
Saving and Spending Smarter with the AND Asset
About this episode
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.
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