Podcast And Blog
Podcast Episode 102: Common Mistakes We Help Clients Avoid, Part 2
EPISODE SUMMARY In this second episode of a two-part series, Paul and Cory continue to discuss some common money mistakes and offer advice to help you learn from the problems others have faced. They address how people miss the Backdoor Roth IRA, the problems associated with people talking to a product salesperson instead of an advisor, why counting on a…
Podcast Episode 101: Common Mistakes We Help Clients Avoid, Part 1
EPISODE SUMMARY In this first episode of a two-part series, Paul and Cory address some common money mistakes and offer advice to help you learn from other people’s mistakes. They discuss the problem of maxing out your 401k, the importance of being aware about your protections and evaluations, the parachuter’s paradox, and the difference between non-convertible term insurance and convertible…
Podcast Episode 100: The Fallacy of Following Financial Entertainers
EPISODE SUMMARY In this episode, we talk about the mistake of following the words of financial entertainers, namely, Dave Ramsey, for facts without proper research. We examine why false expectations and over projections as a result of misinformation can be harmful to you financially. In addition, we note that when statements cannot be backed up with proper evidence and critics…
Podcast Episode 99: The Basics of Disability Insurance Part 2: Maximizing Your Benefits
EPISODE SUMMARY In this episode of the two part series on the basics of disability insurance, Paul discusses with Cory about the provisions you should look for in any disability insurance you already have or are considering. They go over the importance of paying attention to the language of the contract and how to maximize the benefit of your disability…
Podcast Episode 98: The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?
EPISODE SUMMARY In this episode of Sound Financial Bites, I speak with Cory Shepherd, the president of Sound Financial Group about the topic of disability insurance—something people have either personally dealt with, or have known others who have went through it. Either way, everybody has some type of relationship with disability insurance. We discuss the value of disability insurance and…
Podcast Episode 97: Why We Should Talk, Part 4 – I Hit the White Coat Window
EPISODE SUMMARY In part four of this 10 part series, Why We Should Talk, Paul and Cory talk about the “White Coat Window,” the period of time in any person’s career where they’re making more money than they’ve ever had before. There is a critical window of six months to one year where the decisions you make during that period of time…
