More Than Commas

The very things that make us look wealthy erode our capacity to build wealth. Do you know how much of your income is deployed into tools for your future compared to what you or your household consumes? This is a sensitive topic for most people, simply because our lifestyles suggest we should always be spending. Paul and Cory tackle this sensitive topic with grace and applicable tools so that you c...

If you had an opportunity to use the IRS's money to reinvest in a Roth would you take it? Of course! That opportunity is here. Paul and Cory discuss on a part of the CARES Act that allows you access to your 401k penalty-free. For full show notes visit: https://sfgwa.com/ep190 Contains a sample of "King" by Zayde W ølf courtesy of Lyric House. This Material is Intended for General Public Use. By pr...

While March for many people was a month that spelled disaster, Brock Blake saw an opportunity, not to simply chase the American dream of financial gains through business, rather save it. In this episode, Paul and Cory speak with CEO of Lendio Brock Blake, on how March was the moment his company catapulted into its position and purpose. For full show notes visit: https://sfgwa.com/ep189 Contains a...

Have you ever thought about the symbiotic nature of your balance sheet? Probably not. That's why Paul and Cory are here to help you understand how your assets can be used to work together. Today, they continue the conversation of whole life insurance and how to use it as a volatility buffer, and how it can be used to refrain from taking distributions from assets sensitive to market fluctuations in...

Hop in the time machine with Paul and Cory to discover some principles and disciplines that are essential for an economy that has crashed or is volatile. Paul had recorded this episode a few years ago and yet, every point is still true to this day because every point is a foundation for holding strong through tumultuous markets. For full show notes visit: https://sfgwa.com/ep187 Contains a sample...

When most people consider using whole life insurance for retirement they usually don't think about, how it can maximize cash efficiency, using it to substitute bonds, or even use it as a volatility buffer. This conversation is all about using whole life insurance in a way that most people are never taught to use it. Believe it or not, whole life insurance can help grow your wealth even through ret...

Isn't money the engine for your business? Van Haas, CEO of Accountix Solutions joins Paul Adams for a discussion on how to protect your 'ship' from sinking beginning with accounting. While many managers overlook or defer to an accountant to handle the numbers and bookkeeping, without recurring reviews, you won't have total control of your business and profitability. Find out how to use the numbers...

A common question when purchasing a home is actually a trick question. Do you want a 15-year or 30-year mortgage? While we may like to presume that the bank has our best interest in mind, it is still true that your loan makes them money. Discover how to truly answer this question as Paul and Cory break down what the implications are for either mortgage structure. For full show notes visit: https:/...

There are many ways you can invest, save, and create wealth with assets. Today Paul and Cory kick off a new series discussing asset class investing. In this episode, they breakdown two different mortgage strategies and talk down payment and how it affects your home equity.   For full show notes visit: https://sfgwa.com/ep183 Contains a sample of "King" by Zayde W ølf courtesy of Lyric House. This...

We're talking about, talking about money. That's right, in this episode Paul and Cory have a conversation over the idea that if you want to build wealth, the first step is that you have to talk about money. Many people refuse to talk about money and live their life according to what looks like wealth, however, real wealth is not in your life but on your balance sheet. Listen in to discover how tal...

Have you ever felt like you couldn't get out of your own way? Sometimes active managers get in the way of potential growth for your money. Joe Roggio from Dimensional Fund Advisors stops in to discuss why he goes with the mutual funds as opposed to ETF's and breaks down the stats and analytics of what this all means. For full show notes visit: https://sfgwa.com/ep181 Contains a sample of "King" by...

Everyone could agree that it's foolish to gamble your life savings at a casino, however, people do it every day. Timing the market is a game major institutions want to make look winnable but the truth is it's not the way to designing and building a good life. Paul and Cory take time to shake out the 2 types of investor mindsets that are common in the market… which one will you choose? For full sho...

Tactics are often mistaken as strategies and in financial planning, this can cause you to under-utilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory speaks about how the industry will market financial vehicles and 401k tactics and strategies. Paul and Cory discuss the path to paying off your h...

It's very easy to make assumptions about the market when watching headlines, however, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Find out what the best performing tech fund you never knew you owned is in this episode, and discover how drift affects indices in the big picture of the market over time.  Curious what you can accomplish with our help? Schedule an appoi...

Counsel is a part of making good decisions, and many people are seeking financial counsel in light of our current economy. Paul and Cory tackle 30 frequently asked questions that will encourage you to consider asking when looking for a financial consultant. Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling Show Notes: sfgwa.com/177 Contains a samp...

Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy. For show notes vist: https://sfgwa.com/coronavirusopportunities Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.c...

Crisis' doesn't stop business planning, rather becomes a part of the agenda. This week, Paul & Cory get a moment to chat with Freshbooks CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions in this time. He also explains what makes Freshbooks different then its competitors and also, what is happening in the front-line of business strategy amidst C...

The Corona Virus is infecting people's brains... In how they think about their money. In this episode Paul and Cory dispel many myths and confusion over the implications and conclusions being drawn from the markets correction with the uncertainty of the Corona Virus. Contains a sample of "King" by Zayde W ølf courtesy of Lyric House. This Material is Intended for General Public Use. By providing t...

Today Paul and Cory chat with Dr. Stefan Sharkansky , owner of personalfund.com. Dr. Sharkansky was a pioneer in "robo-advising" and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions and Dr. Sharkansky explains what plagues investors and how to grow your personal fund and cut out the extra costs. For full sh...

Live from Ojai California at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology's work to the table. Here they discuss what "human capital" is and why it's important, how to invest in yourself, and the difference between knowledge and understanding. For full show notes visit: https://sfgwa.com/ep173 Contains a sample of "King" by Zayde W ølf courtesy of Lyric H...

In this episode of Your Business, Your Wealth, Paul and Cory begin by discussing an article titled "'Buffett Indicator' Warns Stocks Doomed for Worse Crash Than 2008" and how we need to critically assess the articles we read. Next, we discuss how people speak about and view retirement versus how prepared people are to create the retirement they have envisioned. Then we begin to think about the pre...

In this episode of Your Business, Your Wealth, Paul and Cory begin with discussing an article on " 6 signs you probably need a financial adviser, even if you think you don't". Then Paul and Cory focus on the 6th sign of the article "You don't have the time (or the desire) to learn about personal finance". Most importantly they analyze the importance of planning out your personal future so when you...

In this episode of Your Business, Your Wealth, Paul and Cory discuss an article they recently discovered on the influence that the presidential election cycle has on the marketplace. Specifically, they break down the fallacy that the market can be timed or beaten by analyzing data based on market performance in election years. They take a look at historical data of the S&P 500 Index to strengthen...

In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO and executive leadership coach, Kari Granger, to share her experience working with organizations to reinvent their leadership structures. Specifically, Kari expounds on the importance of grounding your assessments. Paul, Cory and Kari define what assessments are and provide personal and professional examples of assessments th...

In this episode of Your Business, Your Wealth, Paul and Cory welcome CEO, entrepreneur and business growth coach, Michael Langhout to share his experience working strategically with businesses and CEOs. Michael is a self-described lifetime learner and is extremely well read, especially when it comes to books about business. Paul, Cory and Michael discuss the importance of culture, hiring the right...