Sound Financial Group

By Paul Adams & Cory Shepherd

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Category: Investing

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Subscribers: 9
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Episodes: 300

Description

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.

Episode Date
299 - Dave Ramsey can bankrupt you with this advice
Nov 29, 2023
298 - Maximizing Your Retirement Income with Whole Life Insurance
Nov 22, 2023
297 - How Much Life Insurance Should You Own?
Nov 08, 2023
296 - Should I Buy Life Insurance for My Kids?
Nov 01, 2023
295 - The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl...
Oct 25, 2023
294 - Dave Ramsey Doesn’t Understand Life Insurance (Part 2)
Oct 18, 2023
293 - Dave Ramsey Doesn’t Understand Life Insurance (Part 1)
Oct 11, 2023
292 - How Much Insurance Should You Have? Auto, Home, Umbrella, Disability & Life
Oct 04, 2023
291 - Avoiding Investment Scams
Sep 27, 2023
290 - How much do you need to retire?
Sep 20, 2023
289 - UPDATE: Jim Cramer’s 2023 Predictions
Sep 13, 2023
288 - What do Michael Burry and THE GUY who called the 1929 crash have in common?
Sep 06, 2023
287 - Young + 401(k) = IRS Wins
Aug 30, 2023
286 - Dave Ramsey’s PPP Advice Worse than Fraud?
Aug 24, 2023
Does Your Bank Offer a Wealth Coordination Account?
Aug 09, 2023
How Annuities Work...Or Don’t
Aug 02, 2023
401(k) vs. Roth 401(k) What’s The Difference?
Jul 19, 2023
IRA vs. Roth What's The Difference?
Jul 05, 2023
Did Elon Musk Really Do This?
Jun 21, 2023
280 - Thinking Accurately About Money - Part 2
Jun 14, 2023
Thinking Accurately About Money
Jun 08, 2023
How to Lose Money in Real Estate
May 31, 2023
Vanguard Competes Against Itself and Loses
May 24, 2023
Active Management Underperforms...Again
May 03, 2023
Financial Literacy – habits of the rich vs. poor
Apr 26, 2023
The Dangers of Tax Deferral
Apr 19, 2023
3 Retirement Failures, 1 Hail Mary and 1 Success
Apr 05, 2023
Grandpa said "Invest in Gold" Re-Release
Mar 29, 2023
Paul to The Wall
Mar 22, 2023
Is ESG Investing a Losing Strategy?
Mar 15, 2023
Should They Invest More in Real Estate?
Mar 08, 2023
268 - The Average 401(k) Fell by 20%+ in 2022
Mar 01, 2023
267 - Will AI Replace Your Financial Advisor?
Feb 22, 2023
266 - Ochocinco’s Financial Advice for You!
Feb 15, 2023
265 - Jim Cramer’s picks for 2023
Feb 08, 2023
264 - Are You Rich?
Jan 25, 2023
263 - Secure Act 2.0 and your Retirement Plan
Jan 18, 2023
262 - Cathie Wood and the Arc of the Ark
Jan 11, 2023
261 - Happy Chrisma-Hanu-Kwanza-kah
Dec 21, 2022
260 - "Short-Term Agnostic, Long-Term Optimistic
Dec 14, 2022
259 - Talking Beyond Finance
Dec 07, 2022
258 - Reacting to Dave Ramsey Losing His Mind
Nov 30, 2022
257 - What do you Want to be Thankful for Next Thanksgiving?
Nov 23, 2022
256 - Seeing Through Media Falsehoods
Nov 16, 2022
255 - FOMO Can Ruin Your Finances
Nov 09, 2022
254 - Can Millennials Retire Early?
Oct 19, 2022
253 - Should You Sell Now?
Oct 12, 2022
252 - Mortgage Rates are Not What They Seem
Oct 05, 2022
251 - Real Estate Rent or Sell? Tips on Getting Started
Sep 28, 2022
250 - Investing In a Recession
Sep 21, 2022
249 - Self Insurance is a Scam
Sep 20, 2022
247 - Hidden Costs of IRA Rollovers
Sep 20, 2022
244 - Equations for Happiness
Sep 20, 2022
248 - Is Your Mutual Fund Manager Doing This?
Aug 31, 2022
246 - College Funding & a Swimming Pool Full of Spaghetti
Aug 17, 2022
245 - I Bonds, Inherited IRA Rules & surviving the lottery.
Aug 10, 2022
243 - Medicare – Unscrambling the Alphabet Soup
Jul 27, 2022
242 - Market Debacle or Market Maintenance?
Jul 20, 2022
240 -The Best Performing Tech Fund You Never Knew You Owned
May 25, 2022
239 - Income Investing in Retirement
May 18, 2022
238 - Crypto and Principles for Investing
May 11, 2022
237 - Why Spouses Should Plan Together
May 04, 2022
236 - “Big Changes” Small Differences
Apr 27, 2022
235 - The Debt We Owe To Our Future Selves
Apr 20, 2022
234 - Countering What Your Kids Are Learning In School
Apr 13, 2022
233 - Does the Headline Match the Data?
Apr 06, 2022
232 - Ugly Retirement Decisions in a Wild Market!
Mar 30, 2022
231 - Holding Strategy in the Midst of Crisis
Mar 23, 2022
230 - Re-assess, Re-balance and Re-trench
Mar 16, 2022
229 - Our Thoughts on Vanguard’s Value Proposition
Mar 09, 2022
228 - Real People Getting Real Advice
Mar 02, 2022
227 - Could a Car Accident Cost You Everything
Feb 23, 2022
226 - Stop Trying to Catch a Falling Knife
Feb 16, 2022
225 - Treasure Hunting, Bond Investing, and Unexpected Taxes.
Feb 09, 2022
224 - BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group
Feb 02, 2022
223 - Leaning in on Financial Faux Pas
Jan 26, 2022
222 - What Elon Wants to Teach Kids Can Help You!
Jan 19, 2022
221 - Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds
Jan 12, 2022
220 - Financial Independence at age 52, earning less than $100k
Dec 22, 2021
219 - Planning for YOUR Personal Aims, Not Anyone Else's
Dec 15, 2021
218 - When Your Parents Didn’t Save Enough, Are Active Fund Managers Worth Their Cost?
Dec 10, 2021
217- Is the 4% Rule in Retirement Dead? Tips on 529 Plans
Dec 09, 2021
216 - Gratitude vs. Cultivating Contentment - Thanksgiving Special Episode
Nov 25, 2021
215 - Risky Zillow, Risky Crypto and Why do they hate ROTH?
Nov 17, 2021
214 - 401(k) Stolen, Family Tries to Kill Father
Nov 10, 2021
213 - Are you taking Social Security at the right time?
Nov 03, 2021
212 - Celebrity Attorney Shares Estate Planning Horror Stories
Oct 27, 2021
211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement
Oct 20, 2021
210 - Beyond Meat Stock Prices, Retirement Questions & Tax Traps
Oct 13, 2021
209 - We Think They Should Build a Vacation Home, The Wall Street Journal Doesn't
Sep 29, 2021
208 - Day Trading to High Tax Bills & Suze Orman's 5 Best Pieces of Financial Advice
Sep 22, 2021
207 - Houses, Truckloads Of Crypto, And James Brown's 100 Million Dollar Estate
Sep 13, 2021
206 - Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
Aug 31, 2021
205 - How Target Date Funds Are Being Misused And What Millionaires Do Different
Aug 23, 2021
204 - Why Pausing Can Bring You Value
Apr 26, 2021
203 - Getting Vaccinated Against Lifestyle Addiction
Apr 06, 2021
202 - The White Coat Window
Mar 30, 2021
201 - Warren Buffets (Not So Secret) Secret Sauce
Mar 10, 2021
200 - Learning to Invest in Real Estate - With Robert Slattery (Blackwell Real Estate)
Feb 23, 2021
199 - A Cure For Retirement: The Wealth Coordination Account
Feb 02, 2021
198 - HSA The Triple Tax-Free Account
Jan 19, 2021
197 - Grandpa Said Invest In Gold
Jan 07, 2021
196 - Fun With The CPI… The Christmas Price Index
Dec 29, 2020
195 - Solutions To The Illusions Of Investing
Dec 08, 2020
194 - Illusions of Investing (Condensed)
Dec 01, 2020
193 - What Last Week Taught Us About Market Timing & Other Ways the Media Steers Us Wrong
Nov 20, 2020
192 - Your Financial Sacred Cows Could Be Milking You
Nov 03, 2020
191 - Where We Actually Have the Most Control, But Think We Have the Least
Oct 20, 2020
190 - COVID CARES Act Roth Conversation + What We Learned From Trump’s Tax Returns
Oct 06, 2020
189 - Brock Blake CEO of Lendio - Saving The American Dream
Sep 22, 2020
188 - The Whole life Timeline (pt.2)
Sep 08, 2020
187 - The Market Crashed, Now What? (Time Machine Episode)
Aug 25, 2020
186 - The Whole Life Timeline (pt. 1)
Aug 11, 2020
185 - Three Big Accounting Mistakes That Can Take Your Business Down
Jul 28, 2020
184 - The Trick Question of 30YR v 15YR Mortgages
Jul 14, 2020
183 - What Is Your ROR On Home Equity?
Jun 30, 2020
182 - If You Want To Build Wealth, You Have To Talk About Money
Jun 16, 2020
181 - Should You Stop Investing in “The Market”? A conversation with Joe Riggio of Dimensional Fund Advisors
Jun 02, 2020
180 - What Investor Mindset Will You Choose?
May 19, 2020
179 - Where are Tactics Overtaking Strategy in Your Financial Plan?
May 05, 2020
178 - The Best Performing Tech Fund You Never Knew You Owned
Apr 21, 2020
177 - Speed Dating Sound Financial Group
Apr 07, 2020
*BONUS EPISODE* Coronavirus Opportunities
Apr 01, 2020
176 - Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus
Mar 24, 2020
175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?
Mar 10, 2020
174 - The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky
Feb 25, 2020
173 - Investing In You from the Influence Ecology Annual Member Conference
Feb 11, 2020
172 - Want to Heat Up Your Bedroom this Valentine’s Day? Talk About Money!
Jan 28, 2020
171 - Are Your 2020 Plans Going to Create the Life You Want?
Jan 14, 2020
170 - Does the Presidential Election Cycle Hold the Secret to Beating the Market?
Dec 31, 2019
169 - Are You Grounding Your Assessments with Kari Granger
Dec 17, 2019
168 - Are You Taking Your CEO Brain Food with Michael Langhout
Dec 03, 2019
167 - What Can You Do Now That You Are Aware Of The Illusions?: Illusions of Investing, Part 5
Nov 26, 2019
166 - Do You Know Your Fees and Costs?: Illusions of Investing, Part 4
Nov 19, 2019
165 - How Do I Know When to Get Out?: Illusions of Investing, Part 3
Nov 12, 2019
164 - Does 20/20 Hindsight Help?: Illusions of Investing, Part 2
Nov 06, 2019
163 - Stock Picking & Survivorship Bias Illusions of Investing, Part 1
Oct 29, 2019
162 - Should You Protect Sufficiency First?
Oct 22, 2019
161 - Zip Codes and 401(k)s
Oct 16, 2019
160 - Equity Indexed Products
Oct 08, 2019
159 - Not Your Grandma’s Budget with Doug Peterson
Oct 01, 2019
158 - Stop Should-ing All Over Yourself
Sep 24, 2019
157 - Basics of Investing Actual vs. Average Return
Sep 17, 2019
156 - Remembering Sean Stephenson
Sep 10, 2019
155 - Financial Wellness for Women...and Men...and Couples with Rhonda Noordyk
Sep 03, 2019
154 - Lloyd’s of London, Where Income is King with Robert Clark
Aug 27, 2019
153 - Roth At Any Income
Aug 20, 2019
152 - Is the Sky Falling? The Market Reaches a New High, Part 2
Aug 13, 2019
151 - Is the Sky Falling? The Market Reaches Another New High, Part 1
Aug 08, 2019
150 - The Autobiography of Your Money
Jul 31, 2019
149 - Stop Wasting Your Kids’ College Money
Jul 23, 2019
148 - Top 100 Mistakes, Part 4
Jul 16, 2019
147 - Influence, Persuasion and Reality with Scott Adams
Jul 09, 2019
146 - The Excitement Trap with Drew Knowles
Jul 02, 2019
145 - Top 100 Mistakes, Part 3
Jun 25, 2019
144 - Top 100 Mistakes, Part 2
Jun 19, 2019
143 - Top 100 Mistakes, Part 1
Jun 12, 2019
142 - The 4-Factor Model
Jun 05, 2019
141 - Market, What Market?
May 31, 2019
140 - Entrepreneur vs. Fiduciary
May 23, 2019
139 - Is Your Cash Going Stale?
May 16, 2019
138 - Meet a Millionaire Next Door with Jeff Miller
May 07, 2019
137 - The 5 Pillars of Tax Planning with Shahar Plinner
Apr 30, 2019
136 - Spending the Death Benefit of Your Life Insurance While You’re Still Alive
Apr 23, 2019
135 - Life Insurance as an Asset Class with Dick Weber
Apr 17, 2019
134 - Whole Life Is a Bad Investment - Debunkisode
Apr 09, 2019
133 - Beyond Tax Deferred: The TEFRA TAMRA Corridor
Apr 03, 2019
132 - Your Business is Not YOUR Wealth
Mar 27, 2019
131 - Wealth Coordination Account: Big Wealth, Small Business
Mar 19, 2019
130 - Consuming Financial Media: A How to Guide
Mar 12, 2019
129 - Diagnosing the Broken Healthcare System with Dr. Paul Thomas
Mar 05, 2019
128 - Near Misses, Actual Tragedies, and Disciplined Strategies, Part 3
Feb 26, 2019
127 - The Financial Storm and What Not to Do About It
Feb 19, 2019
126 - What You Can Expect From Us in 2019
Feb 12, 2019
125 - The Shutdown and What We Can Learn From It
Feb 05, 2019
124 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 2
Jan 29, 2019
123 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 1
Jan 01, 2019
122 - Basics of Debt, Part 2: Dealing with Mortgages
Dec 20, 2018
121 - Inbetweenisode: The Sky is Falling
Dec 14, 2018
120 - Basics of Debt
Dec 10, 2018
119 - Invest Like a Nobel-Nerd
Nov 27, 2018
118 - What You Don't Know... Is Hurting You
Nov 20, 2018
117 - Stop Saving Money & Start Building Assets, Part 2
Nov 13, 2018
116 - Stop Saving Money & Start Building Assets, Part 1
Nov 06, 2018
115 - Protecting Your Window, Part 2
Oct 30, 2018
114 - Protecting Your Window, Part 1
Oct 23, 2018
113 - What is the White Coat Window?
Oct 16, 2018
112 - Orchestrating Short, Mid, & Long-Term Buckets
Oct 09, 2018
111 - The Worst Case Scenario
Oct 02, 2018
110 - Web Search vs. Research
Sep 25, 2018
109 - Be Your Own Fiduciary
Sep 18, 2018
108 - The Market Dropped!!!!!
Sep 11, 2018
107 - Don't Just Save - Build a Wealth Coordination Account
Sep 03, 2018
106 - Profit First, Part 2 with Michael Michalowicz
Aug 27, 2018
105 - Profit First, Part 1 with Michael Michalowicz
Aug 20, 2018
104 - The Siren's Song of More
Aug 14, 2018
103 - Entrepreneurs Save the World, Just Not Themselves
Aug 06, 2018
102 - Common Mistakes We Help Clients Avoid, Part 2
Jul 30, 2018
101- Common Mistakes We Help Clients Avoid, Part 1
Jul 17, 2018
100 Cory Shepherd - The Fallacy of Following Financial Entertainers
Jul 09, 2018
099 Cory Shepherd - The Basics of Disability Insurance Part 2: Maximizing Your Benefits
Jul 02, 2018
098 Cory Shepherd - The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?
Jul 02, 2018
097 Cory Shepherd - Why We Should Talk, Part 4 - I Hit the White Coat Window
Jun 18, 2018
096 Cory Shepherd - Why We Should Talk, Part 3 - I Just Went Through a Job Change
Jun 11, 2018
095 Cory Shepherd - Why We Should Talk, Part 2 - Should I Invest in Bitcoin?
Jun 05, 2018
094 Cory Shepherd - Why We Should Talk, Part 1 - Do You Know How Much Capital is Required?
Mar 22, 2018
091 Jake DeKinder - Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake DeKinder
Mar 17, 2018
093 Summer Anderson - Executives Burning Out on Entry
Mar 08, 2018
092 Michael Fennessy - Confessions of a 401(k) Freak
Mar 07, 2018
090 Edmund Moy - Making A Lot of Money with the Last Director of the US Mint, Edmund Moy
Jan 09, 2018
089 Jean Thompson - Building an Indulging Career
Jan 02, 2018
088 Dr. John Medina - Will Your Brain Age Well
Dec 20, 2017
087 Cory Shepherd - Basics of Life Insurance Part 7 - Recap the Series
Dec 12, 2017
086 Cory Shepherd - Basics of Life Insurance Part 6 - Spending Your Death Benefit While You Are Alive
Dec 05, 2017
085 Cory Shepherd - Basics of Life Insurance Part 5 - Whole Life
Nov 28, 2017
084 Cory Shepherd - Basics of Life Insurance, Part 4 - What Kind of Company Should You Choose?
Nov 21, 2017
083 Cory Shepherd - Basics of Life Insurance, Part 3 - How Much Should You Own, What Should You Apply For?
Nov 09, 2017
082 Cory Shepherd - Basics of Life Insurance, Part 2 - Universal Life Explained
Oct 10, 2017
081 Cory Shepherd - Basics of Life Insurance, Part 1 - Types of Life Insurance
Oct 03, 2017
080 John Patterson - Transact or Die Part 2 with John Patterson of Influence Ecology
Sep 26, 2017
079 John Patterson - Transact or Die Part 1 with John Patterson of Influence Ecology
Sep 19, 2017
078 Chris Flugstad - Living Lean with Chris Flugstad
Sep 06, 2017
077 Bella Vasta - Building Your Life that Works For You
Aug 30, 2017
076 Dr. Paul Conti - Stop Should-ing on Your Money
Aug 22, 2017
075 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 2
Aug 15, 2017
074 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 1
Aug 08, 2017
073 Kari Granger - Bombings, Leadership, and Cultural Capability
Aug 01, 2017
072 Cory Shepherd - Getting it Right Before it All Goes Wrong
Jul 25, 2017
071 Benson Porter - Culture, Values, and Leadership
Jul 18, 2017
070 David Nilssen - Making the Jump into Small Business Ownership
Jul 11, 2017
069 Sean Stephenson - What a 3 Foot Tall Man Can Teach You About Walking Tall
Jul 04, 2017
068 Aviv Shahar Part 2 - Questions from Aviv's New Book, Create New Futures
Jun 27, 2017
067 Aviv Shahar - Questions from Aviv's New Book, Create New Futures
Jun 20, 2017
066 - What the 401(k) Part 3 - Optimizing Your 401(k)
Jun 13, 2017
065 - What the 401(k)? Part 2 — Who Has An Interest In Your Participating
Jun 06, 2017
064 - Your 401(k) and What It Means to Your Employer
May 30, 2017
063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward
May 23, 2017
062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions
May 16, 2017
061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions
May 09, 2017
060 - Outrageously Priced by Design Part 2
Apr 25, 2017
059 - Outrageously Priced by Design Part 1
Apr 18, 2017
058 - What's New on Sound Financial Bites
Apr 11, 2017
057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence
Mar 07, 2017
056 - Why Fees, Why Now
Feb 28, 2017
055 - The Media May be Misguided on Market
Feb 14, 2017
054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence
Feb 07, 2017
053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros
Jan 31, 2017
052 - Why All Your Advisors Should be Virtual
Jan 25, 2017
051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 2
Jan 17, 2017
050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 1
Jan 10, 2017
049 - Sending Your Money to College
Jan 03, 2017
048 - Where Can Your Human Capital Make You Money
Dec 27, 2016
047 - Build Your Aims for 2017
Dec 20, 2016
046 Aviv Shahar - Conversation Is the Currency of Leadership
Dec 13, 2016
045 - The Market Will Crash Again
Dec 06, 2016
044 - Why a Wealth Coordination Account
Nov 29, 2016
043 Maggie Richter - Mortgage Myths for Entrepreneurs
Nov 22, 2016
042 - Three Numbers You Must Know to Build Your Finances
Nov 10, 2016
041 - What Does It Take To Sell A Business with Andrew Cross and Damon Pistulka
Nov 02, 2016
040 - Illusion of Investing Part 6 - Passive Structure Investing Theory
Oct 26, 2016
039 - Investing Illusions Part 5 – Letting Them Handle Your Money
Oct 21, 2016
038 - Illusions of Investing Part 4 - The cost of Investing
Oct 17, 2016
037 - Illusions of Investing Part 3 - Timing is Everything.... NOT!
Oct 11, 2016
036 - Investing Illusions Part 2 - When Track Records Don't Matter
Sep 29, 2016
035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You
Sep 27, 2016
034 - Stop Acting Rich Part 2
Sep 20, 2016
033 - Stop Acting Rich Part 1
Sep 13, 2016
032 - Watch What You Say, It Could Cost You Millions
Sep 06, 2016
031 - Entrepreneurs Are Endangering Themselves
Aug 28, 2016
030 Paul Menig - Why Paul Menig Doesn't Want to Buy Your Business!
Aug 23, 2016
029 Dennis Brislawn - Passing On Legacy Assets
Aug 16, 2016
028 - How to Cultivate Contentment Today Part 2
Aug 09, 2016
027 - How to Cultivate Contentment Today
Aug 02, 2016
026 - Why Cashflow Trumps Rate of Return
Jul 26, 2016
025 - The Fallacy of the 4%
Jul 13, 2016
024 - The Differences Between Loss Tolerance and Risk Tolerance
Jul 07, 2016
023 Common Problems Tech Executives Face When Trying to Secure Their Financial Future
Jul 05, 2016
022 How Thinking You’re Smart About Finances Is Unwise
Jun 28, 2016
021 Protect Your Income with Disability Insurance
Jun 22, 2016
020 Build Wealth with Community Event
Jun 15, 2016
019 SealFit 20X: What Are you Really Capable Of?
Jun 07, 2016
018 How to Implement a Clear Strategic Vision for Business Owners
Jun 03, 2016
017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning
May 26, 2016
016 Maxwell 21 Laws
May 23, 2016
015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)
May 19, 2016
014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)
May 16, 2016
013 How to Recruit C-Suite Executive Superstars
May 12, 2016
012 Planning For Your Future and Beyond
May 09, 2016
011 Building an Intention Statement
May 05, 2016
010 Legacy Planning with Steve Waltar
May 02, 2016
009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization
Apr 28, 2016
008 The Market Crashed, Now What?
Apr 25, 2016
007 Savings is the Key
Apr 21, 2016
006 Life Insurance Basics Part 2
Apr 18, 2016
005 Life Insurance Basics Part 1
Apr 12, 2016
004 What Is SROVT?
Apr 11, 2016
003 Why You Don’t Want to Plan for Your Needs
Apr 07, 2016
002 - Balancing your Short, Mid and Long-Term Buckets
Apr 05, 2016
001 - Wealth Coordination Account
Apr 05, 2016
000 - Welcome to Sound Financial Bites
Mar 31, 2016