EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, co-hosts Paul Adams and Cory Shepherd sit down to discuss how to make the wisest decisions towards long-term protection during your White Coat Window. Paul and Cory talk about common mistakes…
EPISODE SUMMARY In this episode, Paul Adam’s sits down with Cory Shepherd to introduce season four of the Sound Financial Bites podcast and to explain the White Coat Window. The White Coat Window refers to the period of time immediately after someone…
EPISODE SUMMARY In this episode, Paul dispels the myth of “finding balance” in life and gives practical advice on why and how to allocate money in short, mid, and long-term buckets. He talks about how to be more effective in…
EPISODE SUMMARY In this episode, Paul sits down with an anonymous friend and client of Sound Financial Group who shares a series of traumatic experiences in 2016 which led to using his disability insurance. Paul and his friend share a…
EPISODE SUMMARY In this episode, Paul sits down with Cory Shepherd to talk about the difference between shallow web search and deep research. We discuss the best practices for researching, analyzing, and taking action in important financial decisions. WHAT WAS…
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…
