Podcast And Blog
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…
Podcast Episode 113: What is the White Coat Window?
EPISODE SUMMARY In this episode, Paul Adam’s sits down with Cory Shepherd to introduce season four of the Sound Financial Bites podcast and to explain the White Coat Window. The White Coat Window refers to the period of time immediately after someone experiences a substantial increase in income, which leads to a series of critical financial decisions. Paul and Cory discuss how…
Podcast Episode 112: Orchestrating Short, Mid, & Long-Term Buckets
EPISODE SUMMARY In this episode, Paul dispels the myth of “finding balance” in life and gives practical advice on why and how to allocate money in short, mid, and long-term buckets. He talks about how to be more effective in reaching your life goals by designing disciplines that benefit multiple facets of your life. Towards the end, Paul explains the…
Podcast Episode 111: The Worst Case Scenario
EPISODE SUMMARY In this episode, Paul sits down with an anonymous friend and client of Sound Financial Group who shares a series of traumatic experiences in 2016 which led to using his disability insurance. Paul and his friend share a somber conversation recalling these traumatic events and implore listeners to take a deeper look at their current disability insurance plans….
Podcast Episode 110: Web Search vs. Research
EPISODE SUMMARY In this episode, Paul sits down with Cory Shepherd to talk about the difference between shallow web search and deep research. We discuss the best practices for researching, analyzing, and taking action in important financial decisions. WHAT WAS COVERED 3:00 – Preview of Episode 111 6:00 – The value of putting in the hard work NOW 6:55 –…
Podcast Episode 109: Be Your Own Fiduciary
EPISODE SUMMARY In this episode, Paul sits down with Cory Shepherd to talk about the essential need for everyone to be their own fiduciary. Paul and Cory delve into the various definitions of a fiduciary, talk about bias and conflicts of interest in financial advising, and provide a framework for choosing the right advisor and setting yourself up for healthy,…
