Podcast And Blog
Podcast Episode 119: Invest Like a Nobel-Nerd
EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd continue their series on maximizing the white coat window by discussing best practices in investing. Through their conversation, Paul and Cory debunk more myths of the financial advising industry. They talk about the three primary investment strategies, understanding the benefits of volatility, and how to structure…
Podcast Episode 118: What You Don’t Know…Is Hurting You
EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd discuss how seeing the big picture of the financial industry can strengthen your resolve to persevere through short-term fluctuations and set you on the path to definite financial independence. Their conversation shares the not-so-secret motivations of financial institutions, debunks the myth of beating the market, and breaks…
Podcast Episode 117: Stop Saving Money & Start Building Assets, Part 2
EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd to continue the conversation on the importance of assets in achieving a work-optional lifestyle. Paul and Cory share a concise overview of season 4 for new listeners, talk about acquiring fun assets that still bolster wealth, and provide concrete advice about cash flow…
Podcast Episode 116: Stop Saving Money & Start Building Assets, Part 1
EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd to talk about the key to a work optional lifestyle: building assets. They share their philosophy of building assets and confront some of the unwise decisions that many Americans are making on their personal balance sheets. Through their conversation, Paul and…
Podcast Episode 115: Protecting Your Window, Part 2
EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adam’s sits down with co-host Cory Shepherd for part two of “Protecting Your Window.” They provide sound advice for maximizing the window of time around a significant income boost to protect you and your family and design and build a good life. Paul and Cory’s dialogue focuses on the value…
Podcast Episode 114: Protecting Your Window, Part 1
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 they have observed in insurance structures, talk about the protective benefits of umbrella insurance, and provide a formula for determining…









