Wealth Course

(Total time: 13hr 10m)

Tools

Introduction (25 min)

Action Item 1 – Income statement (41 min)

Action Item 2 – Balance sheet (38 min)

Action Item 3 – Freedom number (37 min)

Action Item 4 – Dream number (28 min)

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

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

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

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

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

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

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

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

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

Action Item 14 – Getting liquid (13min)

Action Item 15 – Deal flow (12min)

Action Item 16 – Subscription documents (11min)

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

Action Item 18 – Getting invested (16min)

Action Item 19 – What to expect (14min)

Action Item 20 – Tracking your progress (29min)

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