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Retirement Planning
Retirement Savings
Mortgage Payments
Financial Planning
Financial Security
401K
Savings Rate
Love and Relationships
Home Equity
Traditional IRA
Roth IRA
Roth 401k
Traditional 401k
Investment Rate
Retirement Strategy
401(k)
Backdoor Roth IRA
Withdrawal Flexibility
Employer Matching Contributions
Estate Planning

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 ... more

PublishesWeeklyEpisodes345Founded9 years ago
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Artwork for More Than Commas

Latest Episodes

In this episode of More Than Commas, Cory explores one of the most overlooked roles of a financial advisor: protecting clients from their own instincts. It’s not just about picking investments or predicting the market, it’s about acting as a guardrai... more

YouTube

In this episode, Paul is joined by SFG's new advisor Lance Chisum for a candid review of a Dave Ramsey video on housing and post-divorce financial decisions. Together, they unpack the caller’s circumstances, substantial home equity, low-rate mortgage... more

Bonita Bell-Anderson (Ask Good Questions Podcast) and Paul Adams (More Than Commas) unpack why Americans under-save, how culture rewards consumption, and why retirement is a narrative, more than math.

Paul shares reset moves: save ~20% of gross inc... more

YouTube

In this episode, Paul discusses how to arrange your investments to protect your real estate portfolio. Too many investors fall into survivorship bias, seeing only the winners in real estate while ignoring those who took on too much debt and lost big.... more

YouTube

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Recent Guests

Aaron Goddard
CEO of Allstate Health Benefits
Allstate Health Benefits
Episode: 339 - Living the Dream in Hawaii
Jeremy Ames
Co-founder of Guidant Financial
Guidant Financial
Episode: 308 - Starting a Business with your 401k
Todd Schwartz
Mortgage specialist and friend of Cory Shepherd
Episode: 307 - Assuming a 3% mortgage

Hosts

Paul Adams
Host and CEO of Sound Financial Group, Paul Adams brings nearly two decades of industry experience to discuss financial education, wealth building, and the importance of designing a fulfilling life. He emphasizes the role of strategic financial planning in achieving personal goals.
Cory Shepherd
President of Sound Financial Group, Cory Shepherd co-hosts insightful discussions on financial literacy and strategic planning. With a focus on wealth management, he guides listeners in understanding the emotional aspects of financial decisions.

Reviews

5.0 out of 5 stars from 56 ratings
  • Bringing it down to Earth

    I just listened to your latest podcast that dealt with the FIRE movement mentality. I wanted to say thanks for breaking it down. This is something I am trying to figure out, and it’s not easy. Balancing how much to work vs how much I consume is a constant struggle. Thanks for all of your help and coaching.

    Apple Podcasts
    5
    Jhngvjhvalub
    United States2 years ago
  • Episode 257

    Just listened to this episode. Thankful for the great words.

    Apple Podcasts
    5
    trussvilledgc
    United States3 years ago
  • Awesome Podcast!!!

    Paul & Cory, host of the Your Business Your Wealth Podcast, highlights all investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listen!

    Apple Podcasts
    5
    roweereyes
    Philippines4 years ago
  • Pratical, Usable, Techniques

    Simple easy to understand concepts that anyone can use when trying to implement their own financial independence or strategy. It can be easy to get lost in all this conventional wised or ideas around money that may not apply to your current situation, Paul and Cory help break down all the joggers to make it easy for normal people to understand and use. Thanks for sharing!

    Apple Podcasts
    5
    boonieboonie155
    United States4 years ago
  • Valuable Concepts that anyone can utilize!

    This was one of the better Financial shows and books that actually give you real life case studies when explaining more advanced Financial strategies. A must listen to and read if you want to get a better understanding of your Financial health and future financial independence. It also helps they have a fun and enthusiastic personality! Thanks for doing this podcast!

    Apple Podcasts
    5
    jingmai puerh tea
    United States4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the engaging discussions and actionable advice on financial independence and wealth building.
The hosts' knowledge and relatable style have made financial education accessible for many, leading to loyal listenership.
The philosophy of designing a good life resonates well with the audience, inspiring them to think critically about their financial choices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

308 - Starting a Business with your 401k
Q: What can go wrong?
Jeremy emphasizes the importance of choosing the right business and ensuring compliance with IRS guidelines to avoid potential pitfalls.
308 - Starting a Business with your 401k
Q: Can you give some folks an idea of what kind of businesses can be started and maybe an example of a few of those before we get into the mechanics?
Jeremy shares anecdotes of clients, including a pharmacist who started a bed and breakfast and a corporate professional who bought an auto repair business, illustrating the diverse opportunities available through ROBS.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About More Than Commas

What is More Than Commas about and what kind of topics does it cover?

This show focuses on equipping listeners with the knowledge and tools to take charge of their financial futures. The hosts emphasize the importance of designing a fulfilling life, rather than leaving it to chance. Episodes typically cover a broad range of financial topics, including retirement planning, investment strategies, behavioral finance, and the emotional aspects of money management. The unique aspect of the show is its foundation in licensed financial advising, providing credible insights over typical podcast content that may lack professional backing. Listeners can expect to explore complex financial strategies broken down into digestible advice, including discussions on wealth building, property investment, and behavioral economi... more

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Which podcasts are similar to More Than Commas?

These podcasts share a similar audience with More Than Commas:

1. The Great Retirement Debate with Ed Slott & Jeffrey Levine
2. The Stacking Benjamins Show
3. Huberman Lab
4. The Ramsey Show
5. Freakonomics Radio

How many episodes of More Than Commas are there?

More Than Commas launched 9 years ago and published 345 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact More Than Commas?

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What guests have appeared on More Than Commas?

Recent guests on More Than Commas include:

1. Aaron Goddard
2. Jeremy Ames
3. Todd Schwartz

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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