Sound Financial Bites

Edmund Moy is the son of a Chinese immigrant who grew up working in his father’s restaurant doing everything from washing dishes to the bookkeeping. As a young boy working the cash register at the restaurant, he would go through the change drawer looking for unique coins. This soon turned into a hobby and 40 years later he would be appointed the 38th and last Director of the United States Mint. (As of this recording the position remains vacant) Ed got his start working for the George W. Bush campaign and helped advise the transition. He was later asked to work at the White House as a Senior Staffer before settling into his role as Director of the Mint which he held from 2006 until 2011. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly

Jean Thompson is the owner and CEO of Seattle Chocolates and JCoco, a high-end chocolate brand that gives back to the community with every purchase by donating a fresh serving of food to someone in need. Before she took the reigns at Seattle Chocolates she was an early investor of the company and worked at Microsoft in Corporate Communications. In this conversation, you will learn how Jean got involved with the company, what inspired her to create their line of high-end chocolates, and why it’s important to figure out your ‘Genius Zone.’ For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. This podcast is meant for general informationa

In this episode of SFB, Cory Shepherd joins Paul to speak with Developmental Molecular Biologist, Dr. John Medina. Dr. Medina is an affiliate professor of Bioengineering at the University of Washington School of Medicine and author of Brain Rules for Aging Well and several other books such as, The Clock of Ages. Tune in to find out what happens to our bodies after the age of 30, the different ways you can slow the aging process, the benefits of practicing mindfulness, and how you can keep your brain intact in your golden years. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financi

In the final episode of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required to give a recap of this immersive series on life insurance. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwis

In part 6 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss how you can use the death benefit of your life insurance policy while you’re still alive. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments in

In part 5 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Whole Life Insurance, how it worked before 1982, and how legislation called TEFRA/TAMRA changed the rules around life insurance. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or

In part 4 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, and discusses the different kinds of insurance companies out there and what you should look out for before choosing one of them. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment

In part 3 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss how to buy life insurance, what amount you should apply for and tips on what you should do before applying for coverage. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investm

In part 2 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss Universal Life insurance. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be

In part 1 of this seven part series on the Basics of Life Insurance, Paul sits down with Cory Shepherd, President of Sound Financial Group and author of Cape Not Required, to discuss two different types of life insurance - term and whole life. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherw

In part 2 of my conversation with John Patterson, CEO and co-founder of Influence Ecology, we talk about the Four Conditions of Life, accurate thinking, and building transactions to satisfy aims. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Guardian or PAS unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are

John Patterson is the co- founder and CEO of Influence Ecology which is a specialized study that helps ambitious professionals satisfy their aims for work and money. John is known for his leadership offering practical, compelling, and relevant educational programs, lectures, and interviews focused on personal, business, and management effectiveness and performance. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are n

Chris Flugstad built his company, Cascade Link, on a bootstrap budget 15 years ago because he had no other choice. With not a lot of seed money to get it started, Chris needed to make do with what he had and in the process learned valuable skills on how to grow his business into a successful one which eventually put him into a position to sell it. Chris took what he learned from building Cascade Link on a lean budget and lives his life the same way with great success. In this episode, Chris shares with us how he is able to have a modest cost of living of $26,500 per year, how patience is a key virtue to living the lean lifestyle, and several insightful tips on how to live lean and being content while doing so. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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

Bella Vasta is the owner of Jump Consulting, where she helps entrepreneurs in the pet sitting business grow their companies and achieve freedom and flexibility in their lives. She is also the creator and host of the podcast, Bella In Your Business, where she further explores and talks about what it takes to be a successful business owner. Bella is the authority when it comes to building a pet sitting business and she is passionate about coaching her clients and sharing what she’s learned with them while instilling in them the confidence and knowledge they need to run a super niche and lucrative business. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information

On this episode of Sound Financial Bites, I speak with Dr. Paul Conti. Dr. Conti is a General Psychiatrist, treating all aspects of mental illness and the impact of life stressors. He is a graduate of Stanford University School of Medicine and he served as Chief Resident at Harvard. Named one of Oregon’s top psychiatrists in 2008, he also has practices in Los Angeles, New York, and Portland. Dr. Conti also provides business-related and legal consulting services to his clients and today he shares his knowledge of money and its impact on the human psyche. We talk about money being the new stressor in people’s lives, how powerful marketing tells us we aren’t good enough and need to do better, the problems more money brings and how to address them and how the seemingly innocuous word, ‘should’ is damaging our society. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for General Public Use. By providing this material, we

Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values companies assets and does business case consulting. Marek has been in this field of work for over 25 years and in part two of this two part interview, we talk about the assets he invests in, life insurance policies, how often companies should get valuations done, and the 11 month sail boat race he is on. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educationa

Marek Omilian is the Managing Director at Value Prism Consulting, a professional services company based out of Seattle, Washington that values companies assets and does business case consulting. Marek has been in this field of work for over 25 years and in part one of this two part interview, we talk about valuations and he gives us some insight on the building of his own personal balance sheet. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an off

Kari Granger teaches leadership around the globe and consults with executives and organizations on performance. She has a Masters Degree in Leadership and taught leadership at the Airforce Academy. In 2005 she took on a leadership role in Iraq where she helped turn around an ineffective culture in record time and set mission ready records that left her superiors questioning its accuracy. For more information visit: http://bombing.sfgwa.com/ For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational pu

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 For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals for guidance and information specific to your individual situation. Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment str

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 members, and 1,900 employees mostly based in Washington state. What’s helped them become so successful? A strong company culture and a clear set of values. I spoke with Benson Porter, the CEO of BECU, about the importance of culture and values in an organization, how it drives business results, and how BECU got its start. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog 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 financial professionals fo