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
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:
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PODCAST EPISODE 348 – Why Financial Samurai Says He’s No Longer Financially Independent | Lessons for the Fire Movement
In this episode, Lance and Paul unpack the viral post from Financial Samurai founder Sam Dogen, who recently admitted he’s no longer financially independent after more than a decade in early retirement. Lance and Paul explore what this moment reveals…
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PODCAST EPISODE 347 – Why Start Financial Planning Early
In this episode, Elijah explores why beginning your financial planning journey early can transform not just your bank balance, but your entire life. He breaks down the compounding power of time, showing how consistent habits, even with modest amounts, lead…
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PODCAST EPISODE 346 – The Truth About 529 Plans | Full Spreadsheet Demo
In this special “Behind the Numbers” edition, Cory takes you deeper into the 529 plan conversation with a full spreadsheet walkthrough. He breaks down every scenario from Part 1: Comparing 529 plans, brokerage accounts, student loan strategies, and new Roth…
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.
Sound Financial Strategy: Why Your Money Deserves More Than a Sales Pitch
– Paul Adams
Build a Good Life, Now
– Cory Shepherd
Free Financial Downloads
Tools and insights to help you see your finances more clearly — and start making intentional decisions.
Resources Include:
Media Inquiries
To book a speaker, request an interview, or ask about collaboration, please contact:
