In today's episode, Tom welcomes back Alpesh Parmar, founder of Wealth Matters and author of "Resilience: Turning Your Setback into a Comeback." Alpesh shares updates on his latest project, a children's book titled "Growing the Money Tree," designed to teach kids aged 8-12 about money, finance, and investing. They discuss the importance of financial education for young minds, the challenges of simplifying complex topics, and how to instill long-term thinking in children. Tune in to learn valuabl...
Jun 06, 2024•29 min•Ep. 118
In today's episode, Tom is joined by estate attorney Alessandra Long where they discuss the importance of estate planning for financial security and peace of mind. Joins them as they explore the basics of wills, trusts, and essential roles like executor, trustee, and guardian. Tune in to learn more about estate planning and feel empowered to make informed decisions for your future. Highlights 01:15 - Importance of Estate Planning 03:40 - Tax Day Coincidence 05:40 - Early Realization about Estate...
May 30, 2024•35 min•Ep. 117
Joining Tom in an enlightening conversation with Becca Wilhite, an authorized infinite banking practitioner, as they explore the revolutionary concept of infinite banking. Becca shares her journey from skeptic to believer and delves into the intricacies of using whole life insurance policies to achieve financial freedom. Discover how infinite banking can empower you to take control of your finances, build assets, and unlock new possibilities. Tune in to learn how this unconventional approach to ...
May 23, 2024•38 min•Ep. 116
Today, Tom offers a comprehensive exploration of the pros and cons of the Infinite Banking Concept. From tax advantages and guaranteed growth to asset protection and legacy planning, Tom breaks down the complexities of utilizing whole life insurance policies for cash storage and management. Discover how the IBC philosophy can provide stable capital storage, tax advantages, and legacy planning opportunities, while also navigating the upfront costs, qualification process, and potential complexitie...
May 16, 2024•19 min•Ep. 115
Join Tom as he dives into the world of real estate investing with his special guest, Dr. Allen Lomax, CEO and investor relations manager at Stee Talker Capital. Dr. Lomax shares his journey from a challenging start to finding success in real estate investing. From house hacking to multifamily investments, learn valuable lessons and insights to enhance your own financial journey. Don't miss out on this opportunity to expand your knowledge and gain inspiration from experts in the field. Highlights...
May 09, 2024•31 min•Ep. 114
In today's episode, Tom and Ed Mathews discuss real estate investment and entrepreneurship. Ed shares his journey from corporate life to president of Clark Street Capital, specializing in helping professionals grow retirement nest eggs through real estate. They cover overcoming fear, building wealth, and transitioning to successful real estate investing. Ed highlights Clark Street Capital's approach to acquiring value-add properties and improving resident experience while maximizing profitabilit...
May 02, 2024•37 min•Ep. 113
Today's insightful episode comes from Tom and philanthropic coach Barron Damon. With over 20 years of experience in the nonprofit sector, Baron shares his expertise on charitable giving and maximizing the impact of your contributions. Learn how to uncover your philanthropic why, develop a strategic giving plan, and make a lasting difference in your community. Tune in for insightful conversations on building wealth beyond financial investments and leaving a legacy that transcends generations. Hig...
Apr 25, 2024•38 min•Ep. 112
In today's episode, Tom discusses the five fundamental rules of the Infinite Banking Concept, offering insights and perspectives on long-term thinking, capitalization, avoiding pitfalls, and redefining financial paradigms. Whether you're a seasoned investor or new to the concept, this podcast promises to enlighten and empower you on your journey to financial freedom. Tune in now and discover the path to building generational wealth with the Infinite Banking Concept. Highlights 02:40 How the infi...
Apr 18, 2024•19 min•Ep. 111
Joining Tom today is seasoned real estate veteran Gary Wilson with over 30 years of experience. They talk about Gary's journey from starting out at 23 years old to becoming a self-made millionaire and retiring from the corporate world at 40. He shares invaluable insights and practical wisdom on building a successful real estate portfolio, utilizing strategies like assuming mortgages, creative purchasing, and the stair-step approach to scaling investments. Whether you're a seasoned investor or ju...
Apr 11, 2024•40 min•Ep. 110
Welcome to today's podcast, where empowerment meets impact. Join Tom as he explores the transformative power of mindset and entrepreneurship with special guest, Bogdan Rosu, all the way from Romania. As they dive into Bogdan's journey from martial arts to coaching, they uncover the secrets to building wealth and success while staying grounded in purpose. Discover how embracing your true passion and vision can lead to a life of fulfillment and positive impact. From overcoming self-doubt to redefi...
Apr 04, 2024•51 min•Ep. 109
Recently returning from The Infinite Banking Concept Think Tank, Tom shares his insights and key takeaways from this annual conference. He reflects on the importance of thinking long-term, capitalizing wisely, and avoiding common pitfalls in financial management. Discover how the Infinite Banking Concept empowers individuals to take control of their wealth, create certainty in uncertain times, and build a legacy for future generations. If you're ready to harness the power of infinite banking, th...
Mar 28, 2024•19 min•Ep. 108
For today's podcast, Tom is joined by special guest John Papaloni. They dive into John's entrepreneurial journey, from being a DJ to founding multiple businesses, including an eight-figure print and marketing company. John shares his insights on self-awareness, financial preparation, and the importance of balancing passion and profitability in the world of entrepreneurship. Learn from his experiences and discover the keys to success on your own entrepreneurial path. Don't miss out on this valuab...
Mar 21, 2024•42 min•Ep. 107
Join Tom for an enlightening episode featuring Toby Mathis, an attorney, entrepreneur, author, and tax expert. Toby shares his journey from humble beginnings to becoming a founding partner of Anderson Law Group. They discuss the keys to financial freedom, including the importance of diverse income streams, leveraging assets, and comprehensive financial planning. Whether you're a seasoned investor or just starting your financial journey, Tom and Toby's insights will inspire you to take control of...
Mar 14, 2024•44 min•Ep. 106
Joining Tom is Jermane Cheathem, founder of Creators Learn. In this episode, they explore the power of gratitude and leveraging opportunities for success, Discover the importance of appreciation and how it fuels your entrepreneurial spirit. They also dive into the concept of leverage and how it can transform your business and life. Tune in for insights and inspiration on creating a life filled with gratitude and maximizing your potential. Highlights 02:17 The societal benefits of sports and the ...
Mar 07, 2024•38 min•Ep. 105
Joining Tom today is special guest Logan Freeman, Principal Co-Founder of FTW Investments. He shares his incredible journey from farm work to NFL dreams, and how he found success in real estate. Together, they emphasize the importance of perspective, hope, and leadership in achieving your goals. Whether you're an active or passive real estate investor, this episode offers valuable insights for your financial journey. Don't miss it! Highlights 02:10 Logan Freeman shares his early work experience ...
Feb 29, 2024•41 min•Ep. 104
In this episode, Tom explores life and financial lessons through classic board games like Life, Monopoly, and Cashflow Classic. Discover the valuable insights these games offer, from financial education to building assets and achieving financial freedom. Join Tom on this entertaining and educational journey down memory lane. Share this episode with others, and stay tuned for more empowering discussions on Perennial Pride. Highlights 01:19 The game of following the leader in personal financial sp...
Feb 22, 2024•20 min•Ep. 103
Today's episode welcomes special guests Jen and Stacy Conkey, the founders of the Remote Multifamily Investing Academy. With over 20 years of entrepreneurial and real estate experience, they share their journey from corporate America to property investment and multifamily real estate. Discover the advantages of multifamily investments, such as cash flow and equity growth, and their commitment to creating passive income for a better lifestyle and lasting memories. Join Tom for this insightful con...
Feb 15, 2024•40 min•Ep. 102
In today's episode, Tom dives into the unpredictability of life, from tragic accidents to unexpected health crises. He discusses the importance of preparation, inspired by the wise words of Seneca and Ben Franklin. Join Tom as he explores the three crucial steps to secure your future – protection, time management, and taking action. Tune in to discover how you can take control of your life, regardless of the uncertainties that lie ahead. Highlights 02:11 The uncertainty of life and why it is imp...
Feb 08, 2024•18 min•Ep. 101
Joining Tom on this monumental 100th episode is Mike Brevik, founder of Cyberdogz Marketing and part of the driving force to help launch the Perennial Pride podcast. They discuss the evolution of topics, and share their passion for learning and sharing valuable insights. Tom and Mike share their thoughts on the real-life experiences that shape a podcast's content. Join them as they explore the endless possibilities of personal growth, financial wisdom, and the pursuit of a meaningful life. Highl...
Feb 01, 2024•29 min•Ep. 100
In today's episode, Tom is joined by Parker Pursell, the President at EQRP, a financial services company dedicated to helping individuals build freedom in their wealth and lives. Parker shares his unique journey from working at Chick-fil-A to becoming a key player in the world of finance. Tune in to hear how Tom and Parker encourage individuals to take control of their financial future and learn about smart investment strategies. Highlights 01:36 The path of success for Parker Pursell 04:42 How ...
Jan 25, 2024•41 min•Ep. 99
Listen in as Tom delves into the core virtues of courage, temperance, justice, and wisdom and how they can transform your life and financial journey. He reflects on the importance of these virtues in personal growth, building wealth, and making a positive impact on others. Discover how embracing these virtues can lead to a more fulfilling and meaningful life. Tune in for insights and inspiration on living a life of purpose and prosperity. Highlights 01:18 Tom's personal journey and fascination w...
Jan 18, 2024•20 min•Ep. 98
Take a listen as Tom welcomes special guest Jesse Raynes, Managing Partner at Inception Financial. They dive into innovative wealth-building strategies that you won't find elsewhere. Jesse's career evolution from Hollywood actor to solar executive has paved the way for a unique approach to tax mitigation and generating yield. Explore how this turnkey opportunity lets you repurpose existing expenses into assets that not only save you money but also provide significant tax advantages and potential...
Jan 11, 2024•29 min•Ep. 97
In today's episode, Tom shares practical insights for reshaping your wealth journey. Discover the importance of generating cash flow and explore tips for investing in yourself, diversifying income sources, and optimizing tax strategies. Unlock a prosperous financial future with a fresh perspective on wealth-building. Highlights 01:23 The necessity of money for financial freedom and quality of life 04:09 Tom's personal views on the need for combining long-term investing with living in the present...
Jan 04, 2024•17 min•Ep. 96
Welcome to today's podcast! Tom welcomes franchise consultant Kim Daly to the show. They share their common ground in parenting and the pursuit of opportunities for change. Kim's journey from a nutritional biochemist to a franchise consultant unfolds, revealing the power of unexpected twists. The discussion dives into the essence of franchising – a proven business model that offers a faster track to success. She emphasizes the collaborative nature of the franchise community, debunking myths abou...
Dec 28, 2023•39 min•Ep. 95
Join Tom in this episode as he explores a unique approach to financing college education for his children. As his sons approach their high school years and college decisions loom on the horizon, Tom shares valuable insights into empowering kids to take ownership of their futures. This episode offers a fresh perspective for parents navigating the challenges of funding higher education, providing inspiration on how to prepare your children for college while nurturing their ability to make informed...
Dec 21, 2023•17 min•Ep. 94
In this episode, Tom chats with Stephanie Walter, a real estate entrepreneur with a family legacy of business. From a regular job to founding her own insurance agency in 2005, Stephanie's journey was guided by her father's wisdom. She ventured into real estate, now managing $300 million in assets through syndication. Discover the power of mentorship, collaboration, and seizing opportunities in this inspiring conversation by tuning in today! Highlights 01:00 Stephanie's entrepreneurial background...
Dec 14, 2023•38 min•Ep. 93
Join Tom in this thought-provoking podcast episode as he reflects on the uncertainties of life and the importance of preparing for unexpected events. Drawing insights from tragic incidents, philosophical wisdom, and personal experiences, Tom discusses the significance of comprehensive protection, the value of time, and the power of taking action. He emphasizes the necessity of planning for worst-case scenarios, prioritizing meaningful moments, and building passive income streams to secure a fulf...
Dec 07, 2023•16 min•Ep. 92
In this exciting episode, Tom is joined by Joey Mure, co-founder of Wealth Without Wall Street and host of the Wealth Without Wall Street podcast. Joey shares his journey from a corporate job with limited financial knowledge to discovering the path to financial freedom and passive income. They discuss how he stumbled upon the concept of infinite banking and realized the importance of taking control of his finances. He emphasizes the need to invest in yourself and explore alternative ways to gene...
Nov 30, 2023•45 min•Ep. 91
In today's special episode, Tom takes a moment to appreciate the simple joys of life amidst the hustle and bustle of the holiday season. As he reflects on time and the importance of family, friends, and gratitude, he reminds us all to pause and cherish the moments that truly matter. Tune in for a dose of inspiration, recharge your spirit, and embrace the upcoming year with renewed energy. From all of us at Perennial Pride, we wish you a wonderful Thanksgiving filled with warmth and reflection! H...
Nov 21, 2023•4 min•Ep. 90
In this final episode, Tom and Jeremy Kessler delve into the complexities of future taxation. They discuss the potential impact of changing tax rates, the Trump tax laws set to expire in 2025, and the looming challenges with estate taxes and government debt. With humor and expertise, they explore strategies for safeguarding your wealth and staying ahead of the evolving tax landscape. Whether you're a business owner or an individual looking to protect your financial future, this episode offers va...
Nov 16, 2023•20 min•Ep. 89