The Perpetual Wealth Strategy Podcast

In the final episode of our four-part special series, Patrick Donohoe welcomes wealth strategist Chad Hanson to take a deep dive into Tier 4 of The Hierarchy of Wealth. You'll learn about the types of investments that make up this tier, and how you can structure your investment portfolio to achieve your financial goals and weather financial fluctuations.

In part three of our special four-part series, Patrick Donohoe welcomes wealth strategist Gary Pinkerton to provide his expert insights and personal experience with investments within Tier 3 of The Hierarchy of Wealth. Join in to learn more about the purpose and characteristics of Tier 3 investments, how they tie into a healthy investment portfolio, and what you can do to build or improve your Tier 3 investment profile.

In part two of our special four-part series, we welcome wealth strategist John Stewart to provide an in depth overview of Tier 2 of The Hierarchy of Wealth. You'll learn how Tier 2 assets can help you grow your wealth, diversify your investments, and play in a key role in achieving your personal financial goals.

In part one of this special four-part series, we introduce the Hierarchy of Wealth, a simple way to structure assets and build a balanced financial portfolio. In this episode, Patrick Donohoe and wealth strategist William Street do an overview of The Hierarchy of Wealth, as well as an in-depth discussion of the characteristics and benefits of Tier 1 assets.

In the first episode of our new season, we introduce the volatility buffer concept and provide guidance on how establishing the asset of the cash value in a whole life insurance policy can help you navigate volatile markets and prepare for a more secure financial future. Two of our Wealth Strategists take a deep dive into this concept, and explain how it can work for clients wishing to preserve or enhance their retirement income, while also protecting your existing assets from stock market erosion.

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.

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 clients, and you can master policy management.

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.

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 a long-time client share their personal stories, experiences, tips and best practices for getting each member of the family actively involved in family finances.

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 different ways of utilizing your life insurance policy for purchases or investments. Make sure you're making the most of what your policy can get you! Let Nick and Patrick show you how to use the policy to your advantage.

Today, Wealth Strategist Gary Pinkerton and one of our most experienced clients, David Shirkey, talk about the Perpetual Wealth Strategy's systematic approach to saving and spending smarter through the “AND Asset.” They discuss the ins and outs of these cash management strategies, and how this approach marries healthy financial habits with the freedom and flexibility to do more with your money.

Are you aware of your life insurance asset protection? Beyond the historical consistency, tax favorable growth, and liquidity, this is another benefit of the Wealth Maximization Account that most clients are surprised by. In this episode, host, Patrick Donohoe, discusses asset protection strategies and how they can benefit you during some of the most litigious times in history.

One of the most compelling benefits cash value life insurance provides is ongoing, immediate access to your money. Unlike other investments and accounts, you don't have to forfeit the use of your cash value to make this strategy work for you. Today, host, Patrick Donohoe, explores the benefits, structure, and most common uses of the loan provision. He also tackles the things you need to consider as you look at using your own policy to finance major purchases and investments.

Every April, Americans all over the country start sweating. You no longer have to join them. In this episode, Patrick Donohoe dives into the powerful life insurance tax benefits working for you as part of the Perpetual Wealth Strategy. From policy inception to death benefit, Patrick reviews the tax advantages other investments and accounts can't match.

What is a mutual insurance company, and why does it matter to you as a cash value life insurance investor? Even more so, what are these companies doing for your financial strategy that other investments and organizations simply can't offer? Join Patrick Donohoe as he discusses the value a mutual company's structure brings to your financial strategy.

We get asked all the time about the mindset and approach to the wealth building strategies we teach here at Paradigm Life. Today we're diving in deep to share the background, best practices, and benefits of maintaining your new money mindset as you face new financial opportunities and some of life's biggest changes.

Congratulations on adopting the Perpetual Wealth Strategy. In this inaugural episode, host and Paradigm Life CEO Patrick Donohoe dives into some of the incredible wealth building principles that are now working for you. Join us as we review the Hierarchy of Wealth, as well as what you can expect as a Paradigm Life client in the coming months and years.