WHAT WAS COVERED
-
-
- 00:00 – Episode begins Paul welcomes listeners.
- 02:25 – Article Breakdown: The Hidden Costs of IRA Rollovers
- 15:28 – Examples of rolling over to IRA’s.
- 23:10 – When does an IRA rollover make sense.
- 28:22 – Considering “Value”.
- 29:50 – Episode ends, thank you for listening.
[Tweet “There’s nothing wrong with financial advisors having steak dinner seminars, but the question is, is the presentation about a process and building relationship? Or is it about selling a specific financial product? That is a warning sign that they may not have you best interest in mind. #YourBusinessYourWealth”]
[Tweet “If the moment you need the money you’ve invested and you can’t have it, you might as well have not had it all… #YourBusinessYourWealth”]
[Tweet “People don’t even buy fruit like the way this article says people should buy investments…#YourBusinessYourWealth”]
LINKS
The Hidden Costs of IRA Rollovers
Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us! sfgwa.com/scheduling
Sound Financial Group’s Website for a Financial Inquiry Call – Info@sfgwa.com (Inquiry in the subject)
Your Business Your Wealth on Instagram
Your Business Your Wealth on Facebook
Sound Financial Group on LinkedIn
Paul Adams on LinkedIn
Cory Shepherd on LinkedIn
Cape Not Required (Cory’s Book)
Sound Financial Advice (Paul’s Book)
Clockwork: Design Your Business to Run Itself
Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine
Loserthink: How Untrained Brains Are Ruining America
SHARE THE SHOW
Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!
Click this link – Your Business Your Wealth
Click on the ‘Subscribe’ button below the artwork
Go to the ‘Ratings and Reviews’ section
Click on ‘Write a Review’
——————————————————————————————————————————-
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
———————————————————————————————————————————
PRODUCTION CREDITS
Podcast production and show notes by Greater North Productions LLC
