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Apr 30, 2019

In this very first episode of the newly branded Your Business, Your Wealth Podcast, Paul welcomes Shahar Plinner to break down the five pillars of tax planning. Shahar is certified public accountant who specializes in tax preparation and strategy consulting. Paul and Shahar discuss tax savings tools, cash flow, and the...


Apr 23, 2019

In this episode of the Sound Financial Bites Podcast, Paul and Cory break down the possibility of spending the death benefit of your life insurance while you’re still alive. They talk about the common misconceptions about retirement savings and the dangers of spending down into the principle of your retirement....


Apr 17, 2019

In this episode of the Sound Financial Bites Podcast, Paul and Cory welcome Dick Weber, a financial planner and life insurance advisor. Dick’s firm, Ethical Edge, helps to improve the integrity of communication and understanding of today’s life insurance policies. Paul, Cory and Dick talk about life insurance as an...


Apr 9, 2019

In this first ever debunkisode of the Sound Financial Bites Podcast, Paul and Cory debunk the myth that whole life insurance is a bad financial investment to make. They dissect and analyze an article that lists eight specific reasons that support the argument that whole life insurance is not a sound investment. By...


Apr 3, 2019

In this episode of the Sound Financial Bites Podcast, Paul and Cory discuss the value of whole life insurance as a financial investment. They cover the restrictions and legislation that govern these policy investments, including the TEFRA TAMRA Corridor and the 7-Pay Test. Finally, Cory and Paul compare whole life...