Podcast Episode 1 - Introduction to SafeSimpleSound

Welcome to the First Episode of the Safe, Simple, Sound Podcast

Hello and welcome to the first episode of the Safe, Simple, Sound Podcast! Here’s the plan for today’s episode:

• I’ll begin with some housekeeping announcements and introduce myself.
• Then, I’ll share my inspiration for this episode, followed by my beliefs, values, mission, and vision.

Housekeeping

This podcast is available in both audio and video formats so you can choose what works best for you. You can find the video on YouTube, and the audio version will be available on Spotify and other podcast platforms.

Introduction

I am PK, Phani Kandula. I have 20 years of experience as a software engineer and am now a licensed insurance agent in multiple states. I’m also working towards my CHFC (Chartered Financial Consultant) and CFP (Certified Financial Planner) credentials, which I plan to complete by March 2025.

Shelby is my mascot—a trustworthy tortoise who embodies a slow and steady approach to life. Shelby and I can be found on our website: safesimplesound.com. You can also find my content on LinkedIn, and I’ll include a link to my profile in the description.

Inspiration

A quick word on why I’ve organized this first episode the way I have: In 1999, Savage Garden released the album Affirmation, and its title track is a series of statements starting with "I believe." When I first heard this song, it made me think about what I stand for. So, in this intro episode, I’ll share my beliefs—but don’t worry, I won’t sing!

My Beliefs

I have seven core beliefs, which form the acronym SECURED.

1. Seize Financial Control
   I believe in empowering you to take charge of your financial destiny. By building a financial foundation, you gain the freedom to make decisions that align with your values and goals, free from external influences.

2. Embrace Mastery of Cash Flow
   I believe you should manage your finances with a clear understanding. By embracing mastery of cash flow, you can make informed decisions that bring your financial goals within reach. In short, know where your money goes so it works harder for you.

3. Create a Financial Safety Net
   I believe in helping you build a financial safety net that shields you from unforeseen events, ensuring your long-term goals remain intact.

4. Understand Financial Choices
   I believe in the importance of understanding the costs and benefits of every financial decision. By fully grasping your options, you can maximize wealth and minimize unnecessary expenses.

5. Reap the Benefits of Compound Growth
   I believe in implementing strategies that allow you to reap the benefits of compound growth, enabling your wealth to grow exponentially over time. True wealth comes from uninterrupted compounding.

6. Embrace Financial Flexibility
   I believe in creating a flexible financial plan that adjusts to life's changes, helping you stay on track without unnecessary stress.

7. Develop Wealth and a Lasting Legacy
   Your journey is more than just a destination—it’s about the impact along the way. I believe you need to develop wealth and a legacy that will support your loved ones for generations.

My Values

1. Safe
   We place your financial safety at the forefront. Our strategies are designed to shield you from unnecessary risks.

2. Simple
   We believe financial planning should be clear, understandable, and accessible. We simplify complex concepts so you can make informed decisions.

3. Sound
   Our advice is rooted in proven financial principles that stand the test of time. We focus on sustainable growth and adaptability.

Mission and Vision

Mission:
We are dedicated to empowering individuals and families to achieve financial freedom and build lasting legacies through strategies that are safe, simple, and sound.

Vision:
We envision a world where individuals and families have the knowledge, tools, and confidence to take control of their financial futures. Inspired by Shelby’s steady journey, we aim to help everyone create lives of abundance and security, built on the principles of safe, simple, and sound financial planning.

Closing

Earlier, I mentioned the song Affirmation. One line that resonates with me is, “I believe the struggle for financial freedom isn’t fair.” This song influenced my journey to help others achieve financial freedom.

Now that you know about my beliefs, values, mission, and vision, does this resonate with you? If yes, I would love to connect with you. You can reach me at safesimplesound.com/contact and follow me on LinkedIn.

Thank you!