Podcast And Blog
Podcast Episode 71: Culture, Values, and Leadership with Becu CEO, Benson Porter
EPISODE SUMMARY The first loan at Boeing Employees Credit Union (BECU) was a $2.50 tool loan funded by its 18 members in order to help new employees of the Boeing organization acquire the tools they needed to do their job. That was 85 years ago. Today, BECU is the fourth largest credit union in the country, has over one million…
Basics of Finance: Rate of Return
Here is part 6 in our Basics of Finance Video Series on Rate of Return. How is rate of return calculated? What is going to produce your rate of return? Is it realistic to think you can beat the average market rate of return? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about…
Where Entrepreneurs Fail: They Believe They Know Everything
There’s a fatal flaw that plagues entrepreneurs of all stripes. It’s something weeded out at the beginning, but it can be disastrous to those who have built their business over decades. Entrepreneurs believe that they know everything. Virtually no one actually does. This attitude usually gets drilled out of entrepreneurs in the early stage, but those who have weathered early…
Podcast Episode 70: Making the Jump into Small Business Ownership
EPISODE SUMMARY David is the co-founder and CEO of Guidant Financial, a fellow Washington based company that helps small business secure financing. In this conversation with Paul, they discuss the important topics new entrepreneurs need to be thinking about so they set themselves up in the best way to succeed. Paul and David work some commonly held beliefs and review…
Basics of Finance: Allocation
Here is part 5 in our Basics of Finance Video Series on Allocation. Why would you own stocks and bonds in the same portfolio? What does it mean to have an 80/20 or 70/30 portfolio? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about portfolio allocation. https://www.youtube.com/watch?v=YrJ6YxoBGz0
Entrepreneurs’ Key to Financial Success: Calculate Your Output
I can pretty much assure you that there is a distance between the life you live now and the life you dream of. In this series, you’ve learned to define your starting point, define your end goal and measure what you need to save in order to live that surplus or superfluent life. Now that you have your goal numbers in…
