LISTEN HERE EPISODE SUMMARY Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the fifth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of life insurance and the appropriate …
Podcast Episode 4: What is SROVT?
LISTEN TO THE EPISODE: EPISODE RECAP Introduction: Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the fourth episode, Paul Adams, CEO and President of Sound Financial Group, explains to us why SROVT is important, and how …
Podcast Episode 3: Why You Don’t Want to Plan for Your Needs
LISTEN TO THE EPISODE: EPISODE RECAP Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the third episode, Paul Adams, CEO and President of Sound Financial Group, discusses the old adage needs in the financial industry vs. …
Podcast Episode 2: Balancing Your Short, Mid, and Long-term Buckets
LISTEN TO THE EPISODE HERE: EPISODE RECAP Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the second episode, Paul Adams, CEO and President of Sound Financial Group, discusses the bucket conversation. Not just asset allocation and …
Podcast Episode 1: Wealth Coordination Account
EPISODE RECAP In this episode Paul shares the concept of The wealth coordination account. He shares a great Good Life tip for Chrome users. He talks through the definition of a wealth account and a deep dive into what exactly is an asset. He lists examples and discusses what most people think can qualify as an asset, but typically don’t. WHAT …