Sound Financial Group artwork

Sound Financial Group

314 episodes - English - Latest episode: 8 months ago - ★★★★★ - 50 ratings

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design.  Most of the financial podcasts out there can be valuable, though you will notice that many of them are from someone who is unlicensed.  This podcast is unique in that it is led and hosted by licensed financial advisors who have been in the industry for nearly 2 decades, hence the disclosure below and in the description attached to each our episode.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

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

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Episodes

013 How to Recruit C-Suite Executive Superstars

May 12, 2016 07:00 - 40 minutes - 56.2 MB

Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 13th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Paul Freed, Co-Founder and Managing Partner of Herd Freed Hartz, the largest retained executive search firm in the Pacific Northwest. Their primary concentration is recruiting C-suite executives that help companies attract the...

012 Planning For Your Future and Beyond

May 09, 2016 07:00 - 39 minutes - 54.7 MB

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 12th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Thomas (Tom) Lofton, an attorney in the Estate and Business Planning arena located near Seattle, Washington, licensed in Oregon, and a member of the Wealth Council. Tom?s client services include wealth counseling, estate plann...

011 Building an Intention Statement

May 05, 2016 07:00 - 26 minutes - 35.8 MB

Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 11th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Cory Shepherd, Vice President of SFG. Cory lives in Seattle with his wife Danielle; they love to explore the area and to hang out with friends over a good meal. Cory is the key component at the firm, working with advisors and ...

010 Legacy Planning with Steve Waltar

May 02, 2016 07:00 - 52 minutes - 72.5 MB

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 10th episode, Steve chats with Paul Adams, CEO and President of Sound Financial Group, about his personal/professional life, and the importance of legacy planning. Paul is married to a beautiful woman Kristen and has children ages 3, 4, and five years old. He holds his family in high regard and doesn?t wan...

009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization

April 28, 2016 07:00 - 27 minutes - 38.2 MB

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the 9thepisode, Paul Adams, CEO and President of Sound Financial Group, chats with Tyler Parris. Tyler is the author of Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization. It?s a book about being able to create somebody or hire somebody in your organization who becomes a totally dif...

008 The Market Crashed, Now What?

April 25, 2016 07:00 - 22 minutes - 30.8 MB

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the eighth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of holding steady in an ever changing market. For full show notes and FREE copy of the episode transcription, visit: http://www.fullcast.co/sfb-008 This Material is Intended for General Public Use. By ...

007 Savings is the Key

April 21, 2016 07:00 - 18 minutes - 25.1 MB

Sound Financial Group (SFG) is excited to Welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the seventh episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of savings and why paying yourself first is key to your financial success. For full show notes and FREE copy of the episode transcription, visit: http://www.fullcast.co/sfb-007 This Material is Intend...

006 Life Insurance Basics Part 2

April 18, 2016 19:00 - 21 minutes - 29.8 MB

Introduction: Sound Financial Group 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 sixth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of choosing the correct type of Life Insurance for your family. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/sfb006-life-insurance-basics-part-2...

005 Life Insurance Basics Part 1

April 12, 2016 22:11 - 18 minutes - 25.2 MB

Sound Financial Group 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 fifth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of life insurance and the appropriate amount of insurance you should acquire from your financial advisor. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/sfb005-...

004 What Is SROVT?

April 11, 2016 07:00 - 25 minutes - 34.6 MB

Sound Financial Group 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 fourth episode, Paul Adams, CEO and President of Sound Financial Group, explains to us why SROVT is important, and how this is relevant in your financial future. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/004-what-is-srovt This Material is Intended for Ge...

003 Why You Don’t Want to Plan for Your Needs

April 07, 2016 07:00 - 13 minutes - 18.6 MB

Sound Financial Group 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 third episode, Paul Adams, CEO and President of Sound Financial Group, discusses the old adage needs in the financial industry vs. wants, which is how you should be planning for your fiscal future. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/003-why-you-dont...

002 - Balancing your Short, Mid and Long-Term Buckets

April 05, 2016 09:00 - 14 minutes - 19.8 MB

Sound Financial Group 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 second episode, Paul Adams, CEO and President of Sound Financial Group, discusses the bucket conversation. Not just asset allocation and investing risks, but rather when our money will be used. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/002-balancing-your-s...

001 - Wealth Coordination Account

April 05, 2016 08:00 - 14 minutes - 20.5 MB

In this episode Paul shares the concept of The wealth coordination account. He shares a great Good Life tip for Chrome users. He talks through the definition of a wealth account and a deep dive into what exactly is an asset. He lists examples and discusses what most people think can qualify as an asset, but typically don't. For full show notes and FREE copy of the episode transcription, visit: http://www.sfgwa.com/blog/001-wealth-coordination-account This Material is Intended for General...

000 - Welcome to Sound Financial Bites

March 31, 2016 01:25 - 13 minutes - 12.6 MB

Join Sound Financial Group President and CEO Paul Adams every week, as he helps 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 mind share, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only questi...

Guests

Scott Adams
1 Episode

Books

The Sky is Falling
1 Episode