PODCAST EPISODE 167: WHAT CAN YOU DO NOW THAT YOU ARE AWARE OF THE ILLUSIONS?: ILLUSIONS OF INVESTING, PART 5

EPISODE SUMMARY

In this episode of Your Business, Your Wealth, Paul and Cory continue their discussion on illusions of investing in the marketplace. In part five of this series, Paul and Cory discuss what you can do now that you’re aware of these illusions of investing. They share and analyze the concept of Passive Structured Investing and explain how to build and maintain an investing portfolio. Paul expounds on the Modern Portfolio Theory, the Four Factor Model, and the importance of client education and coaching. Finally, Paul and Cory take the audience through Sound Financial Group’s Passive Structured Investing Model and provide different examples of how they allocate and diversify financial portfolios to navigate the market.

WHAT WAS COVERED

  • 01:34 – Cory recaps the topics of the last four episodes on illusions in the marketplace
  • 03:11 – Introducing today’s topic, Illusions of Investing Part 5: What Can You Do Now That You Are Aware?
  • 04:39 – Why markets work
  • 07:38 – Modern Portfolio Theory
  • 13:31 – Building a portfolio
  • 14:55 – The Four Factor Model
  • 17:37 – The golf analogy
  • 19:34 – Paul interrupts the podcast to provide the audience with a special offer
  • 20:36 – Factor One: The Market Factor
  • 22:02 – Factor Two: The Size Factor
  • 23:24 – Factor Three: The Value Factor
  • 24:58 – Factor Four: The Profitability Factor
  • 26:37 – The importance of coaching and education around your money
  • 31:26 – The value of having virtual financial consultants
  • 33:56 – Sound Financial Group’s Passive Structured Investing Model
  • 41:13 – Paul encourages listeners to take the time to explore the option of a second opinion on your investments
  • 43:27 – Paul encourages listeners to reach out and leave a review on the podcastsde

TWEETABLES

LINKS

Sound Financial Group’s Website for a Financial Inquiry Call – Info@sfgwa.com (Inquiry in the subject)

Your Business Your Wealth on Instagram

Your Business Your Wealth on Facebook

Sound Financial Group on LinkedIn

Paul Adams on LinkedIn

Cory Shepherd on LinkedIn

Cape Not Required (Cory’s Book)

Sound Financial Advice (Paul’s Book)

Clockwork: Design Your Business to Run Itself

Mike Michalowicz’s Book – Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine

Unconventional Success BookUnconventional Success: A Fundamental Approach to Personal Investment

Flash Boys Book Flash Boys: A Wall Street Revolt

SHARE THE SHOW

Did you enjoy the show? We would love it if you subscribed today and left us a 5-star review!

Click this link – Your Business Your Wealth

Click on the ‘Subscribe’ button below the artwork

Go to the ‘Ratings and Reviews’ section

Click on ‘Write a Review’

MUSIC CREDITS

“Legends Are Made” Copyright 2017. Music, arrangement and lyrics by Sam Tinnesz, Savage Youth Music Publishing SESAC and Matt Bronleewe, UNSECRET Songs SESAC

PRODUCTION CREDITS

Podcast production and marketing by FullCast

Recorded using Switcher Studio: sales@switcherstudio.com