EPISODE SUMMARY This is the launch of a new 10 part series, Why We Should Talk, where in part 1, Paul and Cory tackle the question, “Do you know how much capital is required to have a work-optional lifestyle?” WHAT WAS COVERED TWEETABLES “Where we’re at too often is living a life by default rather than a…
EPISODE SUMMARY Summer Anderson is an Executive Search and Executive Development professional at MiROR Partners. She has spent 20 years attracting and retaining executives for large Fortune 500 companies. Businesses engage her firm not only to find executives, but to also coach existing teams and new team members coming into new companies so the team…
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….
EPISODE SUMMARY Jake DeKinder is the head of all advisory communications and the VP of Dimensional Fund Advisors. Jake works with advisors across the world to help them better communicate to their clients in plain language the complex topics surrounding investing. He received his MBA from the McCombs School of Business at The University of…
EPISODE SUMMARY Edmund Moy is the son of a Chinese immigrant who grew up working in his father’s restaurant doing everything from washing dishes to the bookkeeping. As a young boy working the cash register at the restaurant, he would go through the change drawer looking for unique coins. This soon turned into a hobby…
EPISODE SUMMARY Jean Thompson is the owner and CEO of Seattle Chocolates and JCoco, a high-end chocolate brand that gives back to the community with every purchase by donating a fresh serving of food to someone in need. Before she took the reigns at Seattle Chocolates she was an early investor of the company and…
EPISODE SUMMARY In this episode of SFB, Cory Shepherd joins Paul to speak with Developmental Molecular Biologist, Dr. John Medina. Dr. Medina is an affiliate professor of Bioengineering at the University of Washington School of Medicine and author of Brain Rules for Aging Well and several other books such as, The Clock of Ages. Tune…
EPISODE SUMMARY In the final episode of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required to give a recap of this immersive series on life insurance. WHAT WAS COVERED TWEETABLES “Life insurance is gated and it’s…
EPISODE SUMMARY In part 6 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss how you can use the death benefit of your life insurance policy while you’re still alive. WHAT WAS COVERED TWEETABLES…
EPISODE SUMMARY In part 5 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Whole Life Insurance, how it worked before 1982, and how legislation called TEFRA/TAMRA changed the rules around life insurance. WHAT…
