In this episode of It’s Personal… Not Just Business with Michael Fliegelman, we welcome guest Cory Shepherd, ChFC®, CFP®, President of Sound Financial Group.
Tune in to this episode where we meet Cory Shepherd, a passionate and interesting friend, author, financial advisor, and yes, movie producer. He is also an expert facilitator in helping people make decisions that will allow them to live their best lives now:
•Hear Cory describe his “lifestyle business” where he helps others see there is more than one way to achieve the kind of life they want to live.
•Listen as Cory discusses why money decisions are meaningless if they aren’t made in the context of other parts of your life.
•Explore Cory’s newest business venture, handling investments for movies, and giving a voice to voices that haven’t been heard.
•Learn why Cory says the idea of retirement has changed and should be more about DFI—Definite Financial Independence, building and living a good life now, not waiting for the future.
About Cory Shepherd:
Early in life, Cory was drawn towards dueling passions in business and education. In his financial practice, he found a way to end the duel and marry the two together. The primary focus of his planning practice is educating and empowering physicians and entrepreneurs.
Cory is the author of Cape Not Required, a strategic guide to finding greater power in your life. Cory is also the co-host of Your Business, Your Wealth, a podcast focused on bringing valuable philosophy and financial strategy to entrepreneurs and all others interested in building financial independence.
After 14 years in Seattle, Cory moved to Chicago with his wife Danielle, where she is completing a pediatric residency at Lurie Children’s Hospital. Cory is an avid tennis player, runner, and coffee-roasting hobbyist. When Danielle has the occasional day off, they enjoy taking their dog Kubo on adventures in the great outdoors.
Learn more about Cory Shepherd:
Visit Cory’s Business Website: https://sfgway.com/team
Connect with Cory on LinkedIn: https://www.linkedin.com/in/coryshepherd
Visit Cory on Facebook: https://www.facebook.com/cory.shepherd.5
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About It’s Personal… Not Just Business
It’s Personal… Not Just Business is a podcast hosted by Michael Fliegelman, where he interviews role models and shares lessons for other financial advisors & brokers.
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Michael Fliegelman, CLU, ChFC, AEP, CLTC, RFC
Founder / President, Strategic Wealth Advisors Network
(631) 262-9254
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