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Your Business Your Wealth

By Paul Adams & Cory Shepherd

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.

  1. 1.
    191 - Where We Actually Have the Most Control, But Think We Have the Least10/20/2020
    37:50
  2. 2.
    190 - COVID CARES Act Roth Conversation + What We Learned From Trump’s Tax Returns10/06/2020
    29:04
  3. 3.
    189 - Brock Blake CEO of Lendio - Saving The American Dream09/22/2020
    43:04
  4. 4.
    188 - The Whole life Timeline (pt.2)09/08/2020
    34:32
  5. 5.
    187 - The Market Crashed, Now What? (Time Machine Episode)08/25/2020
    23:02
  6. 6.
    186 - The Whole Life Timeline (pt. 1)08/11/2020
    39:50
  7. 7.
    185 - Three Big Accounting Mistakes That Can Take Your Business Down07/28/2020
    30:50
  8. 8.
    184 - The Trick Question of 30YR v 15YR Mortgages07/14/2020
    30:16
  1. 9.
    183 - What Is Your ROR On Home Equity?06/30/2020
    31:34
  2. 10.
    182 - If You Want To Build Wealth, You Have To Talk About Money06/16/2020
    28:28
  3. 11.
    181 - Should You Stop Investing in “The Market”? A conversation with Joe Riggio of Dimensional Fund Advisors06/02/2020
    42:28
  4. 12.
    180 - What Investor Mindset Will You Choose?05/19/2020
    36:30
  5. 13.
    179 - Where are Tactics Overtaking Strategy in Your Financial Plan?05/05/2020
    35:39
  6. 14.
    178 - The Best Performing Tech Fund You Never Knew You Owned04/21/2020
    27:38
  7. 15.
    177 - Speed Dating Sound Financial Group04/07/2020
    31:44
  8. 16.
    *BONUS EPISODE* Coronavirus Opportunities04/01/2020
    7:46
  9. 17.
    176 - Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus03/24/2020
    33:48
  10. 18.
    175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?03/10/2020
    20:58
  11. 19.
    174 - The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky02/25/2020
    30:12
  12. 20.
    173 - Investing In You from the Influence Ecology Annual Member Conference02/11/2020
    25:34
  13. 21.
    172 - Want to Heat Up Your Bedroom this Valentine’s Day? Talk About Money!01/28/2020
    29:51
  14. 22.
    171 - Are Your 2020 Plans Going to Create the Life You Want?01/14/2020
    38:45
  15. 23.
    170 - Does the Presidential Election Cycle Hold the Secret to Beating the Market?12/31/2019
    33:11
  16. 24.
    169 - Are You Grounding Your Assessments with Kari Granger12/17/2019
    37:12
  17. 25.
    168 - Are You Taking Your CEO Brain Food with Michael Langhout12/03/2019
    31:03
  18. 26.
    167 - What Can You Do Now That You Are Aware Of The Illusions?: Illusions of Investing, Part 511/26/2019
    44:14
  19. 27.
    166 - Do You Know Your Fees and Costs?: Illusions of Investing, Part 411/19/2019
    21:56
  20. 28.
    165 - How Do I Know When to Get Out?: Illusions of Investing, Part 311/12/2019
    20:49
  21. 29.
    164 - Does 20/20 Hindsight Help?: Illusions of Investing, Part 211/06/2019
    22:40
  22. 30.
    163 - Stock Picking & Survivorship Bias Illusions of Investing, Part 110/29/2019
    23:11
  23. 31.
    162 - Should You Protect Sufficiency First?10/22/2019
    26:38
  24. 32.
    161 - Zip Codes and 401(k)s10/16/2019
    27:19
  25. 33.
    160 - Equity Indexed Products10/08/2019
    30:46
  26. 34.
    159 - Not Your Grandma’s Budget with Doug Peterson10/01/2019
    34:06
  27. 35.
    158 - Stop Should-ing All Over Yourself09/24/2019
    26:41
  28. 36.
    157 - Basics of Investing Actual vs. Average Return09/17/2019
    24:00
  29. 37.
    156 - Remembering Sean Stephenson09/10/2019
    47:13
  30. 38.
    155 - Financial Wellness for Women...and Men...and Couples with Rhonda Noordyk09/03/2019
    43:12
  31. 39.
    154 - Lloyd’s of London, Where Income is King with Robert Clark08/27/2019
    36:51
  32. 40.
    153 - Roth At Any Income08/20/2019
    43:04
  33. 41.
    152 - Is the Sky Falling? The Market Reaches a New High, Part 208/13/2019
    33:38
  34. 42.
    151 - Is the Sky Falling? The Market Reaches Another New High, Part 108/08/2019
    25:42
  35. 43.
    150 - The Autobiography of Your Money07/31/2019
    36:12
  36. 44.
    149 - Stop Wasting Your Kids’ College Money07/23/2019
    58:23
  37. 45.
    148 - Top 100 Mistakes, Part 407/16/2019
    54:18
  38. 46.
    147 - Influence, Persuasion and Reality with Scott Adams07/09/2019
    54:37
  39. 47.
    146 - The Excitement Trap with Drew Knowles07/02/2019
    38:21
  40. 48.
    145 - Top 100 Mistakes, Part 306/25/2019
    42:14
  41. 49.
    144 - Top 100 Mistakes, Part 206/19/2019
    41:41
  42. 50.
    143 - Top 100 Mistakes, Part 106/12/2019
    37:15
  43. 51.
    142 - The 4-Factor Model06/05/2019
    42:13
  44. 52.
    141 - Market, What Market?05/31/2019
    29:53
  45. 53.
    140 - Entrepreneur vs. Fiduciary05/23/2019
    30:06
  46. 54.
    139 - Is Your Cash Going Stale?05/16/2019
    38:19
  47. 55.
    138 - Meet a Millionaire Next Door with Jeff Miller05/07/2019
    31:16
  48. 56.
    137 - The 5 Pillars of Tax Planning with Shahar Plinner04/30/2019
    57:55
  49. 57.
    136 - Spending the Death Benefit of Your Life Insurance While You’re Still Alive04/23/2019
    1:15:40
  50. 58.
    135 - Life Insurance as an Asset Class with Dick Weber04/17/2019
    1:01:48
  51. 59.
    134 - Whole Life Is a Bad Investment - Debunkisode04/09/2019
    40:21
  52. 60.
    133 - Beyond Tax Deferred: The TEFRA TAMRA Corridor04/03/2019
    38:20
  53. 61.
    132 - Your Business is Not YOUR Wealth03/27/2019
    54:38
  54. 62.
    131 - Wealth Coordination Account: Big Wealth, Small Business03/19/2019
    58:23
  55. 63.
    130 - Consuming Financial Media: A How to Guide03/12/2019
    42:41
  56. 64.
    129 - Diagnosing the Broken Healthcare System with Dr. Paul Thomas03/05/2019
    38:13
  57. 65.
    128 - Near Misses, Actual Tragedies, and Disciplined Strategies, Part 302/26/2019
    37:24
  58. 66.
    127 - The Financial Storm and What Not to Do About It02/19/2019
    15:24
  59. 67.
    126 - What You Can Expect From Us in 201902/12/2019
    36:11
  60. 68.
    125 - The Shutdown and What We Can Learn From It02/05/2019
    24:31
  61. 69.
    124 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 201/29/2019
    36:01
  62. 70.
    123 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 101/01/2019
    34:59
  63. 71.
    122 - Basics of Debt, Part 2: Dealing with Mortgages12/20/2018
    24:21
  64. 72.
    121 - Inbetweenisode: The Sky is Falling12/14/2018
    33:35
  65. 73.
    120 - Basics of Debt12/10/2018
    28:00
  66. 74.
    119 - Invest Like a Nobel-Nerd11/27/2018
    30:41
  67. 75.
    118 - What You Don't Know... Is Hurting You11/20/2018
    34:06
  68. 76.
    117 - Stop Saving Money & Start Building Assets, Part 211/13/2018
    20:07
  69. 77.
    116 - Stop Saving Money & Start Building Assets, Part 111/06/2018
    21:08
  70. 78.
    115 - Protecting Your Window, Part 210/30/2018
    27:17
  71. 79.
    114 - Protecting Your Window, Part 110/23/2018
    27:37
  72. 80.
    113 - What is the White Coat Window?10/16/2018
    22:54
  73. 81.
    112 - Orchestrating Short, Mid, & Long-Term Buckets10/09/2018
    21:15
  74. 82.
    111 - The Worst Case Scenario10/02/2018
    34:50
  75. 83.
    110 - Web Search vs. Research09/25/2018
    35:50
  76. 84.
    109 - Be Your Own Fiduciary09/18/2018
    34:20
  77. 85.
    108 - The Market Dropped!!!!!09/11/2018
    34:18
  78. 86.
    107 - Don't Just Save - Build a Wealth Coordination Account09/03/2018
    31:52
  79. 87.
    106 - Profit First, Part 2 with Michael Michalowicz08/27/2018
    22:10
  80. 88.
    105 - Profit First, Part 1 with Michael Michalowicz08/20/2018
    31:56
  81. 89.
    104 - The Siren's Song of More08/14/2018
    21:23
  82. 90.
    103 - Entrepreneurs Save the World, Just Not Themselves08/06/2018
    27:51
  83. 91.
    102 - Common Mistakes We Help Clients Avoid, Part 207/30/2018
    31:03
  84. 92.
    101- Common Mistakes We Help Clients Avoid, Part 107/17/2018
    34:21
  85. 93.
    100 Cory Shepherd - The Fallacy of Following Financial Entertainers07/09/2018
    33:45
  86. 94.
    099 Cory Shepherd - The Basics of Disability Insurance Part 2: Maximizing Your Benefits07/02/2018
    41:24
  87. 95.
    098 Cory Shepherd - The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?07/02/2018
    36:40
  88. 96.
    097 Cory Shepherd - Why We Should Talk, Part 4 - I Hit the White Coat Window06/18/2018
    36:04
  89. 97.
    096 Cory Shepherd - Why We Should Talk, Part 3 - I Just Went Through a Job Change06/11/2018
    17:53
  90. 98.
    095 Cory Shepherd - Why We Should Talk, Part 2 - Should I Invest in Bitcoin?06/05/2018
    38:14
  91. 99.
    094 Cory Shepherd - Why We Should Talk, Part 1 - Do You Know How Much Capital is Required?03/22/2018
    23:06
  92. 100.
    091 Jake DeKinder - Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake DeKinder03/17/2018
    44:49
  93. 101.
    093 Summer Anderson - Executives Burning Out on Entry03/08/2018
    27:27
  94. 102.
    092 Michael Fennessy - Confessions of a 401(k) Freak03/07/2018
    50:34
  95. 103.
    090 Edmund Moy - Making A Lot of Money with the Last Director of the US Mint, Edmund Moy01/09/2018
    51:50
  96. 104.
    089 Jean Thompson - Building an Indulging Career01/02/2018
    33:41
  97. 105.
    088 Dr. John Medina - Will Your Brain Age Well12/20/2017
    48:18
  98. 106.
    087 Cory Shepherd - Basics of Life Insurance Part 7 - Recap the Series12/12/2017
    10:18
  99. 107.
    086 Cory Shepherd - Basics of Life Insurance Part 6 - Spending Your Death Benefit While You Are Alive12/05/2017
    23:09
  100. 108.
    085 Cory Shepherd - Basics of Life Insurance Part 5 - Whole Life11/28/2017
    30:38
  101. 109.
    084 Cory Shepherd - Basics of Life Insurance, Part 4 - What Kind of Company Should You Choose?11/21/2017
    19:06
  102. 110.
    083 Cory Shepherd - Basics of Life Insurance, Part 3 - How Much Should You Own, What Should You Apply For?11/09/2017
    22:34
  103. 111.
    082 Cory Shepherd - Basics of Life Insurance, Part 2 - Universal Life Explained10/10/2017
    35:17
  104. 112.
    081 Cory Shepherd - Basics of Life Insurance, Part 1 - Types of Life Insurance10/03/2017
    28:33
  105. 113.
    080 John Patterson - Transact or Die Part 2 with John Patterson of Influence Ecology09/26/2017
    37:44
  106. 114.
    079 John Patterson - Transact or Die Part 1 with John Patterson of Influence Ecology09/19/2017
    33:45
  107. 115.
    078 Chris Flugstad - Living Lean with Chris Flugstad09/06/2017
    37:23
  108. 116.
    077 Bella Vasta - Building Your Life that Works For You08/30/2017
    33:01
  109. 117.
    076 Dr. Paul Conti - Stop Should-ing on Your Money08/22/2017
    50:17
  110. 118.
    075 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 208/15/2017
    32:04
  111. 119.
    074 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 108/08/2017
    27:09
  112. 120.
    073 Kari Granger - Bombings, Leadership, and Cultural Capability08/01/2017
    57:54
  113. 121.
    072 Cory Shepherd - Getting it Right Before it All Goes Wrong07/25/2017
    27:34
  114. 122.
    071 Benson Porter - Culture, Values, and Leadership07/18/2017
    44:20
  115. 123.
    070 David Nilssen - Making the Jump into Small Business Ownership07/11/2017
    46:59
  116. 124.
    069 Sean Stephenson - What a 3 Foot Tall Man Can Teach You About Walking Tall07/04/2017
    42:46
  117. 125.
    068 Aviv Shahar Part 2 - Questions from Aviv's New Book, Create New Futures06/27/2017
    32:49
  118. 126.
    067 Aviv Shahar - Questions from Aviv's New Book, Create New Futures06/20/2017
    42:08
  119. 127.
    066 - What the 401(k) Part 3 - Optimizing Your 401(k)06/13/2017
    29:44
  120. 128.
    065 - What the 401(k)? Part 2 — Who Has An Interest In Your Participating06/06/2017
    20:46
  121. 129.
    064 - Your 401(k) and What It Means to Your Employer05/30/2017
    16:37
  122. 130.
    063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward05/23/2017
    43:08
  123. 131.
    062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions05/16/2017
    48:24
  124. 132.
    061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions05/09/2017
    32:44
  125. 133.
    060 - Outrageously Priced by Design Part 204/25/2017
    34:04
  126. 134.
    059 - Outrageously Priced by Design Part 104/18/2017
    29:35
  127. 135.
    058 - What's New on Sound Financial Bites04/11/2017
    23:20
  128. 136.
    057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence03/07/2017
    30:30
  129. 137.
    056 - Why Fees, Why Now02/28/2017
    30:37
  130. 138.
    055 - The Media May be Misguided on Market02/14/2017
    12:04
  131. 139.
    054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence02/07/2017
    43:40
  132. 140.
    053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros01/31/2017
    41:26
  133. 141.
    052 - Why All Your Advisors Should be Virtual01/25/2017
    13:35
  134. 142.
    051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 201/17/2017
    37:06
  135. 143.
    050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 101/10/2017
    39:02
  136. 144.
    049 - Sending Your Money to College01/03/2017
    32:32
  137. 145.
    048 - Where Can Your Human Capital Make You Money12/27/2016
    21:09
  138. 146.
    047 - Build Your Aims for 201712/20/2016
    26:53
  139. 147.
    046 Aviv Shahar - Conversation Is the Currency of Leadership12/13/2016
    52:23
  140. 148.
    045 - The Market Will Crash Again12/06/2016
    26:09
  141. 149.
    044 - Why a Wealth Coordination Account11/29/2016
    26:20
  142. 150.
    043 Maggie Richter - Mortgage Myths for Entrepreneurs11/22/2016
    33:06
  143. 151.
    042 - Three Numbers You Must Know to Build Your Finances11/10/2016
    30:14
  144. 152.
    041 - What Does It Take To Sell A Business with Andrew Cross and Damon Pistulka11/02/2016
    37:47
  145. 153.
    040 - Illusion of Investing Part 6 - Passive Structure Investing Theory10/26/2016
    43:28
  146. 154.
    039 - Investing Illusions Part 5 – Letting Them Handle Your Money10/21/2016
    15:32
  147. 155.
    038 - Illusions of Investing Part 4 - The cost of Investing10/17/2016
    14:51
  148. 156.
    037 - Illusions of Investing Part 3 - Timing is Everything.... NOT!10/11/2016
    18:53
  149. 157.
    036 - Investing Illusions Part 2 - When Track Records Don't Matter09/29/2016
    13:12
  150. 158.
    035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You09/27/2016
    23:05
  151. 159.
    034 - Stop Acting Rich Part 209/20/2016
    21:58
  152. 160.
    033 - Stop Acting Rich Part 109/13/2016
    18:59
  153. 161.
    032 - Watch What You Say, It Could Cost You Millions09/06/2016
    25:10
  154. 162.
    031 - Entrepreneurs Are Endangering Themselves08/28/2016
    27:01
  155. 163.
    030 Paul Menig - Why Paul Menig Doesn't Want to Buy Your Business!08/23/2016
    33:37
  156. 164.
    029 Dennis Brislawn - Passing On Legacy Assets08/16/2016
    32:38
  157. 165.
    028 - How to Cultivate Contentment Today Part 208/09/2016
    15:16
  158. 166.
    027 - How to Cultivate Contentment Today08/02/2016
    19:58
  159. 167.
    026 - Why Cashflow Trumps Rate of Return07/26/2016
    32:41
  160. 168.
    025 - The Fallacy of the 4%07/13/2016
    19:18
  161. 169.
    024 - The Differences Between Loss Tolerance and Risk Tolerance07/07/2016
    22:46
  162. 170.
    023 Common Problems Tech Executives Face When Trying to Secure Their Financial Future07/05/2016
    25:43
  163. 171.
    022 How Thinking You’re Smart About Finances Is Unwise06/28/2016
    52:12
  164. 172.
    021 Protect Your Income with Disability Insurance06/22/2016
    36:15
  165. 173.
    020 Build Wealth with Community Event06/15/2016
    36:14
  166. 174.
    019 SealFit 20X: What Are you Really Capable Of?06/07/2016
    36:55
  167. 175.
    018 How to Implement a Clear Strategic Vision for Business Owners06/03/2016
    26:50
  168. 176.
    017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning05/26/2016
    37:57
  169. 177.
    016 Maxwell 21 Laws05/23/2016
    52:03
  170. 178.
    015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)05/19/2016
    28:47
  171. 179.
    014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)05/16/2016
    34:32
  172. 180.
    013 How to Recruit C-Suite Executive Superstars05/12/2016
    40:53
  173. 181.
    012 Planning For Your Future and Beyond05/09/2016
    39:50
  174. 182.
    011 Building an Intention Statement05/05/2016
    26:02
  175. 183.
    010 Legacy Planning with Steve Waltar05/02/2016
    52:49
  176. 184.
    009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization04/28/2016
    27:44
  177. 185.
    008 The Market Crashed, Now What?04/25/2016
    22:22
  178. 186.
    007 Savings is the Key04/21/2016
    18:15
  179. 187.
    006 Life Insurance Basics Part 204/18/2016
    21:40
  180. 188.
    005 Life Insurance Basics Part 104/12/2016
    18:18
  181. 189.
    004 What Is SROVT?04/11/2016
    25:08
  182. 190.
    003 Why You Don’t Want to Plan for Your Needs04/07/2016
    13:25
  183. 191.
    002 - Balancing your Short, Mid and Long-Term Buckets04/05/2016
    14:20
  184. 192.
    001 - Wealth Coordination Account04/05/2016
    14:50
  185. 193.
    000 - Welcome to Sound Financial Bites03/31/2016
    13:38

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