Information about the Safe Simple Sound Podcast and all the episodes of the podcasts
Podcast
YouTube Spotify Resources Financial Mastery for Professionals: Is SafeSimpleSound Your Path?As a professional, entrepreneur, or executive, you understand that mastering your field requires dedication, continuous learning, and strategic thinking. The same principles apply to mastering your finances. Today, let’s explore how our Safe, Simple, and Sound approach aligns
Podcast
YouTube Spotify Resources Financial Independence Seekers: Is SafeSimpleSound Right for You?Are you between 30 and 60 years old and ready to take control of your financial destiny? Whether you’re an ambitious young professional or a thoughtful pre-retiree, your journey to financial independence requires a balanced approach that prioritizes
Podcast
YouTube Spotify Resources Financial Independence Seekers: Is SafeSimpleSound Right for You?Are you between 30 and 60 years old and ready to take control of your financial destiny? Whether you’re an ambitious young professional or a thoughtful pre-retiree, your journey to financial independence requires a balanced approach that prioritizes
Podcast
YouTube Spotify Resources SECURED in Action: Is This Approach Right for You?In our recent discussions about DIY financial planning and choosing the right financial professional, many of you have asked how to know if our SECURED approach aligns with your financial journey. Today, let’s explore how these principles
Podcast
YouTube Spotify Resources SECURED in Action: Is This Approach Right for You?In our recent discussions about DIY financial planning and choosing the right financial professional, many of you have asked how to know if our SECURED approach aligns with your financial journey. Today, let’s explore how these principles
Podcast
YouTube Spotify Resources Understanding Financial Professional Roles: A ChFC’s PerspectiveAs both a licensed life insurance professional and a Chartered Financial Consultant (ChFC®), I often get questions about the different types of financial professionals clients might encounter. Today, I’d like to share my unique perspective on this topic, drawing
Podcast
YouTube Spotify Resources Beyond the 529: Why College Planning Needs a Comprehensive ApproachWhen families think about college planning, they often focus on isolated solutions: setting up a 529 plan, arranging test prep, or seeking scholarship opportunities. While these are important pieces of the puzzle, they’re just that—pieces. As
Podcast
YouTube Spotify Resources The Evolution of Financial Confidence: Understanding Behavioral Biases Across Life StagesIn our recent Safe Simple Sound podcast series (Episodes 46-48), we explored a fascinating aspect of financial behavior: how our natural decision-making patterns evolve throughout different life stages. Just as our mascot Shelby the Tortoise carries her
Podcast
YouTube Spotify Resources Protecting Growing Wealth: Security Strategies for Peak Earning Years (Ages 45-54)In our journey through life-stage security, we’ve explored how young professionals can lead security innovation and how families can protect their growing prosperity. Now, let’s address a crucial stage: protecting the significant wealth you’
Podcast
YouTube Spotify Resources Family Financial Security: Protecting Your Growing Prosperity (Ages 35-44)If you caught our last episode about financial security for young professionals, you know that digital natives have the power to transform security practices. Now, let’s talk about the unique challenges – and opportunities – that arise when you’
Podcast
YouTube Spotify Resources Securing Your Financial Foundation: How Young Professionals Can Lead the WayAs a former software engineer, I’ve noticed something fascinating about financial security among young professionals: while they’re incredibly comfortable with technology, that very comfort can sometimes lead to what behavioral economists call the “familiarity bias”
Podcast
YouTube Spotify The Lock-In Advantage: Why Securing Financial Pars Beats Chasing Birdies 💡 In golf, a consistent par score often beats risky plays for birdies. The same principle applies to your financial future – and whole life insurance might just be your ticket to "locking in" those financial pars. The