Podcast And Blog
Podcast Episode 92: Confessions of a 401(k) Freak
Date
February 20, 2018
EPISODE SUMMARY Michael Fennessy is the Regional Sales Director for Ameritas and an expert when it comes to 401(k) plans and inspiring business owners and their employees to save for retirement. For the past 14 years Michael has helped a…
Podcast Episode 91: Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake Dekinder
Date
January 13, 2018
EPISODE SUMMARY Jake DeKinder is the head of all advisory communications and the VP of Dimensional Fund Advisors. Jake works with advisors across the world to help them better communicate to their clients in plain language the complex topics surrounding…
Podcast Episode 90: Making a lot of Money with the Last Director of the US Mint, Edmund Moy
Date
January 9, 2018
EPISODE SUMMARY Edmund Moy is the son of a Chinese immigrant who grew up working in his father’s restaurant doing everything from washing dishes to the bookkeeping. As a young boy working the cash register at the restaurant, he would…
Podcast Episode 89: Building an Indulging Career with the CEO of Seattle Chocolates Jean Thompson
Date
December 26, 2017
EPISODE SUMMARY Jean Thompson is the owner and CEO of Seattle Chocolates and JCoco, a high-end chocolate brand that gives back to the community with every purchase by donating a fresh serving of food to someone in need. Before she…
Podcast Episode 88: Will Your Brain Age Well with Dr. John Medina
Date
December 19, 2017
EPISODE SUMMARY In this episode of SFB, Cory Shepherd joins Paul to speak with Developmental Molecular Biologist, Dr. John Medina. Dr. Medina is an affiliate professor of Bioengineering at the University of Washington School of Medicine and author of Brain…
Podcast Episode 87: Basics of Life Insurance Part 7 – Recap the Series
Date
December 12, 2017
EPISODE SUMMARY In the final episode of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required to give a recap of this…
