and his team use when helping a client design their portfolio. ...
039 - Investing Illusions Part 5 – Letting Them Handle Your Money
October 21, 2016 12:50 - 15 minutes - 14.3 MBThis is part 5 out of 6 on investing illusions. Paul dives right in on busting the myth that your advisor should be responsible for handling all of your money. If you’re not actively working with your advisor to manage your money, then something is wrong. The same applies from within your household. If there’s only one person in your marriage who is managing the money, then this sets up that partner for failure. Find out why on this week’s episode. For full show notes and to download a FRE...
038 - Illusions of Investing Part 4 - The cost of Investing
October 17, 2016 12:48 - 14 minutes - 13.7 MBThis episode is part 4 of Investing Illusions. Today’s illusion is about discovering the real cost of investing with a mutual fund. There are so many undisclosed fees and costs that customers are switching over to more transparent solutions. Adam discusses what a cash drag is and why ‘making it up in trade volume’ never, ever works out to the benefit of the customer. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This ...
037 - Illusions of Investing Part 3 - Timing is Everything.... NOT!
October 11, 2016 12:41 - 18 minutes - 17.4 MBPaul Adams is back with another myth-busting podcast session. This episode is part 3 of 6 on investing illusions. Can you time the market? Do you know when is the best time to buy-in or sell-out? Chances are you'll lose more money trying to play the market than if you simply stuck with it. So, why are major publications trying to constantly have you move your money out or in? It boils down to advertisers! Find out more about this illusion on this week's podcast For full show notes and to d...
036 - Investing Illusions Part 2 - When Track Records Don't Matter
September 29, 2016 15:55 - 13 minutes - 12.2 MBThis week, Paul dives into another investing illusion. Be sure to check out last week's episode on stock picking and what your typical mutual fund won't tell you. On this episode, Paul discusses why you can not trust the track record of a mutual fund, asking what does your mutual fund have in common with someone flipping a coin? They both have pretty much the same odds. Watch out for this illusion! For full show notes and to download a FREE copy of the transcript for this episode, visit: h...
035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You
September 27, 2016 07:00 - 23 minutes - 21.2 MBThis episode is part one of a six-part series on the illusions of investing. Paul admits that he believed many of these common illusions during the early years of his financial career and wouldn't be surprised if your current financial advisor still believes them today. This episode dives into the illusion of stock picking and how mutual funds sweeten their success rate by closing their poor-performing funds down. Find out more on today's episode. For full show notes and to download a FREE...
034 - Stop Acting Rich Part 2
September 20, 2016 07:00 - 21 minutes - 20.2 MBThis episode is part two of 'Stop Acting Rich'. Please be sure to listen to episode 33 to get a full update on today's topic. In this episode, Paul covers the more analytical and numbers side of how much money you really need in order to safely retire. If you were told today that you had an $8 million dollar debt, how would you spend your money differently? There's a good chance you have not considered or even prepared properly for your future liability. So, stop acting rich today! Instead, ...
033 - Stop Acting Rich Part 1
September 13, 2016 07:00 - 19 minutes - 17.5 MBYou may feel confronted by the financial topics discussed in this episode. You may also feel motivated by the topics of this week’s episode. However this episode makes you feel, you need to listen to this episode and next week’s episode to get a full understanding of Dr. Thomas Stanley’s book, Stop Acting Rich. Your host, President and CEO of Sound Financial Group, Paul Adams shares his personal connection with the book and how the world of those with true wealth looks different when you rem...
032 - Watch What You Say, It Could Cost You Millions
September 06, 2016 07:00 - 25 minutes - 23.1 MBPaul Adam discusses financial philosophy on this episode. What would it mean to you to keep all your financial promises? So many people make promises to the people they love. They promise they'll get a bigger house. They promise they'll send their children to college. But few of them actually do the math to find out what it means to keep such promises. Listen in as Paul talks on why you might consider not purchasing that bigger home and being careful, or at least highly aware, of the promise...
031 - Entrepreneurs Are Endangering Themselves
August 28, 2016 23:32 - 27 minutes - 37.1 MBPaul Adams brings you another insightful podcast episode today and talks directly to entrepreneurs or small business owners pouring their heart and soul into their businesses. Are you an entrepreneur? Then you definitely do not want to miss out on Paul's wise words on how to diversify your personal balance sheet for a long and comfortable retirement. We know not to put all our eggs in one basket, yet entrepreneurs seem to do this time and time again. Paul says that it doesn't have to be this...
030 Paul Menig - Why Paul Menig Doesn't Want to Buy Your Business!
August 23, 2016 07:00 - 33 minutes - 30.9 MBPaul Menig is the Founder and CEO of Tech-I-M, a company that strives to achieve faster and more profitable growth. What are some of the ways you can increase the value of your business and make it an easier sell in the future? What kind of figures should you be looking at when trying to sell your company at a reasonable price? Paul has the answers to all these questions and more on this episode. For full show notes and to download a FREE copy of the transcript for this episode, visit: htt...
029 Dennis Brislawn - Passing On Legacy Assets
August 16, 2016 07:00 - 32 minutes - 30 MBDennis Brislawn is an estate and gift tax planning professional, as well as an asset protection expert. Do you have a vision for an item or property that you want generations of your family to enjoy? How do you prevent your children, or even grandchildren, from fighting over possessions after you've passed away? Dennis offers some practical solutions on keeping your family at peace while still being able to enjoy those important legacy items you've left behind. For full show notes and to d...
028 - How to Cultivate Contentment Today Part 2
August 09, 2016 07:00 - 15 minutes - 21 MBPaul continues his discussion on how to cultivate contentment in today's podcast. Be sure to listen to episode 27, to get filled in on why you maybe shouldn't purchase that dream car or yacht. Paul stresses the importance of the lifestyle you want vs. the lifestyle you can afford. What are the minimum requirements to living a good life? When you're able to observe your own financial habits, you are able to see the habits of others too. And, when you do the math, you'll quickly realize your n...
027 - How to Cultivate Contentment Today
August 02, 2016 07:00 - 19 minutes - 27.5 MBOn this episode, Paul discusses why you need to cultivate a contentment strategy. It can be easy to get caught up in 'acquiring stuff', but the reality is, do you want to take care of and maintain 'stuff' all of your life? For many people, the answer is no. Paul Adams encourages the listeners to shift their mindset and, instead of thinking about buying the latest and greatest item on the market, think about what are your minimum requirements to a good life. For full show notes and to downl...
026 - Why Cashflow Trumps Rate of Return
July 26, 2016 07:00 - 32 minutes - 44.8 MBPaul Adams dives into a more complex topic this week and talks about the differences between cashflow and rate of return. This podcast episode involves video to help the audience better understand these concepts. Paul shows what the 'living balance sheet' looks like and how it can be applied to your specific scenario. Investment firms might talk or heavily market rate of return, but Paul emphasizes not to pay attention to the hot financial topic of the week. Instead, focus on how you spend y...
025 - The Fallacy of the 4%
July 13, 2016 11:32 - 19 minutes - 26.6 MBPaul Adams joins us again on this episode to discuss why you should only take out a max of 4% on your portfolio each year and why there is a huge fallacy in the 4% equation that people often miss. Are you getting ready to retire or looking to retire early? Then this is a podcast episode you do not want to miss out on. Paul helps you understand the fundamentals of how much money you need to safely live off of your investments. For full show notes and to download a FREE copy of the transcrip...
024 - The Differences Between Loss Tolerance and Risk Tolerance
July 07, 2016 03:13 - 22 minutes - 31.3 MBPaul Adams explains the key differences between a loss tolerance mindset vs. a risk tolerance mindset. He shares a couple of examples throughout history of how thinking of your investment portfolio from a risk tolerance perspective can be deadly to your financial future when the market turns south. Instead, he says, frame your thoughts from a loss tolerance perspective. How much can you lose and if you were to lose this investment, would you still be okay? This sets your financial future up ...
023 Common Problems Tech Executives Face When Trying to Secure Their Financial Future
July 05, 2016 07:00 - 25 minutes - 35.4 MBRyan Burklo is a member and guest blogger for the Washington Technology Industry Association as well as a registered representative and financial advisor for Park Avenue Securities. Today Ryan discusses with Paul how tech executives can secure their wealth and protect their finances. Ryan and Paul have both seen complexities in the finances of those who work in the tech industry. This may be because tech executives work for well-established firms like Microsoft and then move to tech startups...
022 How Thinking You’re Smart About Finances Is Unwise
June 28, 2016 07:00 - 52 minutes - 71.7 MBRoy Rasera is a financial advisor who helps successful couples, professionals, and business owners manage their macro-economic financial strategies. Roy holds 3 degrees from MIT, several financial designations, and is a member of Mensa. He focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. Tune in to today’s podcast to discover some of the most common financial mistakes and how just one mistake could...
021 Protect Your Income with Disability Insurance
June 22, 2016 15:48 - 36 minutes - 49.8 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In today’s episode, Paul Adams, CEO and President of Sound Financial Group, chats with Ryan Jewell in the Brokerage Division for Sound Financial Group. He meets with other advisors in a myriad of different organizations and helps them understand how to protect their clients' incomes. Tune in to hear how individua...
020 Build Wealth with Community Event
June 15, 2016 03:16 - 36 minutes - 49.8 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. During this unique episode, Paul Adams, CEO and President of Sound Financial Group was the Keynote Speaker at the Build Wealth with Community event. SFG designed their annual meeting to celebrate the year, while partnering with Gold Creek Church’s secular charity, Hope Creek, a nonprofit organization thathelps pe...
019 SealFit 20X: What Are you Really Capable Of?
June 07, 2016 07:00 - 36 minutes - 50.7 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. On this unique episode, Paul Adams, CEO and President of Sound Financial Group, is joined by Alan Chaffee (Seattle Financial Consulting), Jeremy Ames (Guidant Financial), Benjamin Petter (Avara Construction), Steve Duffield (DACO), and Jay Mezistrano (JayMarc Experience),on board an excursion to Mission Beach. Tu...
018 How to Implement a Clear Strategic Vision for Business Owners
June 03, 2016 12:08 - 26 minutes - 36.9 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 18th episode, Cory Shepherd, Vice President of SFG, chats with Richard Weylman (pronounced “While –men”), a leading marketing expert, specifically in helping business owners build vertical markets. He was orphaned at age six and instead of becoming a victim of his circumstances, Richard overcame the advers...
017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning
May 26, 2016 07:00 - 37 minutes - 52.1 MBSound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 17th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Alan Pratt, Founder of Pratt Legacy advisors. Alan is a Chartered Advisor in Philanthropy through the American College and a Certified Estate Planner through the Institute of Certified Estate Planners. Alan leads with his hear...
016 Maxwell 21 Laws
May 23, 2016 07:00 - 52 minutes - 71.5 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 16th episode, Cory Shepherd, Vice President of Sound Financial Group, reviews John C. Maxwell’s 21 Irrefutable Laws of Leadership. He adds his own real world experiences to help us understand how these laws may play out in our business and in our personal lives. For full show notes and to download a FREE...
015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)
May 19, 2016 07:00 - 28 minutes - 39.6 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder, and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, GoodLife Mortgage, and GoodLife Realty and author of the book Falling for Money: How to Have a Lif...
014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)
May 16, 2016 07:00 - 34 minutes - 47.5 MBSound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, GoodLife Mortgage, and GoodLife Realty. She is also the author of the book Falling for Money: How t...