PODCAST EPISODE 214: 401(k) Stolen, Family Tries to Kill Father

ByPaul Adams

EPISODE SUMMARY

Topics Covered:
Gilbert man groomed, then scammed out of entire 401(k)
(By AZFamily.com)

This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History
(By Adweek.com)

Five Questions to Ask if You Are Named Executor of an Estate
(By The Wall Street Journal)

WHAT WAS COVERED

  • 00:00 – Paul welcomes the show.
  • 01:50 – Topics Overview.
  • 02:45 – Article Breakdown: “Gilbert Man Groomed Then Scammed Out Of Entire 410k” 
  • 12:50 – Article Breakdown: “Five Questions to Ask if You Are Named Executor of an Estate”
  • 23:15 – Article Breakdown: “This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History”
  • 34:40 – Concluding thoughts.
  • 35:26 – Episode ends, thank you for listening.

[Tweet “As an executor of an estate you should be asking, who’s on the team? #YourBusinessYourWealth”]

[Tweet “A will is redone whenever it is written or re-written, a trust is an entity that owns everything while we are alive. When you die, the Will becomes public and goes through probate, a trust changes the controller. #YourBusinessYourWealth“]

LINKS

Gilbert man groomed, then scammed out of entire 401(k)
(By AZFamily.com)

This Darkly Humorous Life Insurance Ad Has the Best Legal Disclaimer in Ad History
(By Adweek.com)

Five Questions to Ask if You Are Named Executor of an Estate
(By The Wall Street Journal)

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 – [email protected] (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’

MUSIC CREDITS

Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

——————————————————————————————————————————-

Transcribed by https://otter.ai

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

Avatar photo
Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

Financial Advisor
Disclosure

Related Posts

  • Podcast Episode 36: Illusions of Investing Part 2 – When Track Records Don’t Matter

    LISTEN HERE EPISODE SUMMARY This week, Paul dives into another investing illusion. Be sure to check out last week’s episode on stock picking and what your typical mutual fund won’t tell you. On this episode, Paul discusses why you can not trust the track record of a mutual fund, asking what does your mutual fund have in common with someone…

  • PODCAST EPISODE 325 – Will AI Replace Your Financial Advisor?

    In Episode 325 of More Than Commas, Paul explores how artificial intelligence is transforming the landscape of financial planning, and what that means for your financial future. Discover the real strengths and limitations of AI in personal finance, why technology can’t replace human wisdom, and how the right blend of AI tools and expert advice can lead to better long-term…

  • PODCAST EPISODE 161: ZIP CODES AND 401(K)s

    EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory break down one of the most common and critical tools for retirement, the 401(k). While investing in your 401(k) can be a great way to start planning for retirement, it should not be viewed as the only tool. Paul and Cory discuss maximizing your match, penalties and…

  • PODCAST EPISODE 346 – The Truth About 529 Plans | Full Spreadsheet Demo

    In this special “Behind the Numbers” edition, Cory takes you deeper into the 529 plan conversation with a full spreadsheet walkthrough. He breaks down every scenario from Part 1: Comparing 529 plans, brokerage accounts, student loan strategies, and new Roth IRA conversion rules, using real S&P return data and clear assumptions. Cory demonstrates how small differences in tax treatment, timing,…

  • PODCAST EPISODE 155: FINANCIAL WELLNESS FOR WOMEN…AND MEN…AND COUPLES WITH RHONDA NOORDYK

    EPISODE SUMMARY 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…

  • Podcast Episode 92: Confessions of a 401(k) Freak

    EPISODE SUMMARY Michael Fennessy is the Regional Sales Director for Ameritas and an expert when it comes to 401(k) plans and inspiring business owners and their employees to save for retirement. For the past 14 years Michael has helped a variety of companies from small business owners to Fortune 500 companies with implementing employee benefits. For the past four years…