EPISODE SUMMARY In this episode I sit down with Cory Shepherd, author of, Cape Not Required, and President of Sound Financial Group to talk about the importance of the different ways to protect yourself and your assets in the event of an unforeseen life changing event. For more information visit: cape.sfgwa.com WHAT WAS COVERED TWEETABLES…
EPISODE SUMMARY The first loan at Boeing Employees Credit Union (BECU) was a $2.50 tool loan funded by its 18 members in order to help new employees of the Boeing organization acquire the tools they needed to do their job. That was 85 years ago. Today, BECU is the fourth largest credit union in the…
EPISODE SUMMARY David is the co-founder and CEO of Guidant Financial, a fellow Washington based company that helps small business secure financing. In this conversation with Paul, they discuss the important topics new entrepreneurs need to be thinking about so they set themselves up in the best way to succeed. Paul and David work some…
EPISODE SUMMARY The doctors who helped deliver Sean Stephenson into this world 38 years ago told his parents that he would be dead within 24 hours because of a rare bone disorder he was born with. Well, were they wrong! Despite this disorder and the challenges he has had to face in life by being…
EPISODE SUMMARY In part two of my conversation with Aviv Shahar we talk about the importance of having intentional conversations both in your personal and business life and the practice and implementation of The Debrief. WHAT WAS COVERED TWEETABLES “How can you be in a leadership position and not be intentional?” “You make contractual agreements…
EPISODE SUMMARY Aviv Shahar is a former fighter pilot of the Israeli military, host of the Create New Futures Podcast and author of the book, Create New Futures. Aviv helps company executives become transformational leaders and to create new futures. In this episode I speak to him about how your present and future can update…
EPISODE SUMMARY In part 3 of this series on 401(k) plans, Paul Adams talks about the importance of assessing your financial situation, how much you should begin contributing to your 401(k), how you should invest your money, and how to choose the taxation of the money. WHAT WAS COVERED TWEETABLES “Your 401(k) assets are long-term…
EPISODE SUMMARY Paul continues his discussion on the 401(k) and covers why both financial institutions and the IRS want you to put money into it. The 401(k) can actually be damaging to your financial future if you aren’t aware how to navigate it correctly. However, there are ways where you can make your 401(k) work…
WHAT WAS COVERED TWEETABLES “The IRS really wants you to put money in a 401(k).” “Even if somebody lived conservatively, we are still stuck inside a corporate America strategy [The 401(k)].” “Before the pensions trapped you with an employer. Now, the 401(k) locks us into regular employment.” SHARE THE SHOW Did you enjoy the show?…
EPISODE SUMMARY Dr. Gary Ward has been a family physician and GP for 30 years. Gary and his wife Claire live in Perth, Western Australia. Gary talks about how we disregard our biology; that somehow in our conceit and entitlement, we have come to think that we are above it. We sometimes forget that we…
