Send us a text

In this episode, Paulina and Mark discuss the foundational layer of their wealth pyramid method, which focuses on foundational assets. They explain that foundational assets are intended to be held forever and offer a targeted return of 5% to 13% per annum. They emphasise the importance of education and understanding the strategy before investing in foundational assets. They also discuss the misconception that a personal home is a foundational asset and highlight the need to use the equity in the home or sell it to make it a true foundational asset. They conclude by mentioning the importance of due diligence and asking key questions about the investment opportunity.

Chapters
00:00 - Introduction and Overview of Foundational Assets
06:00 - The Role of Personal Homes in Foundational Assets
12:58 - Timing and Considerations for Investing in Foundational Assets
16:34 - The Importance of Due Diligence in Investing in Foundational Assets

Support the show