All Episodes
More Than Commas — 369 episodes
366 - Building the Career Without Losing the Life
365 - How Great Leaders Build Teams That Make Them Better
364 - The Disneyland Cheat Code
363 - Super Bowl Player Reveals the One Word Winners Live By
362 - MicroStrategy's STRC: Is That 11% Return Too Good to Be True?
361 - Why Smart Leaders Share Before They're Ready
360 - From Financial Teacher to Doom Prophet: The Hidden Cost of Fear-Based Investing
359 - Financial Guru Predictions Gone Wrong and CyberTruck Sinks
358 - Why Fear Goes Viral in Investing
357 - Oil, War Fears & Market Swings: What Happens Next?
356 - Why Your Brain Struggles With Time (And How Visual Timers Fix It)
355 - How the QBI Deduction Works & Smart Tax Strategies for Business Owners
353 - How to Future-Proof Your Wealth: Essential Estate Planning for Every Life Stage
354 - Influence, Persuasion, and Reality with Scott Adams (Re-release)
352- The AI Money Loop Explained: Are Investors Missing the Risk?
351 - What Will Your Life Look Like in 2026?
350 - Financial Advisors React: What This $5 Million Roth Story Gets Wrong About Retirement Planning
349 - Financial Advisors React to ChatGPT's Retirement Plan!
348 - Why Financial Samurai Says He's No Longer Financially Independent
347 - Why Start Financial Planning Early
346 - The Truth About 529 Plans | Smarter Ways to Fund College and Your Child's Future
346 - The Truth About 529 Plans | Full Spreadsheet Demo
345 - Is This the Most Powerful Speech About Money Ever?
344 - The Hidden Cost of Chasing More
343 - Financial Advisors Explained: Beyond Investments to Real Peace of Mind
342 - Dave Ramsey vs Real Financial Advice
341 - Why most people don't save for retirement
340 - Can You Really Protect Your Property Investments?
339 - Living the Dream in Hawaii
338 - Should I Sell My Rental?
337 - The One Big Beautiful Bill Explained
336 - Money Reveals Who You Are, So What Is Yours Saying?
335 - Is Money Evil or Moral? You've Never Heard Money Described Like This
334 - Is This the Most Powerful Speech About Money Ever?
333 - Why a Bigger Paycheck Isn't Making You Happier
332 - What Your Habits Say About You
331 - 7 Truths Every Business Owner Wishes They Knew Sooner
330 - Why Rest Builds Real Wealth
329 - Evidence-Based Investing with Dimensional Fund Advisors
328 - What Financial Advisors Do That Apps Never Will
327 - Can You Really Retire Before 40?
326 - Why Do We Make Bad Money Choices?
325 - Will AI Replace Your Financial Advisor?
324 - Christian Finance Myths: Is Debt a Sin or Just Bad Stewardship?
323 - Why Going All-In on the S&P 500 Might Be a Big Mistake
322 - 72-Hour Preparedness: Simple Steps for Real Emergencies
321 - Should you Die with Zero?
320 - Retirement Isn't Short-Term: Why Your Money Needs to Last Decades
319 - From Great Depression to Today: What Market Trends Don't Tell You
318 - White Coat Investor Disagrees with Ernst & Young (Part 4)
317 – White Coat Investor Disagrees with Ernst & Young (Part 3)
316 - White Coat Investor Disagrees with Ernst & Young (Part 2)
315 - White Coat Investor Disagrees with Ernst & Young (Part 1)
314 - Ernst & Young's Guide to Life Insurance & Annuities
313 - Why We Ignore a Powerful Retirement Tool
312 - Why Active Management Doesn't Work
311 - Disciplined Investing
310 - Savings Rate or Investment Rate
309 – Buying Real Estate with Your IRA
308 - Starting a Business with your 401k
307 - Assuming a 3% mortgage
306 - Simple vs Compound Interest
Bonus Episode - Mortgage Payoff
305 - How much does it take to Retire the 4% rule
304 - The difference between 401(k)s and IRAs
303 - Traditional vs ROTH 401k
302 - Backdoor ROTH
301 - Roth IRA vs. Traditional IRA
300 - Introducing More Than Commas
299 - Dave Ramsey can bankrupt you with this advice
298 - Maximizing Your Retirement Income with Whole Life Insurance
297 - How Much Life Insurance Should You Own?
296 - Should I Buy Life Insurance for My Kids?
295 - The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl...
294 - Dave Ramsey Doesn't Understand Life Insurance (Part 2)
293 - Dave Ramsey Doesn't Understand Life Insurance (Part 1)
292 - How Much Insurance Should You Have? Auto, Home, Umbrella, Disability & Life
291 - Avoiding Investment Scams
290 - How much do you need to retire?
289 - UPDATE: Jim Cramer's 2023 Predictions
288 - What do Michael Burry and THE GUY who called the 1929 crash have in common?
287 - Young + 401(k) = IRS Wins
286 - Dave Ramsey's PPP Advice Worse than Fraud?
Does Your Bank Offer a Wealth Coordination Account?
How Annuities Work...Or Don't
401(k) vs. Roth 401(k) What's The Difference?
IRA vs. Roth What's The Difference?
Did Elon Musk Really Do This?
280 - Thinking Accurately About Money - Part 2
Thinking Accurately About Money
How to Lose Money in Real Estate
Vanguard Competes Against Itself and Loses
Active Management Underperforms...Again
Financial Literacy – habits of the rich vs. poor
The Dangers of Tax Deferral
3 Retirement Failures, 1 Hail Mary and 1 Success
Grandpa said "Invest in Gold" Re-Release
Paul to The Wall
Is ESG Investing a Losing Strategy?
Should They Invest More in Real Estate?
268 - The Average 401(k) Fell by 20%+ in 2022
267 - Will AI Replace Your Financial Advisor?
266 - Ochocinco's Financial Advice for You!
265 - Jim Cramer's picks for 2023
264 - Are You Rich?
263 - Secure Act 2.0 and your Retirement Plan
262 - Cathie Wood and the Arc of the Ark
261 - Happy Chrisma-Hanu-Kwanza-kah
260 - "Short-Term Agnostic, Long-Term Optimistic
259 - Talking Beyond Finance
258 - Reacting to Dave Ramsey Losing His Mind
257 - What do you Want to be Thankful for Next Thanksgiving?
256 - Seeing Through Media Falsehoods
255 - FOMO Can Ruin Your Finances
254 - Can Millennials Retire Early?
253 - Should You Sell Now?
252 - Mortgage Rates are Not What They Seem
251 - Real Estate Rent or Sell? Tips on Getting Started
250 - Investing In a Recession
249 - Self Insurance is a Scam
247 - Hidden Costs of IRA Rollovers
244 - Equations for Happiness
248 - Is Your Mutual Fund Manager Doing This?
246 - College Funding & a Swimming Pool Full of Spaghetti
245 - I Bonds, Inherited IRA Rules & surviving the lottery.
243 - Medicare – Unscrambling the Alphabet Soup
242 - Market Debacle or Market Maintenance?
240 -The Best Performing Tech Fund You Never Knew You Owned
239 - Income Investing in Retirement
238 - Crypto and Principles for Investing
237 - Why Spouses Should Plan Together
236 - "Big Changes" Small Differences
235 - The Debt We Owe To Our Future Selves
234 - Countering What Your Kids Are Learning In School
233 - Does the Headline Match the Data?
232 - Ugly Retirement Decisions in a Wild Market!
231 - Holding Strategy in the Midst of Crisis
230 - Re-assess, Re-balance and Re-trench
229 - Our Thoughts on Vanguard's Value Proposition
228 - Real People Getting Real Advice
227 - Could a Car Accident Cost You Everything
226 - Stop Trying to Catch a Falling Knife
225 - Treasure Hunting, Bond Investing, and Unexpected Taxes.
224 - BONUS EPISODE: A Look Behind the Curtain at Sound Financial Group
223 - Leaning in on Financial Faux Pas
222 - What Elon Wants to Teach Kids Can Help You!
221 - Asset Allocation in Early Retirement, Backdoor Roth Back On and Debunking High-Yield Funds
220 - Financial Independence at age 52, earning less than $100k
219 - Planning for YOUR Personal Aims, Not Anyone Else's
218 - When Your Parents Didn't Save Enough, Are Active Fund Managers Worth Their Cost?
217- Is the 4% Rule in Retirement Dead? Tips on 529 Plans
216 - Gratitude vs. Cultivating Contentment - Thanksgiving Special Episode
215 - Risky Zillow, Risky Crypto and Why do they hate ROTH?
214 - 401(k) Stolen, Family Tries to Kill Father
213 - Are you taking Social Security at the right time?
212 - Celebrity Attorney Shares Estate Planning Horror Stories
211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement
210 - Beyond Meat Stock Prices, Retirement Questions & Tax Traps
209 - We Think They Should Build a Vacation Home, The Wall Street Journal Doesn't
208 - Day Trading to High Tax Bills & Suze Orman's 5 Best Pieces of Financial Advice
207 - Houses, Truckloads Of Crypto, And James Brown's 100 Million Dollar Estate
206 - Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.
205 - How Target Date Funds Are Being Misused And What Millionaires Do Different
204 - Why Pausing Can Bring You Value
203 - Getting Vaccinated Against Lifestyle Addiction
202 - The White Coat Window
201 - Warren Buffets (Not So Secret) Secret Sauce
200 - Learning to Invest in Real Estate - With Robert Slattery (Blackwell Real Estate)
199 - A Cure For Retirement: The Wealth Coordination Account
198 - HSA The Triple Tax-Free Account
197 - Grandpa Said Invest In Gold
196 - Fun With The CPI… The Christmas Price Index
195 - Solutions To The Illusions Of Investing
194 - Illusions of Investing (Condensed)
193 - What Last Week Taught Us About Market Timing & Other Ways the Media Steers Us Wrong
192 - Your Financial Sacred Cows Could Be Milking You
191 - Where We Actually Have the Most Control, But Think We Have the Least
190 - COVID CARES Act Roth Conversation + What We Learned From Trump's Tax Returns
189 - Brock Blake CEO of Lendio - Saving The American Dream
188 - The Whole life Timeline (pt.2)
187 - The Market Crashed, Now What? (Time Machine Episode)
186 - The Whole Life Timeline (pt. 1)
185 - Three Big Accounting Mistakes That Can Take Your Business Down
184 - The Trick Question of 30YR v 15YR Mortgages
183 - What Is Your ROR On Home Equity?
182 - If You Want To Build Wealth, You Have To Talk About Money
181 - Should You Stop Investing in "The Market"? A conversation with Joe Riggio of Dimensional Fund Advisors
180 - What Investor Mindset Will You Choose?
179 - Where are Tactics Overtaking Strategy in Your Financial Plan?
178 - The Best Performing Tech Fund You Never Knew You Owned
177 - Speed Dating Sound Financial Group
*BONUS EPISODE* Coronavirus Opportunities
176 - Freshbooks CEO Mike McDerment on Leadership, Partners and Coronavirus
175 - IS THE CORONA VIRUS INFECTING YOUR BRAIN?
174 - The Hidden Costs of Investing: An Interview with Dr. Stefan Sharkansky
173 - Investing In You from the Influence Ecology Annual Member Conference
172 - Want to Heat Up Your Bedroom this Valentine's Day? Talk About Money!
171 - Are Your 2020 Plans Going to Create the Life You Want?
170 - Does the Presidential Election Cycle Hold the Secret to Beating the Market?
169 - Are You Grounding Your Assessments with Kari Granger
168 - Are You Taking Your CEO Brain Food with Michael Langhout
167 - What Can You Do Now That You Are Aware Of The Illusions?: Illusions of Investing, Part 5
166 - Do You Know Your Fees and Costs?: Illusions of Investing, Part 4
165 - How Do I Know When to Get Out?: Illusions of Investing, Part 3
164 - Does 20/20 Hindsight Help?: Illusions of Investing, Part 2
163 - Stock Picking & Survivorship Bias Illusions of Investing, Part 1
162 - Should You Protect Sufficiency First?
161 - Zip Codes and 401(k)s
160 - Equity Indexed Products
159 - Not Your Grandma's Budget with Doug Peterson
158 - Stop Should-ing All Over Yourself
157 - Basics of Investing Actual vs. Average Return
156 - Remembering Sean Stephenson
155 - Financial Wellness for Women...and Men...and Couples with Rhonda Noordyk
154 - Lloyd's of London, Where Income is King with Robert Clark
153 - Roth At Any Income
152 - Is the Sky Falling? The Market Reaches a New High, Part 2
151 - Is the Sky Falling? The Market Reaches Another New High, Part 1
150 - The Autobiography of Your Money
149 - Stop Wasting Your Kids' College Money
148 - Top 100 Mistakes, Part 4
147 - Influence, Persuasion and Reality with Scott Adams
146 - The Excitement Trap with Drew Knowles
145 - Top 100 Mistakes, Part 3
144 - Top 100 Mistakes, Part 2
143 - Top 100 Mistakes, Part 1
142 - The 4-Factor Model
141 - Market, What Market?
140 - Entrepreneur vs. Fiduciary
139 - Is Your Cash Going Stale?
138 - Meet a Millionaire Next Door with Jeff Miller
137 - The 5 Pillars of Tax Planning with Shahar Plinner
136 - Spending the Death Benefit of Your Life Insurance While You're Still Alive
135 - Life Insurance as an Asset Class with Dick Weber
134 - Whole Life Is a Bad Investment - Debunkisode
133 - Beyond Tax Deferred: The TEFRA TAMRA Corridor
132 - Your Business is Not YOUR Wealth
131 - Wealth Coordination Account: Big Wealth, Small Business
130 - Consuming Financial Media: A How to Guide
129 - Diagnosing the Broken Healthcare System with Dr. Paul Thomas
128 - Near Misses, Actual Tragedies, and Disciplined Strategies, Part 3
127 - The Financial Storm and What Not to Do About It
126 - What You Can Expect From Us in 2019
125 - The Shutdown and What We Can Learn From It
124 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 2
123 - Near Misses, Actual Tragedies, & Disciplined Strategies, Part 1
122 - Basics of Debt, Part 2: Dealing with Mortgages
121 - Inbetweenisode: The Sky is Falling
120 - Basics of Debt
119 - Invest Like a Nobel-Nerd
118 - What You Don't Know... Is Hurting You
117 - Stop Saving Money & Start Building Assets, Part 2
116 - Stop Saving Money & Start Building Assets, Part 1
115 - Protecting Your Window, Part 2
114 - Protecting Your Window, Part 1
113 - What is the White Coat Window?
112 - Orchestrating Short, Mid, & Long-Term Buckets
111 - The Worst Case Scenario
110 - Web Search vs. Research
109 - Be Your Own Fiduciary
108 - The Market Dropped!!!!!
107 - Don't Just Save - Build a Wealth Coordination Account
106 - Profit First, Part 2 with Michael Michalowicz
105 - Profit First, Part 1 with Michael Michalowicz
104 - The Siren's Song of More
103 - Entrepreneurs Save the World, Just Not Themselves
102 - Common Mistakes We Help Clients Avoid, Part 2
101- Common Mistakes We Help Clients Avoid, Part 1
100 Cory Shepherd - The Fallacy of Following Financial Entertainers
099 Cory Shepherd - The Basics of Disability Insurance Part 2: Maximizing Your Benefits
098 Cory Shepherd - The Basics of Disability Insurance Part 1: How Much Do You Really Need Disability Insurance?
097 Cory Shepherd - Why We Should Talk, Part 4 - I Hit the White Coat Window
096 Cory Shepherd - Why We Should Talk, Part 3 - I Just Went Through a Job Change
095 Cory Shepherd - Why We Should Talk, Part 2 - Should I Invest in Bitcoin?
094 Cory Shepherd - Why We Should Talk, Part 1 - Do You Know How Much Capital is Required?
091 Jake DeKinder - Academics of Investing with Special Guest from Dimensional Fund Advisors, Jake DeKinder
093 Summer Anderson - Executives Burning Out on Entry
092 Michael Fennessy - Confessions of a 401(k) Freak
090 Edmund Moy - Making A Lot of Money with the Last Director of the US Mint, Edmund Moy
089 Jean Thompson - Building an Indulging Career
088 Dr. John Medina - Will Your Brain Age Well
087 Cory Shepherd - Basics of Life Insurance Part 7 - Recap the Series
086 Cory Shepherd - Basics of Life Insurance Part 6 - Spending Your Death Benefit While You Are Alive
085 Cory Shepherd - Basics of Life Insurance Part 5 - Whole Life
084 Cory Shepherd - Basics of Life Insurance, Part 4 - What Kind of Company Should You Choose?
083 Cory Shepherd - Basics of Life Insurance, Part 3 - How Much Should You Own, What Should You Apply For?
082 Cory Shepherd - Basics of Life Insurance, Part 2 - Universal Life Explained
081 Cory Shepherd - Basics of Life Insurance, Part 1 - Types of Life Insurance
080 John Patterson - Transact or Die Part 2 with John Patterson of Influence Ecology
079 John Patterson - Transact or Die Part 1 with John Patterson of Influence Ecology
078 Chris Flugstad - Living Lean with Chris Flugstad
077 Bella Vasta - Building Your Life that Works For You
076 Dr. Paul Conti - Stop Should-ing on Your Money
075 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 2
074 Marek Omilian - Building and Assessing Value While Creating Autonomy Part 1
073 Kari Granger - Bombings, Leadership, and Cultural Capability
072 Cory Shepherd - Getting it Right Before it All Goes Wrong
071 Benson Porter - Culture, Values, and Leadership
070 David Nilssen - Making the Jump into Small Business Ownership
069 Sean Stephenson - What a 3 Foot Tall Man Can Teach You About Walking Tall
068 Aviv Shahar Part 2 - Questions from Aviv's New Book, Create New Futures
067 Aviv Shahar - Questions from Aviv's New Book, Create New Futures
066 - What the 401(k) Part 3 - Optimizing Your 401(k)
065 - What the 401(k)? Part 2 — Who Has An Interest In Your Participating
064 - Your 401(k) and What It Means to Your Employer
063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward
062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions
061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions
060 - Outrageously Priced by Design Part 2
059 - Outrageously Priced by Design Part 1
058 - What's New on Sound Financial Bites
057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence
056 - Why Fees, Why Now
055 - The Media May be Misguided on Market
054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence
053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros
052 - Why All Your Advisors Should be Virtual
051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 2
050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 1
049 - Sending Your Money to College
048 - Where Can Your Human Capital Make You Money
047 - Build Your Aims for 2017
046 Aviv Shahar - Conversation Is the Currency of Leadership
045 - The Market Will Crash Again
044 - Why a Wealth Coordination Account
043 Maggie Richter - Mortgage Myths for Entrepreneurs
042 - Three Numbers You Must Know to Build Your Finances
041 - What Does It Take To Sell A Business with Andrew Cross and Damon Pistulka
040 - Illusion of Investing Part 6 - Passive Structure Investing Theory
039 - Investing Illusions Part 5 – Letting Them Handle Your Money
038 - Illusions of Investing Part 4 - The cost of Investing
037 - Illusions of Investing Part 3 - Timing is Everything.... NOT!
036 - Investing Illusions Part 2 - When Track Records Don't Matter
035 - Investing Illusions Part 1 - What Your Mutual Fund Won't Tell You
034 - Stop Acting Rich Part 2
033 - Stop Acting Rich Part 1
032 - Watch What You Say, It Could Cost You Millions
031 - Entrepreneurs Are Endangering Themselves
030 Paul Menig - Why Paul Menig Doesn't Want to Buy Your Business!
029 Dennis Brislawn - Passing On Legacy Assets
028 - How to Cultivate Contentment Today Part 2
027 - How to Cultivate Contentment Today
026 - Why Cashflow Trumps Rate of Return
025 - The Fallacy of the 4%
024 - The Differences Between Loss Tolerance and Risk Tolerance
023 Common Problems Tech Executives Face When Trying to Secure Their Financial Future
022 How Thinking You're Smart About Finances Is Unwise
021 Protect Your Income with Disability Insurance
020 Build Wealth with Community Event
019 SealFit 20X: What Are you Really Capable Of?
018 How to Implement a Clear Strategic Vision for Business Owners
017 How to Stop Wealth Erosion from Generation to Generation Through Family Legacy Planning
016 Maxwell 21 Laws
015 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 2)
014 Your Body is the Most Important Asset in Designing and Building a Good Life (Part 1)
013 How to Recruit C-Suite Executive Superstars
012 Planning For Your Future and Beyond
011 Building an Intention Statement
010 Legacy Planning with Steve Waltar
009 Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organization
008 The Market Crashed, Now What?
007 Savings is the Key
006 Life Insurance Basics Part 2
005 Life Insurance Basics Part 1
004 What Is SROVT?
003 Why You Don't Want to Plan for Your Needs
002 - Balancing your Short, Mid and Long-Term Buckets
001 - Wealth Coordination Account
000 - Welcome to Sound Financial Bites