PODCAST EPISODE 321 – Should you Die With Zero?

ByPaul Adams

In Episode 321 of More Than Commas, Paul Adams unpacks the core ideas of Bill Perkins’ book Die With Zero, which challenges the conventional wisdom of hoarding wealth for retirement. Instead, Perkins urges us to align our money, time, and energy with meaningful experiences during the prime years of our lives.

Paul explores concepts like the “Fulfillment Curve,” “Memory Dividends,” and “Time Bucketing,” showing how intentional spending can create lasting impact and relational ROI. This episode encourages listeners to rethink legacy, give generously while they’re alive, and plan for a rich life, not just a rich bank account.

–

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 LLC 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 LLC 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 LLC 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.

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

  • You Don’t Know What Happens When You Sell – Or Age

    At some point, you’re going to have some tough decisions to make about your future. We’re not invincible and nobody lives forever. It’s better to have a plan in your 30s or 40s than to be blindsided and scrambling at 65. You will have to sell or pass on your business someday. You will reach that traditional retirement age. It’s…

  • PODCAST BONUS EPISODE: Coronavirus Opportunities

    EPISODE SUMMARY Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy. LINKS Curious what you can accomplish with our help? Schedule a free 15-minute meeting…

  • PODCAST EPISODE 298 – Maximizing Your Retirement Income with Whole Life Insurance

    WHAT WAS COVERED 0:12 – Episode starts. Life insurance death benefits while still alive. 2:45 – Using whole life insurance for efficient retirement planning. 8:30 – Whole life insurance growth rate. 13:46 – Using life insurance death benefit for retirement planning. 19:41 – Retirement planning and life insurance. 25:04 – Using whole life insurance for investment and tax planning. 30:34…

  • PODCAST EPISODE 188: The Whole Life Timeline (pt.2)

    EPISODE SUMMARY Have you ever thought about the symbiotic nature of your balance sheet? Probably not. That’s why Paul and Cory are here to help you understand how your assets can be used to work together. Today, they continue the conversation of whole life insurance and how to use it as a volatility buffer, and how it can be used…

  • PODCAST EPISODE 316 – White Coat Investor Disagrees with Ernst & Young (Part 2)

    In Episode 316 of More Than Commas, we continue our deep dive into White Coat Investor’s critique of the Ernst & Young Insurance Study. This time, we break down seven more questionable assumptions, from high advisory fees to mysterious “black box” insurance products. Are these valid criticisms, or is there more to the story? Tune in as we separate sound…

  • PODCAST EPISODE 224: BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group

    WHAT WAS COVERED [Tweet “We meet you wherever you are, not only physically, but educationally in regards to finances. #YourBusinessYourWealth”] [Tweet “We are only going to miss a meeting if you cancel or if the wifi in the hospital is not dependable.  #YourBusinessYourWealth“] [Tweet “Careful about your pride of appearing or being busying. #YourBusinessYourWealth“] LINKS Curious what you can accomplish with our help?…