New Podcast! Patrick Donohoe talks about WEALTH and the the correct means that lead to it.
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A Wealth Maximization Account is the backbone of the Perpetual Wealth Strategy™
Every June, the financial content machine produces the same list. Fund a 529. Update the will. Open a UTMA for the kids. Review the beneficiary
There is a version of this conversation that happens in financial planning offices every day. A late-career professional, often a woman in her early 50s,
If you have been in a financial planning conversation in the past 12 months, there is a reasonable chance someone showed you a compelling case
The previous two articles in this series established two things. First: the accumulation system and the generational transfer system are architecturally different. The 70/90 statistic:
