# Your Life Policy: Involving The Rest Of Your Financial Team

Page: https://stenobird.com/podcast/the-perpetual-wealth-strategy-podcast-6600715/your-life-policy-involving-the-rest-of-your-financial-team
Text version: https://stenobird.com/podcast/the-perpetual-wealth-strategy-podcast-6600715/your-life-policy-involving-the-rest-of-your-financial-team.md
Podcast: [The Perpetual Wealth Strategy Podcast](https://stenobird.com/podcast/the-perpetual-wealth-strategy-podcast-6600715)
Published: 2020-03-17T09:00:00+00:00
Episode link: https://paradigmlife.net/blog/episode/your-life-policy-involving-the-rest-of-your-financial-team
Audio file: https://traffic.libsyn.com/secure/paradigmclients/PWSP_10.mp3?dest-id=1330253
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JSON: https://stenobird.com/v1/public/podcasts/the-perpetual-wealth-strategy-podcast-6600715/episodes/your-life-policy-involving-the-rest-of-your-financial-team
Duration seconds: 1135

## Resource

Today, we're here to talk about a key conversation to prepare for as you start implementing the Perpetual Wealth Strategy: the conversation with your CPA and CFO. In this episode, we share insights and advice on how to have effective conversations with each person on your strategic wealth management team.

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## Transcript

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