More Than Commas

It's very easy to make assumptions about the market when watching headlines, however, Paul and Cory dig up some research on the S&P 500 to reveal a radical truth. Find out what the best performing tech fund you never knew you owned is in this episode, and discover how drift affects indices in the big picture of the market over time.

Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling

Show Notes: sfgwa.com/178

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

Podcast Produced by Greater North Productions LLP

Counsel is a part of making good decisions, and many people are seeking financial counsel in light of our current economy. Paul and Cory tackle 30 frequently asked questions that will encourage you to consider asking when looking for a financial consultant.

Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling

Show Notes: sfgwa.com/177

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

Surprise! Paul and Cory stopped in the studio to talk about opportunities that have opened up in the current climate of the market. Tune in for this brief episode to catch some insight on how to position yourself for success in the current economy.

For show notes vist: https://sfgwa.com/coronavirusopportunities

Curious what you can accomplish with our help? Schedule an appointment with us! sfgwa.com/scheduling

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

Crisis' doesn't stop business planning, rather becomes a part of the agenda. This week, Paul & Cory get a moment to chat with Freshbooks CEO Mike McDerment. Mike speaks on the important components of projecting outcomes and making decisions in this time. He also explains what makes Freshbooks different then its competitors and also, what is happening in the front-line of business strategy amidst COVID-19.

For full show notes visit: https://sfgwa.com/ep176

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

The Corona Virus is infecting people's brains... In how they think about their money. In this episode Paul and Cory dispel many myths and confusion over the implications and conclusions being drawn from the markets correction with the uncertainty of the Corona Virus.

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

Tactics are often mistaken as strategies and in financial planning this can cause you to under-utilize financial tools and vehicles. This week, Paul and Cory break down the difference between tactics and strategies and what it means for your money. Cory speaks on how the industry will market financial vehicles and 401k tactics and strategies. Paul and Cory discuss the path to paying off your home and more retirement vehicles.

For full show notes visit: https://sfgwa.com/ep175

Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

Today Paul and Cory chat with Dr. Stefan Sharkansky , owner of personalfund.com. Dr. Sharkansky was a pioneer in "robo-advising" and has created a tool for investors to use to better understand the true cost of investing in managed accounts. Paul and Cory ask big questions and Dr. Sharkansky explains what plagues investors and how to grow your personal fund and cut out the extra costs.

For full show notes visit: https://sfgwa.com/ep174

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

Live from Ojai California at the Influence Ecology Conference, Paul & Cory bring their thoughts on Influence Ecology's work to the table. Here they discuss what "human capital" is and why it's important, how to invest in yourself, and the difference between knowledge and understanding.

For full show notes visit: https://sfgwa.com/ep173

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

In this episode of Your Business, Your Wealth, Paul and Cory begin by discussing an article titled "'Buffett Indicator' Warns Stocks Doomed for Worse Crash Than 2008" and how we need to critically assess the articles we read. Next, we discuss how people speak about and view retirement versus how prepared people are to create the retirement they have envisioned. Then we begin to think about the present and how we communicate about money with our spouses. Lastly, Paul and Cory give practical takeaways and action steps to implement as a result of this episode.

For full show notes visit: https://sfgwa.com/ep172

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com

In this episode of Your Business, Your Wealth, Paul and Cory begin with discussing an article on "6 signs you probably need a financial adviser, even if you think you don't". Then Paul and Cory focus on the 6th sign of the article "You don't have the time (or the desire) to learn about personal finance". Most importantly they analyze the importance of planning out your personal future so when you look to the past where you began, you are aware of the steps and progress you have made along the way. Finally, we are given real and actionable steps on how to apply this episodes content to our lives.

For full show notes visit: https://sfgwa.com/ep171

Contains a sample of "King" by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com

2020 Sound Financial Inc. yourbusinessyourwealth.com