Basics of Finance: Video Series Introduction
This is the first in our educational series, Basics of Finance, and what you can expect to learn over the course of this series.
Related Posts
PODCAST EPISODE 220: Financial Independence at age 52, earning less than $100k
WHAT WAS COVERED [Tweet “Pay yourself first, By saving for your future. #YourBusinessYourWealth”] [Tweet “What habits do you have that you can reconsider? What in your finances causes ‘death by a thousand cuts’? #YourBusinessYourWealth“] [Tweet “Setting an example in your financial lifestyle shows others that there is another path they can take if/when they find they are moving in the wrong direction…
PODCAST EPISODE 156: REMEMBERING SEAN STEPHENSON
EPISODE SUMMARY 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…
PODCAST EPISODE 247: Hidden Costs of IRA Rollovers
WHAT WAS COVERED [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…
PODCAST EPISODE 198 – HSA The Triple Tax-Free Account
EPISODE SUMMARY 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…
PODCAST EPISODE 302 – Backdoor Roth
In episode 302 of More Than Commas, Host Paul Adams discusses the Backdoor Roth IRA, a strategy designed for high-income earners who exceed the income limits for direct contributions to a Roth IRA. Listeners will learn how to navigate these limits and create a more tax-efficient retirement strategy. Check out the Backdoor ROTH material here: https://sfgway.com/backdoor-roth-summary/ __________ Join Sound Financial…
Podcast Episode 119: Invest Like a Nobel-Nerd
EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd continue their series on maximizing the white coat window by discussing best practices in investing. Through their conversation, Paul and Cory debunk more myths of the financial advising industry. They talk about the three primary investment strategies, understanding the benefits of volatility, and how to structure…
