Step 3-Design Your Wealth Plan – Financial Mentor

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Step 3-Design Your Wealth Plan – Financial Mentor Download. Step 3 is the blueprint for creating your wealth. It serves the exact same function as the blue…

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Step 3 is the blueprint for creating your wealth. It serves the exact same function as the blueprints of your home that show the carpenter how all the pieces efficiently fit together to form the house..

Step 3-Design Your Wealth Plan by Financial Mentor,
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Step 3 – Design Your Wealth Plan

Step 3 is the blueprint for creating your wealth. It serves the exact same function as the blueprints of your home that show the carpenter how all the pieces efficiently fit together to form the house..

Module 1:Watch Me First

  • 1.1 – Watch Me First (2:36)
  • 1.2 – Site Orientation Tour (8:47)
  • 1.3 – Course Overview (6:56)
  • 1.4 – How To Succeed With This Course (8:16)
  • 1.5 – How To Get Support Help (10:47)

Module 2:You Are Your Wealth

  • 2.1 – You Are Your Wealth (4:34)
  • 2.2 – How Your Plan Shapes Your Life (8:43)
  • 2.3 – Your Financial Freedom Number Is Real (5:22)
  • 2.4 – Define Your Financial Freedom Goal (12:54)
  • 2.5 – Connect Your Number To Your Why (11:06)
  • 2.6 – CEO Of Your Wealth – Part 1 (13:17)
  • 2.7 – CEO Of Your Wealth – Part 2 (7:57)
  • 2.8 – CEO Of Your Wealth – Part 3 (11:20)

Module 3:Know Your Numbers

  • 3.1 – Know Your Numbers (11:13)
  • 3.2 – Balance Sheet (6:56)
  • 3.3 – Income Statement (9:51)
  • 3.4 – Key Performance Indicators (7:01)
  • 3.5 – Mathematical Limitations (9:10)
  • 3.6 – Investment Return Assumptions – Part 1 (13:47)
  • 3.7 – Investment Return Assumptions – Part 2 (14:29)

Module 4:The Traditional Model

  • 4.1 – The Traditional Model (8:15)
  • 4.2 – Rule Of 3’s (5:48)
  • 4.3 – Crawl, Walk, and Run (15:31)
  • 4.4 – Compound Returns (8:16)
  • 4.5 – Life Cycle of Wealth (8:30)
  • 4.6 – Getting Strategic (14:53)
  • 4.7 – The Smart Way To Calculate How Much To Retire (14:30)
  • 4.8 – The Smart Way To Use The Ultimate Retirement Calculator (16:16)
  • 4.9 – Rule Of 300 (6:01)
  • 4.10 – 3 Best Expense Strategies (14:50)
  • 4.11 – Your Financial Advisor is Taking 75% of Your Retirement (9:28)
  • 4.12 – Investment Underperformance (16:43)
  • 4.13 – Taxes & Wealth Translation (16:41)
  • 4.14 – Will the Conventional Plan Work For You? (12:34)

Module 5:Advanced Model Framework

  • 5.1 – Advanced Model Framework (7:58)
  • 5.2 – How The Rich Get That Way (15:54)
  • 5.3 – Advanced Model Principles (21:09)
  • 5.4 – Expectancy Principles (28:18)
  • 5.5 – Wrapping Up Principles (20:16)
  • 5.6 – The Match Game (17:53)
  • 5.7 – Choose Your Weapon (18:39)
  • 5.8 – How to Recognize Opportunity (15:04)
  • 5.9 – How To Sort Opportunity From Danger (26:23)
  • 5.10 – Risk Management Theory (27:35)
  • 5.11 – Risk Management Practice – Part 1 (23:26)
  • 5.12 – Risk Management Practice – Part 2 (18:13)
  • 5.13 – Risk Management Practice – Part 3 (14:01)
  • 5.14 – Risk Management Checklist (16:10)
  • 5.15 – Introduction To Leverage (11:27)
  • 5.16 – 9 Leverage Principles (22:22)
  • 5.17 – 6 Types of Leverage (7 Videos)
  • 5.18 – Business Entrepreneurship: Lose Less & Make More (2 Parts)
  • 5.19 – Real Estate Principles (2 Parts)

Module 6: Design Your Wealth Plan

  • 6.1 – Introduction (10:51)
  • 6.2 – How to Minimize Opportunity Costs (11:11)
  • 6.3 – How to Layer & Phase Your Plan (18:10)
  • 6.4 – How to Close the Gap (20:23)
  • 6.5 – Putting It All Together (No Video)
  • 6.6 – Case Studies (Organized By Age)
  • 6.7 – Case Studies (Organized by Asset)
  • 6.8 – Case Studies (Organized by Strategy)

Unlock Expert Knowledge with the Step 3-Design Your Wealth Plan – Financial Mentor Course on GBESY.

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  • Expert Authors: Learn from renowned figures like John Overdurf, Conor Harris, Samir Kahlot, and more.
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