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 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. Early Stage Investments

    20. Core Allocation Model

    21. Navigator's Guide to the Equity Markets

    22. Cornerstone of an Equity Portfolio

    23. Rental Real Estate

    24. Alternative Investments

    25. Additional Asset Allocation Training

    26. Build Your Asset Allocation Model

    1. Cash Flow Wealth Strategy

    2. Blueprint for Financial Freedom

    3. The Next Step to Financial Independence

    1. April 2023 - Open Forum

    2. May 2023 - How to Think About Investing in the Current Economic Climate featuring Tom Dyson

    3. June 2023 - Investment Real Estate and Financing with Courtney Matsuno and Alex Beckman

    4. July 2023 – The Infinite Banking Concept (IBC) with Brian Moody

    5. August 2023 – Precious Metals with Marc Tancer

    6. September 2023 – The Real Scoop on Bitcoin with Wesley Schlemmer

    7. October 2023 – Real Estate Markets, Investments, and Jungle Stories with John Wieland

    8. November 2023 – The Rise of Artificial Intelligence (AI) with Nick Rokke

    9. December 2023 – Which Cycles Really Matter with Dan Denning

    10. January 2024 – Real Estate Talk with Shane Thompson

    11. February 2024 – The Power of Alternative Investments with The Partners Fund

    12. March 2024 – Tax Strategy with Neal McSpadden

    13. April 2024 – Hard Money Lending with Dave Michael

    14. May 2024 – Internationalization Strategies with Tain Nix

    15. June 2024 – The State of the Cryptocurrency Ecosystem with Ben Lilly

    16. July 2024 – Passive Income from Mortgage Notes with Kevin Stokes

    17. August 2024 – Health and Wealth with Sarah Thompson

    18. September 2024 – Open Forum

    19. October 2024 – Estate Planning and Asset Protection Strategies with JJ Childers

    20. November 2024 – What the Election Means for Markets and Investments with Tom Luongo

    21. December 2024 – Using IBC to Accelerate Investment Gains with Brian Moody

    22. January 2025 – Tax Strategy for 2025 and Beyond with Neal McSpadden

    23. February 2025 – Real Estate Investing with Shane Thompson

    24. March 2025 – Alternative Investments & Royalties with The Partners Fund

    25. April 2025 – Accelerating Passive Income with Mortgage Notes with Jerry Jones

About this course

  • $98.00 first payment, $20.00 / month onwards
  • 68 lessons
  • 34.5 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.