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Saving and Spending Smarter with the AND Asset

Saving and Spending Smarter with the AND Asset

The Perpetual Wealth Strategy Podcast · Patrick Donohoe

February 25, 202031m 7s

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Show Notes

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.