Elevate your Financial Freedom!

Learn the formula to take control of your investments, save on taxes, and never let anyone take your stuff!

Control the biggest expense you have... TAXES


You Can Protect Your Financial Lifestyle

  • Learn how to benefit from economic cycles

  • Create investments that maximize your gifts

  • Create strategies that contain risk

  • Create outstanding portfolios

  • Minimize the impact of taxes to promote financial freedom while preserving your best life!

  • Protect your Estate from outside influences to preserve your financial freedom!

Yes, It Really Is Possible!

In the The Billionaire Formula Workshop, you’ll learn various investment models, how to save money on taxes, and how to better protect your assets.


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...


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

Understanding Investment vs Trading Mindset

In this module, you’ll learn:

  • Investing (cash flow) vs. Trading (Appreciation)

  • Real Assets vs Paper Assets

  • Preserve Capital vs. Grow Capital

  • Security vs. Aggressive 

  • The difference between trading and investing mindset and its implications on managing our investments

  • Understand the concept of value and how we can use it in our investing decisions


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​

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​

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! â€‹
  • 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.

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

"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

The Billionaire Formula Workshop




If you aren’t completely satisfied with the first module of The Billionaire Formula workshop, let us know (before continuing to module 2) for a full refund. No questions asked.