EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory reflect on the four areas to focus on for additional return on investment. The concept of beating the market is one of the biggest fallacies when it comes to investing. Instead, Cory and Paul identify and provide tangible investment strategies that can…
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory reflect on the importance of framing a financial future based on your personal economy. While the market is oftentimes used as a barometer of comparison, Paul and Cory explain why this concept can be misleading. They talk about putting capital to work…
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory discuss mapping out a solid fiduciary strategy for your business and life. They talk about the distinct roles and responsibilities of an entrepreneur and a fiduciary. Finally, Paul and Cory stress the importance of building a personal balance sheet that aligns with…
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory talk about how cash and liquidity can be utilized to further enhance wealth. They review the multiple assets that can yield above average returns, including bonds, laddered CDs, home equity lines of credit, and whole life insurance. Paul and Cory end with…
EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul welcomes a member of the Sound Financial Group, Jeff Miller, to discuss the path to financial independence. Jeff breaks down his strategies for building wealth, including controlled consumption and having a money saver’s mindset. Finally, Paul and Jeff talk about the importance of starting…
EPISODE SUMMARY In this very first episode of the newly branded Your Business, Your Wealth Podcast, Paul welcomes Shahar Plinner to break down the five pillars of tax planning. Shahar is a certified public accountant who specializes in tax preparation and strategy consulting. Paul and Shahar discuss tax savings tools, cash flow, and the value…
EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory break down the possibility of spending the death benefit of your life insurance while you’re still alive. They talk about the common misconceptions about retirement savings and the dangers of spending down into the principle of your retirement. Finally, Paul provides…
EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory welcome Dick Weber, a financial planner and life insurance advisor. Dick’s firm, Ethical Edge, helps to improve the integrity of communication and understanding of today’s life insurance policies. Paul, Cory and Dick talk about life insurance as an asset class, financial…
EPISODE SUMMARY In this first ever debunkisode of the Sound Financial Bites Podcast, Paul and Cory debunk the myth that whole life insurance is a bad financial investment to make. They dissect and analyze an article that lists eight specific reasons that support the argument that whole life insurance is not a sound investment. By…
EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory discuss the value of whole life insurance as a financial investment. They cover the restrictions and legislation that govern these policy investments, including the TEFRA TAMRA Corridor and the 7-Pay Test. Finally, Cory and Paul compare whole life insurance with other…
