In 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 protective shell through life, we all carry behavioral patterns that can either protect
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’
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've built during your peak earning years. At ages 45-54, 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’
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're managing security for an entire family. At ages 35-44,
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”
As 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" – assuming that what's familiar is safer than
Tax Edition Podcast
YouTube Spotify Resources IRS Publication 17 (2024) Show Notes Seizing Financial Control: A Guide to Protecting Yourself from Identity Theft Welcome to Safe Simple Sound - Tax Edition! This webpage expands on our podcast episode dedicated to protecting your financial well-being from the devastating effects of identity theft. We'
Tax Edition Podcast
YouTube Spotify Resources IRS Publication 17 (2024) Show Notes IRS Penalties: Avoiding Costly Mistakes and Seizing Financial Control At Safe Simple Sound, we believe in "Seizing Financial Control" and "Understanding Financial Choices." A critical part of both involves understanding the potential penalties you could face from
Tax Edition Podcast
YouTube Spotify Show Notes Understanding and Correcting Tax Return Mistakes At Safe Simple Sound, our motto is "Understand Your Financial Choices." This includes understanding what to do when you discover an error on your tax return. Nobody’s perfect, and mistakes happen. This guide, based on IRS Publication
YouTube Spotify Article Discussed Finding Your Financial Advisor: A Guide for Different Life StagesIn our last episode, we explored the seven steps of professional financial planning. Today, we’ll discuss how to find the right financial advisor for your specific life stage. Just as your personal and professional needs evolve
In our last episode, we explored the seven steps of professional financial planning. Today, we'll discuss how to find the right financial advisor for your specific life stage. Just as your personal and professional needs evolve over time, your financial advisory needs change as you progress through different