Mar 31, 2020
There are many ways that the Perpetual Wealth Strategy can help you on your individual journey of financial freedom. In today's episode, we welcome several successful Paradigm Life clients who share their real-life stories using this wealth strategy to achieve their unique financial goals.
Mar 24, 2020
Strategic wealth management is more than putting the right tools in place. It’s about the ongoing employment and optimization of your assets, which should include managing your life insurance policies. Two of our Wealth Strategists dive into best practices, tips, advice, and real-life stories for how they, their...
Mar 17, 2020
Today, we’re here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.
Mar 10, 2020
We often get asked the question, “How can I get my children involved in family finance practices?” Today, we’re talking about how family adoption of the Perpetual Wealth Strategy can lead to both better immediate financial habits and the creation of multi-generational wealth. One of our Wealth Strategists and...
Mar 3, 2020
There are plenty of things you can do with a life insurance policy in place. Chief of these is to be taking out loans against your policy in order to be able to make large purchases or investments that you might otherwise note be able to afford. Nick Welch of Paradigm Life joins Patrick Donahoe to dive into the...