PODCAST EPISODE 339 – Living the Dream in Hawaii

In this episode, Paul explores the real cost and true value of retiring in paradise. We begin by examining a widely cited article claiming retirees need $2.2 million to live comfortably in Hawaii, and uncover how media “information laundering” can make financial advice seem more official than it is.

Then, Paul sits down with Aaron Goddard, CEO of Allstate Benefits, who moved his family to Hawaii over a decade ago. Aaron shares candid insights about cost of living, quality of life, community, and why he believes Hawaii offers unmatched rewards for retirees.

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.

Related Posts

  • PODCAST EPISODE 247: Hidden Costs of IRA Rollovers

    WHAT WAS COVERED [Tweet “There’s nothing wrong with financial advisors having steak dinner seminars, but the question is, is the presentation about a process and building relationship? Or is it about selling a specific financial product? That is a warning sign that they may not have you best interest in mind. #YourBusinessYourWealth”] [Tweet “If the moment you need the money you’ve…

  • Podcast Episode 105: Profit First, Part 1 with Michael Michalowicz

    EPISODE SUMMARY Michael Michalowicz is the entrepreneur behind three multi-million dollar companies, the author of Profit First, The Pumpkin Plan, and six other books. Soon, Michael will be releasing his newest book, Clockwork, on August 26. Michael was a former business journalist for The Wall Street Journal and a former business makeover specialist on MSNBC. He also runs his own podcast, The Profit First Podcast. Today,…

  • PODCAST EPISODE 186: The Whole Life Timeline (pt.1)

    EPISODE SUMMARY When most people consider using whole life insurance for retirement they usually don’t think about, how it can maximize cash efficiency, using it to substitute bonds, or even use it as a volatility buffer. This conversation is all about using whole life insurance in a way that most people are never taught to use it. Believe it or…

  • PODCAST EPISODE 289 – UPDATE: Jim Cramer’s 2023 Predictions

    WHAT WAS COVERED 0:11 – Podcast begins. 3:48 – Stock recommendations. (3:48) 7:55 – How much time should you put into your portfolio? (7:55) 15:39 – Airbnb continues to perform. (15:39) 18:52 – The problem with buying individual stocks. (18:52) 23:56 – Managing your money for retirement. (23:56) [Tweet “We have no evidence that you as an individual investor could…

  • Podcast Episode 109: Be Your Own Fiduciary

    EPISODE SUMMARY In this episode, Paul sits down with Cory Shepherd to talk about the essential need for everyone to be their own fiduciary. Paul and Cory delve into the various definitions of a fiduciary, talk about bias and conflicts of interest in financial advising, and provide a framework for choosing the right advisor and setting yourself up for healthy,…

  • PODCAST EPISODE 206 – Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.

    EPISODE SUMMARY Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode, Paul and Cory break down some more articles discussing shocking retirement stats and fill in the gaps of financial articles. WHAT WAS COVERED TWEETABLES [Tweet…