EPISODE SUMMARY In part 3 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 to buy life insurance, what amount you should apply for and tips on what you should do before applying for coverage. WHAT WAS COVERED …
Podcast Episode 82: Basics of Life Insurance, Part 2 – Universal Life Explained
EPISODE SUMMARY In part 2 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 Universal Life insurance. WHAT WAS COVERED 02:01 – Paul and Cory explain how Universal Life (UL) takes its place between term and whole life insurance …
Podcast Episode 81: Basics of Life Insurance, Part 1 – Types of Life Insurance
EPISODE SUMMARY In part 1 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 two different types of life insurance – term and whole life. WHAT WAS COVERED 05:42 – How does life insurance work? 08:02 – Cory explains …
Podcast Episode 80: Transact or Die Part 2 with John Patterson of Influence Ecology
EPISODE SUMMARY In part 2 of my conversation with John Patterson, CEO and co-founder of Influence Ecology, we talk about the Four Conditions of Life, accurate thinking, and building transactions to satisfy aims. WHAT WAS COVERED 04:38 – The Four Conditions of Life: Health, Work, Career, & Money 06:55 – John explains Accurate Thinking 14:22 – The Primary Conditions of …
Podcast Episode 79: Transcript or Die Part 1 with John Patterson of Influence Ecology
EPISODE SUMMARY John Patterson is the co- founder and CEO of Influence Ecology which is a specialized study that helps ambitious professionals satisfy their aims for work and money. John is known for his leadership offering practical, compelling, and relevant educational programs, lectures, and interviews focused on personal, business, and management effectiveness and performance. WHAT WAS COVERED 03:05 – John …
Podcast Episode 78: Living Lean with Chris Flugstad
EPISODE SUMMARY Chris Flugstad built his company, Cascade Link, on a bootstrap budget 15 years ago because he had no other choice. With not a lot of seed money to get it started, Chris needed to make do with what he had and in the process learned valuable skills on how to grow his business into a successful one which …
Podcast Episode 77: Building Your Life That Works For You
EPISODE SUMMARY Bella Vasta is the owner of Jump Consulting, where she helps entrepreneurs in the pet sitting business grow their companies and achieve freedom and flexibility in their lives. She is also the creator and host of the podcast, Bella In Your Business, where she further explores and talks about what it takes to be a successful business owner. …
Entrepreneurs: Build Your Moat
Once you begin building your financial castle, it’s time to build your moat. This is absolutely critical for long-term financial success. What good is having a castle if you have no way to protect it? This is going to be the least sexy and the least glamorous part of the financial independence process. No one really enjoys talking about insurance …
Podcast Episode 76: Stop Should-Ing on Your Money
EPISODE SUMMARY On this episode of Sound Financial Bites, I speak with Dr. Paul Conti. Dr. Conti is a General Psychiatrist, treating all aspects of mental illness and the impact of life stressors. He is a graduate of Stanford University School of Medicine and he served as Chief Resident at Harvard. Named one of Oregon’s top psychiatrists in 2008, he …
You Don’t Know What Happens When You Sell – Or Age
At some point, you’re going to have some tough decisions to make about your future. We’re not invincible and nobody lives forever. It’s better to have a plan in your 30s or 40s than to be blindsided and scrambling at 65. You will have to sell or pass on your business someday. You will reach that traditional retirement age. It’s …