Sound Financial Group

Sound Financial Group

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.

Episodes

November 29, 2023 25 mins

For full show notes visit: PODCAST EPISODE 299 - Dave Ramsey can bankrupt you with this advice - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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...

Mark as Played

For full show notes visit: PODCAST EPISODE 298 - Maximizing Your Retirement Income with Whole Life Insurance - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 o...

Mark as Played

For full show notes visit: PODCAST EPISODE 297 - How Much Life Insurance Should You Own? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 i...

Mark as Played

For full show notes visit: PODCAST EPISODE 296 - Should I Buy Life Insurance for My Kids? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played

For full show notes visit: PODCAST EPISODE 295 - The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl... - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played

For full show notes visit: PODCAST EPISODE 294 - Dave Ramsey Doesn’t Understand Life Insurance (Part 2) - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played

For full show notes visit: PODCAST EPISODE 293 - Dave Ramsey Doesn’t Understand Life Insurance - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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...

Mark as Played

For full show notes visit: PODCAST EPISODE 292 - How Much Insurance Should You Have? Auto, Home, Umbrella, Disability & Life - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individua...

Mark as Played
September 27, 2023 35 mins

For full show notes visit: PODCAST EPISODE 291 - Avoiding Investment Scams - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

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September 20, 2023 17 mins

For full show notes visit: PODCAST EPISODE 290 - How much do you need to retire? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 fiduc...

Mark as Played
September 13, 2023 30 mins

For full show notes visit: PODCAST EPISODE 289 - UPDATE: Jim Cramer’s 2023 Predictions - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played

For full show notes visit: PODCAST EPISODE 288 - What do Michael Burry and THE GUY who called the 1929 crash have in common? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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...

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August 30, 2023 22 mins

For full show notes visit: PODCAST EPISODE 287 Young + 401(k) = IRS Wins - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ca...

Mark as Played

For full show notes visit: https://sfgway.com/2023/08/23/podcast-episode-286-dave-ramseys-ppp-advice-worse-than-fraud/

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 fid...

Mark as Played

For full show notes visit: PODCAST EPISODE 285 - Does Your Bank Offer a Wealth Coordination Account? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 oth...

Mark as Played
August 2, 2023 32 mins

For full show notes visit: How Annuities Work...Or Don’t - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 co...

Mark as Played

For full show notes visit: PODCAST EPISODE 283 - 401(k) vs. Roth 401(k) What’s The Difference? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played
July 5, 2023 10 mins

For full show notes visit: PODCAST EPISODE 282 - IRA vs. Roth What's The Difference? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played
June 21, 2023 26 mins

For full show notes visit: PODCAST EPISODE 281- Did Elon Musk Really Do This? - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 fiduciar...

Mark as Played

For full show notes visit: PODCAST EPISODE 280 - Thinking Accurately About Money - Part 2 - Sound Financial Group (sfgway.com)

Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next 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 ...

Mark as Played

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