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

242 - Market Debacle or Market Maintenance? 20.07.2022 17:21

For full show notes visit: https://sfgway.com/242 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

240 -The Best Performing Tech Fund You Never Knew You Owned 25.05.2022 25:56

For full show notes visit: https://sfgway.com/240 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

239 - Income Investing in Retirement 18.05.2022 18:26

For full show notes visit: https://sfgway.com/239 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

238 - Crypto and Principles for Investing 11.05.2022 10:36

For full show notes visit: https://sfgway.com/238 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

237 - Why Spouses Should Plan Together 04.05.2022 17:30

For full show notes visit: https://sfgway.com/237 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

236 - "Big Changes" Small Differences 27.04.2022 29:02

For full show notes visit: https://sfgway.com/236 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

235 - The Debt We Owe To Our Future Selves 20.04.2022 16:27

For full show notes visit: https://sfgway.com/235 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

234 - Countering What Your Kids Are Learning In School 13.04.2022 11:57

For full show notes visit: https://sfgway.com/234 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

233 - Does the Headline Match the Data? 06.04.2022 31:16

For full show notes visit: https://sfgway.com/233 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

232 - Ugly Retirement Decisions in a Wild Market! 30.03.2022 29:10

For full show notes visit: https://sfgway.com/232 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

231 - Holding Strategy in the Midst of Crisis 23.03.2022 15:33

For full show notes visit: https://sfgway.com/231 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

230 - Re-assess, Re-balance and Re-trench 16.03.2022 29:44

For full show notes visit: https://sfgway.com/230 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

229 - Our Thoughts on Vanguard's Value Proposition 09.03.2022 34:37

For full show notes visit: https://sfgway.com/229 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our f...

228 - Real People Getting Real Advice 02.03.2022 28:22

For full show notes visit: https://sfgway.com/228 Also check out the precursor to this conversation - Episode 209 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to ot...

227 - Could a Car Accident Cost You Everything 23.02.2022 20:37

For full show notes visit: https://sfgway.com/227 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our f...

226 - Stop Trying to Catch a Falling Knife 16.02.2022 32:25

For full show notes visit: https://sfgway.com/226 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our...

225 - Treasure Hunting, Bond Investing, and Unexpected Taxes. 09.02.2022 22:49

For full show notes visit: https://sfgway.com/225 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our...

224 - BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group 02.02.2022 27:32

For full show notes visit: https://sfgway.com/224 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our fi...

223 - Leaning in on Financial Faux Pas 26.01.2022 27:42

Topics Covered: Pre-tax vs. Roth 401(k): There's more to consider than you think - CNBC Student Loan Borrowers Will Get $15 Billion Of Student Loan Cancellation - Forbes Yahoo Finance Presents: Jeffrey Gundlach For full show notes visit: https://sfgway.com/223 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for Ge...

222 - What Elon Wants to Teach Kids Can Help You! 19.01.2022 22:15

Topics Covered: Today we discuss the 50 Cognitive Biases that Elon Musk thinks children should be aware of. For full show notes visit: https://sfgway.com/222 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any...

221 - Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds 12.01.2022 29:59

Topics Covered: 1. Hit your retirement savings goal? It may be wise to unload some stocks (CNBC) 2. What's Not to Like About a Fund With a 7% Yield? (The Wall Street Journal) 3. Giving legacy access to your iPhone. (The Wall Street Journal) 4. Backdoor Roth 401(k) and IRA rules for the wealthy survive — for now (CNBC) For full show notes visit: https://sfgway.com/221 Subscribe and click the bell o...

220 - Financial Independence at age 52, earning less than $100k 22.12.2021 39:00

Topics Covered: For full show notes visit: https://sfgway.com/220 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please conta...

219 - Planning for YOUR Personal Aims, Not Anyone Else's 15.12.2021 28:02

Topics Covered: For full show notes visit: https://sfgway.com/219 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please conta...

218 - When Your Parents Didn't Save Enough, Are Active Fund Managers Worth Their Cost? 10.12.2021 43:46

Topics Covered: When Actively Managed Funds Are Worth It (By Kiplinger) Judge OKs $5.4 million settlement over Transamerica retirement plan (By Des Moines Register) What to do when your parents didn't save for retirement (By CNBC) For full show notes visit: https://sfgway.com/218 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material...

217- Is the 4% Rule in Retirement Dead? Tips on 529 Plans 09.12.2021 31:28

Topics Covered: Experts say the 4% rule, a popular retirement income strategy, is outdated (By CNBC.com) Seven 529 Plans to Avoid (By Morningstar.com) This Retirement Myth Could Cost You $100,000 (By The Motley Fool) For full show notes visit: https://sfgway.com/ep217 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. This Material is Intended...