PODCAST EPISODE 300 – Introducing More Than Commas

In this episode of More than Commas, host Paul Adams unveils the exciting rebranding of the podcast, formerly known as Sound Financial Group Podcast. With the new tagline “Your wealth is more than commas,” Paul explains the motivation behind this change, emphasizing that true wealth encompasses more than just financial figures. Listeners can expect a broader conversation about living a fulfilling life, integrating career, relationships, and health alongside financial strategies. Join us as we embark on this journey to explore what it means to build a life rich in every sense. Don’t miss out!

__________

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you’re going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design.  Most of the financial podcasts out there can be valuable, though you will notice that many of them are from someone who is unlicensed. This podcast is unique in that it is led and hosted by licensed financial advisors who have been in the industry for nearly 2 decades, hence the disclosure below and in the description attached to each our episode.

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.

Related Posts

  • Podcast Episode 94: Why We Should Talk, Part 1: Do You Know How Much Capital is Required?

    EPISODE SUMMARY This is the launch of a new 10 part series, Why We Should Talk, where in part 1, Paul and Cory tackle the question, “Do you know how much capital is required to have a work-optional lifestyle?” WHAT WAS COVERED TWEETABLES “Where we’re at too often is living a life by default rather than a life by design, but a…

  • PODCAST EPISODE 310 – Savings Rate or Investment Rate

    Struggling to build wealth? In this episode of More Than Commas, Elijah Fowler breaks down the common trap of chasing high investment returns and reveals a more reliable path to financial success—boosting your savings rate. Using a real-world example, he demonstrates how a simple shift in mindset can grow your portfolio by hundreds of thousands without the stress of market…

  • PODCAST EPISODE 249: When You Self Insure, You Are a Pool of ONE

    WHAT WAS COVERED [Tweet “To insure something means you enter into a contract with another entity, could be a government agency or an insurance agency, to transfer the risk, or some of the risk, from you to somebody else.  #YourBusinessYourWealth”] [Tweet “With self-insurance, if you have to “create a claim”, you encounter the loss, meaning you ultimately didn’t have insurance at…

  • PODCAST EPISODE 257 – What do you Want to be Thankful for Next Thanksgiving?

    WHAT WAS COVERED [Tweet “Thinking about what i want to be thankful for next thanksgiving, might be what do I have right now (relationships, lifestyle habits) that is absolutely worth protecting. #YourBusinessYourWealth”] [Tweet “Often we let money goals come first and then organize our lives around that, but when we focus on the life goals we have first, and then aim…

  • PODCAST EPISODE 301 – Roth IRA vs. Traditional IRA

    In this episode of More than Commas, host Paul Adams unpacks the crucial differences between Roth IRAs and Traditional IRAs, two popular retirement accounts. Discover how taxes, contribution limits, and withdrawal rules impact your financial future. Paul explains the tax benefits of each account, eligibility requirements, and the implications of Required Minimum Distributions (RMDs). Whether you’re seeking immediate tax relief…

  • PODCAST EPISODE 217: Is the 4% Rule in Retirement Dead? Tips on 529 Plans

    EPISODE SUMMARY Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) WHAT WAS COVERED [Tweet “The appeal to authority fallacy is that once someone is an expert I can turn off my brain and listen to their…