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Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition).
Episode 84 of the Strategic Whole Life podcast, "Beyond the Rate of Return: A Strategic Approach to Wealth Building." John Perrings challenges the conventional obsession with returns in financial planning.
Drawing from his construction and finance experience in the data center industry, John uncovers why savvy institutional investors prioritize control and risk management over mere rate of return.
Go through the financial lifecycle of an average investor, revealing how focusing on expense management and efficient use of resources can lead to more sustainable wealth growth than chasing volatile returns.
EPISODE HIGHLIGHTS:
00:00 Introduction and Podcast Rebranding
00:18 Episode Overview: The Rate of Return Race
01:04 Financial Insights from the Data Center Business
02:10 Understanding Institutional Investors' Priorities
03:52 The Financial Journey of a Typical 35-Year-Old
05:56 The Impact of Taxes and Debt on Personal Finance
08:08 The Illusion of High Rate of Return
08:59 The Importance of Controlling Money Outflow
11:09 The Money Race: Tortoise (Banking) vs. Hare (Investing)
11:39 The Power of Capitalizing Before Investing
14:28 The Infinite Banking Concept: A Platform for Recycling Money
14:42 Conclusion: Moving Away from Rate of Return Focus
15:15 Look Below for Our Online Course
4.7
6262 ratings
Welcome to STRATEGIC WHOLE LIFE (formerly The Fifth Edition).
Episode 84 of the Strategic Whole Life podcast, "Beyond the Rate of Return: A Strategic Approach to Wealth Building." John Perrings challenges the conventional obsession with returns in financial planning.
Drawing from his construction and finance experience in the data center industry, John uncovers why savvy institutional investors prioritize control and risk management over mere rate of return.
Go through the financial lifecycle of an average investor, revealing how focusing on expense management and efficient use of resources can lead to more sustainable wealth growth than chasing volatile returns.
EPISODE HIGHLIGHTS:
00:00 Introduction and Podcast Rebranding
00:18 Episode Overview: The Rate of Return Race
01:04 Financial Insights from the Data Center Business
02:10 Understanding Institutional Investors' Priorities
03:52 The Financial Journey of a Typical 35-Year-Old
05:56 The Impact of Taxes and Debt on Personal Finance
08:08 The Illusion of High Rate of Return
08:59 The Importance of Controlling Money Outflow
11:09 The Money Race: Tortoise (Banking) vs. Hare (Investing)
11:39 The Power of Capitalizing Before Investing
14:28 The Infinite Banking Concept: A Platform for Recycling Money
14:42 Conclusion: Moving Away from Rate of Return Focus
15:15 Look Below for Our Online Course
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