Podcast And Blog
Podcast Episode 91: Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake Dekinder
EPISODE SUMMARY Jake DeKinder is the head of all advisory communications and the VP of Dimensional Fund Advisors. Jake works with advisors across the world to help them better communicate to their clients in plain language the complex topics surrounding investing. He received his MBA from the McCombs School of Business at The University of Texas at Austin and he…
Podcast Episode 90: Making a lot of Money with the Last Director of the US Mint, Edmund Moy
EPISODE SUMMARY Edmund Moy is the son of a Chinese immigrant who grew up working in his father’s restaurant doing everything from washing dishes to the bookkeeping. As a young boy working the cash register at the restaurant, he would go through the change drawer looking for unique coins. This soon turned into a hobby and 40 years later he…
Podcast Episode 89: Building an Indulging Career with the CEO of Seattle Chocolates Jean Thompson
EPISODE SUMMARY Jean Thompson is the owner and CEO of Seattle Chocolates and JCoco, a high-end chocolate brand that gives back to the community with every purchase by donating a fresh serving of food to someone in need. Before she took the reigns at Seattle Chocolates she was an early investor of the company and worked at Microsoft in Corporate…
Podcast Episode 88: Will Your Brain Age Well with Dr. John Medina
EPISODE SUMMARY In this episode of SFB, Cory Shepherd joins Paul to speak with Developmental Molecular Biologist, Dr. John Medina. Dr. Medina is an affiliate professor of Bioengineering at the University of Washington School of Medicine and author of Brain Rules for Aging Well and several other books such as, The Clock of Ages. Tune in to find out what…
Podcast Episode 87: Basics of Life Insurance Part 7 – Recap the Series
EPISODE SUMMARY In the final episode of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required to give a recap of this immersive series on life insurance. WHAT WAS COVERED 00:50 – Part 1 – Term and Whole life insurance 01:41 –…
Podcast Episode 86: Basics of Life Insurance Part 6 – Spending Your Death Benefit While You’re Alive
EPISODE SUMMARY In part 6 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss how you can use the death benefit of your life insurance policy while you’re still alive. WHAT WAS COVERED 03:18 – The type of life…
