Sound Financial Bites

Sinopse

Join Sound Financial Group President and CEO Paul Adams every week, as he helps 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 podcast 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 lead and hosted by a licensed financial advisor who has been in the industry for nearly 2 decades, hence the disclosure below and in the description attached to each our episode. 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. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 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. 2017-38452 Exp. 04/19

Episódios

  • 180 - What Investor Mindset Will You Choose?

    180 - What Investor Mindset Will You Choose?

    19/05/2020 Duração: 36min

    Everyone could agree that it’s foolish to gamble your life savings at a casino, however, people do it every day. Timing the market is a game major institutions want to make look winnable but the truth is it’s not the way to designing and building a good life. Paul and Cory take time to shake out the 2 types of investor mindsets that are common in the market… which one will you choose? For full show notes visit: https://sfgwa.com/ep180 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 soli

  • 179 - Where are Tactics Overtaking Strategy in Your Financial Plan?

    179 - Where are Tactics Overtaking Strategy in Your Financial Plan?

    05/05/2020 Duração: 35min

    Tactics are often mistaken as strategies and in financial planning, this can cause you to under-utilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory speaks about how the industry will market financial vehicles and 401k tactics and strategies. Paul and Cory discuss the path to paying off your home and more retirement vehicles. For full show notes visit: https://sfgwa.com/ep179 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 onl

  • 178 - The Best Performing Tech Fund You Never Knew You Owned

    178 - The Best Performing Tech Fund You Never Knew You Owned

    21/04/2020 Duração: 27min

    It’s very easy to make assumptions about the market when watching headlines, however, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Find out what the best performing tech fund you never knew you owned is in this episode, and discover how drift affects indices in the big picture of the market over time.  Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling Show Notes: sfgwa.com/178 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 int

  • 177 - Speed Dating Sound Financial Group

    177 - Speed Dating Sound Financial Group

    07/04/2020 Duração: 31min

    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 secu

  • *BONUS EPISODE* Coronavirus Opportunities

    *BONUS EPISODE* Coronavirus Opportunities

    01/04/2020 Duração: 07min

    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

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

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

    24/03/2020 Duração: 33min

    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

  • 175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?

    175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?

    10/03/2020 Duração: 20min

    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 guaran

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

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

    25/02/2020 Duração: 30min

    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 sol

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

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

    11/02/2020 Duração: 25min

    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 strategi

  • 172 - Want to Heat Up Your Bedroom this Valentine’s Day? Talk About Money!

    172 - Want to Heat Up Your Bedroom this Valentine’s Day? Talk About Money!

    28/01/2020 Duração: 29min

    In this episode of Your Business, Your Wealth, Paul and Cory begin by discussing an article titled “‘Buffett Indicator’ Warns Stocks Doomed for Worse Crash Than 2008” and how we need to critically assess the articles we read. Next, we discuss how people speak about and view retirement versus how prepared people are to create the retirement they have envisioned. Then we begin to think about the present and how we communicate about money with our spouses. Lastly, Paul and Cory give practical takeaways and action steps to implement as a result of this episode. For full show notes visit: https://sfgwa.com/ep172 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 F

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

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

    14/01/2020 Duração: 38min

    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 specifi

  • 170 - Does the Presidential Election Cycle Hold the Secret to Beating the Market?

    170 - Does the Presidential Election Cycle Hold the Secret to Beating the Market?

    31/12/2019 Duração: 33min

    In this episode of Your Business, Your Wealth, Paul and Cory discuss an article they recently discovered on the influence that the presidential election cycle has on the marketplace. Specifically, they break down the fallacy that the market can be timed or beaten by analyzing data based on market performance in election years. They take a look at historical data of the S&P 500 Index to strengthen their argument and point out other flaws within this article. Finally, Paul provides some actionable advice and sound strategies to those looking to invest their money.  For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep170 “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 f

  • 169 - Are You Grounding Your Assessments with Kari Granger

    169 - Are You Grounding Your Assessments with Kari Granger

    17/12/2019 Duração: 37min

    In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO and executive leadership coach, Kari Granger, to share her experience working with organizations to reinvent their leadership structures. Specifically, Kari expounds on the importance of grounding your assessments. Paul, Cory and Kari define what assessments are and provide personal and professional examples of assessments they’ve encountered throughout their lives. Kari speaks to the importance of scope, criteria, and evidence when defining and grounding your assessments. Finally, Kari recalls how she implemented this exercise during her deployment in Kuwait. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep169 “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 fo

  • 168 - Are You Taking Your CEO Brain Food with Michael Langhout

    168 - Are You Taking Your CEO Brain Food with Michael Langhout

    03/12/2019 Duração: 31min

    In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO, entrepreneur and business growth coach, Michael Langhout to share his experience working strategically with businesses and CEOs. Michael is a self-described lifetime learner and is extremely well read, especially when it comes to books about business. Paul, Cory and Michael discuss the importance of culture, hiring the right people, and execution. They talk about disruption in the ever-evolving landscape of the marketplace. Finally, Michael provides a list of books he recommends to listeners of Your Business Your Wealth. Paul and Cory encourage the audience to subscribe and listen to Michael’s podcast, CEO Brain Food. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep168 “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 mate

  • 167 - What Can You Do Now That You Are Aware Of The Illusions?: Illusions of Investing, Part 5

    167 - What Can You Do Now That You Are Aware Of The Illusions?: Illusions of Investing, Part 5

    26/11/2019 Duração: 44min

    In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part five of this series, Paul and Cory discuss what you can do now that you’re aware of these illusions of investing. They share and analyze the concept of Passive Structured Investing and explain how to build and maintain an investing portfolio. Paul expounds on the Modern Portfolio Theory, the Four Factor Model, and the importance of client education and coaching. Finally, Paul and Cory take the audience through Sound Financial Group’s Passive Structured Investing Model and provide different examples of how they allocate and diversify financial portfolios to navigate the market. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep167 “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 Us

  • 166 - Do You Know Your Fees and Costs?: Illusions of Investing, Part 4

    166 - Do You Know Your Fees and Costs?: Illusions of Investing, Part 4

    19/11/2019 Duração: 21min

    In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part four of this series, Paul and Cory talk about the importance of understanding fees and costs of your investments. Specifically, they focus on the illusion that mutual funds come without any hidden fees or costs to you as an investor. Paul speaks to transaction costs, cash drag, the bid-ask spread and turnover ratio, to name a few examples of fees that can impact your investments. Finally, Paul encourages the audience to independently investigate different mutual funds in the market to gain a better understanding of the real costs associated with these types of investments. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep166 “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. B

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

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

    12/11/2019 Duração: 20min

    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 thi

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

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

    06/11/2019 Duração: 22min

    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

  • 163 - Stock Picking  Survivorship Bias Illusions of Investing, Part 1

    163 - Stock Picking & Survivorship Bias Illusions of Investing, Part 1

    29/10/2019 Duração: 23min

    In this episode of Your Business, Your Wealth, Paul and Cory begin a discussion on stock picking and survivorship bias illusions. Specifically, they focus on the illusion that individuals and advisors can consistently and predictively outperform the market. Paul takes the audience through the history of mutual funds and provides an investment example to further his point on survivorship bias. Finally, Paul breaks down the two narratives that often occur when investing in the marketplace. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep163 “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

  • 162 - Should You Protect Sufficiency First?

    162 - Should You Protect Sufficiency First?

    22/10/2019 Duração: 26min

    In this episode of Your Business, Your Wealth, Paul and Cory discuss building and protecting your sufficiency. Sufficiency is defined as having enough income to be able to live a good life, not necessarily a luxurious one. Paul and Cory stress the importance of understanding your sufficiency number and its impact on your lifestyle. Finally, they share tools and resources for calculating sufficiency as well as ways to put yourself in a position for long-term definite financial independence. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep162 “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 guidan

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