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

ByPaul Adams

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”]

[Tweet “Our purpose is to help all of you to achieve all of your aims in life so that we achieve ours. #YourBusinessYourWealth”]

[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)

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

© 2020 Sound Financial Inc. yourbusinessyourwealth.com

PRODUCTION CREDITS

Podcast production and show notes by Greater North Productions LLC

Avatar photo
Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

Financial Advisor
Disclosure

Related Posts

  • Podcast Episode 51: Todd Matthews Turns the Tables on Paul Adams

    EPISODE SUMMARY Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group. WHAT WAS COVERED TWEETABLES “Plan…

  • PODCAST EPISODE 260: Short-Term Agnostic, Long-Term Optimistic

    WHAT WAS COVERED [Tweet ““Anything worth saying can’t really be expressed on a bumper sticker and a bumper sticker never really expressed anything worth saying”. #YourBusinessYourWealth”] [Tweet “The so-called School of Financial Analysis is essentially like reading the tea leaves where what the shape of the chart is suggests the future. #YourBusinessYourWealth”] [Tweet “The key to avoiding high mortgage rates? Buying homes…

  • Podcast Episode 92: Confessions of a 401(k) Freak

    EPISODE SUMMARY Michael Fennessy is the Regional Sales Director for Ameritas and an expert when it comes to 401(k) plans and inspiring business owners and their employees to save for retirement. For the past 14 years Michael has helped a variety of companies from small business owners to Fortune 500 companies with implementing employee benefits. For the past four years…

  • PODCAST EPISODE 313 – Why We Ignore a Powerful Retirement Tool

    In this episode of More Than Commas, we tackle the Annuity Puzzle—why retirees often ignore one of the most recommended financial tools: lifetime income annuities. Cory discusses expert insights from economists like Moshe Milevsky, William Sharpe, and Olivia Mitchell, uncovering the behavioral biases, marketing flaws, and misconceptions that keep people from embracing annuities. We explore their benefits, including guaranteed income…

  • PODCAST EPISODE 128: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 3

    EPISODE SUMMARY Welcome back to the final episode of this three-part series on Near Misses, Actual Tragedies, & Disciplined Strategies. In this episode, Paul Adams and Cory Shepherd discuss eight strategies that can be used as guiding principles for overall financial well-being. The first five are practical applications that almost anyone can do like setting up a wealth coordination account…

  • PODCAST EPISODE 335 – Is Money Evil or Moral? You’ve Never Heard Money Described Like This

    In this powerful second installment of our d’Anconia Series, Paul reads Francisco d’Anconia’s legendary “money speech” from Atlas Shrugged, completely unabridged. More than a literary moment, this episode invites deep reflection on what money truly is: a symbol of virtue, value, and voluntary exchange. Whether you agree or disagree with every word, listen closely for the timeless insights on production,…