Explore the Ideas Behind the Strategy

At Sound Financial Group, our work starts with one thing: a clear philosophy. That’s why we’ve never hidden how we think. Whether we’re coaching a client, speaking on stage, or writing a book — we’re committed to challenging industry norms and empowering people to take control of their financial future.

This media hub gathers our best thinking — as featured in interviews, podcasts, publications, and downloadable tools — so you can dig deeper into what we believe and why it matters.

Around The Web

5 Things To Look For When Hiring a Financial Planner or Financial Adviser”, with Cory Shepherd

Read Cory’s interview with Tyler Gallagher over at Medium.com

From Conformity To Contentment With Cory Shepherd

The Influential U Podcast Invites Cory Shepherd To Explore The Transition From Chasing What You Think You Want To Protecting What You Know Will Bring Satisfaction.

Influence Ecology Podcast Interview | June 2018

Welcome to Your Brain
Sound Financial Group President Cory Shepherd discusses with podcast host and Influence Ecology CEO John Patterson, the power of community in making your dreams a reality.

Influence Ecology Podcast Interview | March 2017

Sound Financial Competence
Paul Adams talks with Influence Ecology Co-Founder John Patterson about their philosophy that money is simply a tool of exchange, and how that applies to your balance sheet.

Small Business Trends Interview | February 2017

Here’s What You’re Getting Wrong About Investing
Paul Adams shares with Small Business Trends Writer Jeff Charles five of the biggest mistakes entrepreneurs make with their personal finances.

425 Business Interview | January 2017 Issue

Design+Build
425 Business Senior Writer Todd Matthews interviews Paul about how Sound Financial Group parallels the home building process with the financial planning process.

Forbes.com Interview | July 27, 2016

7 Financial Mistakes People Make According To A Guy Who Manages Millions
Entrepreneur.com writer Laura K. Inamedinova interviewed SFG President Paul Adams about 7 of the biggest pitfalls people can fall into when planning for their financial future.

Entrepreneur.com Interview | April 28, 2016

What Entrepreneurs Get Wrong When It Comes to Personal Investing
Entrepreneur.com magazine writer Vinil Ramdev interviewed SFG President Paul Adams about the common weakness entrepreneurs sometimes face too late and what they can start doing now.

Huffington Post Interview | March 1, 2016

Entrepreneurs: Here is How to Really Calculate Your Net Worth
Huffington Post writer Allan Smith interviewed SFG President Paul Adams on his experience providing financial planning for business owners, specifically on how to help them calculate their net worth.

Inc.com Interview | January 3, 2016

3 Things Entrepreneurs Get Wrong About Personal Investing
Inc.com magazine writer AJ Agrawal interviewed SFG President Paul Adams about the incentives that drive entrepreneurs, including the desire for some to change the world, but all are aware that their efforts can result in financial security.

Octane Magazine Article | March 20, 2015

You Can’t Be an Entrepreneur Forever
SFG President Paul Adams was asked to be a guest writer for the international entrepreneur’s magazine, Octane, to discuss the financial oversights that can spell disaster for business owners.

From Youtube

See More on Youtube

Why Your Brain Struggles With Time… And How Visual Timers Fix It

How the QBI Deduction Works & Smart Tax Strategies for Business Owners

Influence, Persuasion, and Reality with Scott Adams

How to Future-Proof Your Wealth: Essential Estate Planning for Every Life Stage

The AI Money Loop Explained — Are Investors Missing the Risk?

What Will Your Life Look Like in 2026?

3 Simple Steps To A Happier Day

Do You Have This Ready? It’s the Secret to a Better Life

Financial Advisors React: What This $5 Million Roth Story Gets Wrong About Retirement Planning

Financial Advisors React to ChatGPT's Retirement Plan!

The Truth About 529 Plans | Smarter Ways to Fund College and Your Child's Future

Why Financial Samurai Says He's No Longer Financially Independent | Lessons for the FIRE Movement

Courage vs. Popularity: Life Lessons from MLK and Everyday Choices

Why Start Financial Planning Early

The Truth About 529 Plans | Full Spreadsheet Demo

Featured Interviews & Podcasts

Hear Paul Adams, Cory Shepherd, and other members of the SFG team on leading platforms discussing everything from income replacement to philosophy-driven financial planning.

Recent Appearances Include:

Browse All Articles

PODCAST EPISODE 356 – Why Your Brain Struggles With Time (And How Visual Timers Fix It)

What if the reason you struggle with time management isn’t a lack of discipline, but biology? In this episode, Paul sits down with Dr. Cody Sandzimier, founder and owner of Redmond Spine Center and creator of the Loop Timer, to…

Read More PODCAST EPISODE 356 – Why Your Brain Struggles With Time (And How Visual Timers Fix It)
PODCAST EPISODE 355 – How the QBI Deduction Works & Smart Tax Strategies for Business Owners

In this episode of More Than Commas, SFG President Cory Shepherd sits down with CEO of Trail CPA, Trent Trailov, to break down the Qualified Business Income (QBI) deduction and how business owners can strategically use it to reduce taxes….

Read More PODCAST EPISODE 355 – How the QBI Deduction Works & Smart Tax Strategies for Business Owners
PODCAST EPISODE 354 – Influence, Persuasion, and Reality with Scott Adams

Scott Adams Excerpt: I Will Rewire Your Brains to Relieve Anxiety https://youtu.be/nWhKDqwgyv8?si=vhTXfZzLTLKLwbFa We’re excited to share a special throwback edition of this episode, released as a little Christmas gift to you. To set the stage, Paul explains why this conversation…

Read More PODCAST EPISODE 354 – Influence, Persuasion, and Reality with Scott Adams

Books by Our Founders

Financial clarity shouldn’t be a mystery. These books help ambitious professionals think differently about money, independence, and how to lead their financial future.