199 episodes
Your Business Your Wealth Paul Adams & Cory Shepherd
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- Investing
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5.0 • 42 Ratings
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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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HSA The Triple Tax-Free Account
If you knew you could have an account that you could deduct contributions, and grow tax-free, while also being able to access it before retirement age, would you be interested? Well, it’s true, it’s called an HSA account. Paul and Cory spoke live on Youtube and Facebook about how to utilize the benefits of an HSA account to turn your health expenses into a saving vehicle.
For full show notes visit: https://sfgwa.com/ep198
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
2020 Sound Financial Inc. yourbusinessyourwealth.com
Podcast Produced by Greater North Productions LLP -
Fun With The CPI… The Christmas Price Index
In a year many of us would rather forget, we still have been able to make memories. 2020 had plenty of plot-twists, but Paul and Cory bring you one last twist; Analyzing the CPI (Christmas Price Index). Discover what the 12 days of Christmas have to do with futures and hear Paul and Cory count their blessings with listener's live chat responses.
For full show notes visit: https://sfgwa.com/ep196
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
Podcast Produced by Greater North Productions LLP -
Solutions To The Illusions Of Investing
Beard growth and momentum investing aren't too different, they’re both real, they’re just not profitable, (unless it's Paul Adams beard of course). After discussing the illusions of investing last week, Paul and Cory break down the actions you can take as solutions to those illusions.
For full show notes visit: https://sfgwa.com/ep195
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
Podcast Produced by Greater North Productions LLP -
Illusions of Investing (Condensed)
Ever wonder what World War 2 bombers have to do with big-box financial retail? How about why mutual funds point to their track record of success and yet say it isn’t a guarantee for success in their disclaimer? Managing money can be complex but Paul and Cory take this time to dispel a few illusions of investing in this condensed and fast-paced episode.
For full show notes visit: https://sfgwa.com/ep194
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
Podcast Produced by Greater North Productions LLP -
What Last Week Taught Us About Market Timing & Other Ways the Media Steers Us Wrong
If you know in January what would happen this year, how would you predict the market would move? Ultimately not a single person was able to project how the market would move this year, and even so, all speculations along the way have not panned out in most common projections. This conversation breaks down why market timing simply doesn't work as we want it to. Paul and Cory also take time to encourage listeners to stick to their aims.
For full show notes visit: https://sfgwa.com/ep193
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
Podcast Produced by Greater North Productions LLP -
Your Financial Sacred Cows Could Be Milking You
Have you questioned your financial beliefs recently? Some would say we have a tendency to hold onto our “sacred cows” and stick with financial practices because it’s “always been that way”. Check out this live podcast with Paul and Cory as they breakdown our financial sacred cows.
For full show notes visit: https://sfgwa.com/ep192
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
Podcast Produced by Greater North Productions LLP
Customer Reviews
Everyone should listen to these guys!
My wife and I have been listening to this podcast for a couple of years now. The amount of knowledge we’ve taken away from it feels like an absolute steal and better than any course I’ve heard of so far. Thank you guys so much!!
PS: it’s also very entertaining :)
Paul Adams
I have had the opportunity to speak with these two gentlemen in person. Both pre-covid and during covid.
For me, what stands out is this. These two walk the walk. The whole group leads by example.
Apart from their outstanding financial training and expertise in this field, is their ability to build teams focused around a transactional approach that brings results and can speed up your wealth creation!
Your call to action? Engage with their group by reaching out and contacting them today!
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.
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