Podcast And Blog

EPISODE SUMMARY In this very first episode of the newly branded Your Business, Your Wealth Podcast, Paul welcomes Shahar Plinner to break down the five pillars of tax planning. Shahar is a certified public accountant who specializes in tax preparation and strategy consulting. Paul and Shahar discuss tax savings tools, cash flow, and the value of defined benefits plans. WHAT…

EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory break down the possibility of spending the death benefit of your life insurance while you’re still alive. They talk about the common misconceptions about retirement savings and the dangers of spending down into the principle of your retirement. Finally, Paul provides alternatives to wealth replacement strategies,…

EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory welcome Dick Weber, a financial planner and life insurance advisor. Dick’s firm, Ethical Edge, helps to improve the integrity of communication and understanding of today’s life insurance policies. Paul, Cory and Dick talk about life insurance as an asset class, financial strategies, and volatility buffers. WHAT…

EPISODE SUMMARY In this first ever debunkisode of the Sound Financial Bites Podcast, Paul and Cory debunk the myth that whole life insurance is a bad financial investment to make. They dissect and analyze an article that lists eight specific reasons that support the argument that whole life insurance is not a sound investment. By taking a deep dive into…

EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory discuss the value of whole life insurance as a financial investment. They cover the restrictions and legislation that govern these policy investments, including the TEFRA TAMRA Corridor and the 7-Pay Test. Finally, Cory and Paul compare whole life insurance with other investments such as a 401(k),…

EPISODE SUMMARY In this episode of the Sound Financial Bites Podcast, Paul and Cory discuss why it is imperative that business owners diversify from their businesses to their personal balance sheets. They cover the common mistakes that many entrepreneurs make when valuing their businesses as it relates to financial independence. Finally, Paul and Cory discuss the Wealth Design-Build Model that…