Perennial Pride

In this first episode of a four part series, Tom Suvansri and Brandon Jenkins explore the concept of purpose and fulfillment in life. They discuss the importance of understanding one's personal purpose, the pitfalls of following societal expectations (the golden path fallacy), and the significance of introspection and mindset shifts. Brandon shares insights on creating a blueprint for clarity in o...

In today's episode, Tom Suvansri and Deb Snyder discuss the challenges faced by small business owners and the importance of effective planning for future success. Deb shares insights from her experience at Cultivate Advisors, emphasizing the need for a mindset shift towards enterprise value and strategic planning. They explore the significance of setting SMART goals, the role of team buy-in, and t...

In this conversation, Tom Suvansri and Mark Hutchinson delve into the concept of Infinite Banking, exploring its principles, misconceptions, and practical applications for both personal and business finance. Mark shares his journey to discovering Infinite Banking, emphasizing the importance of financial education and stewardship. The discussion highlights how Infinite Banking can serve as a powerf...

In this episode, Tom discusses the importance of early financial and tax planning as summer comes to an end. He emphasizes the need for proactive strategies to mitigate taxes and highlights common misconceptions about tax planning. The conversation covers various opportunities for business owners, investment strategies, charitable giving, and family legacy planning. Tune in to get insights into ma...

Joining Tom today is Marlene Amata, a seasoned tax accountant, who shares about the evolution of tax planning and the importance of collaboration in financial services. Marlene shares her journey from disliking accounting to finding passion in helping clients navigate their financial lives. They discuss the concept of the Virtual Family Office (VFO) and how it can provide comprehensive support for...

In this episode of the Perennial Pride podcast, Tom talks about the growing trend of solopreneurs and the importance of planning for the unexpected in business. He emphasizes the need for solopreneurs to establish a solid foundation, including legal structures and financial safeguards, to protect their assets. Tom also highlights the significance of succession planning and mindset shifts necessary...

In this podcast episode, Tom Suvansri interviews Beau Turner, founder of Abundant Mines, about the world of Bitcoin mining and its potential as a passive income source. Beau shares his journey from traditional investing in real estate to the innovative realm of Bitcoin mining, emphasizing the importance of education and understanding in navigating this space. The conversation explores the benefits...

In this podcast episode, Tom Suvansri explores various perspectives on wealth building, emphasizing the importance of patience, fulfillment in work, and the impact of relationships and environment on personal success. He discusses the common rush towards financial independence and the need for deeper reflection on life choices, career satisfaction, and the significance of community in achieving lo...

In this episode, Tom Suvansri discusses the importance of building a strong financial foundation for wealth and freedom. He draws inspiration from nature, emphasizing the need for growth and stability in our financial lives. The conversation covers various aspects of financial education, awareness, saving, debt management, estate planning, and asset protection, all aimed at empowering listeners to...

Today, Tom dives into the concept of freedom and the various financial traps that can hinder wealth building. He emphasizes the importance of understanding debt, retirement accounts, the tax system, home ownership, inflation, reliance on government support, and hidden fees in finance. Tune in today to hear more about taking control of your financial lives and make informed decisions to achieve tru...

In this podcast episode, Tom explores the concept of wealth beyond just financial capital. He emphasizes the importance of various forms of capital, including time, health, relationships, and purpose, in achieving a fulfilling life. Through personal anecdotes and reflections, he encourages listeners to assess their own wealth in these areas and take intentional steps towards improvement.   Highlig...

Join Tom today as he discusses the importance of self-investment and personal growth during uncertain times. He emphasizes the need to look within ourselves to identify opportunities and strengths, encouraging listeners to dream big and overcome fears. Tom shares insights on turning problems into opportunities, taking action, and seeking feedback from trusted individuals. Tune in to hear more abou...

In this episode, Tom discusses the complexities of taxes and their impact on personal finance. He emphasizes the importance of understanding various types of taxes, including income tax, capital gains tax, estate tax, and the often-overlooked inflation tax. Tom introduces the concept of the 'ignorance tax,' highlighting the financial costs associated with a lack of knowledge about tax strategies....

Today's episode, Tom draws the parallels between the game of golf and financial management, emphasizing the importance of long-term thinking, holistic approaches, and emotional control in achieving financial success. He discusses the significance of generational wealth, the need for the right financial tools, and the value of collaboration with experts to navigate complex financial landscapes. Tun...

In this engaging conversation, Tom chats with Gil Roberts, an entrepreneur with a diverse background in finance and business. They talk about the journey from traditional finance to entrepreneurship, discussing the lessons learned from early failures and successes. Gil emphasizes the importance of understanding the financial system, the value of connecting with people, and the need to break free f...

Today, Tom is joined by Steve DeTray to discuss the critical aspects of business exit planning, emphasizing the importance of having a succession plan, understanding business valuation, and preparing both the business and the owner for a successful exit. They explore the mindset shift required for business owners, the role of a support team, and the emotional readiness needed for transitioning out...

In today's exciting episode, Tom chats with Kyle Shoulvin, an independent insurance broker, discussing the often-overlooked importance of insurance in financial planning. Kyle shares his journey from teaching to the insurance industry, emphasizing the value of independent agencies in providing personalized insurance solutions. They dive into essential personal insurance coverages, the significance...

In this episode, Tom talks about the inevitability of change in life and how to navigate it positively. He emphasizes the importance of self-reflection, understanding one's unique strengths, continuous education, taking action, surrounding oneself with supportive people, and financial preparedness. Additionally, he highlights the significance of risk management and cultivating gratitude during tim...

Today, Tom dives into the concept of wealth stacking, emphasizing the importance of making money work for you in multiple ways. He introduces the infinite banking concept as a strategy to leverage life insurance for wealth accumulation and explores various methods to utilize home equity and investment portfolios effectively. Tom also highlights the risks associated with leveraging debt and the imp...

In this podcast episode, Tom discusses the key principles for achieving financial success and the common pitfalls that lead to financial failure. He emphasizes the importance of tracking finances, having a solid financial plan, continuous learning, and making informed investment decisions. The conversation also highlights the dangers of short-term thinking and the strategic use of debt. By flippin...

In this episode, Tom chats with Keshav Kolur, the principal at Clive Capital, who shares his journey into real estate investing and the establishment of his company. Together, they discuss the importance of financial freedom, the benefits of private equity, and the innovative fund of funds model that simplifies investment for tech professionals. Keshav outlines the criteria used to assess investme...

In this podcast episode, Tom chats with Antony Joffe, chairman of Sterling Trustees, to discuss the importance of trust administration and the role of independent trustees. They explore the benefits of trusts for wealth protection and generational legacy, the advantages of South Dakota's trust laws, and the common misconceptions surrounding estate planning. Antony emphasizes the need for financial...

Today, Tom discusses the 'Buy, Borrow, and Die' strategy, a wealth-building approach that emphasizes the importance of acquiring assets, borrowing against them, and utilizing tax laws to pass wealth efficiently to the next generation. He highlights the benefits and risks associated with this strategy, including the significance of the stepped-up basis and the need for careful estate planning. Tom...

In this engaging conversation, Tom interviews David Frankel, founder of Perky LLC, who shares his entrepreneurial journey, the challenges he faced, and the innovative solutions he created. They discuss the importance of problem-solving, resilience, and persistence in entrepreneurship, as well as the role of sales experience in building relationships and understanding customer needs. Tune in to hea...

In this episode, Tom discusses the importance of proactive tax planning, especially as the year comes to a close. He emphasizes the need to plan ahead to avoid last-minute stress and suboptimal financial decisions. The conversation covers various aspects of tax planning, including deductions, credits, income conversion strategies, and navigating tax brackets. Tom encourages listeners to educate th...