Podcast And Blog

In this special “Behind the Numbers” edition, Cory takes you deeper into the 529 plan conversation with a full spreadsheet walkthrough. He breaks down every scenario from Part 1: Comparing 529 plans, brokerage accounts, student loan strategies, and new Roth IRA conversion rules, using real S&P return data and clear assumptions. Cory demonstrates how small differences in tax treatment, timing,…

In this episode of More Than Commas, Paul Adams challenges listeners to consider whether their wealth is a tool or a trophy. Drawing on Dr. Thomas Stanley’s The Millionaire Next Door and Stop Acting Rich, Paul explains how wealth flaunted for status can trap us in comparison, distraction, and fragility, while wealth used as a tool creates freedom, impact, and…

In Episode 344 of More Than Commas, Paul uncovers the hidden cost of chasing “more.” From bigger homes and cars to the pursuit of higher income, we often find ourselves on a treadmill, running faster without feeling more fulfilled. Drawing on The Millionaire Next Door by Dr. Thomas Stanley, Paul explains how lifestyle creep can erode wealth across generations. He…

In this episode of More Than Commas, Cory explores one of the most overlooked roles of a financial advisor: protecting clients from their own instincts. It’s not just about picking investments or predicting the market, it’s about acting as a guardrail when fear and desire tempt us into costly mistakes. Cory illustrates how emotions drive poor financial decisions, from panic-selling…

In this episode, Paul is joined by SFG’s new advisor Lance Chisum for a candid review of a Dave Ramsey video on housing and post-divorce financial decisions. Together, they unpack the caller’s circumstances, substantial home equity, low-rate mortgage, and the possibility of a HELOC, while questioning whether Ramsey’s quick advice fully addresses the bigger financial picture. Paul and Lance highlight…

Bonita Bell-Anderson (Ask Good Questions Podcast) and Paul Adams (More Than Commas) unpack why Americans under-save, how culture rewards consumption, and why retirement is a narrative, more than math. Paul shares reset moves: save ~20% of gross income, cultivate contentment, set a written strategy, and “don’t break strategy.” They explore evidence-based investing with Dimensional Fund Advisors, guarding against lifestyle inflation,…