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Wealth Course

(Total time: 13hr 10m)

  • Introduction
  • Income statement
  • Balance sheet
  • Freedom number
  • Dream number
  • Time to your freedom number
  • Time to your dream number
  • Taxes for the investor
  • Asset classes and vehicles
  • Internal Investor Strategy
  • External Investor Strategy
  • Setting up an investing entity
  • Setting up an investment bank account
  • Setting up SD-IRAs and solo-401ks
  • Getting liquid
  • Deal flow
  • Subscription documents
  • Passive investor due diligence
  • Getting invested
  • What to expect
  • Tracking your progress

Tools

  • Wealth Course Agenda.doc
  • Financial Freedom Tools.xlsx

    • Income statement
    • Balance sheet
    • Investor projection calculator
  • EWW Crowdfunding summary.xlsx
  • Annual PIGs spreadsheet.xlsx
  • Monthly PIGs spreadsheet.xlsx

Introduction (25 min)

  • Video 1 – Welcome 3m 28s
  • Video 2 – Structure / Course Agenda 11m 19s
  • Video 3 – Getting started 9m 56s

Action Item 1 – Income statement (41 min)

  • Video 1 – Action item #1 (Populate your income statement) 7m 14s
  • Video 2 – Education video 1a (Why you need an income statement) 8m 32s
  • Video 3 – Education video 1b (Income statement vs budget) 6m 57s
  • Video 4 – Adjunct (Financial freedom – why people don’t achieve it) 9m 31s
  • Video 5 – Adjunct (Financial freedom – what you’ll have to do to achieve it) 7m 55s

Action Item 2 – Balance sheet (38 min)

  • Video 1 – Action item #2 (Populate your balance sheet) 8m 28s
  • Video 2 – Education video 2a (Why you need a balance sheet) 20m 21s
  • Video 3 – Adjunct (Mindset – Rich vs financially free) 8m 52s

Action Item 3 – Freedom number (37 min)

  • Video 1 – Action item #3 (Calculate your freedom number) 10m 51s
  • Video 2 – Education video 3a (Freedom number and timeline) 14m 59s
  • Video 3 – Adjunct (Mindset – Wealthy vs middle class) 10m 41s

Action Item 4 – Dream number (28 min)

  • Video 1 – Action item #4 (Dream number) 5m 50s
  • Video 2 – Adjunct (Mindset – Right sider vs left sider) 9m 12s
  • Video 3 – Adjunct (The “4% rule” of retirement planning) 12m 45s

Action Item 5 – Time to your freedom number (1hr 6min)

  • Video 1 – Action item #5 (Time to reach your freedom number) 7m 59s
  • Video 2 – Education video 5a (Introduction to the investor projection calculator) 3m 43s
  • Video 3 – Education video 5b (Investor projection calculator – example) 11m 41s
  • Video 4 – Education video 5c (Investor projection calculator – homework) 12m 49s
  • Video 5 – Adjunct (Stock market realities 1 – fees and taxes) 14m 22s
  • Video 6 – Adjunct (Stock market realities 2 – hidden fees) 14m 52s

Action Item 6 – Time to your dream number (31 min)

  • Video 1 – Action item #6 (Time to reach your dream number) 3m 37s
  • Video 2 – Adjunct (Stock market realities 3 – volatility and crashes) 15m 19s
  • Video 3 – Adjunct (Stock market realities 4 – market return vs cash flow return) 11m 41s

Action Item 7 – Taxes for the investor (51 min)

  • Video 1 – Action item #7 (Determine your taxes) 1m 56s
  • Video 2 – Education video 7a (Tax mindset) 7m 12s
  • Video 3 – Education video 7b (Tax brackets and rates) 9m 33s
  • Video 4 – Education video 7c (How investors pay less in taxes) 6m 33s
  • Video 5 – Education video 7d (Change your facts) 8m 7s
  • Video 6 – Adjunct (Taxes 101 -for the passive investor) 16m 46s

Action Item 8 – Asset classes and vehicles (1hr 24min)

  • Video 1 – Action item #8 (Choose your asset class and vehicle) 1m 35s
  • Video 2 – Education video 8a (Asset classes and vehicles) 24m 53s
  • Video 3 – Adjunct (Investment returns 101) 25m 26s
  • Video 4 – Adjunct (Leverage and velocity 101) 18m 12s
  • Video 5 – Adjunct (Investment vehicle liquidity and hold time) 14m 28s

Action Item 9 – Internal Investor Strategy (1hr 8min)

  • Video 1 – Action item #9 (Define your internal strategy) 2m 36s
  • Video 2 – Education video 9a (Internal strategy – finding money in your income statement) 12m 24s
  • Video 3 – Education video 9b (Internal strategy – finding money in your balance sheet) 25m 59s
  • Video 4 – Adjunct (debt free vs financially free) 6m 7s
  • Video 5 – Adjunct (Investor vs Invested) 21m

Action Item 10 – External Investor Strategy (2hr 30min)

  • Video 1 – Action item #10 (Define your external strategy) 5m 17s
  • Video 2 – Education video 10a (External strategy 101 – pyramid, passive/active, trad/alt, team) 20m 57s
  • Video 3 – Education video 10b (External strategy 201 – debt/equity, CF/appreciation, ROI) 24m 25s
  • Video 4 – Education video 10c (External strategy 301 – Velocity, Arbitrage, Leverage, Taxes) 23m 39s
  • Video 5 – Education video 10d (External strategy 401 – Risks) 15m 32s
  • Video 6 – Education video 10e (External strategy 501 – SEC and investor categories) 24m 45s
  • Video 7 – Adjunct (Crowdfunding) 55m 42s

Action Item 11 – Setting up an investing entity (26min)

  • Video 1 – Action item #11 (Setting up an entity) 3min 35sec
  • Video 2 – Education video 11a (Setting up your LLC) 22m 17s

Action Item 12 – Setting up an investment bank account (13min)

  • Video 1 – Action item #12 (Setting up an investment bank account) 2min 42sec
  • Video 2 – Education video 12a (Setting up an investment bank account) 10m 21s

Action Item 13 – Setting up SD-IRAs and solo-401ks (22min)

  • Video 1 – Action item #13 (Setting up a self-directed IRA or solo 401k) 4min 17sec
  • Video 2 – Education video 13a (Setting up self-directed IRA or solo 401k) 17m 35sec

Action Item 14 – Getting liquid (13min)

  • Video 1 – Action item #14 (Getting liquid) 3min 18sec
  • Video 2 – Education video 14a (Getting liquid) 9m 25s

Action Item 15 – Deal flow (12min)

  • Video 1 – Action item #15 (Deal flow) 2min 2sec
  • Video 2 – Education video 15a (Establishing deal flow and being ready) 10m 10s

Action Item 16 – Subscription documents (11min)

  • Video 1 – Action item #16 (Understanding subscription documents) 1min 28sec
  • Video 2 – Education video 16a (Investor documents) 9m 10s

Action Item 17 – Passive investor due diligence (40min)

  • Video 1 – Action item #17 (Passive investor due diligence) 3min 42sec
  • Video 2 – Education video 17a (Passive investor due diligence) 36m 33s

Action Item 18 – Getting invested (16min)

  • Video 1 – Action item #18 (Getting invested) 1min 48sec
  • Video 2 – Education video 18a (Getting invested) 14m 32s

Action Item 19 – What to expect (14min)

  • Video 1 – Action item #19 (What to expect once invested) 59 sec
  • Video 2 – Education video 19a (What to expect once invested) 12m 47s

Action Item 20 – Tracking your progress (29min)

  • Video 1 – Action item #20 (Tracking your progress) 1min 37sec
  • Video 2 – Education video 20a (Tracking your progress) 9m 17s
  • Video 3 – Education video 20b (Wrapping up and putting it all together) 17m 16s

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