Course curriculum

    1. Course Intro

    2. Onboarding Walkthrough

    3. The New Rules of Money for the 2020s and Beyond

    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

    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 Buy Precious Metals Online

    6. How to Store Precious Metals Overseas

    7. Asset Allocation: Residential Real Estate

    8. Asset Allocation: Primer on Stocks

    9. Stocks - Best Practices

    10. How to Track a Stock Portfolio

    11. Download the Stock Tracking Spreadsheet

    12. How to Buy Stocks on TD Ameritrade

    13. How to Buy Stocks on Interactive Brokers

    14. How to Make Money When Stocks Fall

    15. Asset Allocation: Bonds

    16. More On Bonds

    17. Asset Allocation: Bitcoin

    18. Bitcoin Walkthrough - Buying, Sending, and Storing

    19. The Beauty of Bitcoin

    20. Early Stage Investments

    21. Core Allocation Model

    22. Navigator's Guide to the Equity Markets

    23. Cornerstone of an Equity Portfolio

    24. Rental Real Estate

    25. Alternative Investments

    26. Additional Asset Allocation Training

    27. Build Your Asset Allocation Model

    1. Cash Flow Wealth Strategy

    2. Blueprint for Financial Freedom

    3. The Next Step to Financial Independence

About this course

  • $98.00 first payment, $20.00 / month onwards
  • 44 lessons
  • 4.5 hours of video content

Mastermind Access

  • Community

    All members get access to our mastermind community platform. This is where we can share ideas, insights, and experiences with one another in real time.

  • Direct Line

    All members will be able to ask any questions about the core material via email at anytime. We'll provide meaningful answers promptly. And we can help with implementation as well.

  • Expert Calls

    All members will receive access to expert investment calls each month. These calls typically focus on a specific topic. And all are welcome to ask questions and participate in discussion.