Membership Core Content

The Phoenician League

This is the investment membership that will put you on the fast-track to financial freedom. It starts with a comprehensive financial strategy. Our core program helps members build a strategic asset allocation model across a range of robust assets – including our in-house investment portfolio. This provides true financial security. From there we help members build monthly passive income through real estate, mortgage notes, royalties, and various other opportunities. The benchmark is to work up to $10,000 a month in passive income. This enables financial independence. In addition, we help members develop an advanced tax strategy and plug into a robust network of financial professionals. We also provide consistent updates and analysis as well as direct support.

Annual Membership: $999 per year Monthly Membership: $99 per month

Course Curriculum

1. Welcome to the Phoenician League
2. Platform Tour - Screencast
3. The Historical Influences Underpinning the Phoenician League
4. The New Rules of Money for the 2020s and Beyond
5. The Blueprint for Financial Freedom
1. Core Content Intro
2. Seven Part Success Path for Financial Independence
3. Success Path Checklist
4. Money: How to Get It and How to Keep It
1. What Is Money?
2. Analyzing Money
3. Monetary History
4. Where We Are Today
5. Key Takeaways
6. Additional Resources
1. Becoming Money Conscious
2. Your Financial Statements
3. Master Your Finances in 30 Days
4. Financials Screencast
5. Your Turn
1. Asset Allocation Overview
2. Asset Allocation Example
3. Asset Allocation: Cash
4. Asset Allocation: Precious Metals
5. How to Build a Gold Position Gradually
6. How to Buy Precious Metals Online
7. Asset Allocation: Residential Real Estate
8. Asset Allocation: Primer on Stocks
9. Stocks: Best Practices
10. How to Track and Manage a Stock Portfolio
11. How to Buy Stocks on Charles Schwab
12. How to Buy Stocks on Interactive Brokers
13. How to Make Money When Stocks Fall
14. Asset Allocation: Bonds
15. More On Bonds
16. Asset Allocation: Bitcoin
17. Bitcoin Walkthrough - Buying, Sending, and Storing
18. The Beauty of Bitcoin
19. More on Bitcoin
20. Early Stage Investments
21. Core Allocation Model
22. Navigator's Guide to the Equity Markets
23. Rental Real Estate
24. Alternative Investments
25. Build Your Asset Allocation Model
1. The Challenge We Face
2. Wisdom and Understanding
3. Understanding Government
4. Cash Flow Wealth Strategy
5. Additional Resources
1. 2025 Market Updates and Foreward
2. Why Rental Real Estate?
3. Cash Flow Is King
4. Establishing Your Criteria
5. Building Infrastructure and Finding Deals
6. Strategic Financing
7. LLCs and Finances
8. Bookkeeping Template
9. Turbo-Charging Your Tax Benefits
10. Asset Protection
11. How to Buy Rental Real Estate - Step By Step
12. Property Tracker Template
13. Cost Segregation Study - Screencast
14. How to Set Up an LLC - Screencast
15. Understanding the Risks
16. Conclusion
17. Plug Into the Network
18. Optimize Your Business and Secure Your Assets
19. Looking ahead...
1. Diversifying Our Passive Income Streams
2. The Secret of Mortgage Notes
3. How to Buy Mortgage Notes
4. Analyzing Mortgage Notes - Collateral Value
5. Analyzing Mortgage Notes - Payment History & Title Report
6. Due Diligence Screencast Walkthrough
7. Analyzing Mortgage Notes - Financials Screencast
8. Closing the Deal
9. Bulletproof Passive Income
10. Strategic Investing
11. Mortgage Notes Tools
12. Becoming the Bank – Hard Money Lending to Real Estate Professionals
13. Investing in Royalties, Marinas, and Private Credit
14. The Basics of Crowdfunding
15. Prosper Overview
16. How to Assess Credit Risk
17. Crowdfunding Strategies
18. Becoming a Financial Craftsperson
1. Introduction
2. Which Tax Strategies Apply to You
3. Do It Yourself Tax Plan
4. LLC Setup and S-Corporations
5. Bank Account Management and Tax Basis
6. Accountable Plans
7. Health Reimbursements
8. Summit Strategy Sessions
9. Balancing Deductions with W-2 Income
10. Avoiding Red Flags
11. Strategies for Managing Time and Money While Growing a Side Hustle
12. Overview of the Investor Tax Structure
13. Structuring Real Estate Investments
14. Optimizing Stock Portfolios
15. Advanced Deductions
16. Planning for Taxes
17. Structuring Income for Greater Flexibility
18. Pitfalls to Avoid When Growing
1. Privatize Finance, Become the Bank
2. The Infinite Banking Concept
3. IBC Example
4. Why IBC?
5. IBC Strategy
6. IBC Risks and Good Practices
7. A Deeper Dive With a Specialist
8. Your Turn
1. Bitcoin Rises From the Ashes
2. Why Bitcoin Is Here
3. Bitcoin as a Disruptive Technology
4. Bitcoin and the Blockchain
5. Make Money Mining Bitcoin
6. Bitcoin's Monetary Policy
7. Practical Applications
8. Bitcoin Q&A
9. Bitcoin Fundamentals
10. The True Purpose of Bitcoin
11. Archived Bitcoin Screencast
1. Introduction to the Option Game
2. Option Basics
3. Call Options
4. Put Options
5. Option Strategies Primer
6. Covered Call Canter
7. Covered Call Screencast
8. Naked Put Promenade
9. Naked Put Screencast
10. The Option Game - Quick Example
11. The Option Game - Comprehensive Example Part 1
12. The Option Game - Comprehensive Example Part 2
13. Risks and Good Practices
14. Putting it all together...
1. Become a Good Steward of Civilization

$99.00 / month
139 lessons
20.5 hours of video content

Your Membership Also Includes:

Access to Our Community

This is where you can ask questions and get specific answers on anything presented in the core content. You can also discuss strategies, ideas, and potentially partner with other members. It's all about mutual support.
Monthly and Weekly Updates

You will receive consistent updates on the markets and investments highlighted in the core content. Our updates will also include insight into the macroeconomic environment that you won't find anywhere else.
Professional Network

All members receive access to our entire professional network. CPAs and tax advisors... estate planning and asset protection attorneys... LLC specialists... real estate experts – we connect members with the specialists that help make financial independence a reality.

Bonuses

Join today and you'll receive $946 worth of bonus items:

Our Rental Real Estate Accelerator program – a $499 value.
An initial one-on-one onboarding call – a $99 value.
All back issues of The Phoenician League monthly newsletter – a $299 value.
Our Steps to Financial Freedom Checklist – a $49 value.

Money-Back Guarantee

We provide a 30-day money-back guarantee. If membership to The Phoenician League falls short of your expectations in any way, just let us know within thirty days. We'll issue you a full refund immediately. No hassle, no fuss.

Ready to Tap Into Our Network?

Join the Phoenician League Today!

The Phoenician League

Course Curriculum

Onboarding

Introduction

Understanding Money & the Monetary System

Master Your Finances

Build the Asset Base

Develop the Vision

Rental Real Estate - a Timeless Hard Asset

Cash Flow Accelerator

LLCs and Tax Strategies

The Infinite Banking Concept

Bitcoin - the Future of Money and Finance

The Option Game

Becoming a Steward of Civilization

Your Membership Also Includes:

Access to Our Community

Monthly and Weekly Updates

Professional Network

Bonuses

Money-Back Guarantee

Ready to Tap Into Our Network?