EPISODE SUMMARY In this episode of Sound Financial Bites, I speak with Cory Shepherd, the president of Sound Financial Group about the topic of disability insurance—something people have either personally dealt with, or have known others who have went through…
EPISODE SUMMARY In part four of this 10 part series, Why We Should Talk, Paul and Cory talk about the “White Coat Window,” the period of time in any person’s career where they’re making more money than they’ve ever had before. There…
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…
EPISODE SUMMARY In part two of this 10 part series, Why We Should Talk, Paul and Cory are talking about the wildly popular cryptocurrency, Bitcoin and if you should consider investing your money in it. Paul and Cory also discuss…
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…
EPISODE SUMMARY Summer Anderson is an Executive Search and Executive Development professional at MiROR Partners. She has spent 20 years attracting and retaining executives for large Fortune 500 companies. Businesses engage her firm not only to find executives, but to…
