Paul Adams & Cory Shepherd

More Than Commas

Business EN ↓ 368 episodes

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design. Most of the fi...

Author

Paul Adams & Cory Shepherd

Episodes

017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning 26.05.2016 37:54

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 the 17th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Alan Pratt, Founder of Pratt Legacy advisors. Alan is a Chartered Advisor in Philanthropy through the American College and a Certi...

016 Maxwell 21 Laws 23.05.2016 52:00

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 the 16th episode, Cory Shepherd, Vice President of Sound Financial Group, reviews John C. Maxwell's 21 Irrefutable Laws of Leadership. He adds his own real world experiences to help us understand how these laws may...

015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2) 19.05.2016 28:46

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 the 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder, and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, Go...

014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1) 16.05.2016 34:30

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 the 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, Goo...

013 How to Recruit C-Suite Executive Superstars 12.05.2016 40:50

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 the 13th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Paul Freed, Co-Founder and Managing Partner of Herd Freed Hartz, the largest retained executive search firm in the Pacific Northwe...

012 Planning For Your Future and Beyond 09.05.2016 39:47

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 the 12th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Thomas (Tom) Lofton, an attorney in the Estate and Business Planning arena located near Seattle, Washington, licensed in Oregon, a...

011 Building an Intention Statement 05.05.2016 26:01

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 the 11th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Cory Shepherd, Vice President of SFG. Cory lives in Seattle with his wife Danielle; they love to explore the area and to hang out...

010 Legacy Planning with Steve Waltar 02.05.2016 52:45

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 the 10th episode, Steve chats with Paul Adams, CEO and President of Sound Financial Group, about his personal/professional life, and the importance of legacy planning. Paul is married to a beautiful woman Kristen an...

009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization 28.04.2016 27:43

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 the 9thepisode, Paul Adams, CEO and President of Sound Financial Group, chats with Tyler Parris. Tyler is the author of Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization. It?s a book abo...

008 The Market Crashed, Now What? 25.04.2016 22:21

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 the eighth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of holding steady in an ever changing market. For full show notes and FREE copy of the episode transcription,...

007 Savings is the Key 21.04.2016 18:14

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 the seventh episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of savings and why paying yourself first is key to your financial success. For full show notes and FREE copy...

006 Life Insurance Basics Part 2 18.04.2016 21:39

Introduction: Sound Financial Group 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 the sixth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of choosing the correct type of Life Insurance for your family. For full show notes and FREE copy of t...

005 Life Insurance Basics Part 1 12.04.2016 18:17

Sound Financial Group 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 the fifth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of life insurance and the appropriate amount of insurance you should acquire from your financial advisor. For full s...

004 What Is SROVT? 11.04.2016 25:07

Sound Financial Group 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 the fourth episode, Paul Adams, CEO and President of Sound Financial Group, explains to us why SROVT is important, and how this is relevant in your financial future. For full show notes and FREE copy of the episode transc...

003 Why You Don't Want to Plan for Your Needs 07.04.2016 13:25

Sound Financial Group 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 the third episode, Paul Adams, CEO and President of Sound Financial Group, discusses the old adage needs in the financial industry vs. wants, which is how you should be planning for your fiscal future. For full show notes...

002 - Balancing your Short, Mid and Long-Term Buckets 05.04.2016 14:20

Sound Financial Group 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 the second episode, Paul Adams, CEO and President of Sound Financial Group, discusses the bucket conversation. Not just asset allocation and investing risks, but rather when our money will be used. For full show notes and...

001 - Wealth Coordination Account 05.04.2016 14:50

In this episode Paul shares the concept of The wealth coordination account. He shares a great Good Life tip for Chrome users. He talks through the definition of a wealth account and a deep dive into what exactly is an asset. He lists examples and discusses what most people think can qualify as an asset, but typically don't. For full show notes and FREE copy of the episode transcription, visit: ht...

000 - Welcome to Sound Financial Bites 31.03.2016 13:39