More Than Commas Podcast

This might sound laughable, but far too many entrepreneurs and business leaders have no idea how to spend money. Here’s what I mean: you’re used to spending large amounts on your business, signing off on international flights and new equipment for your staff. Four digits, five digits, six digits … so long as it’s helping the business produce more, you’re…

EPISODE SUMMARY In this episode I sit down with Cory Shepherd, author of, Cape Not Required, and President of Sound Financial Group to talk about the importance of the different ways to protect yourself and your assets in the event of an unforeseen life changing event. For more information visit: cape.sfgwa.com WHAT WAS COVERED 02:35 – His new book, Cape…

Here is part 7 in our Basics of Finance Video Series on Rebalancing Your Portfolio. Why would you need to rebalance your portfolio? Is risk tolerance a consideration? How should you set up your asset allocation model? Sound Financial Group President (now CEO) Paul Adams shares the answers to some frequently asked questions about rebalancing your investment portfolio. https://www.youtube.com/watch?v=yW-cOvNnv6w

Once you’ve taken stock in what it takes to get to your dream lifestyle, you need to take account of your own personal strengths and weaknesses. You’ve gotten to where you are by emphasizing your strengths, often glossing over your weaknesses. If you’re finally ready to accept the fact that you do not know everything, it’s time to move forward….

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…

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…