Sound Financial Bites

Topics Covered: The Wall Street Journal - "Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In." For full show notes visit: https://sfgway.com/ep209 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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

Topics Covered: Article 1 - How a Robinhood newb got an $800k tax bill on $45k profit. Article 2 - Fidelity's Hiring Spree Is a Cautionary Signal Article 3 - Suze Orman's 5 Best Pieces of Financial Advice For full show notes visit: https://sfgway.com/ep208 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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

Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week's episode and discover what to make of the real stories, how to engage in smart crypto trading, and what matters most that you leave behind for the heirs of your estate. For full show notes visit: https://sfgway.com/ep207 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 Soun

Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode Paul and Cory breakdown some more articles discussing retirement and other investment vehicles. For full show notes visit: https://sfgway.com/ep206 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 f

(---) For full show notes visit: https://sfgway.com/ep205 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 sure to first consult with a qualified financial adviser and/or tax professional before implemen

Business usually doesn’t move forward if you're not moving. However, sometimes pausing is the only way forward when you need to evaluate what direction you are going. Learn how to get value out of pausing to evaluate your goals and your aims from Paul and Cory in this episode.  For full show notes visit: https://sfgway.com/ep204 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 solici

If you could put a number on what you would need monthly to live a good enough life, would you have it ready? The financial ejection seat is less about having a large emergency fund and more about understanding your sufficiency. Dig deeper into the types of spending there are and hone in on your sufficiency number. This is the true vaccine for lifestyle addiction. For full show notes visit: https://sfgway.com/ep203 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 p

Doctors know what is coming when they are done with school or residency: a high paying job. This moment in time has been dubbed the “White Coat Window”. However, as an entrepreneur and/or business owner, you may find yourself in this window of increased income without a plan. Listen to Paul and Cory as they discuss how to best take advantage of your new income. For full show notes visit: https://sfgway.com/ep202 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 pres

Warren Buffet is known as a poster child for investment strategies personally and corporately. However his method for success isn’t found in new marketable strategies or short squeezes. His secret sauce is, in fact, not so secret. Listen to Paul and Cory break down his fundamentals in this live episode recorded on March 9th. For full show notes visit: https://sfgway.com/ep201 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 onl

Start with a plan, treat it like a business, and plan for maintenance; 3 of Robert's notable lessons he has taught hundreds of real estate investors. Paul digs in deeper with Robert from Blackwell Real Estate to discuss what it takes to own real estate and rental property. For full show notes visit: https://sfgway.com/ep200 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 solicitatio

Believe it or not, “retirement” doesn’t mean the game is over, even if it looks like you have enough points on the scoreboard. Paul and Cory break down why “retirement” isn’t good terminology, what a good definition of an asset is, and what the true cure is for “retirement”. For full show notes visit: https://sfgwa.com/ep199 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 solicitati

If you knew you could have an account that you could deduct contributions, and grow tax-free, while also being able to access it before retirement age, would you be interested? Well, it’s true, it’s called an HSA account. Paul and Cory spoke live on Youtube and Facebook about how to utilize the benefits of an HSA account to turn your health expenses into a saving vehicle. For full show notes visit: https://sfgwa.com/ep198 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next. Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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.  Inform

Grandpa always said, “gold is the best place to put your money”. However, if you have invested in gold, did you know what it would cost you to sell it when you purchased it? Over time, has gold truly out beat inflation? Is crypto-currency the new gold of the 40’s? as the price of gold escalates, Paul and Cory tackle tons of gold-related questions and talking points in how it should pertain to your investment strategy. For full show notes visit: https://sfgwa.com/ep197 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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

In a year many of us would rather forget, we still have been able to make memories. 2020 had plenty of plot-twists, but Paul and Cory bring you one last twist; Analyzing the CPI (Christmas Price Index). Discover what the 12 days of Christmas have to do with futures and hear Paul and Cory count their blessings with listener's live chat responses. For full show notes visit: https://sfgwa.com/ep196 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 an

Beard growth and momentum investing aren't too different, they’re both real, they’re just not profitable, (unless it's Paul Adams beard of course). After discussing the illusions of investing last week, Paul and Cory break down the actions you can take as solutions to those illusions. For full show notes visit: https://sfgwa.com/ep195 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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. 

Ever wonder what World War 2 bombers have to do with big-box financial retail? How about why mutual funds point to their track record of success and yet say it isn’t a guarantee for success in their disclaimer? Managing money can be complex but Paul and Cory take this time to dispel a few illusions of investing in this condensed and fast-paced episode. For full show notes visit: https://sfgwa.com/ep194 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 purchas

If you know in January what would happen this year, how would you predict the market would move? Ultimately not a single person was able to project how the market would move this year, and even so, all speculations along the way have not panned out in most common projections. This conversation breaks down why market timing simply doesn't work as we want it to. Paul and Cory also take time to encourage listeners to stick to their aims. For full show notes visit: https://sfgwa.com/ep193 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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 purpos

Have you questioned your financial beliefs recently? Some would say we have a tendency to hold onto our “sacred cows” and stick with financial practices because it’s “always been that way”. Check out this live podcast with Paul and Cory as they breakdown our financial sacred cows. For full show notes visit: https://sfgwa.com/ep192 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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.  Inv

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 can make healthy decisions with your money for, yourself, your family, and your future. For full show notes visit: https://sfgwa.com/ep191 Contains a sample of “King” by Zayde Wølf courtesy of Lyric House. 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. 

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 Wølf courtesy of Lyric House. 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