PODCAST EPISODE 210: Beyond Meat Stock Prices, Retirement Questions & Tax Traps

EPISODE SUMMARY

Topics Covered:

Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits
The Stock Market Fails a Breathalyzer
Beware of the Tax Traps in Retirement

WHAT WAS COVERED

00:00 – Episode begins.
00:35 – Paul welcomes listeners.
03:00 – Reviewing the article style: “the Listicle”.
06:45 – Article Breakdown: “Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits”.
12:45 – Our Purpose.
15:35 – Article Breakdown: “The Stock Market Fails a Breathalyzer”.
21:45 – A Message from Sound Financial Group.
22:45 – Article Breakdown: “Beware of the Tax Traps in Retirement”.
30:18 – Episode ends, thank you for listening.

TWEETABLES

[Tweet “Financial planning is kind of like gun safety, you should always know where your bullets are hitting, likewise you should always know where your money is hitting (for your future). #YourBusinessYourWealth”]

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[Tweet “Tax traps aren’t traps if you know about them… once you know of a trap you don’t consider all of it lost. You simply know where you need to avoid it. #YourBusinessYourWealth”]

LINKS

Article 1 – Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits
Article 2 – The Stock Market Fails a Breathalyzer
Article 3 – Beware of the Tax Traps in Retirement

Curious what you can accomplish with our help? Schedule a free 15-minute meeting with us! sfgwa.com/scheduling

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

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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

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MUSIC CREDITS

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

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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.

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