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PODCAST EPISODE 279 – Thinking Accurately About Money

   WHAT WAS COVERED 00:00 – Episode begins 00:05 – Paul welcomes listeners and explains what the episode is about 01:20 – John Patterson introduces Paul and the topic of the focus lecture 06:41 – Paul’s credibility and experience 07:31 – Money is an inescapable, unavoidable condition of life. 11:57 – How much money you actually need to retire …

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PODCAST EPISODE 278 – How to Lose Money in Real Estate

   WHAT WAS COVERED 00:07 – Introduction to today’s episode. 02:08 – What happens when you buy real estate syndicates? 07:13 – The difference between a syndicator and an investor. 12:07 – Investing in the Houston market. 14:38 – Rent increases and benefits. 19:11 – Investors want to see their money go to work. 24:46 – What is depreciation …

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PODCAST EPISODE 269 – Should They Invest More in Real Estate?

 LINKS https://www.wsj.com/personal-finance/americans-are-bailing-on-their-home-insurance-e3395515  https://www.wsj.com/personal-finance/retirement/high-earners-50-and-up-get-two-year-reprieve-from-irs-on-401-k-rule-3a6d4727  https://www.wsj.com/finance/investing/how-to-get-rich-and-famous-from-a-stock-market-crash-6914580a  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 …

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PODCAST EPISODE 268 – The Average 401(k) Fell by 20%+ in 2022

   WHAT WAS COVERED 00:00 – Episode begins 00:05 – Paul welcomes listeners. 01:40 – Article Breakdown: “The Average 401(k) Fell By an Obscene Amount in 2022”. 09:20 – Article Breakdown: Worried About Retirement Savings? 5 Reasons You’re Not as Ill-Prepared as You Think”. 20:55 – Article Breakdown: “The High Price Retirees Pay for Collecting Social Security Too Early”. …

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PODCAST EPISODE 267 – Will AI Replace Your Financial Advisor?

   WHAT WAS COVERED 00:00 – Episode begins 01:55 – Approaching the topic, Can AI be a financial advisor? 04:00 – 1st question with ChatGPT 08:20 – ChatGPT responding as Jim Cramer 10:30- 2nd question with ChatGPT 14:40 – ChatGPT’s take on Paul Adams 22:00 – How AI Affects your finances 25:34 – Episode ends, thank you for listening …

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PODCAST EPISODE 266: Ochocinco’s Financial Advice for You!

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes the show.01:45 – Setting up todays topics 02:30 – Setting up the topic of today episode 04:50 – Chad Ochocinco video starts 19:45 – “Spending money to make money” 21:40 – Lifestyle addiction and what’s really important 27:15 – How to live life by design not default 34:50 …

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PODCAST EPISODE 265: Jim Cramer’s picks for 2023

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes the show.01:45 – Setting up todays topics 03:45 – Article Breakdown: Jim Cramer says these 5 Nasdaq losers could rebound in 2023 (CNBC) 17:00 – Article Breakdown: The boldest bitcoin calls for 2023 are out (CNBC) 31:55 – What moves stocks and how to think about it 35:02 …

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PODCAST EPISODE 264 – Are You Rich?

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes the show. 01:15 – Article Breakdown: How Do I Know If I Am Rich? 09:00 – The difference between Rich and Financial Independence. 12:30 – Article Continued – Getting Rich 17:00 – Closing thoughts. 22:12 – Episode ends thank you for listening. [Tweet “According to a Schwab survey, …

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PODCAST EPISODE 263 – Secure Act 2.0 and your Retirement Plan

     WHAT WAS COVERED 00:00 – Episode begins, Paul welcomes the show. 01:00 – Setting up the episode topic, “The Secure Act 2.0”  02:25 – Expanded enrollment and retirement plans  03:55 – The Savers Match  05:09 – Student Loan Payments and 401k Matching  08:30 – Lightening round begins  08:40 – Improving coverage for part time employees  09:05 – …

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PODCAST EPISODE 262: Cathie Wood and the Arc of the Ark

     WHAT WAS COVERED 00:30 – Episode begins, Paul welcomes the show.  01:00 – Working through the favored narrative. 03:00 – Reviewing The ARKK trading chart. 08:20 – Reviewing Cathie Woods statements 13:35 – Google Search timline of ARKK and Media narratives. 23:50 – Article Breakdown: “Cathie Wood: Things Are Looking Up After 2022 Slump” 30:12 – Closing …