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United States

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Podcasts

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English


Episodes

091 Jake DeKinder - Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake DeKinder

2/14/2018
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Jake DeKinder is the head of all advisory communications and the VP of DimensionalFund Advisors. Jake works with advisors across the world to help them bettercommunicate to their clients in plain language the complex topics surrounding investing.He received his MBA from the McCombs School of Business at The University of Texasat Austin and he also holds the CFA designation. In this conversation, Paul speaks with Jake about Dimensional Funds history and hisrole with the advisor and client,...

Duration:00:35:48

090 Edmund Moy - Making A Lot of Money with the Last Director of the US Mint, Edmund Moy

1/9/2018
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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....

Duration:00:51:49

089 Jean Thompson - Building an Indulging Career

1/1/2018
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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...

Duration:00:33:40

088 Dr. John Medina - Will Your Brain Age Well

12/20/2017
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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...

Duration:00:38:38

087 Cory Shepherd - Basics of Life Insurance Part 7 - Recap the Series

12/12/2017
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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 Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory...

Duration:00:10:18

086 Cory Shepherd - Basics of Life Insurance Part 6 - Spending Your Death Benefit While You Are Alive

12/5/2017
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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 Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS)....

Duration:00:23:08

085 Cory Shepherd - Basics of Life Insurance Part 5 - Whole Life

11/28/2017
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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 Paul Adams is a Registered Representative and Financial Advisor...

Duration:00:30:37

084 Cory Shepherd - Basics of Life Insurance, Part 4 - What Kind of Company Should You Choose?

11/21/2017
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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 Paul Adams is a Registered Representative and Financial Advisor of Park...

Duration:00:19:05

083 Cory Shepherd - Basics of Life Insurance, Part 3 - How Much Should You Own, What Should You Apply For?

11/9/2017
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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 Paul Adams is a Registered Representative and Financial Advisor of Park...

Duration:00:22:33

082 Cory Shepherd - Basics of Life Insurance, Part 2 - Universal Life Explained

10/10/2017
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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 Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS,...

Duration:00:35:29

081 Cory Shepherd - Basics of Life Insurance, Part 1 - Types of Life Insurance

10/3/2017
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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 Paul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and...

Duration:00:28:32

080 John Patterson - Transact or Die Part 2 with John Patterson of Influence Ecology

9/26/2017
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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,...

Duration:00:37:43

079 John Patterson - How An Aim Can Help Overcome Your Life's Current - Part 1

9/19/2017
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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...

Duration:00:33:45

078 Chris Flugstad - Living Lean with Chris Flugstad

9/6/2017
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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,...

Duration:00:37:23

077 Bella Vasta - Building Your Life that Works For You

8/30/2017
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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...

Duration:00:33:00

076 Dr. Paul Conti - Stop Should-ing on Your Money

8/22/2017
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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...

Duration:00:50:17

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

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