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 …