PODCAST EPISODE 201 - Warren Buffets (Not So Secret) Secret Sauce

EPISODE SUMMARY

Warren Buffet is known as a poster child for investment strategies personally and corporately. However his method for success isn’t found in new marketable strategies or short squeezes. His secret sauce is, in fact, not so secret. Listen to Paul and Cory break down his fundamentals in this live episode recorded on March 9th.

WHAT WAS COVERED

00:00 – Show begins.
00:35 – Paul welcomes.
06:30 – Buffet’s success and rate of return.
10:20 – Buffet didn’t change his lifestyle.
19:55 – Berkshire Hathaway Investments.
23:00 – How to connect with Sound Financial Group.
26:45 – Show ends, thank you for listening.

TWEETABLES

[Tweet “Investments are like trees, you might ask when is the best time to plant one? The 1st best time is 20 years ago. The 2nd best time is today! #YourBusinessYourWealth”]

[Tweet “Saving money is the gap between your ego and your income. #YourBusinessYourWealth”]

[Tweet “Buffet has never let shares split so that the entry level of those that invest with him only allows for people who are serious about investing. He controls who he manages money with. #YourBusinessYourWealth”]

LINKS

Episode 138 – Jeff Miller – The Millionaire Next Door

Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us!

Sound Financial Group’s Website for a Financial Inquiry Call – [email protected] (Inquiry in the subject)

Your Business Your Wealth on Instagram

Your Business Your Wealth on Facebook

Sound Financial Group on LinkedIn

Paul Adams on LinkedIn

Cory Shepherd on LinkedIn

Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork: Design Your Business to Run Itself

Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Loserthink: How Untrained Brains Are Ruining America

SHARE THE SHOW

Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!

Click this link – Your Business Your Wealth

Click on the ‘Subscribe’ button below the artwork

Go to the ‘Ratings and Reviews’ section

Click on ‘Write a Review’

MUSIC CREDITS

Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

––––––––––––––––––––––––––––––––––––––––––-

Transcribed by https://otter.ai

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life™. No one has a Good Life by default, only by design. Visit us here for more details:

yourbusinessyourwealth.com

PRODUCTION CREDITS

Podcast production and show notes by Greater North Productions LLP

Recorded using Switcher Studio: [email protected]

PODCAST EPISODE 126: WHAT YOU CAN EXPECT FROM US IN 2019
February 12, 2019November 5, 2026

EPISODE SUMMARY In this episode, Paul speaks about his motivation for starting the podcast, Sound Financial Bites. The goal of Sound Financial Bites is to provide listeners with access to solid financial knowledge that they can use for practical application. Paul wants clients, prospective clients and the average listener to get bite-sized information weekly that can significantly impact their financial…
PODCAST EPISODE 320 – Retirement Isn’t Short-Term: Why Your Money Needs to Last Decades
April 28, 2025November 5, 2026

In this episode of More Than Commas, Paul and Cory dive deep into what it really takes to build sustainable, guaranteed income for life. They challenge the traditional advice to go “more conservative” in retirement, exposing why longevity risk (not market volatility) is the greatest threat to your financial future. Using a real-world $10 million retirement example, they walk through…
PODCAST EPISODE 179: Where Are Tactics Overtaking Strategy In Your Financial Plan?
May 5, 2020November 9, 2026

EPISODE SUMMARY Tactics are often mistaken for strategies, and in financial planning, this can cause you to underutilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory also addresses how the industry markets financial vehicles and 401k tactics and strategies. Lastly, Paul and Cory…
Podcast Episode 117: Stop Saving Money & Start Building Assets, Part 2
November 13, 2018November 5, 2026

EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd to continue the conversation on the importance of assets in achieving a work-optional lifestyle. Paul and Cory share a concise overview of season 4 for new listeners, talk about acquiring fun assets that still bolster wealth, and provide concrete advice about cash flow…
PODCAST EPISODE 147: INFLUENCE, PERSUASION AND REALITY WITH SCOTT ADAMS
July 9, 2019November 5, 2026

EPISODE SUMMARY In this episode of Your Business, Your Wealth, Paul and Cory welcome author, businessman and cartoonist, Scott Adams. Scott expounds on his extensive background in persuasion, influence, and hypnosis, which aided in his creation of the classic satire cartoon strip, Dilbert. Scott breaks down some of the major topics covered in his books, including the concepts of second…
Podcast Episode 29: Passing on Legacy Assets
August 16, 2016November 5, 2026

LISTEN HERE EPISODE SUMMARY Dennis Brislawn is an estate and gift tax planning professional, as well as an asset protection expert. Do you have a vision for an item or property that you want generations of your family to enjoy? How do you prevent your children, or even grandchildren, from fighting over possessions after you’ve passed away? Dennis offers some…