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Location:

United States

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Podcasts

Language:

English


Episodes

075 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 2

8/15/2017
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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...

Duration: 00:32:04


074 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 1

8/8/2017
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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:...

Duration: 00:27:08


073 Kari Granger - Bombings, Leadership, and Cultural Capability

8/1/2017
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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...

Duration: 00:57:54


072 Cory Shepherd - Getting it Right Before it All Goes Wrong

7/25/2017
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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

Duration: 00:27:34


071 Benson Porter - Culture, Values, and Leadership

7/18/2017
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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...

Duration: 00:44:19


070 David Nilssen - Making the Jump into Small Business Ownership

7/11/2017
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David is the co-founder and CEO of Guidant Financial, a fellow Washington based company that helps small business secure financing. In this conversation with Paul, they discuss the important topics new entrepreneurs need to be thinking about so they set themselves up in the best way to succeed. Paul and David work some commonly held beliefs and review a few of the best investment vehicles. For full show notes and to download a FREE copy of the transcript for this episode, visit:...

Duration: 00:37:35


069 Sean Stephenson - What a 3 Foot Tall Man Can Teach You About Walking Tall

7/4/2017
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The doctors who helped deliver Sean Stephenson into this world 38 years ago told his parents that he would be dead within 24 hours because of a rare bone disorder he was born with. Well, were they wrong! Despite this disorder and the challenges he has had to face in life by being confined to a wheelchair and being three feet tall, Sean has gone on to become a professional speaker where he has spoken in 17 countries and 47 different states in America. Sean is an empowering example to many...

Duration: 00:42:46


068 Aviv Shahar Part 2 - Questions from Aviv's New Book, Create New Futures

6/27/2017
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In part two of my conversation with Aviv Shahar we talk about the importance of having intentional conversations both in your personal and business life and the practice and implementation of The Debrief. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog

Duration: 00:32:49


067 Aviv Shahar - Questions from Aviv's New Book, Create New Futures

6/20/2017
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Aviv Shahar is a former fighter pilot of the Israeli military, host of the Create New Futures Podcast and author of the book, Create New Futures. Aviv helps company executives become transformational leaders and to create new futures. In this episode I speak to him about how your present and future can update your past and how understanding the idea of a complaint as an unmet need of others can help us address the concerns of customers and team members. For full show notes and to download...

Duration: 00:42:07


066 - What the 401(k) Part 3 - Optimizing Your 401(k)

6/13/2017
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In part 3 of this series on 401(k) plans, Paul Adams talks about the importance of assessing your financial situation, how much you should begin contributing to your 401(k), how you should invest your money, and how to choose the taxation of the money. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog

Duration: 00:29:44


065 - What the 401(k)? Part 2 — Who Has An Interest In Your Participating

6/6/2017
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Paul continues his discussion on the 401(k) and covers why both financial institutions and the IRS want you to put money into it. The 401(k) can actually be damaging to your financial future if you aren’t aware how to navigate it correctly. However, there are ways where you can make your 401(k) work for you, but you’ll have to tune into next week’s show to find out! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog

Duration: 00:16:37


064 - Your 401(k) and What It Means to Your Employer

5/30/2017
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There are three large groups out there who are deeply invested and interested in your 401(k). Paul Adams is here to shed some light on who those groups are, and what roles they play, when it comes to your money. Today’s episode dives into the 401(k) from your employer’s perspective. It’s important to have tools to help you navigate this space, or else you could be stuck in a corporate American job until you retire. For full show notes and to download a FREE copy of the transcript for this...

Duration: 00:20:46


063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward

5/23/2017
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Dr. Gary Ward has been a family physician and GP for 30 years. Gary and his wife Claire live in Perth, Western Australia. Gary talks about how we disregard our biology; that somehow in our conceit and entitlement, we have come to think that we are above it. We sometimes forget that we are merely an organism in an environment. Gary also discusses our ancient brain and how we are programmed to respond to threats in the heat of some of life’s most important transactions. For full show notes...

Duration: 00:34:30


062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions

5/16/2017
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Marcus “Bellringer” Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world’s biggest superstars such as Usher, Britney Spears, and more. This episode is part two of a two-part interview with Marcus. Marcus continues his discussion on the highs and lows of what fame can do to somebody’s career and financial future. For full show notes and to download a FREE copy of the...

Duration: 00:38:43


061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions

5/10/2017
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Marcus “Bellringer” Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world’s biggest superstars such as Usher, Britney Spears, and more. Marcus has seen the highs and lows as to what fame can do to somebody’s career and financial future. This is part one of a two-part interview with Marcus, so stay tuned to next week’s show! For full show notes and to download a FREE copy of...

Duration: 00:26:11


060 - Outrageously Priced by Design Part 2

4/25/2017
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Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is two of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. Be sure to listen to last week’s episode before listening to this one! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul...

Duration: 00:27:15


059 - Designing an Outrageously Priced Business Part 1

4/18/2017
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Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is just part one of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. 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...

Duration: 00:23:40


058 - What's New on Sound Financial Bites

4/11/2017
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Paul Adams has just come back from a fantastic conference called Social Media Marketing World. He has a lot of takeaways, but most importantly, he discusses some of the new changes and pivots the podcast will take in order to better serve you, the listener! 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...

Duration: 00:23:20


057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence

3/7/2017
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Paul Adams discusses the difference between living a sufficiency, surplus, or superfluence lifestyle, and what kind of numbers you need if you were to fall into one of these three categories. There’s nothing wrong with living a lavish lifestyle, but make sure you have enough funds on your balance sheet to sustain you. 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...

Duration: 00:24:24


056 - Why Fees, Why Now

2/28/2017
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Paul Adams discusses how traditional advisors are compensated, and why this is often a bad thing when it comes leveraging the best options for your money. Paul also explains why he shifted from the traditional commission-based pay structure, into what he currently uses now, which is designed to help the client in the best possible way. 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...

Duration: 00:24:30

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