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

Super Bowl Player Reveals the One Word Winners Live By

MicroStrategy's STRC: Is That 11% Return Too Good to Be True?

Why Smart Leaders Share Before They’re Ready

From Financial Teacher to Doom Prophet: The Hidden Cost of Fear-Based Investing

Financial Guru Predictions Gone Wrong and CyberTruck Sinks

Why Fear Goes Viral in Investing

Oil, War Fears & Market Swings: What Happens Next?

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

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

Super Bowl Player Reveals the One Word Winners Live By

What does it take to beat the odds, reach the NFL, and successfully reinvent yourself when one chapter ends? In this episode of More Than Commas, Paul sits down with former NFL player Jordan Babineaux to discuss resilience, leadership, and…

Read More Super Bowl Player Reveals the One Word Winners Live By
PODCAST EPISODE 362 – MicroStrategy’s STRC: Is That 11% Return Too Good to Be True?

Is MicroStrategy’s new preferred stock STRC really the next big financial product — or just a shiny object designed to harvest your savings? In this episode of More Than Commas, Paul breaks down STRC, MicroStrategy’s preferred stock promising 11% annual…

Read More PODCAST EPISODE 362 – MicroStrategy’s STRC: Is That 11% Return Too Good to Be True?
PODCAST EPISODE 361 – Why Smart Leaders Share Before They’re Ready

What does it actually take to build a meaningful career inside some of the world’s most demanding organizations? In this episode of More Than Commas, Paul sits down with Jesse Rhodes Jr. — executive leadership coach, entrepreneur, and former leader…

Read More PODCAST EPISODE 361 – Why Smart Leaders Share Before They’re Ready

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.