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Sound Financial Group - Bothell, Washington


SFB072 Getting it Right Before it All Goes Wrong with Cory Shepherd, author of Cape Not Required

| July 25, 2017
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Episode Summary

In this episode I sit down with Cory Shepherd, author of, Cape Not Required, and President of Sound Financial Group to talk about the importance of the different ways to protect yourself and your assets in the event of an unforeseen life changing event.

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What Was Covered

  • 02:35 - His new book, Cape Not Required
  • 04:20 - The important protection pieces we should all have
  • 06:49 - How to identify what to insure
  • 09:57 - Insuring for full replacement
  • 10:19 - When you need to insure a household income
  • 13:18 - How would you replace an asset in the event of an unforeseen life event?
  • 16:25 - Life insurance: you’re worth more alive to your family than dead
  • 20:32 - A likely scenario to consider


"If it’s not catastrophic, then it’s probably not cost-effective to insure."

"If a primary breadwinner dies, then all we’ve got is a replacement rate of 4%."

"We only need to insure it if it is catastrophic."

"It’s important that you document what you have so you can hand that to a claims adjuster."

"You’ve got to get it right before it all goes wrong."

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