In this episode of More than Commas, host Paul Adams unveils the exciting rebranding of the podcast, formerly known as Sound Financial Group Podcast. With the new tagline “Your wealth is more than commas,” Paul explains the motivation behind this change, emphasizing that true wealth encompasses more than just financial figures. Listeners can expect a…
WHAT WAS COVERED 0:12 – Episode starts. Misinformation on safe withdrawal rates of retirement assets. 4:20 – Retirement income strategies and portfolio management. 10:00 – Is a 10% withdrawal rate safe for your portfolio? 13:29 – Retirement distribution rates and portfolio sustainability. 19:34 – The one thing Paul agrees on with Dave Ramsey. 23:34 –…
WHAT WAS COVERED 0:12 – Episode starts. Life insurance death benefits while still alive. 2:45 – Using whole life insurance for efficient retirement planning. 8:30 – Whole life insurance growth rate. 13:46 – Using life insurance death benefit for retirement planning. 19:41 – Retirement planning and life insurance. 25:04 – Using whole life insurance for…
WHAT WAS COVERED 0:12 – Episode starts. Life insurance sales strategies and their limitations. 4:44 – Retirement planning and life insurance. 11:39 – Life insurance costs and benefits. 18:01 – Term insurance and its impact on retirement savings. 24;07 – Life insurance and its importance. LINKS #217: Is the 4% Rule in Retirement Dead? Tips…
WHAT WAS COVERED 0:12 – Episode starts. Life insurance basics and debunking financial celebrity misinformation. 4:31 – Life insurance for children and its emotional implications. 8:58 – Life insurance for parents and children. 13:27 – Juvenile life insurance and its benefits. 18:19 – Life insurance growth and tax benefits. 22:46 – Life insurance for children…
WHAT WAS COVERED 0:12 – Episode starts. Financial principles and industry change. 3:42 – Rapid industry change and market forces. 7:49 – Investing in a rapidly changing market. 12:02 – Financial scams and how to avoid them. 15:16 – Investment fraud and scams. 21:50 – Episode ends.[Tweet “DMing leads to a WhatsApp, which leads to…
WHAT WAS COVERED 0:12 – Life insurance and investment strategies. 3:30 – Financial advice and misleading statements. 7:42 – Using whole life insurance for investment. 11:23 – Bank-owned life insurance and its implications. 15:11 – Dave Ramsey’s misinformation about whole life insurance. 20:50 – People need to know, so spread the word.[Tweet “Dave Ramsey is…
WHAT WAS COVERED 0:12 – Episode starts. Yet another video by Dave Ramsey. 4:44 – Whole life insurance and cash value. 14:42 – Whole life insurance misinformation. 21:38 – Whole life insurance and its potential for growth. 25:54 – Dave Ramsey’s incorrect calculations.[Tweet “If somebody called our show, and was misinformed about something, I’m not…
WHAT WAS COVERED 0:12 – Episode Starts 2:53 – Insurance terms and misconceptions. 6:51 – Car insurance coverage options. 12:53 – Homeowners insurance coverage and valuation. 18:13 – Umbrella insurance and its importance. 24:24 – Disability insurance coverage and supplemental policies. 27:15 – Importance of understanding the language of insurance terms. 34:15 – How much…
WHAT WAS COVERED 0:12 – Episode starts. 3:35 – Investment scams and how to identify them. 8:18 – Potential investment scams and red flags. 12:48 – Investment strategy and potential scams. 17:41 – Investment opportunity with unclear terms. 23:18 – Potential investment scam with multiple red flags. 28:43 – Investment scams and how to avoid…
