Your Business Your Wealth Podcast
1) 353 - How to Future-Proof Your Wealth: Essential Estate Planning for Every Life Stage
In this episode, Paul sits down with estate planning attorney Derek Wayne Jensen to demystify what estate planning really involves and why it's far more than drafting a simple will. Derek explains how...Show More
2) 352- The AI Money Loop Explained: Are Investors Missing the Risk?
In this episode of More Than Commas, Cory breaks down one of the biggest questions in investing today: Is AI in a bubble? Using clarity, and a Three Stooges analogy, Cory explores how companies like O...Show More
3) 350 - Financial Advisors React: What This $5 Million Roth Story Gets Wrong About Retirement Planning
In this episode of More Than Commas, Paul is joined by the SFG team for a lively roundtable on a Wall Street Journal article about an 80-year-old couple debating a multi-million dollar Roth conversion...Show More
4) 349 - Financial Advisors React to ChatGPT's Retirement Plan!
In this episode of More Than Commas, the Sound Financial Group team dive into a headline-grabbing article: "I Asked ChatGPT to Plan My Retirement." The panel unpacks what happens when artificial intel...Show More
5) 348 - Why Financial Samurai Says He's No Longer Financially Independent
In this episode, Lance and Paul unpack the viral post from Financial Samurai founder Sam Dogen, who recently admitted he’s no longer financially independent after more than a decade in early retiremen...Show More
6) 347 - Why Start Financial Planning Early
In this episode, Elijah explores why beginning your financial planning journey early can transform not just your bank balance, but your entire life. He breaks down the compounding power of time, showi...Show More
7) 346 - The Truth About 529 Plans | Full Spreadsheet Demo
In this special “Behind the Numbers” edition, Cory takes you deeper into the 529 plan conversation with a full spreadsheet walkthrough. He breaks down every scenario from Part 1: Comparing 529 plans, ...Show More
8) 346 - The Truth About 529 Plans | Smarter Ways to Fund College and Your Child's Future
In this episode, Cory unpacks the truth behind 529 college savings plans, their benefits, drawbacks, and what families should consider before committing their money. While 529s promise tax-free growth...Show More
9) 345 - Is This the Most Powerful Speech About Money Ever?
In this episode of More Than Commas, Paul Adams challenges listeners to consider whether their wealth is a tool or a trophy. Drawing on Dr. Thomas Stanley’s The Millionaire Next Door and Stop Acting R...Show More
10) 344 - The Hidden Cost of Chasing More
In Episode 344 of More Than Commas, Paul uncovers the hidden cost of chasing “more.” From bigger homes and cars to the pursuit of higher income, we often find ourselves on a treadmill, running faster ...Show More