179 episodes

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.

Your Business Your Wealth Paul Adams & Cory Shepherd

    • Investing
    • 5.0, 39 Ratings

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.

    177 - Speed Dating Sound Financial Group

    177 - Speed Dating Sound Financial Group

    Counsel is a part of making good decisions, and many people are seeking financial counsel in light of our current economy. Paul and Cory tackle 30 frequently asked questions that will encourage you to consider asking when looking for a financial consultant.
    Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling
    Show Notes: sfgwa.com/177
    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

    • 31 min
    *BONUS EPISODE* Coronavirus Opportunities

    *BONUS EPISODE* Coronavirus Opportunities

    Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy.
    For show notes vist: https://sfgwa.com/coronavirusopportunities
    Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling
    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

    • 7 min
    176 - Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus

    176 - Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus

    Crisis’ doesn’t stop business planning, rather becomes a part of the agenda. This week, Paul & Cory get a moment to chat with Freshbooks CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions in this time. He also explains what makes Freshbooks different then its competitors and also, what is happening in the front-line of business strategy amidst COVID-19.
    For full show notes visit: https://sfgwa.com/ep176
    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

    • 33 min
    175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?

    175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?

    The Corona Virus is infecting people's brains... In how they think about their money. In this episode Paul and Cory dispel many myths and confusion over the implications and conclusions being drawn from the markets correction with the uncertainty of the Corona Virus.
    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

    • 20 min
    174 - The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky

    174 - The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky

    Today Paul and Cory chat with Dr. Stefan Sharkansky , owner of personalfund.com. Dr. Sharkansky was a pioneer in “robo-advising” and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions and Dr. Sharkansky explains what plagues investors and how to grow your personal fund and cut out the extra costs.
    For full show notes visit: https://sfgwa.com/ep174
    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

    • 30 min
    173 - Investing In You from the Influence Ecology Annual Member Conference

    173 - Investing In You from the Influence Ecology Annual Member Conference

    Live from Ojai California at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology’s work to the table. Here they discuss what “human capital” is and why it’s important, how to invest in yourself, and the difference between knowledge and understanding.
    For full show notes visit: https://sfgwa.com/ep173
    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

    • 25 min

Customer Reviews

5.0 out of 5
39 Ratings

39 Ratings

Paisiu ,

Intelligent, personable and helpful

Regardless of the level of your financial exposure and training, there will always be a few nuggets of wisdom offered in these podcasts—

In Nov 2019 Paul and Corey challenge us to consider, for example, how many hours we expect our money to support us when we’re no longer in work mode—as compared to how many hours a year we spent learning or talking or engaging in conversations about money.

Sound Financial Group is out to give value to every listener regardless of whether or not you’re a potential client do them. Take advantage of their highly considered approach to financial intelligence.

aminl ,

Please publish to Spotify!

Great podcast with a wealth of honest advice that isn’t discussed elsewhere. Please publish to Spotify so I can listen on all my devices :)

JoshCrist ,

Love this podcast!

Paul and Cory are incredible hosts and bring on a wide variety of guests who all cover an equally wide (and empowering) array of topics! What makes this podcast stand out is the focus of understanding what it's like as an entrepreneur working to build long-term personal wealth through your efforts. It's clear that both Paul and Cory understand the nuances of that conversation and it makes each interview well-worth replaying! Thank you both for doing the work that you do!

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