Perpetual Wealth: How to BUILD a Family Bank

Kim and Tammi continue their conversation about the key points in her new book, Perpetual Wealth. Today, they talk about the steps to building a family bank. Kim describes how as an advisor, you can share these concepts and help your clients build a family bank. Enjoy!

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Show Notes
  • Key points of Perpetual Wealth – 0:59
  • Seven ways to fund your family bank – 1:20
  • One client’s biggest concerns – 2:12
  • Redirecting your savings – 2:37
  • Moving money from investments and savings – 5:56
  • Focusing on paying down debt? – 7:07
  • Good idea to pay down mortgages? – 8:44

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