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Your Business Your Wealth

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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033 - Stop Acting Rich Part 1

You 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 remove the glitter. 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

19mins

13 Sep 2016

Rank #1

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082 Cory Shepherd - Basics of Life Insurance, Part 2 - Universal Life Explained

In part 2 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Universal Life insurance. 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

35mins

10 Oct 2017

Rank #2

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035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You

This 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 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

23mins

27 Sep 2016

Rank #3

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105 - Profit First, Part 1 with Michael Michalowicz

Michael Michalowicz is the entrepreneur behind three multi-million dollar companies, the author of Profit First, The Pumpkin Plan, and six other books. Soon, Michael will be releasing his newest book, Clockwork, on August 26. Michael was a former business journalist for The Wall Street Journal and a former business makeover specialist on MSNBC. He also runs his own podcast, The Profit First Podcast. Today, he travels the world as an entrepreneurial advocate helping people make sure they take the challenges out of outdated business beliefs and teaches people what to do about it. In this episode, we discuss entrepreneurial poverty, the misconception of success, and the “profit first” philosophy. Michael speaks about his personal entrepreneurial experience and the struggles he faced earlier in his entrepreneur career. He states how he got out of bankruptcy and even shares a touching story about his daughter during that time. Michael states that letting go of his ego and having humility has helped him succeed. We explain how restricting money flow will spark innovation in a business and Michael uses the Apollo 13 mission as an example of this. Courtesy of Michael and his organization, there is a giveaway for listeners of this podcast at the end of this episode. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://fullcast.co/sfb-105 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

31mins

20 Aug 2018

Rank #4

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025 - The Fallacy of the 4%

Paul 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 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

19mins

13 Jul 2016

Rank #5

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147 - Influence, Persuasion and Reality with Scott Adams

In this episode of Your Business, Your Wealth, Paul and Cory welcome author, businessman and cartoonist, Scott Adams. Scott expounds on his extensive background in persuasion, influence, and hypnosis, which aided in his creation of the classic satire cartoon strip, Dilbert. Scott breaks down some of the major topics covered in his books, including the concepts of second and third dimensional thinking. Finally, Scott discusses his work with WhenHub and provides some insights into his latest book, Loserthink. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep147 “Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC 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.   Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details:  yourbusinessyourwealth.com   2019 Sound Financial Inc. yourbusinessyourwealth.com

54mins

9 Jul 2019

Rank #6

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078 Chris Flugstad - Living Lean with Chris Flugstad

Chris Flugstad built his company, Cascade Link, on a bootstrap budget 15 years ago because he had no other choice. With not a lot of seed money to get it started, Chris needed to make do with what he had and in the process learned valuable skills on how to grow his business into a successful one which eventually put him into a position to sell it. Chris took what he learned from building Cascade Link on a lean budget and lives his life the same way with great success. In this episode, Chris shares with us how he is able to have a modest cost of living of $26,500 per year, how patience is a key virtue to living the lean lifestyle, and several insightful tips on how to live lean and being content while doing so. 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

37mins

6 Sep 2017

Rank #7

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080 John Patterson - Transact or Die Part 2 with John Patterson of Influence Ecology

In part 2 of my conversation with John Patterson, CEO and co-founder of Influence Ecology, we talk about the Four Conditions of Life, accurate thinking, and building transactions to satisfy aims. 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). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. 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 Guardian or PAS 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. 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. Compliance: 2017-45658 Exp. 9/18

37mins

26 Sep 2017

Rank #8

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111 - The Worst Case Scenario

In this episode, Paul sits down with an anonymous friend and client of Sound Financial Group who shares a series of traumatic experiences in 2016 which led to using his disability insurance. Paul and his friend share a somber conversation recalling these traumatic events and implore listeners to take a deeper look at their current disability insurance plans. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog/episode-111-the-worst-case-scenario 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.

34mins

2 Oct 2018

Rank #9

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034 - Stop Acting Rich Part 2

This 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, save money the way the wealthy do. 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

21mins

20 Sep 2016

Rank #10

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026 - Why Cashflow Trumps Rate of Return

Paul 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 your money on a daily basis and build a strategy around that. 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 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

32mins

26 Jul 2016

Rank #11

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171 - Are Your 2020 Plans Going to Create the Life You Want?

In this episode of Your Business, Your Wealth, Paul and Cory begin with discussing an article on “6 signs you probably need a financial adviser, even if you think you don't”. Then Paul and Cory focus on the 6th sign of the article “You don't have the time (or the desire) to learn about personal finance”. Most importantly they analyze the importance of planning out your personal future so when you look to the past where you began, you are aware of the steps and progress you have made along the way. Finally, we are given real and actionable steps on how to apply this episodes content to our lives. For full show notes visit: https://sfgwa.com/ep171 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com 2020 Sound Financial Inc. yourbusinessyourwealth.com

38mins

14 Jan 2020

Rank #12

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106 - Profit First, Part 2 with Michael Michalowicz

Michael Michalowicz is the entrepreneur behind three multimillion-dollar companies, the author of Profit First, The Pumpkin Plan, and six other books. Soon, Michael will be releasing his newest book, Clockwork, on August 26. Michael was a former business journalist for The Wall Street Journal and a former business makeover specialist on MSNBC. He also runs his own podcast, The Profit First Podcast. Today, he travels the world as an entrepreneurial advocate helping people take the challenges out of outdated business beliefs and teaching people what to do about it. In this episode, we discuss Michael’s new book, Clockwork, as well as the different stages of opening a business and how to get your business as successful as it can be. Michael compares Maslow's hierarchy for humans to his newfound hierarchy for entrepreneurship; he states the hierarchy of needs for businesses and why. Michael encourages entrepreneurs to shift away from pride, ego, and the things that are destroying them and their businesses. He warns entrepreneurs of the dangers linked to the pride of overhead and the addiction to business. Instead, Michael states that entrepreneurs and business owners should identify the Queen Bee Role of their businesses. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://fullcast.co/sfb-106 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. Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

22mins

27 Aug 2018

Rank #13

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138 - Meet a Millionaire Next Door with Jeff Miller

In this episode of Your Business, Your Wealth, Paul welcomes a member of the Sound Financial Group, Jeff Miller, to discuss the path to financial independence. Jeff breaks down his strategies for building wealth, including controlled consumption and having a money saver’s mindset. Finally, Paul and Jeff talk about the importance of starting today in order to take advantage of the opportunity to achieve financial freedom and a work optional lifestyle. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-138 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.

31mins

7 May 2019

Rank #14

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131 - Wealth Coordination Account: Big Wealth, Small Business

In this episode of the Sound Financial Bites Podcast, Paul and Cory dissect the Wealth Coordination Account and its relationship to big wealth and small business. Paul and Cory talk about the importance of having a financial mechanism that you have total control and autonomy over on a consistent, ongoing basis. They provide the true definition of an asset as it relates to this account and break down the misconception Americans have about the concept of savings. Finally, Paul and Cory discuss the one aspect that plagues business owners and affects their ability to achieve true financial independence. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-131 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.

58mins

19 Mar 2019

Rank #15

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122 - Basics of Debt, Part 2: Dealing with Mortgages

Episode 122 - Basics of Debt, Part 2 - Dealing with Mortgages In this episode of the ​Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd tell the tale of two sisters. One of them paying off her mortgage over 15 years, and the other over 30 years. Through this allegory, Cory and Paul discuss how to pay off your house in a manner that gives you the most freedom. Their conversation covers the basics of mortgage payment plans, the reason that banks benefit from the 15-year plan, and simple interest debt versus compound interest growth. For full show notes, including a FREE PDF of the transcription, visit: www.sfgwa.com/blog/podcast-episode-122-basics-of-debt-part-2-dealing-with-mortgages 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.

24mins

20 Dec 2018

Rank #16

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135 - Life Insurance as an Asset Class with Dick Weber

In this episode of the Sound Financial Bites Podcast, Paul and Cory welcome Dick Weber, a financial planner and life insurance advisor. Dick’s firm, Ethical Edge, helps to improve the integrity of communication and understanding of today’s life insurance policies. Paul, Cory and Dick talk about life insurance as an asset class, financial strategies, and volatility buffers. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-135 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.

1hr 1min

17 Apr 2019

Rank #17

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164 - Does 20/20 Hindsight Help?: Illusions of Investing, Part 2

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. Specifically, they focus on the illusion of investing based on the successful track record of asset management firms. Nobody can consistently and predictively outperform the market, not even the highest performing mutual funds. Paul proves this concept by analyzing numerous top performances of asset managers across multiple years and half decades. Finally, Paul speaks to the Dollar Coin experiment he and Cory performed at a recent conference. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep164 “Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC 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.   Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details:  yourbusinessyourwealth.com   2019 Sound Financial Inc. yourbusinessyourwealth.com

22mins

6 Nov 2019

Rank #18

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165 - How Do I Know When to Get Out?: Illusions of Investing, Part 3

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part three of this series, Paul and Cory debunk the myth of market timing. Specifically, they focus on the illusion that an individual investor can successfully navigate the market in order to maximize returns. Paul provides intriguing and eye-opening examples of market performances over different decades to show that, even if you timed the market correctly, predicting its future performance is a near impossibility. Finally, Paul shares a clip from an interview with world-renowned investment consultant, Charles Ellis, and provides key takeaways from this episode. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep165 “Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC 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.   Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details:  yourbusinessyourwealth.com   2019 Sound Financial Inc. yourbusinessyourwealth.com

20mins

12 Nov 2019

Rank #19

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120 - Basics of Debt

In this episode of the ​Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd talk about the basics of debt and pull back the curtain of the automobile leasing industry to help you make wiser purchases for your long-term financial health. In this conversation, Cory breaks down the myth of a zero percent car loan and Paul explains the full disclosure of the 2019 BMW i8 car lease. For full show notes, including a FREE PDF of the transcription, visit: www.sfgwa.com/blog/podcast-episode-120-basics-of-debt 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.

27mins

10 Dec 2018

Rank #20