This course is designed to help you add more tools to your wealth-building toolkit. During my time as a financial advisor, I never had a client in the SAME situation as the next. This is why I felt the need to create this course to expose you to strategies that you can understand and then make your own. We are all so different!
In the course, we will talk about different investment strategies (you will have a list of them to reference), risk tolerance, different strategies that may or may not work for you (everyone is different), different levels of risk associated with each strategy, timing of your portfolio, long-term methods, retirement strateties, short-term methods and sooooo much more.
Along with this, we will be going over the mindset and/or thought process for each of the strategies. That way, even if you are not ready to implement it at the time, you have it in your toolbox to pull out, when needed/applicable.
This is designed to help YOU create the wealth strategy that works for you.
Course Curriculum
WEALTH-BUILDING STRATEGIES
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- INTRODUCTION & DISCLAIMER (0:23)
- WELCOME & LIST OF TOPICS (1:42)
- MINDSET & DISCIPLINE BREAKDOWN (5:01)
- BUDGETING & MONEY MANAGEMENT (2:55)
- GOOD DEBT VS BAD DEBT & WAYS TO PAY OFF DEBT (4:03)
- ANALYZING & INCREASING YOUR INCOME (2:12)
- TYPES OF INCOME (2:01)
- LET'S TALK LIFE INSURANCE (3:49)
- COMPOUND INTEREST & INVESTING EARLY (4:04)
- BUSINESS OR NOT, EVERYONE SHOULD BE INVESTING (2:40)
- STRATEGICALLY SAVING, HYS, LIFESTYLE INFLATION (4:20)
- AUTOMATION & MOMENTUM (3:19)
- INVESTING VEHICLES & STRATEGIES (5:27)
- RETIREMENT ACCOUNTS (5:35)
- BUSINESS RETIREMENT ACCOUNTS (2:08)
- LIFESTYLE PLAN TEMPLATE (1:01)
- BUILDING YOUR TEAM & PROTECTING YOUR ASSETS (3:43)
THINKING LIKE THE WEALTHY: WEALTH-BUILDING TIPS
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WEALTH PLAN TEMPLATE/EXAMPLE
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RESOURCES
Available in
days
days
after you enroll
What’s included?
- My 6-step framework for building wealth
- How to prepare mentally for your wealth journey
- Investing Tips
- Investing Vehicles
- Budgeting Tips
- How to manage your money like a pro
- Difference between good & bad debt
- How to analyze AND increase your income
- Breaking down the different types of income
- Life Insurance Tips
- What’s compound Interest
- How and why to invest early
- Why everyone should be investing
- How to strategically save
- High Yield Savings
- Lifestyle Inflation
- How to automate your finances
- Lifestyle plan blueprint – let’s map your financial goals out
- Breaking down retirement
- Retirement Accounts
- Business retirement accounts
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How to build your team and protect your assets
Bonuses:
Wealth-building tips (A PDF of every topic I cover in the modules)
- 7 handouts
- Banking & flow of money
- Credit & using other people’s money
- Save /make money with a professional
- Transferring wealth
- Borrowing against your assets
- Wealth plan template with strategies included
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How to think like the wealthy
What Our Client Says
