PODCAST EPISODE 239: Income Investing in Retirement

ByPaul Adams
YouTube player

WHAT WAS COVERED

      • 00:00 – Episode begins, Paul welcomes listeners.
      • 01:35 – Setting up the discussion regarding distributions.
      • 04:20 – Comparing a 50/50 portfolio to a 70/30 with a volatility buffer.
      • 10:05 – why one strategy excels over the other.
      • 14:25 – Final thoughts.
      • 18:25 – Episode ends, thank you for listening.

[Tweet “Instead of having one middle of the road protfolio, you can have a more effecient mix of risk and return by having some portfolios with different asset ratios. #YourBusinessYourWealth”]

[Tweet “There is a difference between the club and the swing. just as such, there is a difference in the tool you use and how you use it. Financial vehicles have different strategies #YourBusinessYourWealth”]

[Tweet “So much of the industry simply takes the path of least resistance. #YourBusinessYourWealth”]

LINKS

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’

——————————————————————————————————————————-

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 96: Why We Should Talk, Part 3 – I Just Went Through A Job Change

    EPISODE SUMMARY In part three of this 10 part series, Why We Should Talk, Paul and Cory are talking about  the different challenges people run into when they leave one job to start another.  What should you do with your 401(k)?  What happens with your benefits?  What if you have a change in job location?  How do you manage the money from…

  • Podcast Episode 13: How to Recruit C-Suite Executive Superstars

    LISTEN HERE EPISODE SUMMARY Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In the 13th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Paul Freed, Co-Founder and Managing Partner of Herd Freed Hartz,…

  • Podcast Episode 33: Stop Acting Rich Part 1

    LISTEN HERE EPISODE SUMMARY You may feel confronted by the financial topics discussed in this episode. You may also feel motivated by the topics of this week’s episode. However this episode makes you feel, you need to listen to this episode and next week’s episode to get a full understanding of Dr. Thomas Stanley’s book, Stop Acting Rich. Your host,…

  • PODCAST EPISODE 322 – 72-Hour Preparedness: Simple Steps for Real Emergencies

    In this episode, Paul steps out to the shop to talk emergency preparedness — not for the zombie apocalypse, but for real-life power outages and unexpected events. He covers the essential items every household should have on hand to stay safe, warm, and fed for at least 72 hours. From practical water storage solutions to backpacking gear that doubles as…

  • Podcast Episode 45: The Market will Crash Again

    EPISODE SUMMARY Paul discusses what happens when a market crashes, and how you can leverage it to your benefit. It is in the financial institution’s personal interest to keep you worried and believing that the sky is falling. They are constantly providing ‘shocking’ points to keep your eyeballs glued to the screen. Paul asks that you don’t fall for it….

  • PODCAST EPISODE 259 – Talking Beyond Finance

    WHAT WAS COVERED [Tweet “Money is not about money. It’s about what it does in our lives and what we can or can’t do with limited resources. So we’re talking beyond finance to get back to finance #YourBusinessYourWealth”] [Tweet “You actually want to get to the point when you have to pay taxes. #YourBusinessYourWealth”] [Tweet “Sometimes you don’t need to improve your…