Preview Mode Links will not work in preview mode

Feb 26, 2019

Welcome back to the final episode of this three-part series on Near Misses, Actual Tragedies, & Disciplined Strategies. In this episode, Paul Adams and Cory Shepherd discuss eight strategies that can be used as guiding principles for overall financial well-being. The first five are practical applications that almost anyone can do like setting up a wealth coordination account or practicing building a portfolio. The other two are more philosophical in nature and are meant to challenge the audience to think differently about finance. Paul and Cory discuss the importance of cash flow as it pertains to building wealth. Building an academically allocated and globally diversified portfolio is also a key component to increasing that wealth. They talk about protecting wealth through various strategies such as umbrella insurance. Finally, Paul warns against those who try to use the stock market to outsmart and beat the market. The best way to outperform and increase wealth is by utilizing disciplined strategies, some of which are outlined in this very episode!

For full show notes, including a FREE PDF of the transcription, visit: http://fullcast.co/sfb-128

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

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

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