199 - A Cure For Retirement: The Wealth Coordination Account
02/02/21 • 16 min
Believe it or not, “retirement” doesn’t mean the game is over, even if it looks like you have enough points on the scoreboard. Paul and Cory break down why “retirement” isn’t good terminology, what a good definition of an asset is, and what the true cure is for “retirement”.
For full show notes visit: https://sfgwa.com/ep199
Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.
This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.
Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.
This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.
Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com
2020 Sound Financial Inc. yourbusinessyourwealth.com
Podcast Produced by Greater North Productions LLP
Believe it or not, “retirement” doesn’t mean the game is over, even if it looks like you have enough points on the scoreboard. Paul and Cory break down why “retirement” isn’t good terminology, what a good definition of an asset is, and what the true cure is for “retirement”.
For full show notes visit: https://sfgwa.com/ep199
Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.
This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.
Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.
This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.
Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com
2020 Sound Financial Inc. yourbusinessyourwealth.com
Podcast Produced by Greater North Productions LLP
Previous Episode
198 - HSA The Triple Tax-Free Account
If you knew you could have an account that you could deduct contributions, and grow tax-free, while also being able to access it before retirement age, would you be interested? Well, it’s true, it’s called an HSA account. Paul and Cory spoke live on Youtube and Facebook about how to utilize the benefits of an HSA account to turn your health expenses into a saving vehicle.
For full show notes visit: https://sfgwa.com/ep198
Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.
This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.
Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.
This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.
Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com
2020 Sound Financial Inc. yourbusinessyourwealth.com
Podcast Produced by Greater North Productions LLP
Next Episode
200 - Learning to Invest in Real Estate - With Robert Slattery (Blackwell Real Estate)
Start with a plan, treat it like a business, and plan for maintenance; 3 of Robert's notable lessons he has taught hundreds of real estate investors. Paul digs in deeper with Robert from Blackwell Real Estate to discuss what it takes to own real estate and rental property.
For full show notes visit: https://sfgway.com/ep200
Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory go live next.
Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.
This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.
Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.
This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.
Each week, the Your Business Your Wealth podcast helps you Design and Build a Good Life. No one has a Good Life by default, only by design. Visit us here for more details: yourbusinessyourwealth.com
2020 Sound Financial Inc. yourbusinessyourwealth.com
Podcast Produced by Greater North Productions LLP
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