Make Your Money Work For You!
Learn the Strategies to Manage Your Cash Flow Instead of it Managing You
Earn more, save more, and get your money working for you
...while building your dream life
YOU DON'T HAVE YOUR DREAM LIFE ... YET ... THERE IS HOPE!
You Can Create Financial Freedom
and Protect Your Financial Lifestyle
Learn the system to building wealth and use it to:
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Manage Your Cash Flow Instead of it Managing You
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Minimize Your Fixed Monthly Expenses Giving You More $
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Avoid Consumer Debt
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Pay Yourself First
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Spend with Purpose – Every Dollar has a Job & is Working for You
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Psychologically Frame Risk to Promote Your Financial Freedom
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LIVE the Life of Your Dreams!
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Learn how to benefit from economic cycles
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Create investments that maximize your gifts
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Create strategies that contain risk
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Create outstanding portfolios
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Minimize the impact of taxes to promote financial freedom while preserving your best life!
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Protect your Estate from outside influences to preserve your financial freedom!
Yes, It Really Is Possible!
In the Building the Dream Workshop + The Billionaire Formula Workshop, you’ll learn how to finally take control of your financial future and protect your hard-earned assets!
ENROLL IN YOUR FINANCIAL FUTURE NOWINTRODUCING
Building the Dream Workshop
You Are Ready To Take Control of Your Financial Future?
This 6-module workshop will teach you everything you need to know to gain financial freedom for good and build generational wealth you can be proud of. You’ll learn how to:
- Manage your cash flow so your money works for you instead of against you.
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Start living the life of your dreams.
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Obtain control of your wealth and money mindset.
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Have a positive purpose for every dollar.
The right financial moves make all the difference. We’ll cover it all in the Building the Dream Workshop.
What's Included In The Workshop...
MODULE 1
Mindset & Money
In this module, you’ll learn:
- How to complete a wealth assessment
- The power of mindset in money
- Money myths and limited beliefs
- Your money beliefs
- The 5-steps to wealth mindset
MODULE 2
Introduction to Infinite Wealth
In this module, you’ll learn:
- How to play and win the Infinite Wealth game
- Nine steps to Infinite Wealth
- An overview of the Five Pillars
MODULE 3
Dream Life Cash Flow Method
In this module, you’ll learn:
- Learn The Dream Life Cash Flow Method
- Using YNAB and the Envelope System to manage Cash Flow
- Learn Debt Reduction Strategies
- Learn Opportunity Cost Principles
- Discover The Vault
MODULE 4
Quadruple Barrel Method
In this module, you’ll learn:
- Learn the Purpose of the Security Barrel
- Learn the investments that should be held in the Security Barrel
- Learn the Purpose of the Aggressive Barrel
- Learn the investments that should be held in the Aggressive Barrel
- Lean the Purpose of the Dream Barrel
- Learn what types of goals should be held in the Dream Barrel
- Learn the Purpose of the Infinite Wealth Barrel
- Examples of how you can manage your savings and cash flow through the Quadruple Barrel Method
MODULE 5
Seven Levels of Investors
In this module, you’ll learn:
- The seven different levels of investors
- Which level of investor you are
- How Cash Flow happens within the savings barrel for the 7 Levels of Investing
MODULE 6
Asset Allocation Models
In this module, you’ll learn:
- How much you need to retire at any age
- The best way to manage retirement funds
- The best investments to make based on your age
"Phenomenal mind changing paradigm... A real game changer!"
- Nick
"I've learned more in this class than I have learned in the previous 30 years about finance, money management, and asset protection!"
- Kirill
"Each time I watch, I get a new insight. This is an amazing workshop and I strongly recommend it if you want a playbook to create a financial plan"
- Bhasi
PLUS
The Billionaire Formula
You Are Ready To Protect Your Family's Financial Future?
It’s often thought that governments design high tax rates to take away from the rich. However, high tax rates actually prevent the middle-class from being rich. The reasoning is that the average middle-class person can never invest well enough to overcome the tax rate, dooming them to lower class status. This tax issue will be front and center for you. You can’t ignore it. You can’t hide from it.
The taxman is coming for you…
Our workshop will have two different experts who will show you ways to save on taxes. In addition, our international tax attorney will teach about structures that transcend borders.
We will also show you how to “own nothing and control everything.” This protection will apply not just to civil suits but also to government interference. We are heading into a different era where the Pillar of Asset Protection will likely be the most crucial aspect of your financial plan.
What's Included In The Workshop...
MODULE 1
Billionaire Money Map & Money Flow Principles
In this module, you’ll learn:
- The Billionaire Money Map
- Money Flow Principles
- How the economy works
- How economic cycles are exacerbated in a fiat currency system
MODULE 2
Understanding Investment vs Trading Mindset
In this module, you’ll learn:
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Investing (cash flow) vs. Trading (Appreciation)
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Real Assets vs Paper Assets
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Preserve Capital vs. Grow Capital
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Security vs. Aggressive
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The difference between trading and investing mindset and its implications on managing our investments
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Understand the concept of value and how we can use it in our investing decisions
MODULE 3
Investment & Barrels
In this module, you’ll learn:
- Understand the difference different allocations we have within the Security, Aggressive, Dream, and Infinite Wealth Barrels
- Understand the types of investments we want to have within our Security, Aggressive, Dream, and Infinite Wealth Barrels
- Understand the characteristics of the type of investments for them to be considered in our Security, Aggressive, Dream, and Infinite Wealth Barrels
- Transferring Investments Between Barrels
MODULE 4
Investment Strategies
In this module, you’ll learn:
- Distressed Markets High Yield Paying Opportunities
- Discuss the differences between Asset Allocation vs. Strategy Allocation and go over what are the impacts in our investing performance
- WAM Dividend Accelerator Playbook
- Importance of Smoother Returns to Compound Wealth
- Eight Irrefutable Laws of Investing Success
- Ten Irrefutable Laws of Trading Success
- That Trend Momentum and Relative Strength strategies are among some of the most robust and consistent in testing over the last 110+ years
- How trading and investing in the strongest relative strength assets allow us to achieve superior returns and reduced draw downs
- How simple trend-momentum strategies have reduced risk materially, and enhanced reward/risk consistently in over 58 asst classes since at least 1905
- Some investing strategies (and where to find others) you could use that incorporate Relative Strength and Trend-Momentum Models into your aggressive allocation barrel investment approach
- Timing Models
MODULE 5
Tax Efficiency
In this module, you’ll learn:
- The impact taxes have on our investment returns
- Some basics of the different tax saving retirement structures
- Ways of filtering more of your gains and income into low or reduced tax structures – US example first
- How to minimize the impact of taxes to promote financial freedom while preserving your best life!
- How to funnel as much money as possible to tax-free or low tax areas and structures.
- How important tax efficiency becoming more and more important with how government policies are changing ahead.
- Using retirement accounts (IRA, 401k, HSA, DC Plans) to reduce your taxes and support your investment strategies by 10s-of-thousands to 100s-of-thousands per year.
MODULE 6
Asset Protection
In this module, you’ll learn:
- Various planning vehicles structures
- Various asset protection strategies
- Alternative Risk Programs
- Income Barrel Tax Considerations
- Asset Protection Case Studies
- Dream Life Wealth Plan