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Podcast Episode 4: What is SROVT?

LISTEN TO THE EPISODE:  EPISODE RECAP Introduction: Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the fourth episode, Paul Adams, CEO and President of Sound Financial Group, explains to us why SROVT is important, and how …

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Podcast Episode 3: Why You Don’t Want to Plan for Your Needs

LISTEN TO THE EPISODE:  EPISODE RECAP Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the third episode, Paul Adams, CEO and President of Sound Financial Group, discusses the old adage needs in the financial industry vs. …

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Podcast Episode 2: Balancing Your Short, Mid, and Long-term Buckets

LISTEN TO THE EPISODE HERE:  EPISODE RECAP Sound Financial Group is excited to welcome you to Sound Financial Bites, where we bring you bite sized pieces of financial knowledge to help you design and build a good life. In the second episode, Paul Adams, CEO and President of Sound Financial Group, discusses the bucket conversation. Not just asset allocation and …

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Podcast Episode 1: Wealth Coordination Account

EPISODE RECAP In this episode Paul shares the concept of The wealth coordination account. He shares a great Good Life tip for Chrome users. He talks through the definition of a wealth account and a deep dive into what exactly is an asset. He lists examples and discusses what most people think can qualify as an asset, but typically don’t. WHAT …