Podcast

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  • Podcast Episode 98: The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?

    EPISODE SUMMARY In this episode of Sound Financial Bites, I speak with Cory Shepherd, the president of Sound Financial Group about the topic of disability insurance—something people have either personally dealt with, or have known others who have went through it. Either way, everybody has some type of relationship with disability insurance. We discuss the value of disability insurance and…

  • Podcast Episode 97: Why We Should Talk, Part 4 – I Hit the White Coat Window

    EPISODE SUMMARY In part four of this 10 part series, Why We Should Talk, Paul and Cory talk about the “White Coat Window,” the period of time in any person’s career where they’re making more money than they’ve ever had before.  There is a critical window of six months to one year where the decisions you make during that period of time…

  • Podcast Episode 96: Why We Should Talk, Part 3 – I Just Went Through A Job Change

    EPISODE SUMMARY In part three of this 10 part series, Why We Should Talk, Paul and Cory are talking about  the different challenges people run into when they leave one job to start another.  What should you do with your 401(k)?  What happens with your benefits?  What if you have a change in job location?  How do you manage the money from…

  • Podcast Episode 95: Why We Should Talk, Part 2 – Should I Invest in Bitcoin?

    EPISODE SUMMARY In part two of this 10 part series, Why We Should Talk, Paul and Cory are talking about the wildly popular cryptocurrency, Bitcoin and if you should consider investing your money in it. Paul and Cory also discuss speculation vs investing and the risks that come with implementing a speculation strategy. WHAT WAS COVERED TWEETABLES “Fundamentally, what Bitcoin…

  • Podcast Episode 94: Why We Should Talk, Part 1: Do You Know How Much Capital is Required?

    EPISODE SUMMARY This is the launch of a new 10 part series, Why We Should Talk, where in part 1, Paul and Cory tackle the question, “Do you know how much capital is required to have a work-optional lifestyle?” WHAT WAS COVERED TWEETABLES “Where we’re at too often is living a life by default rather than a life by design, but a…

  • Podcast Episode 93: Executives Burning Out on Entry

    EPISODE SUMMARY Summer Anderson is an Executive Search and Executive Development professional at MiROR Partners. She has spent 20 years attracting and retaining executives for large Fortune 500 companies. Businesses engage her firm not only to find executives, but to also coach existing teams and new team members coming into new companies so the team operates at its best. MiROR…

  • Podcast Episode 92: Confessions of a 401(k) Freak

    EPISODE SUMMARY Michael Fennessy is the Regional Sales Director for Ameritas and an expert when it comes to 401(k) plans and inspiring business owners and their employees to save for retirement. For the past 14 years Michael has helped a variety of companies from small business owners to Fortune 500 companies with implementing employee benefits. For the past four years…

  • Podcast Episode 91: Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake Dekinder

    EPISODE SUMMARY Jake DeKinder is the head of all advisory communications and the VP of Dimensional Fund Advisors. Jake works with advisors across the world to help them better communicate to their clients in plain language the complex topics surrounding investing. He received his MBA from the McCombs School of Business at The University of Texas at Austin and he…

  • Podcast Episode 90: Making a lot of Money with the Last Director of the US Mint, Edmund Moy

    EPISODE SUMMARY Edmund Moy is the son of a Chinese immigrant who grew up working in his father’s restaurant doing everything from washing dishes to the bookkeeping. As a young boy working the cash register at the restaurant, he would go through the change drawer looking for unique coins. This soon turned into a hobby and 40 years later he…