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SFB050 Todd Matthews Turns the Tables on Paul Adams - Part 1

| January 10, 2017
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Episode Summary

Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul’s first foray into investing, lessons learned from his father and how he’s been able to apply those lessons in building Sound Financial Group.

What Was Covered

  • 03:45 - Stories from Paul’s teenage investing years
  • 04:50 - Paul’s first books read on finances
  • 06:45 - Where does Paul’s thoughts on money originate?
  • 08:00 - Stories learned from Paul’s father
  • 10:00 - Paul’s opportunity to intern at a financial firm
  • 13:00 - Thoughts on Paul’s education and it’s impact on his learning
  • 16:00 - What does Design and Build mean?
  • 20:00 - Misconceptions from the corporate world on investing
  • 24:00 - You can’t outperform with only rate of return
  • 25:00 - Money is more than math, bowling balls vs. pumpkins
  • 31:30 - We can choose to be content, when we have much or we have little
  • 33:35 - Look into the amount of money that researches how our brains work

Tweetables

"If you don’t have a destination, you will be dissatisfied where you end up."

"People are living a good life by default, not by design."

"Cash flow trumps rate of return."

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