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.

YouTube player

Related Posts

  • PODCAST EPISODE 176: Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus

    EPISODE SUMMARY Crises don’t stop business planning; rather, they just become a part of the agenda. This week, Paul & Cory get a moment to chat with CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions at this time. He also explains what makes Freshbooks different than its competitors, as well as what is…

  • PODCAST EPISODE 225: Treasure Hunting, Bond Investing, and Unexpected Taxes.

    WHAT WAS COVERED [Tweet “Other investors’ behavior inherently affects you even with bonds. #YourBusinessYourWealth”] [Tweet “You can be a long-term buy and hold investor in a mutual fund, but things that other people do, including the fund manager, can generate a tax bill to you without you having sold anything.  #YourBusinessYourWealth“] [Tweet “Most clients we meet don’t need someone making decisions for…

  • Basics of Finance: Rebalancing

    Here is part 7 in our Basics of Finance Video Series on Rebalancing Your Portfolio. Why would you need to rebalance your portfolio? Is risk tolerance a consideration? How should you set up your asset allocation model? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about rebalancing your investment portfolio.

  • PODCAST EPISODE 341 – Why Most People Don’t Save for Retirement

    Bonita Bell-Anderson (Ask Good Questions Podcast) and Paul Adams (More Than Commas) unpack why Americans under-save, how culture rewards consumption, and why retirement is a narrative, more than math. Paul shares reset moves: save ~20% of gross income, cultivate contentment, set a written strategy, and “don’t break strategy.” They explore evidence-based investing with Dimensional Fund Advisors, guarding against lifestyle inflation,…

  • Podcast Episode 31: Entrepreneurs are Endangering Themselves

    LISTEN HERE EPISODE SUMMARY Paul Adams brings you another insightful podcast episode today and talks directly to entrepreneurs or small business owners pouring their heart and soul into their businesses. Are you an entrepreneur? Then you definitely do not want to miss out on Paul’s wise words on how to diversify your personal balance sheet for a long and comfortable…

  • 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…