The Perpetual Wealth Strategy Podcast

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.

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.

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.

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.

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.

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.

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.

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 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 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 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.