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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. 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 lead 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.

  1. 1.
    143 - Top 100 Mistakes, Part 106/12/2019
    37:15
  2. 2.
    142 - The 4-Factor Model06/05/2019
    42:13
  3. 3.
    141 - Market, What Market?05/31/2019
    29:53
  4. 4.
    140 - Entrepreneur vs. Fiduciary05/23/2019
    30:06
  5. 5.
    139 - Is Your Cash Going Stale?05/16/2019
    37:47
  6. 6.
    138 - Meet a Millionaire Next Door with Jeff Miller05/07/2019
    31:16
  7. 7.
    137 - The 5 Pillars of Tax Planning with Shahar Plinner04/30/2019
    57:55
  8. 8.
    136 - Spending the Death Benefit of Your Life Insurance While You’re Still Alive04/23/2019
    1:15:08
  1. 9.
    135 - Life Insurance as an Asset Class with Dick Weber04/17/2019
    1:01:08
  2. 10.
    134 - Whole Life Is a Bad Investment - Debunkisode04/09/2019
    39:49
  3. 11.
    133 - Beyond Tax Deferred: The TEFRA TAMRA Corridor04/03/2019
    37:48
  4. 12.
    132 - Your Business is Not YOUR Wealth03/27/2019
    54:06
  5. 13.
    131 - Wealth Coordination Account: Big Wealth, Small Business03/19/2019
    57:43
  6. 14.
    130 - Consuming Financial Media: A How to Guide03/12/2019
    42:09
  7. 15.
    129 - Diagnosing the Broken Healthcare System with Dr. Paul Thomas03/05/2019
    37:38
  8. 16.
    128 - Near Misses, Actual Tragedies, and Disciplined Strategies, Part 302/26/2019
    36:47
  9. 17.
    127 - The Financial Storm and What Not to Do About It02/19/2019
    14:51
  10. 18.
    126 - What You Can Expect From Us in 201902/12/2019
    35:36
  11. 19.
    125 - The Shutdown and What We Can Learn From It02/05/2019
    23:59
  12. 20.
    124 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 201/29/2019
    35:26
  13. 21.
    123 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 101/01/2019
    34:27
  14. 22.
    122 - Basics of Debt, Part 2: Dealing with Mortgages12/20/2018
    23:49
  15. 23.
    121 - Inbetweenisode: The Sky is Falling12/14/2018
    33:03
  16. 24.
    120 - Basics of Debt12/10/2018
    28:00
  17. 25.
    119 - Invest Like a Nobel-Nerd11/27/2018
    30:41
  18. 26.
    118 - What You Don't Know... Is Hurting You11/20/2018
    34:06
  19. 27.
    117 - Stop Saving Money & Start Building Assets, Part 211/13/2018
    20:07
  20. 28.
    116 - Stop Saving Money & Start Building Assets, Part 111/06/2018
    21:08
  21. 29.
    115 - Protecting Your Window, Part 210/30/2018
    27:17
  22. 30.
    114 - Protecting Your Window, Part 110/23/2018
    27:37
  23. 31.
    113 - What is the White Coat Window?10/16/2018
    22:54
  24. 32.
    112 - Orchestrating Short, Mid, & Long-Term Buckets10/09/2018
    21:15
  25. 33.
    111 - The Worst Case Scenario10/02/2018
    34:50
  26. 34.
    110 - Web Search vs. Research09/25/2018
    35:50
  27. 35.
    109 - Be Your Own Fiduciary09/18/2018
    34:20
  28. 36.
    108 - The Market Dropped!!!!!09/11/2018
    34:18
  29. 37.
    107 - Don't Just Save - Build a Wealth Coordination Account09/03/2018
    31:52
  30. 38.
    106 - Profit First, Part 2 with Michael Michalowicz08/27/2018
    22:10
  31. 39.
    105 - Profit First, Part 1 with Michael Michalowicz08/20/2018
    31:56
  32. 40.
    104 - The Siren's Song of More08/14/2018
    21:23
  33. 41.
    103 - Entrepreneurs Save the World, Just Not Themselves08/06/2018
    27:51
  34. 42.
    102 - Common Mistakes We Help Clients Avoid, Part 207/30/2018
    31:03
  35. 43.
    101- Common Mistakes We Help Clients Avoid, Part 107/17/2018
    34:21
  36. 44.
    100 Cory Shepherd - The Fallacy of Following Financial Entertainers07/09/2018
    33:45
  37. 45.
    099 Cory Shepherd - The Basics of Disability Insurance Part 2: Maximizing Your Benefits07/02/2018
    41:24
  38. 46.
    098 Cory Shepherd - The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?07/02/2018
    36:40
  39. 47.
    097 Cory Shepherd - Why We Should Talk, Part 4 - I Hit the White Coat Window06/18/2018
    36:04
  40. 48.
    096 Cory Shepherd - Why We Should Talk, Part 3 - I Just Went Through a Job Change06/11/2018
    17:53
  41. 49.
    095 Cory Shepherd - Why We Should Talk, Part 2 - Should I Invest in Bitcoin?06/05/2018
    38:14
  42. 50.
    094 Cory Shepherd - Why We Should Talk, Part 1 - Do You Know How Much Capital is Required?03/22/2018
    23:06
  43. 51.
    091 Jake DeKinder - Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake DeKinder03/17/2018
    44:49
  44. 52.
    093 Summer Anderson - Executives Burning Out on Entry03/08/2018
    27:27
  45. 53.
    092 Michael Fennessy - Confessions of a 401(k) Freak03/07/2018
    50:34
  46. 54.
    090 Edmund Moy - Making A Lot of Money with the Last Director of the US Mint, Edmund Moy01/09/2018
    51:50
  47. 55.
    089 Jean Thompson - Building an Indulging Career01/02/2018
    33:41
  48. 56.
    088 Dr. John Medina - Will Your Brain Age Well12/20/2017
    48:18
  49. 57.
    087 Cory Shepherd - Basics of Life Insurance Part 7 - Recap the Series12/12/2017
    10:18
  50. 58.
    086 Cory Shepherd - Basics of Life Insurance Part 6 - Spending Your Death Benefit While You Are Alive12/05/2017
    23:09
  51. 59.
    085 Cory Shepherd - Basics of Life Insurance Part 5 - Whole Life11/28/2017
    30:38
  52. 60.
    084 Cory Shepherd - Basics of Life Insurance, Part 4 - What Kind of Company Should You Choose?11/21/2017
    19:06
  53. 61.
    083 Cory Shepherd - Basics of Life Insurance, Part 3 - How Much Should You Own, What Should You Apply For?11/09/2017
    22:34
  54. 62.
    082 Cory Shepherd - Basics of Life Insurance, Part 2 - Universal Life Explained10/10/2017
    35:17
  55. 63.
    081 Cory Shepherd - Basics of Life Insurance, Part 1 - Types of Life Insurance10/03/2017
    28:33
  56. 64.
    080 John Patterson - Transact or Die Part 2 with John Patterson of Influence Ecology09/26/2017
    37:44
  57. 65.
    079 John Patterson - Transact or Die Part 1 with John Patterson of Influence Ecology09/19/2017
    33:45
  58. 66.
    078 Chris Flugstad - Living Lean with Chris Flugstad09/06/2017
    37:23
  59. 67.
    077 Bella Vasta - Building Your Life that Works For You08/30/2017
    33:01
  60. 68.
    076 Dr. Paul Conti - Stop Should-ing on Your Money08/22/2017
    50:17
  61. 69.
    075 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 208/15/2017
    32:04
  62. 70.
    074 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 108/08/2017
    27:09
  63. 71.
    073 Kari Granger - Bombings, Leadership, and Cultural Capability08/01/2017
    57:54
  64. 72.
    072 Cory Shepherd - Getting it Right Before it All Goes Wrong07/25/2017
    27:34
  65. 73.
    071 Benson Porter - Culture, Values, and Leadership07/18/2017
    44:20
  66. 74.
    070 David Nilssen - Making the Jump into Small Business Ownership07/11/2017
    46:59
  67. 75.
    069 Sean Stephenson - What a 3 Foot Tall Man Can Teach You About Walking Tall07/04/2017
    42:46
  68. 76.
    068 Aviv Shahar Part 2 - Questions from Aviv's New Book, Create New Futures06/27/2017
    32:49
  69. 77.
    067 Aviv Shahar - Questions from Aviv's New Book, Create New Futures06/20/2017
    42:08
  70. 78.
    066 - What the 401(k) Part 3 - Optimizing Your 401(k)06/13/2017
    29:44
  71. 79.
    065 - What the 401(k)? Part 2 — Who Has An Interest In Your Participating06/06/2017
    20:46
  72. 80.
    064 - Your 401(k) and What It Means to Your Employer05/30/2017
    16:37
  73. 81.
    063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward05/23/2017
    43:08
  74. 82.
    062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions05/16/2017
    48:24
  75. 83.
    061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions05/09/2017
    32:44
  76. 84.
    060 - Outrageously Priced by Design Part 204/25/2017
    34:04
  77. 85.
    059 - Outrageously Priced by Design Part 104/18/2017
    29:35
  78. 86.
    058 - What's New on Sound Financial Bites04/11/2017
    23:20
  79. 87.
    057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence03/07/2017
    30:30
  80. 88.
    056 - Why Fees, Why Now02/28/2017
    30:37
  81. 89.
    055 - The Media May be Misguided on Market02/14/2017
    12:04
  82. 90.
    054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence02/07/2017
    43:40
  83. 91.
    053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros01/31/2017
    41:26
  84. 92.
    052 - Why All Your Advisors Should be Virtual01/25/2017
    13:35
  85. 93.
    051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 201/17/2017
    37:06
  86. 94.
    050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 101/10/2017
    39:02
  87. 95.
    049 - Sending Your Money to College01/03/2017
    32:32
  88. 96.
    048 - Where Can Your Human Capital Make You Money12/27/2016
    21:09
  89. 97.
    047 - Build Your Aims for 201712/20/2016
    26:53
  90. 98.
    046 Aviv Shahar - Conversation Is the Currency of Leadership12/13/2016
    52:23
  91. 99.
    045 - The Market Will Crash Again12/06/2016
    26:09
  92. 100.
    044 - Why a Wealth Coordination Account11/29/2016
    26:20
  93. 101.
    043 Maggie Richter - Mortgage Myths for Entrepreneurs11/22/2016
    33:06
  94. 102.
    042 - Three Numbers You Must Know to Build Your Finances11/10/2016
    30:14
  95. 103.
    041 - What Does It Take To Sell A Business with Andrew Cross and Damon Pistulka11/02/2016
    37:47
  96. 104.
    040 - Illusion of Investing Part 6 - Passive Structure Investing Theory10/26/2016
    43:28
  97. 105.
    039 - Investing Illusions Part 5 – Letting Them Handle Your Money10/21/2016
    15:32
  98. 106.
    038 - Illusions of Investing Part 4 - The cost of Investing10/17/2016
    14:51
  99. 107.
    037 - Illusions of Investing Part 3 - Timing is Everything.... NOT!10/11/2016
    18:53
  100. 108.
    036 - Investing Illusions Part 2 - When Track Records Don't Matter09/29/2016
    13:12
  101. 109.
    035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You09/27/2016
    23:05
  102. 110.
    034 - Stop Acting Rich Part 209/20/2016
    21:58
  103. 111.
    033 - Stop Acting Rich Part 109/13/2016
    18:59
  104. 112.
    032 - Watch What You Say, It Could Cost You Millions09/06/2016
    25:10
  105. 113.
    031 - Entrepreneurs Are Endangering Themselves08/28/2016
    27:01
  106. 114.
    030 Paul Menig - Why Paul Menig Doesn't Want to Buy Your Business!08/23/2016
    33:37
  107. 115.
    029 Dennis Brislawn - Passing On Legacy Assets08/16/2016
    32:38
  108. 116.
    028 - How to Cultivate Contentment Today Part 208/09/2016
    15:16
  109. 117.
    027 - How to Cultivate Contentment Today08/02/2016
    19:58
  110. 118.
    026 - Why Cashflow Trumps Rate of Return07/26/2016
    32:41
  111. 119.
    025 - The Fallacy of the 4%07/13/2016
    19:18
  112. 120.
    024 - The Differences Between Loss Tolerance and Risk Tolerance07/07/2016
    22:46
  113. 121.
    023 Common Problems Tech Executives Face When Trying to Secure Their Financial Future07/05/2016
    25:43
  114. 122.
    022 How Thinking You’re Smart About Finances Is Unwise06/28/2016
    52:12
  115. 123.
    021 Protect Your Income with Disability Insurance06/22/2016
    36:15
  116. 124.
    020 Build Wealth with Community Event06/15/2016
    36:14
  117. 125.
    019 SealFit 20X: What Are you Really Capable Of?06/07/2016
    36:54
  118. 126.
    018 How to Implement a Clear Strategic Vision for Business Owners06/03/2016
    26:50
  119. 127.
    017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning05/26/2016
    37:57
  120. 128.
    016 Maxwell 21 Laws05/23/2016
    52:03
  121. 129.
    015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)05/19/2016
    28:47
  122. 130.
    014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)05/16/2016
    34:32
  123. 131.
    013 How to Recruit C-Suite Executive Superstars05/12/2016
    40:53
  124. 132.
    012 Planning For Your Future and Beyond05/09/2016
    39:50
  125. 133.
    011 Building an Intention Statement05/05/2016
    26:02
  126. 134.
    010 Legacy Planning with Steve Waltar05/02/2016
    52:49
  127. 135.
    009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization04/28/2016
    27:44
  128. 136.
    008 The Market Crashed, Now What?04/25/2016
    22:22
  129. 137.
    007 Savings is the Key04/21/2016
    18:15
  130. 138.
    006 Life Insurance Basics Part 204/18/2016
    21:40
  131. 139.
    005 Life Insurance Basics Part 104/12/2016
    18:18
  132. 140.
    004 What Is SROVT?04/11/2016
    25:08
  133. 141.
    003 Why You Don’t Want to Plan for Your Needs04/07/2016
    13:25
  134. 142.
    002 - Balancing your Short, Mid and Long-Term Buckets04/05/2016
    14:20
  135. 143.
    001 - Wealth Coordination Account04/05/2016
    14:50
  136. 144.
    000 - Welcome to Sound Financial Bites03/31/2016
    13:38

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