PODCAST EPISODE 239: Income Investing in Retirement

ByPaul Adams
YouTube player

WHAT WAS COVERED

      • 00:00 – Episode begins, Paul welcomes listeners.
      • 01:35 – Setting up the discussion regarding distributions.
      • 04:20 – Comparing a 50/50 portfolio to a 70/30 with a volatility buffer.
      • 10:05 – why one strategy excels over the other.
      • 14:25 – Final thoughts.
      • 18:25 – Episode ends, thank you for listening.

[Tweet “Instead of having one middle of the road protfolio, you can have a more effecient mix of risk and return by having some portfolios with different asset ratios. #YourBusinessYourWealth”]

[Tweet “There is a difference between the club and the swing. just as such, there is a difference in the tool you use and how you use it. Financial vehicles have different strategies #YourBusinessYourWealth”]

[Tweet “So much of the industry simply takes the path of least resistance. #YourBusinessYourWealth”]

LINKS

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’

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

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 262: Cathie Wood and the Arc of the Ark

    WHAT WAS COVERED [Tweet “Active managers cannot consistency or predictably outperform the market, ARK investments couldnt do it. #YourBusinessYourWealth”] [Tweet “The financial media does not care for personal financial success. They’re not against you, your just not in the calculation. #YourBusinessYourWealth”] [Tweet “Financial prognosticators that claim they can beat the market eventually prove that they’re wrong. #YourBusinessYourWealth”] LINKS ARK Innovation ETF (ARKK) Google…

  • PODCAST EPISODE 332 – What Your Habits Say About You

    What if your bank statement said more about you than your words ever could? In this episode, Cory explores how your financial habits reveal your true values, hidden beliefs, and emotional patterns. Discover how money can act as a mirror, reflecting your priorities, anxieties, and future direction, and learn how to align your financial life with who you really are….

  • Podcast Episode 59: Outrageously Priced by Design Part 1

    EPISODE SUMMARY Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is just part one of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. For more information visit: kevinshort.sfgwa.com WHAT WAS COVERED…

  • 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…

  • Podcast Episode 65: What the 401(k) Part 2 – Who Has an Interest in Your Participating

    EPISODE SUMMARY Paul continues his discussion on the 401(k) and covers why both financial institutions and the IRS want you to put money into it. The 401(k) can actually be damaging to your financial future if you aren’t aware how to navigate it correctly. However, there are ways where you can make your 401(k) work for you, but you’ll have…

  • PODCAST EPISODE 304 – The difference between 401(k)s and IRAs

    In this episode of More than Commas, we explore the essential differences between 401(k)s and IRAs—two vital tools for retirement savings. Join Host Cory Shepherd as we break down their unique features, including employer sponsorship, contribution limits, investment choices, tax advantages, and withdrawal rules. Discover which option might be best for your financial situation and learn how to maximize your…