218 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

    • Business
    • 5.0 • 50 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.

    Gratitude vs. Cultivating Contentment - Thanksgiving Special Episode

    Gratitude vs. Cultivating Contentment - Thanksgiving Special Episode

    Topics Covered:
    his week we recorded a special episode to set the stage for your 2022 vision, and how what you are grateful for is a great place to “look” for what you want more of in the future.
    Today we ask you to consider not just the things you are grateful for, but to ask yourself this, "How do I make sure that the things that I'm grateful for continue to manifest in my life?".
    We discuss the difference between being grateful for things as they occur in our life (a reactive response to the present) versus cultivating contentment (proactively aiming for the life we aspire to live). In other words, when we cultivate contentment we manifest, envision, and quantify exactly what it is that would lead us to live a good life.
    We wish you and your family a wonderful, restful, and renewing holiday season! Happy Thanksgiving.
    For full show notes visit: https://sfgway.com/ep216
    Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
    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
    2021 Sound Financial Inc. yourbusinessyourwealth.com
    Podcast Produced by Greater North Productions LLC

    • 19 min
    Risky Zillow, Risky Crypto and Why do they hate ROTH?

    Risky Zillow, Risky Crypto and Why do they hate ROTH?

    Topics Covered:
    For full show notes visit: https://sfgway.com/ep215
    Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
    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
    2021 Sound Financial Inc. yourbusinessyourwealth.com
    Podcast Produced by Greater North Productions LLC

    • 31 min
    214 - 401(k) Stolen, Family Tries to Kill Father

    214 - 401(k) Stolen, Family Tries to Kill Father

    Topics Covered:
    Gilbert man groomed, then scammed out of entire 401(k)
    (By AZFamily.com)
    This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History
    (By Adweek.com)
    Five Questions to Ask if You Are Named Executor of an Estate
    (By The Wall Street Journal)
    For full show notes visit: https://sfgway.com/ep214
    Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
    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
    2021 Sound Financial Inc. yourbusinessyourwealth.com
    Podcast Produced by Greater North Productions LLC

    • 35 min
    Are you taking Social Security at the right time?

    Are you taking Social Security at the right time?

    Topics Covered in Today's Episode: Here's Exactly How to Optimize for the $3,895 Social Security Monthly Max (By The Motley Fool)
    For full show notes visit: https://sfgway.com/ep213
    Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
    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
    2021 Sound Financial Inc. yourbusinessyourwealth.com
    Podcast Produced by Greater North Productions LLC

    • 25 min
    Celebrity Attorney Shares Estate Planning Horror Stories

    Celebrity Attorney Shares Estate Planning Horror Stories

    Topics Covered:
    Today we Welcome Our Guest Speaker: Alex Weingarten, Partner at Willkie Farr & Gallagher LLP Visit www.Willkie.com Or email Alex at AWeingarten@Willkie.com
    For full show notes visit: https://sfgway.com/ep212
    Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
    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
    2021 Sound Financial Inc. yourbusinessyourwealth.com
    Podcast Produced by Greater North Productions LLC

    • 32 min
    211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement

    211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement

    Topics Covered:
    "CNN Article giving some detail to the spending set forth in the Bill" by CNN
    "Ways and Means releases list of tax provisions for budget bill" By Journal of Accountancy
    "House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions" By CNBC
    "Hidden In The Reconciliation Bill: A Retirement Plan Mandate That Will Take Most People By Surprise" By Forbes
    "Update - Tax Proposals of the House Ways and Means Committee: Reconciliation Bill to Target Trusts, Estates, and the Wealthy" By The National Law Review
    For full show notes visit: https://sfgway.com/ep211
    Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
    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
    2021 Sound Financial Inc. yourbusinessyourwealth.com
    Podcast Produced by Greater North Productions LLC

    • 41 min

Customer Reviews

5.0 out of 5
50 Ratings

50 Ratings

boonieboonie155 ,

Pratical, Usable, Techniques

Simple easy to understand concepts that anyone can use when trying to implement their own financial independence or strategy. It can be easy to get lost in all this conventional wised or ideas around money that may not apply to your current situation, Paul and Cory help break down all the joggers to make it easy for normal people to understand and use. Thanks for sharing!

jingmai puerh tea ,

Valuable Concepts that anyone can utilize!

This was one of the better Financial shows and books that actually give you real life case studies when explaining more advanced Financial strategies. A must listen to and read if you want to get a better understanding of your Financial health and future financial independence. It also helps they have a fun and enthusiastic personality! Thanks for doing this podcast!

Mathew Heggem ,

Insightful & Inspiring 👍🏽👍🏽👍🏽

I recently discovered this podcast and the addiction is beginning to form… First off, the way these guys break down news stories is super insightful! I feel like I am discovering the truth about how the media keeps us fumbling in the dark when it comes to making smarter financial decisions. Thank god for the light this podcast shines! Plus, their intelligence around the issues discussed has inspired me to ask deeper questions about my relationship to money, wealth, entrepreneurship and business. Much gratitude! Can’t wait to hear more!!!

Top Podcasts In Business

You Might Also Like