Podcast And Blog
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…
Podcast Episode 69: What a 3 Foot Tall Man Can Teach You about Walking Tall
EPISODE SUMMARY The doctors who helped deliver Sean Stephenson into this world 38 years ago told his parents that he would be dead within 24 hours because of a rare bone disorder he was born with. Well, were they wrong! Despite this disorder and the challenges he has had to face in life by being confined to a wheelchair and…
Basics of Finance: Mutual Funds
Here is part 4 in our Basics of Finance Video Series on Mutual Funds. What is a mutual fund? What are the different types of mutual funds? How do mutual funds work? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about investing in stocks. https://www.youtube.com/watch?v=9YqrIIr2SfY
Why Entrepreneurs Fail at Finance: Building a Castle Before a Moat
Now that you know what kind of lifestyle you seek and what it takes to get there, it’s time to figure out a protection plan. This is something you won’t hear in a TED Talk or by any get-rich-quick schemers. Protection of your assets is every bit as important as acquisition. When you build that surplus or superfluent lifestyle, but…
Podcast Episode 68: Aviv Shahar Part 2 – Questions from Aviv’s New Book, Create New Futures
EPISODE SUMMARY In part two of my conversation with Aviv Shahar we talk about the importance of having intentional conversations both in your personal and business life and the practice and implementation of The Debrief. WHAT WAS COVERED 02:54 – The importance of having intention in your personal life as well as in your work 08:14 – Having the “central…
