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We house a team of professionals who share a commitment to doing the right thing for our clients, knowing that people matter, while holding ourselves to the highest of standards.

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Podcast Episode's:
060 - Outrageously Priced by Design Part 2
<p>Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is two of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment. Be sure to listen to last week’s episode before listening to this one!</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-38481</p>
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059 - Outrageously Priced by Design Part 1
<p>Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is just part one of a two-part interview on Kevin’s process, and how he helps business owners get every last dollar from their hard-earned investment.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-38480</p>
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058 - What's New on Sound Financial Bites
<p>Paul Adams has just come back from a fantastic conference called Social Media Marketing World. He has a lot of takeaways, but most importantly, he discusses some of the new changes and pivots the podcast will take in order to better serve you, the listener!</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2016-38479</p>
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057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence
<p>Paul Adams discusses the difference between living a sufficiency, surplus, or superfluence lifestyle, and what kind of numbers you need if you were to fall into one of these three categories. There’s nothing wrong with living a lavish lifestyle, but make sure you have enough funds on your balance sheet to sustain you.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-35937</p>
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056 - Why Fees, Why Now
<p>Paul Adams discusses how traditional advisors are compensated, and why this is often a bad thing when it comes leveraging the best options for your money. Paul also explains why he shifted from the traditional commission-based pay structure, into what he currently uses now, which is designed to help the client in the best possible way.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-35935</p>
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055 - The Media May be Misguided on Market
<p>Financial sectors and other media outlets have been reporting that a Donald Trump Presidency will badly affect the stock market. How true are some of these statements, though? To be clear, this podcast episode has nothing to do with Trump himself and his administration, instead, it dives into a biased financial media that profits off your moving your money elsewhere.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-35055</p>
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054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence
<p>Why do you need to understand the way banks speak? When it comes to your money, it’s important to be able to translate what banks are saying to you into English, and avoid being the prey in a predator system. Today, Paul invites Al Davis and Bill Lawrence to help us decode this ‘Bankanese’ language, and make sense of it all.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros
<p>Charlotte and Caleb Whitmore founded their company, Analytics Pros, in 2009. Charlotte explains what it was like to have a fast-growing startup with no systems in place. She was tired, overwhelmed, and on the brink of being absolutely burnt out. However, she discusses how she was able to transfer the baton over to someone else with more experience, and why firing herself as CEO was the best decision ever.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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052 - Why All Your Advisors Should be Virtual
<p>Paul Adam discusses why your financial advisors should be virtual, and why you need a team of them working on your side (not just one CPA). You’re bound to move throughout the length of your career, so don’t let location stop you from growing and protecting your wealth.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-33608</p>
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051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 2
<p>Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2017-33595</p>
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050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 1
<p>Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2016-33062</p>
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049 - Sending Your Money to College
<p>Parents and future parents get a little touchy when it comes to this topic. Is it your moral obligation to send your child, and pay, for their college? By sending your money off to college, you might actually be jeopardising your own balance sheet, and putting more strain on yourself as you reach old age. Your children might even have to pitch in to help keep you sustained after retirement. Today, Paul offers an alternative way to approach the college financial discussion.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Hypothetical examples are not intended to suggest a particular course of action or represent the performance of any particular financial product or security. Investors should consider the investment objectives, risks, charges and expenses of a 529 plan carefully before investing. This and other information are contained in the Program Description, which may be obtained from your investment professional. Please read it before you invest. A 529 plan is a tax-advantaged savings plan, issued and operated by a state or educational institution that helps families save for college. Investments in 529 plans are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution. Investments are not guaranteed and are subject to investment risks, including loss of the principal amount invested. Tax implications vary significantly from state 2016-32931 Exp 12/18</p> <p>Compliance: 2016-33333</p>
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048 - Where Can Your Human Capital Make You Money
<p>In today’s discussion, Paul focuses on why we need to spend like the rich, not save like them. The rich spend their money on acquiring more assets, and by investing in our own education, we will be well-equipped for the financial decisions necessary to help keep our assets intact and growing. You have to understand your own portfolio! Do not toss it blindly into someone else’s hands.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2016-32563</p>
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047 - Build Your Aims for 2017
<p>Paul discusses the type of goals and clear vision you should be thinking about for the new year. He talks on how you should begin to set your aims for 2017, and encourages you not to just do it because someone told you to, but to do it because your future depends on the life you choose to create today.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2016-32562</p>
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046 Aviv Shahar - Conversation Is the Currency of Leadership
<p>Aviv Shahar has been helping senior executives create new futures for the last 16 years at his company, Aviv Consulting. Aviv is able to to unleash new energy and create happier and healthier teams within organizations. How is he able to do it? Well, it first begins with conversation and seeing it as a powerful currency; not just a tool.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance: 2016-31067</p>
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045 - The Market Will Crash Again
<p>Paul discusses what happens when a market crashes, and how you can leverage it to your benefit. It is in the financial institution's personal interest to keep you worried and believing that the sky is falling. They are constantly providing ‘shocking’ points to keep your eyeballs glued to the screen. Paul asks that you don’t fall for it. Focus on the facts, not the fears, in front of you, and you will come out ahead.</p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>S&P 500 Index is a market index generally considered representative of the stock market as a whole. The index focuses on the large-cap segment of the U.S. equities market. Indices are unmanaged and one cannot invest directly in an index. Investing in the bond market is subject to certain risks including market, interest rate, issuer, credit, and inflation risk. Equities may decline in value due to both real and perceived general market, economic, and industry conditions.Past performance is not a guarantee of future results.</p> <p>Compliance number: 2016-31526</p>
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044 - Why a Wealth Coordination Account
<p>Six months ago, Paul recorded his first podcast, underlining why the wealth coordination account was so important for our financial future. This week’s episode is a gentle reminder why you should not let your wealth coordination account slip by the wayside. Listen in to find out what you need to know about wealth coordination accounts.</p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Compliance number: 2016-31525</p>
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043 Maggie Richter - Mortgage Myths for Entrepreneurs
<p>Today’s special guest is Maggie Richter, Loan Advisor for RPM Mortgage. Maggie helps ‘bust’ some common mortgage myths, for both entrepreneurs and W2 executives, on this week’s show. It can be frustrating, applying for a mortgage, because it can often feel very invasive and extreme, but Maggie is here to explain why these requests are so important for your application.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Maggie Richter, RPM Mortgage, Loan Advisor NMLS 896109 RPM Mortgage, Inc. – NMLS#9472 – Washington Consumer Loan Company License#CL-9472. Equal Housing Opportunity. Compliance number: 2016-31077</p>
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042 - Three Numbers You Must Know to Build Your Finances
<p>Paul dives into the three numbers you must know when planning for your retirement. As we live longer and longer, it becomes difficult to predict how much money you'll need to live comfortably before you pass away. The worst thing to happen to you is that you have too much life and too little money. So, how can you prevent that? Listen in today’s episode on Paul’s explanation.</p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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041 - What Does It Take To Sell A Business with Andrew Cross and Damon Pistulka
<p>Andrew Cross is the Principal at Cross Northwest, Inc. and Damon Pistulka is the Managing Partner at Cross Northwest, Inc. This week’s topic dives into what business owners and business buyers need to know about selling/buying a business. Andrew and Damon tackle both sides of the coin to help business owners get an overall perspective of what they need to do, long before they decide to sell their business and retire.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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040 - Illusion of Investing Part 6 - Passive Structure Investing Theory
<p>This is the last episode in the investing illusions series. Adam does a quick recap of the past five illusions he has gone over. One of the common problems that happens to someone after they’ve become aware of an illusion is that they fall right back into another one. To avoid this, Adam discusses what is a good investment philosophy on this week’s episode. There are four crucial components to passive structure investing that he and his team use when helping a client design their portfolio.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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039 - Investing Illusions Part 5 – Letting Them Handle Your Money
<p>This is part 5 out of 6 on investing illusions. Paul dives right in on busting the myth that your advisor should be responsible for handling all of your money. If you’re not actively working with your advisor to manage your money, then something is wrong. The same applies from within your household. If there’s only one person in your marriage who is managing the money, then this sets up that partner for failure. Find out why on this week’s episode.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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038 - Illusions of Investing Part 4 - The cost of Investing
<p>This episode is part 4 of Investing Illusions. Today’s illusion is about discovering the real cost of investing with a mutual fund. There are so many undisclosed fees and costs that customers are switching over to more transparent solutions. Adam discusses what a cash drag is and why ‘making it up in trade volume’ never, ever works out to the benefit of the customer.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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037 - Illusions of Investing Part 3 - Timing is Everything.... NOT!
<p>Paul Adams is back with another myth-busting podcast session. This episode is part 3 of 6 on investing illusions. Can you time the market? Do you know when is the best time to buy-in or sell-out? Chances are you'll lose more money trying to play the market than if you simply stuck with it. So, why are major publications trying to constantly have you move your money out or in? It boils down to advertisers! Find out more about this illusion on this week's podcast</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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036 - Investing Illusions Part 2 - When Track Records Don't Matter
<p>This week, Paul dives into another investing illusion. Be sure to check out last week's episode on stock picking and what your typical mutual fund won't tell you. On this episode, Paul discusses why you can not trust the track record of a mutual fund, asking what does your mutual fund have in common with someone flipping a coin? They both have pretty much the same odds. Watch out for this illusion!</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. PAS is an indirect, wholly owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p> <p>Data is from the Survivor Bias Free Mutual Fund Database created by the Center for Research in Security Prices (CRSP) as of 12/31/13.</p>
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035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You
<p>This episode is part one of a six-part series on the illusions of investing. Paul admits that he believed many of these common illusions during the early years of his financial career and wouldn't be surprised if your current financial advisor still believes them today. This episode dives into the illusion of stock picking and how mutual funds sweeten their success rate by closing their poor-performing funds down. Find out more on today's episode.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. 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 Guardian or PAS 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.</p>
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034 - Stop Acting Rich Part 2
<p>This episode is part two of 'Stop Acting Rich'. Please be sure to listen to episode 33 to get a full update on today's topic. In this episode, Paul covers the more analytical and numbers side of how much money you really need in order to safely retire. If you were told today that you had an $8 million dollar debt, how would you spend your money differently? There's a good chance you have not considered or even prepared properly for your future liability. So, stop acting rich today! Instead, save money the way the wealthy do.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. 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 Guardian or PAS 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.</p>
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033 - Stop Acting Rich Part 1
<p>You may feel confronted by the financial topics discussed in this episode. You may also feel motivated by the topics of this week’s episode. However this episode makes you feel, you need to listen to this episode and next week’s episode to get a full understanding of Dr. Thomas Stanley’s book, Stop Acting Rich. Your host, President and CEO of Sound Financial Group, Paul Adams shares his personal connection with the book and how the world of those with true wealth looks different when you remove the glitter.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. 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 Guardian or PAS 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.</p>
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032 - Watch What You Say, It Could Cost You Millions
<p>Paul Adam discusses financial philosophy on this episode. What would it mean to you to keep all your financial promises? So many people make promises to the people they love. They promise they'll get a bigger house. They promise they'll send their children to college. But few of them actually do the math to find out what it means to keep such promises. Listen in as Paul talks on why you might consider not purchasing that bigger home and being careful, or at least highly aware, of the promises you make to your loved ones.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. 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 Guardian or PAS 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.</p>
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031 - Entrepreneurs Are Endangering Themselves
<p>Paul Adams brings you another insightful podcast episode today and talks directly to entrepreneurs or small business owners pouring their heart and soul into their businesses. Are you an entrepreneur? Then you definitely do not want to miss out on Paul's wise words on how to diversify your personal balance sheet for a long and comfortable retirement. We know not to put all our eggs in one basket, yet entrepreneurs seem to do this time and time again. Paul says that it doesn't have to be this way!</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian. 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 Guardian or PAS 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.</p>
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030 Paul Menig - Why Paul Menig Doesn't Want to Buy Your Business!
<p>Paul Menig is the Founder and CEO of Tech-I-M, a company that strives to achieve faster and more profitable growth. What are some of the ways you can increase the value of your business and make it an easier sell in the future? What kind of figures should you be looking at when trying to sell your company at a reasonable price? Paul has the answers to all these questions and more on this episode.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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029 Dennis Brislawn - Passing On Legacy Assets
<p>Dennis Brislawn is an estate and gift tax planning professional, as well as an asset protection expert. Do you have a vision for an item or property that you want generations of your family to enjoy? How do you prevent your children, or even grandchildren, from fighting over possessions after you've passed away? Dennis offers some practical solutions on keeping your family at peace while still being able to enjoy those important legacy items you've left behind.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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028 - How to Cultivate Contentment Today Part 2
<p>Paul continues his discussion on how to cultivate contentment in today's podcast. Be sure to listen to episode 27, to get filled in on why you maybe shouldn't purchase that dream car or yacht. Paul stresses the importance of the lifestyle you want vs. the lifestyle you can afford. What are the minimum requirements to living a good life? When you're able to observe your own financial habits, you are able to see the habits of others too. And, when you do the math, you'll quickly realize your neighbors aren't able to afford the lifestyle they've created for themselves.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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027 - How to Cultivate Contentment Today
<p>On this episode, Paul discusses why you need to cultivate a contentment strategy. It can be easy to get caught up in 'acquiring stuff', but the reality is, do you want to take care of and maintain 'stuff' all of your life? For many people, the answer is no. Paul Adams encourages the listeners to shift their mindset and, instead of thinking about buying the latest and greatest item on the market, think about what are your minimum requirements to a good life.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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026 - Why Cashflow Trumps Rate of Return
<p>Paul Adams dives into a more complex topic this week and talks about the differences between cashflow and rate of return. This podcast episode involves video to help the audience better understand these concepts. Paul shows what the 'living balance sheet' looks like and how it can be applied to your specific scenario. Investment firms might talk or heavily market rate of return, but Paul emphasizes not to pay attention to the hot financial topic of the week. Instead, focus on how you spend your money on a daily basis and build a strategy around that.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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025 - The Fallacy of the 4%
<p>Paul Adams joins us again on this episode to discuss why you should only take out a max of 4% on your portfolio each year and why there is a huge fallacy in the 4% equation that people often miss. Are you getting ready to retire or looking to retire early? Then this is a podcast episode you do not want to miss out on. Paul helps you understand the fundamentals of how much money you need to safely live off of your investments.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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024 - The Differences Between Loss Tolerance and Risk Tolerance
<p>Paul Adams explains the key differences between a loss tolerance mindset vs. a risk tolerance mindset. He shares a couple of examples throughout history of how thinking of your investment portfolio from a risk tolerance perspective can be deadly to your financial future when the market turns south. Instead, he says, frame your thoughts from a loss tolerance perspective. How much can you lose and if you were to lose this investment, would you still be okay? This sets your financial future up in a stronger way so that if things do turn south, you will not be the one to suffer financially.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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023 Common Problems Tech Executives Face When Trying to Secure Their Financial Future
<p>Ryan Burklo is a member and guest blogger for the Washington Technology Industry Association as well as a registered representative and financial advisor for Park Avenue Securities. Today Ryan discusses with Paul how tech executives can secure their wealth and protect their finances. Ryan and Paul have both seen complexities in the finances of those who work in the tech industry. This may be because tech executives work for well-established firms like Microsoft and then move to tech startups who do not have a strong financial program available to them. Combine this with busy executives’ time constraints and it often leads to an uninformed financial strategy that won’t do much good in the future.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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022 How Thinking You’re Smart About Finances Is Unwise
<p>Roy Rasera is a financial advisor who helps successful couples, professionals, and business owners manage their macro-economic financial strategies. Roy holds 3 degrees from MIT, several financial designations, and is a member of Mensa. He focuses on client education and continued evaluation to co-design, optimize, and implement effective wealth building and protection strategies. Tune in to today’s podcast to discover some of the most common financial mistakes and how just one mistake could end up costing you millions.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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021 Protect Your Income with Disability Insurance
<p>Sound Financial Group (SFG) 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 today’s episode, Paul Adams, CEO and President of Sound Financial Group, chats with Ryan Jewell in the Brokerage Division for Sound Financial Group. He meets with other advisors in a myriad of different organizations and helps them understand how to protect their clients' incomes. Tune in to hear how individual disability insurance can help you design and build a good life.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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020 Build Wealth with Community Event
<p>Sound Financial Group (SFG) 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. During this unique episode, Paul Adams, CEO and President of Sound Financial Group was the Keynote Speaker at the Build Wealth with Community event. SFG designed their annual meeting to celebrate the year, while partnering with Gold Creek Church’s secular charity, Hope Creek, a nonprofit organization thathelps people in time of need. While listening to this episode, please find one piece of philosophy and put it into action immediately.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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019 SealFit 20X: What Are you Really Capable Of?
<p>Sound Financial Group (SFG) 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. On this unique episode, Paul Adams, CEO and President of Sound Financial Group, is joined by Alan Chaffee (Seattle Financial Consulting), Jeremy Ames (Guidant Financial), Benjamin Petter (Avara Construction), Steve Duffield (DACO), and Jay Mezistrano (JayMarc Experience),on board an excursion to Mission Beach. Tune in to hear about the physically and mentally challenging experiences they each endured during the twelve hour endurance program, SealFit 20X.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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018 How to Implement a Clear Strategic Vision for Business Owners
<p>Sound Financial Group (SFG) 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 18th episode, Cory Shepherd, Vice President of SFG, chats with Richard Weylman (pronounced “While –men”), a leading marketing expert, specifically in helping business owners build vertical markets. He was orphaned at age six and instead of becoming a victim of his circumstances, Richard overcame the adversity to enjoy remarkable business success. He is a former executive of Rolls-Royce and today Richard is the chairperson of the Weylman Consulting Group, which coaches organizations on how to elevate business performance in today’s marketplace.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning
<p>Sound Financial Group (SFG) 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 17th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Alan Pratt, Founder of Pratt Legacy advisors. Alan is a Chartered Advisor in Philanthropy through the American College and a Certified Estate Planner through the Institute of Certified Estate Planners. Alan leads with his heart when helping families to plan their wealth legacies.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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016 Maxwell 21 Laws
<p>Sound Financial Group (SFG) 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 16th episode, Cory Shepherd, Vice President of Sound Financial Group, reviews John C. Maxwell’s 21 Irrefutable Laws of Leadership. He adds his own real world experiences to help us understand how these laws may play out in our business and in our personal lives.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)
<p>Sound Financial Group (SFG) 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 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder, and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, GoodLife Mortgage, and GoodLife Realty and author of the book Falling for Money: How to Have a Lifetime Love Affair with Your Finances. She is located in Austin, TX, where she built a coaching company platform and philosophy on building a good life by living a Wellthy Wealthy Life. Tune in to hear how you can use her techniques and theories to design and build a good life. For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)
<p>Sound Financial Group (SFG) 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 15th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Krisstina Wise. She is the founder and CEO of GoodLife Companies, an award-winning business that includes The Paperless Agent, GoodLife Mortgage, and GoodLife Realty. She is also the author of the book Falling for Money: How to Have a Lifetime Love Affair with Your Finances. She is located in Austin, TX, where she built a coaching company platform and philosophy on building a good life by living a Wellthy Wealthy Life. Tune in to hear how you can use her techniques and theories to design and build a good life.</p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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013 How to Recruit C-Suite Executive Superstars
<p>Sound Financial Group (SFG) 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 13th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Paul Freed, Co-Founder and Managing Partner of Herd Freed Hartz, the largest retained executive search firm in the Pacific Northwest. Their primary concentration is recruiting C-suite executives that help companies attract the CEO, COO, and CFO. Tune in to hear all about recruiting executive level talent. / / For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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012 Planning For Your Future and Beyond
<p>Sound Financial Group (SFG) 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 12th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Thomas (Tom) Lofton, an attorney in the Estate and Business Planning arena located near Seattle, Washington, licensed in Oregon, and a member of the Wealth Council. Tom?s client services include wealth counseling, estate planning, business structuring, probate, trusts, tax solutions, etc. He represents the law firm of Oseran, Hahn, Spring, Straight, and Watts P.S. Tune in to hear answers to questions people have in regards to planning for their future and beyond. </p> <p>For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog/sfb012-planning-for-your-future-and-beyond" target= "_blank">http://www.sfgwa.com/blog/sfb012-planning-for-your-future-and-beyond</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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011 Building an Intention Statement
<p>Sound Financial Group (SFG) 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 11th episode, Paul Adams, CEO and President of Sound Financial Group, chats with Cory Shepherd, Vice President of SFG. Cory lives in Seattle with his wife Danielle; they love to explore the area and to hang out with friends over a good meal. Cory is the key component at the firm, working with advisors and coaching them to a level of high performance. Cory shares with us a technique that he uses to help people focus on whats imperative to them. This method was created by Cory's Business Coach, Steve DAnnunzio, President of Soul Purpose Institute. / / For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog">http://www.sfgwa.com/blog</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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010 Legacy Planning with Steve Waltar
<p>Sound Financial Group (SFG) 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 10th episode, Steve chats with Paul Adams, CEO and President of Sound Financial Group, about his personal/professional life, and the importance of legacy planning. Paul is married to a beautiful woman Kristen and has children ages 3, 4, and five years old. He holds his family in high regard and doesn?t want social content to get in the way of him having quality time with them. Paul is an author who has published essential financial guides Stop Burning Your Money in 2007 (no longer published) and Sound Financial Advice in 2013. He has been on the cover of trade publications and in 2014 and 2015 was recognized by Seattle Magazine as a Five Star Wealth Manager. Paul enjoys hiking, traveling, and continuing education. / / For full show notes and to download a FREE copy of the transcript for this episode, visit: <a href= "http://www.sfgwa.com/blog/sfb010-legacy-planning" target= "_blank">http://www.sfgwa.com/blog/sfb010-legacy-planning</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /> <br /> 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.<br /> <br /> Guest speakers are not affiliated with Guardian or PAS 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.</p>
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009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization
<p>Sound Financial Group (SFG) 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 9thepisode, Paul Adams, CEO and President of Sound Financial Group, chats with Tyler Parris. Tyler is the author of Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization. It?s a book about being able to create somebody or hire somebody in your organization who becomes a totally different role. Tyler is a Hudson certified executive and leadership coach. He left Corporate America a year and a half ago to pursue his coaching practice. / / For full show notes and to download a free copy of the transcript for this episode, visit: http://www.sfgwa.com/blog</p>
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008 The Market Crashed, Now What?
<p>Sound Financial Group (SFG) 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 eighth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of holding steady in an ever changing market.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href="http://www.fullcast.co/sfb-008" target= "_blank">http://www.fullcast.co/sfb-008</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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007 Savings is the Key
<p>Sound Financial Group (SFG) 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 seventh episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of savings and why paying yourself first is key to your financial success.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href="http://www.fullcast.co/sfb-007" target= "_blank">http://www.fullcast.co/sfb-007</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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006 Life Insurance Basics Part 2
<p>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 sixth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of choosing the correct type of Life Insurance for your family.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href= "http://www.sfgwa.com/blog/sfb006-life-insurance-basics-part-2" target= "_blank">http://www.sfgwa.com/blog/sfb006-life-insurance-basics-part-2</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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005 Life Insurance Basics Part 1
<p>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 fifth episode, Paul Adams, CEO and President of Sound Financial Group, shares with us the importance of life insurance and the appropriate amount of insurance you should acquire from your financial advisor.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href="http://www.sfgwa.com/blog/sfb005-apr8-553" target= "_blank">http://www.sfgwa.com/blog/sfb005-apr8-553</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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004 What Is SROVT?
<p>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 this is relevant in your financial future.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href="http://www.sfgwa.com/blog/004-what-is-srovt" target="_blank">http://www.sfgwa.com/blog/004-what-is-srovt</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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003 Why You Don’t Want to Plan for Your Needs
<p>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. wants, which is how you should be planning for your fiscal future.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href= "http://www.sfgwa.com/blog/003-why-you-dont-want-to-plan-for-your-needs" target= "_blank">http://www.sfgwa.com/blog/003-why-you-dont-want-to-plan-for-your-needs</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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002 - Balancing your Short, Mid and Long-Term Buckets
<p>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 investing risks, but rather when our money will be used.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href= "http://www.sfgwa.com/blog/002-balancing-your-short-mid-and-long-term-buckets" target= "_blank">http://www.sfgwa.com/blog/002-balancing-your-short-mid-and-long-term-buckets</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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001 - Wealth Coordination Account
<p>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.</p> <p>For full show notes and FREE copy of the episode transcription, visit: <a href= "http://www.sfgwa.com/blog/001-wealth-coordination-account">http://www.sfgwa.com/blog/001-wealth-coordination-account</a></p> <p>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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.</p> <p>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.</p> <p>Guest speakers are not affiliated with Guardian or PAS 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.</p>
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000 - Welcome to Sound Financial Bites
<p><span data-sheets-value="[null,2,"Join Sound Financial Group President and CEO Paul Adams every week, as he helps you Design and Build a Good Life\u2122. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mind share, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design.\n\nPaul Adams is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America\u00ae (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.\n\nThis 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.\n\nGuest speakers are not affiliated with Guardian or PAS 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."]" data-sheets-userformat="[null,null,899,[null,0],[null,2,16776960],null,null,null,null,null,0,1,0]">Join Sound Financial Group President and CEO Paul Adams every week, as he helps you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mind share, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design.<br /><br />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, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Sound Financial Group is not an affiliate or subsidiary of PAS or Guardian.<br /><br />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.<br /><br />Guest speakers are not affiliated with Guardian or PAS 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.</span></p>
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