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PODCAST EPISODE 128: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 3

EPISODE SUMMARY Welcome back to the final episode of this three-part series on Near Misses, Actual Tragedies, & Disciplined Strategies. In this episode, Paul Adams and Cory Shepherd discuss eight strategies that can be used as guiding principles for overall financial well-being. The first five are practical applications that almost anyone can do like setting up a wealth coordination account …

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PODCAST EPISODE 127: THE FINANCIAL STORM AND WHAT NOT TO DO ABOUT IT

EPISODE SUMMARY In this episode, Paul talks about the appropriate actions to take and ones to avoid to weather any financial storm that may come our way. Paul opens up the show by honing in on three factors: new year, rough markets and new behavior. There has been a notable amount of negativity surrounding how people discuss the market from …

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PODCAST EPISODE 126: WHAT YOU CAN EXPECT FROM US IN 2019

EPISODE SUMMARY In this episode, Paul speaks about his motivation for starting the podcast, Sound Financial Bites. The goal of Sound Financial Bites is to provide listeners with access to solid financial knowledge that they can use for practical application. Paul wants clients, prospective clients and the average listener to get bite-sized information weekly that can significantly impact their financial …

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PODCAST EPISODE 125: THE SHUTDOWN AND WHAT WE CAN LEARN FROM IT

EPISODE SUMMARY In this episode, we talk about the government shutdown and the personal and financial lessons we can learn from it. It’s impossible to know what the future holds, so it’s important for us to plan for our own ‘government shutdown,’ or unforeseen financial hardship. Paul identifies three simple, yet effective, steps to build a sound financial foundation in …

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PODCAST EPISODE 124: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 2

EPISODE SUMMARY Welcome back to part two of the three-part episode on near misses, actual tragedies, and disciplined strategies. In this episode, Paul Adams and Cory Shepherd discuss case studies of real-life financial tragedies they have witnessed throughout the course of their careers. Paul begins with a tragic story of a wealthy man who waited too long to purchase life …

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PODCAST EPISODE 123: NEAR MISSES, ACTUAL TRAGEDIES, & DISCIPLINED STRATEGIES, PART 1

EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, host Paul Adams & co-host Cory Shepherd begin a three-part series sharing true stories of near misses, actual tragedies, and disciplined strategies from their combined 30 years of experience. The case studies shared in this episode involve disability insurance, the power of cash flow, real estate decisions, making wise …

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Podcast Episode 122: Basics of Debt, Part 2: Dealing With Mortgages

EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd tell the tale of two sisters. One of them paying off her mortgage over 15 years, and the other over 30 years. Through this allegory, Cory and Paul discuss how to pay off your house in a manner that gives you the most freedom. …

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Podcast Episode 121: InBetweenisode: The Sky Is Falling

EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd talk about their investment philosophy with highly specific analytics to back up their claims. The conversation covers the history of the market, volatility, debunking financial industry myths, and the concrete evidence that an academically allocated & globally diversified portfolio provides the strongest and most …

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Podcast Episode 120: Basics of Debt

EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, host Paul Adams and co-host Cory Shepherd talk about the basics of debt and pull back the curtain of the automobile leasing industry to help you make wiser purchases for your long-term financial health. In this conversation, Cory breaks down the myth of a zero percent car loan and Paul explains …

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Podcast Episode 119: Invest Like a Nobel-Nerd

EPISODE SUMMARY In this episode of the Sound Financial Bites podcast, Paul Adams and Cory Shepherd continue their series on maximizing the white coat window by discussing best practices in investing. Through their conversation, Paul and Cory debunk more myths of the financial advising industry. They talk about the three primary investment strategies, understanding the benefits of volatility, and how to structure …