Podcast And Blog
Podcast Episode 25: The Fallacy of the 4%
LISTEN HERE EPISODE SUMMARY Paul Adams joins us again on this episode to discuss why you should only take out a max of 4% on your portfolio each year and why there is a huge fallacy in the 4% equation that people often miss. Are you getting ready to retire or looking to retire early? Then this is a podcast…
Podcast Episode 24: The Differences Between Loss Tolerance and Risk Tolerance
LISTEN HERE EPISODE SUMMARY Paul Adams explains the key differences between a loss tolerance mindset vs. a risk tolerance mindset. He shares a couple of examples throughout history of how thinking of your investment portfolio from a risk tolerance perspective can be deadly to your financial future when the market turns south. Instead, he says, frame your thoughts from a…
Podcast Episode 23: Common Problems Tech Executives Face When Trying to Secure Their Financial Future
LISTEN HERE EPISODE SUMMARY Ryan Burklo is a member and guest blogger for the Washington Technology Industry Association as well as a registered representative and financial advisor for Park Avenue Securities. Today Ryan discusses with Paul how tech executives can secure their wealth and protect their finances. Ryan and Paul have both seen complexities in the finances of those who…
Podcast Episode 22: How Thinking You’re Smart About Finances is Unwise
LISTEN HERE EPISODE SUMMARY Roy Rasera is a financial advisor who helps successful couples, professionals, and business owners manage their macro-economic financial strategies. Roy holds 3 degrees from MIT, several financial designations, and is a member of Mensa. He focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. Tune in to…
Podcast Episode 21: Protect Your Income with Disability Insurance
LISTEN HERE EPISODE SUMMARY Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. In today’s episode, Paul Adams, CEO and President of Sound Financial Group, chats with Ryan Jewell in the Brokerage Division for Sound Financial Group. He…
Podcast Episode 20: Build Wealth with Community Event
LISTEN HERE EPISODE SUMMARY Sound Financial Group (SFG) is excited to welcome you to Sound Financial Bites, where we bring you bite-sized pieces of financial knowledge to help you design and build a good life. During this unique episode, Paul Adams, CEO and President of Sound Financial Group was the Keynote Speaker at the Build Wealth with Community event. SFG…
