Topics Covered: "CNN Article giving some detail to the spending set forth in the Bill" by CNN "Ways and Means releases list of tax provisions for budget bill" By Journal of Accountancy "House Democrats propose new retirement plan rules for the rich, including contribution limits and a repeal of Roth conversions" By CNBC "Hidden In The Reconciliation Bill: A Retirement Plan Mandate That Will Take Most People By Surprise" By Forbes "Update - Tax Proposals of the House Ways and Means Committee: Reconciliation Bill to Target Trusts, Estates, and the Wealthy" By The National Law Review For full show notes visit: https://sfgway.com/ep211 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 2021 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

Your Business Your Wealth

211 - The 2021 Reconciliation Spending Bill & Its Impact on Your Retirement

Topics Covered: - Should I Retire? 9 Exercises to Help You Decide if You Should Call It Quits - The Stock Market Fails a Breathalyzer - Beware of the Tax Traps in Retirement For full show notes visit: https://sfgway.com/ep210 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 2021 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

210 - Beyond Meat Stock Prices, Retirement Questions & Tax Traps

Topics Covered: The Wall Street Journal - "Can This Couple Afford to Build Two Vacation Homes? A Financial Adviser Weighs In." For full show notes visit: https://sfgway.com/ep209 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 2021 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

209 - We Think They Should Build a Vacation Home, The Wall Street Journal Doesn't

Topics Covered: Article 1 - How a Robinhood newb got an $800k tax bill on $45k profit. Article 2 - Fidelity's Hiring Spree Is a Cautionary Signal Article 3 - Suze Orman's 5 Best Pieces of Financial Advice For full show notes visit: https://sfgway.com/ep208 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 2021 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

208 - Day Trading to High Tax Bills & Suze Orman's 5 Best Pieces of Financial Advice

Black swan housing market events, truckloads of revenue in the crypto market and James Brown’s 100 million dollar estate are taking up provocative headlines in recent days. Instead of just reading headlines, look beyond the headlines with Paul and Cory in this week's episode and discover what to make of the real stories, how to engage in smart crypto trading, and what matters most that you leave behind for the heirs of your estate. For full show notes visit: https://sfgway.com/ep207 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 2021 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

207 - Houses, Truckloads Of Crypto, And James Brown's 100 Million Dollar Estate

Would you play chicken with your financial health in the last 6 months of your life? How many decades of luxury is worth your last 6 months of life in poverty? In this episode Paul and Cory breakdown some more articles discussing retirement and other investment vehicles. For full show notes visit: https://sfgway.com/ep206 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 2021 Sound Financial Inc. yourbusinessyourwealth.com Podcast Produced by Greater North Productions LLC

206 - Shocking retirement stats, how long you will live and TIPs funds may not be as good as they look.

(---) For full show notes visit: https://sfgway.com/ep205 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

205 - How Target Date Funds Are Being Misused And What Millionaires Do Different

Business usually doesn’t move forward if you're not moving. However, sometimes pausing is the only way forward when you need to evaluate what direction you are going. Learn how to get value out of pausing to evaluate your goals and your aims from Paul and Cory in this episode.  For full show notes visit: https://sfgway.com/ep204 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

204 - Why Pausing Can Bring You Value

If you could put a number on what you would need monthly to live a good enough life, would you have it ready? The financial ejection seat is less about having a large emergency fund and more about understanding your sufficiency. Dig deeper into the types of spending there are and hone in on your sufficiency number. This is the true vaccine for lifestyle addiction. For full show notes visit: https://sfgway.com/ep203 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

203 - Getting Vaccinated Against Lifestyle Addiction

Doctors know what is coming when they are done with school or residency: a high paying job. This moment in time has been dubbed the “White Coat Window”. However, as an entrepreneur and/or business owner, you may find yourself in this window of increased income without a plan. Listen to Paul and Cory as they discuss how to best take advantage of your new income. For full show notes visit: https://sfgway.com/ep202 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

202 - The White Coat Window

Warren Buffet is known as a poster child for investment strategies personally and corporately. However his method for success isn’t found in new marketable strategies or short squeezes. His secret sauce is, in fact, not so secret. Listen to Paul and Cory break down his fundamentals in this live episode recorded on March 9th. For full show notes visit: https://sfgway.com/ep201 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

201 - Warren Buffets (Not So Secret) Secret Sauce

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

200 - Learning to Invest in Real Estate - With Robert Slattery (Blackwell Real Estate)

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

199 - A Cure For Retirement: The Wealth Coordination 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

198 - HSA The Triple Tax-Free Account

Grandpa always said, “gold is the best place to put your money”. However, if you have invested in gold, did you know what it would cost you to sell it when you purchased it? Over time, has gold truly out beat inflation? Is crypto-currency the new gold of the 40’s? as the price of gold escalates, Paul and Cory tackle tons of gold-related questions and talking points in how it should pertain to your investment strategy. For full show notes visit: https://sfgwa.com/ep197 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

197 - Grandpa Said Invest In Gold

Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help 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 mindshare, 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.  Most of the financial podcasts out there can be valuable, though you will notice that many of them are from someone who is unlicensed.  This podcast is unique in that it is led and hosted by licensed financial advisors who have been in the industry for nearly 2 decades, hence the disclosure below and in the description attached to each our episode. 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.

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Your Business Your Wealth

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