Preview Mode Links will not work in preview mode
  1. All Episodes
  2. Feedback on Aspire Tour Atlanta and a fresh perspective on the Hierarchy of Wealth with Patrick Donohoe and John Stewart

Feedback on Aspire Tour Atlanta and a fresh perspective on the Hierarchy of Wealth with Patrick Donohoe and John Stewart

Dec 8, 2023

I provide initial takeaways after returning from Aspire Tour Atlanta and turn it over to Patrick Donohoe for a fresh perspective on the Hierarchy of Wealth in an interview with our colleague John Stewart, originally airing on the Perpetual Wealth Strategy podcast.

 

Highlights

  • Successful entrepreneurs and business owners like Kevin O'Leary, Jesse Itzler, and Sarah Blakely are mentioned for imparting their wisdom at a particular event.
  • Emphasis is put on consulting with a wealth strategist or financial team before making any important financial decision.
  • The impact of past experiences and their influence on future financial decisions is talked about.
  • The concept of single-dimensional and multi-dimensional approaches to wealth management is conversed.
  • The concept of the hierarchy of wealth is outlined for understanding risk and return associated with various investments.
  • The significance of keeping an emotion-free approach towards financial planning, especially in a technology-driven world, is highlighted.
  • The importance of responsible spending and debt management as components of a good financial strategy are stressed.
  • The universality of the principles of cash flow, protection, and wealth, and their applicability to individual goals are discussed.
  • The hosts express their dedication to personal finance and their eagerness to educate and inspire their audience to elevate their wealth.


Links and Resources from this Episode


Review, Subscribe and Share
If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.