Sound Financial Bites

In this episode of Your Business, Your Wealth, Cory broaches the topic of financial planning and the concept of ‘should.’ Often times, when we’re looking back at our financial goals and where we currently stand, we use the word ‘should’ to describe what we could have done differently. However, Cory points out that our views on money and financial planning fluctuate as we enter new stages in life. Cory speaks to the importance of writing your own financial story in relation to the story you tell yourself. He expounds on what sufficiency looks like and provides sage advice, including avoiding the comparison trap and stop ‘should-ing’ all over ourselves.  For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep158 “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

In this episode of Your Business, Your Wealth, Paul and Cory tackle the topic understanding the difference between actual and average returns in investing. Often times, the media and financial advisors sell us on ‘average rate of return.’ On this podcast, we’re not here to be average. Paul and Cory break down and analyze multiple examples where the average return was much different than the actual return on investment. They share best practices and strategies for seeking out financial advisors who utilize complete and accurate information so that you can begin building towards your best financial future. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep157 “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

In this special episode of Your Business, Your Wealth, Paul replays an episode with Sean Stephenson, who recently passed away. Paul shares his memories of their conversation and highlights the impact Sean had on his life. The interview is replayed in its entirety. The doctors who helped deliver Sean Stephenson into this world 38 years ago told his parents that he would be dead within 24 hours because of a rare bone disorder he was born with. Well, were they wrong! Despite this disorder and the challenges he had to face in life by being confined to a wheelchair and being three feet tall, Sean went on to become a professional speaker in 17 countries and 47 different states. Sean was an empowering example to many people. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep156 “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

In this episode of Your Business, Your Wealth, Paul and Cory welcome Rhonda Noordyk to the show. Rhonda is the CEO of The Women’s Financial Wellness Center, an organization aimed at providing recently divorced women with fully-independent, relationship-based coaching and resources to help them make confident financial decisions. Paul, Cory and Rhonda discuss the importance of financial transparency and vulnerability in couples’ relationships. They share strategies and exercises that married men and women can complete to gain better financial confidence. Finally, Rhonda speaks to some of the potential consequences of spouses who fail to have these financial conversations.     For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep155 “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

In this episode of Your Business, Your Wealth, Paul and Cory welcome Robert Clark to the show. Robert is the regional Vice President at Petersen International, the largest cover writer of surplus lines of Lloyd’s of London. Paul, Cory and Robert discuss the history of Lloyd’s of London, the world’s leading specialist insurance market. They talk about some of the largest risks and policies Lloyd’s has ever insured. Finally, they delve deep into the importance of disability insurance to high-income earners and entrepreneurs.   For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep154 “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 ou

In today’s episode of Your Business, Your Wealth, Paul and Cory dive deep into the one topic that many potential clients and entrepreneurs don’t know much about, and that’s starting a Roth IRA. With most incomes, there are huge amounts of capital to be made outside of the regular IRS income tax system with the use of a Roth IRA. On today’s podcast, Paul and Cory dive into the business of going about starting a backdoor Roth IRA and why firms often tell people they can’t. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep153 “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 and information

In this episode of Your Business, Your Wealth, Paul explains how the market is climbing, and how you should be interpreting market highs. When people talk about a new market high, there is a fear and a concern of the market dropping because it’s been over-performing for the last years and with that, Paul walks the listener through the evidence of what is known as “Market’s New Highs” and the appropriate approach needed to gauge the performance of a portfolio. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep152 “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 and information specific to

In this episode of Your Business, Your Wealth, Paul explains what we should do when the market reaches new highs and puts us in a position to try and make sense of the latest news and advice as well as how to notice the signs to slow down. Paul explains how some perceive the market when it reaches a new high and how most people associate this rise to a market pullback or recession. This then creates the fear of potential losses which is also correlated to the fear of missing out on gains. This is part 1 of a 2-part series. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep151 “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

In this episode of Your Business, Your Wealth, Paul and Cory talk about the autobiography of your money. Specifically, they highlight the importance of understanding the varying rates of returns of your investments so that you can ensure maximum efficiency of your portfolio. Using mutual funds and real estate as two primary examples, they show the hidden costs of these investments. Finally, Paul and Cory strongly urge the audience to take a deeper look before taking action on different investment strategies in order to build a life that is great. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep150 “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. Pl

In this episode of Your Business, Your Wealth, Paul and Cory talk about college saving strategies. Specifically, they focus on the benefits and detriments of one of the most commonly used tools, the 529 plan. They take a deep dive into some of the restrictions and consequences that accompany 529 plans as well as alternative ways to fund your child’s education. Finally, Paul speaks to the potential future of college education and the impact it could have on the ways we save and build our balance sheet. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep149 “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 professional

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the fourth set of twenty-five mistakes cover a variety of topics from distinguishing between a 529 Plan and a college funding plan to the importance of keeping an up-to-date will. They talk about solving for the future state and understanding that you are the fiduciary for your future self. Finally, Paul and Cory share a special bonus piece of advice. They advocate for listeners to make decisions on this list only after consulting with a financial coach or advisor. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep148 “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 inves

In this episode of Your Business, Your Wealth, Paul and Cory welcome author, businessman and cartoonist, Scott Adams. Scott expounds on his extensive background in persuasion, influence, and hypnosis, which aided in his creation of the classic satire cartoon strip, Dilbert. Scott breaks down some of the major topics covered in his books, including the concepts of second and third dimensional thinking. Finally, Scott discusses his work with WhenHub and provides some insights into his latest book, Loserthink. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep147 “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 profes

In this episode of Your Business, Your Wealth, Paul and Cory welcome VP of Influence Ecology and expert of human performance and behavior, Drew Knowles to analyze the break down the Excitement Trap. Drew expounds on the biology of excitement and explains how it can have a negative impact on you in the marketplace. Paul, Cory, and Drew have a candid discussion about the importance of remaining wary of your excitement in order to keep it in check. Finally, Paul provides the audience with actionable challenges that can help curb excitement and channel it in a way that does not impede your ability to build and maintain a good life. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep146 “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 an

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the third set of twenty-five mistakes cover a variety of topics from the importance of knowing your credit score to how to be financially responsible when planning a wedding. They talk about how to avoid the comparison trap when it comes to personal balance sheets. Finally, Paul and Cory speak to the value of sharing your career and financial goals with your family, friends and loved ones so that you can gain their help and support.  For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep145 “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 in

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the second set of twenty-five mistakes cover a variety of topics from the importance of creating a business plan for your career to making sound decisions when purchasing a home. They talk about building a spending plan rather than a budget, and choosing self-discipline over self-indulgence. Finally, Cory and Paul speak to the vital role insurance plays in our financial lives. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep144 “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

In this episode of Your Business, Your Wealth, Paul and Cory break down the top one hundred mistakes to avoid to help get your finances in order. Breaking this down into four segments, the first twenty-five mistakes cover a variety of topics from the importance of building an emergency fund to how much money to invest in a 401(k). They talk about financial strategies, investing and taking ownership of your financial well-being. Finally, Cory and Paul identify common misconceptions about finance in order to provide a roadmap to a healthy financial future. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep143 “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 capa

In this episode of Your Business, Your Wealth, Paul and Cory reflect on the four areas to focus on for additional return on investment. The concept of beating the market is one of the biggest fallacies when it comes to investing. Instead, Cory and Paul identify and provide tangible investment strategies that can maximize profitability while minimizing risk. Finally, Paul and Cory suggest mapping out an investment strategy that is easy to implement, diversified with value tilts and allocated based on loss tolerance rather than risk tolerance. For full show notes, including a FREE PDF of the transcription, visit: http://sfgwa.com/ep142 “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

In this episode of Your Business, Your Wealth, Paul and Cory reflect on the importance of framing a financial future based on your personal economy. While the market is oftentimes used as a barometer of comparison, Paul and Cory explain why this concept can be misleading. They talk about putting capital to work for you and living on your own personal balance sheet. Finally, Paul and Cory share insights as to why news and media outlets market to our basest instincts. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-141 “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 and information

In this episode of Your Business, Your Wealth, Paul and Cory discuss mapping out a solid fiduciary strategy for your business and life. They talk about the distinct roles and responsibilities of an entrepreneur and a fiduciary. Finally, Paul and Cory stress the importance of building a personal balance sheet that aligns with your future goals. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-140 “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 and information specific to your individual situation.   Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. 

In this episode of Your Business, Your Wealth, Paul and Cory talk about how cash and liquidity can be utilized to further enhance wealth. They review the multiple assets that can yield above average returns, including bonds, laddered CDs, home equity lines of credit, and whole life insurance. Paul and Cory end with some actionable advice that listeners can follow to ensure their cash doesn’t go stale. For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/ybyw-139 “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 and information specific to your individual situation. Sound Financial Inc. dba So