Podcast And Blog
Podcast Episode 85: Basics of Life Insurance Part 5 – Whole Life
EPISODE SUMMARY In part 5 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 Whole Life Insurance, how it worked before 1982, and how legislation called TEFRA/TAMRA changed the rules around life insurance. WHAT WAS COVERED 04:05 – How…
Podcast Episode 84: Basics of Life Insurance, Part 4 – What Kind of Company Should You Choose?
EPISODE SUMMARY In part 4 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, and discusses the different kinds of insurance companies out there and what you should look out for before choosing one of them. WHAT WAS COVERED 02:07 –…
Podcast Episode 83: Basics of Life Insurance, Part 3 – How Much Should You Own, What Should You Apply For?
EPISODE SUMMARY In part 3 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 to buy life insurance, what amount you should apply for and tips on what you should do before applying for coverage. WHAT WAS COVERED…
Podcast Episode 82: Basics of Life Insurance, Part 2 – Universal Life Explained
EPISODE SUMMARY In part 2 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 Universal Life insurance. WHAT WAS COVERED 02:01 – Paul and Cory explain how Universal Life (UL) takes its place between term and whole life insurance…
Podcast Episode 81: Basics of Life Insurance, Part 1 – Types of Life Insurance
EPISODE SUMMARY In part 1 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 two different types of life insurance – term and whole life. WHAT WAS COVERED 05:42 – How does life insurance work? 08:02 – Cory explains…
Podcast Episode 80: Transact or Die Part 2 with John Patterson of Influence Ecology
EPISODE SUMMARY In part 2 of my conversation with John Patterson, CEO and co-founder of Influence Ecology, we talk about the Four Conditions of Life, accurate thinking, and building transactions to satisfy aims. WHAT WAS COVERED 04:38 – The Four Conditions of Life: Health, Work, Career, & Money 06:55 – John explains Accurate Thinking 14:22 – The Primary Conditions of…
