5 Pil​lars to Master Personal Wealth

Pillar 1:  Wealth Preservation
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In this complementary Wealth Preservation training, you will learn:
•  5 steps to accumulate and protect your wealth.
• Case Study: is $1.9 Million enough for Jim to retire in 9 years at his current standard of living?  Inside, you'll find out.
• 5 obstacles you face in preserving your wealth.  Get this wrong, and your wealth could be silently eaten away leaving you with nothing.

This training is the first Pillar of a NEW 5-part series called "The 5-Pillars To Personal Wealth".  You can get access to the rest of the training today for no-charge.  


Type your best email below, and I will send your access right now.

Inside this 5 Part Series, you will learn:

  • The cheapest homeowner’s insurance is best, right?  WRONG!  This one page to look at when purchasing homeowner’s insurance to fully protect your home. 
  • How to avoid cannibalizing your investments and the foundation you built in Pillar #1 due to oversight. 
  • 3 critical elements your auto insurance needs to become a wall around your wealth in the event of an accident.
  • The rule-of-thumb to ensure you have the right Umbrella coverage… this one tip could reduce your risk and save you tons of money and headaches.  
  • How to know if you are under covered and at risk… or if you have TOO MUCH coverage and are wasting money. 
  • Who else wants the most cost-effective thing you can do now to protect your wealth?  Register now. 
  • 3 Advanced planning strategies to create a wealth fortress… the first one protects your kids! 
  • Protect your real business assets against an unjust lawsuit… and it’s not what you think!
  • What to do if you have high business insurance costs, and low claims to keep excess of your expenses!
  • How to boost your net worth with counterintuitive (and often guarded) strategies of debt elimination and tax mitigation.
  • How to get a proxy to see if you have any tax exposure… with time to make adjustments to reduce or eliminate it before it becomes a liability.
  • How to get from where you are today to hit your wealth goals even faster.
  • How I eliminated $173,000 of student debt… And saved over $45,000 in interest You can’t go on vacations while you get your financial house in order, right?  Wrong! 
  • The biggest detriment on our society right now is…?  You’ll find out in Pillar #3.
  • How to know if you pay too much in taxes.
  • How to pay only the amount of tax you are legally required to pay.
  • If you want to build SERIOUS WEALTH -- it doesn’t come from investment savvy… the answer is counter intuitive and will surprise you.  Find out in Pillar #3.
  • 4 legal strategies to reduce your tax bill every year.
  • How to invest big sums of money… tax free!  (no, it isn’t your 401(k) or ROTH IRA)
  • Do you like paying interest?  NO WAY!  You are about to learn how to restructure interest on loans so you pay less interest and you keep more of your money.
  • The 4 keys to your estate plan foundation that protect your Legacy from those who have other plans for your hard-earned wealth. 
  • Should you avoid probate?  You get the answer … and 4 reasons why (or why not) ...  
  • Trusts are just for the “1%” right?  WRONG!  You’ll learn how to keep your assets in your heir’s control. 
  • How to legally avoid paying Estate Taxes. 
  • What Michael calls the “IRS promo code” worth $11.4 Million … double that if you’re married!
  • HYPOTHETICAL CASE STUDY: Married couple legally avoid $4,928,000 in Estate Taxes ...  and help pay for their grandchildren’s education!
  • Do you want a long, costly and public record of your assets when you ultimately pass away?  I didn’t think so – you will learn how to avoid it!
  • Avoid these 4 biases that prevent you from achieving your wealth potential.
  • Why the Inner Game of wealth building and preservation is the most important of the 5 Pillars… a weak inner game sets yourself up for a greater chance of failure and financial turmoil.
  • Exactly how often to review your portfolio to avoid trading your foundational, proven strategies for emotional or haphazard actions that could cost you big time.
  • What the Titanic and Space Shuttle Challenger can teach you about building wealth.
  • How to capitalize on the words spoken by Warren Buffet, “Be fearful when others are greedy and be greedy when others are fearful.”
  • How you can use fear to your wealth building advantage.
  • What 2.5 million putts by professional golfers says about your aversion to risk. 
  • 5 Questions to ask people who disagree with you so you make rational and logical financial decisions.
  • How to know for certain if you implemented the 5 Pillars of Wealth Mastery correctly!

  • How to successfully implement all the moving parts of the 5 Pillars of Wealth Mastery without spending every waking hour trying to figure it all out.

  • How to use a financial “Stress Test” to identify and deal with a potential financial plan system failure.

  • What to do when you are not 100% sure of your financial plan.  

  • What I did when I was blindsided by an IRS bill due to having the wrong player on my financial team.  

  • The 6 advisors you need on your expert team… and exactly what each should focus on to build and protect your wealth.

  • The qualities, characteristics, and traits each of your advisors should have… and most importantly… how they should all work together to help you achieve your financial goals most efficiently.

  • The 3 types of advisors you need to avoid, and how to sniff them out so you can replace them fast!

  • The 5 step Wealth Planning Process to bring an advisor on your team.

  • 3 ways to find an “Elite Wealth Planner” that aligns with your financial goals. 

  • How to get in a better position to improve your quality of life by achieving your financial goals by making the right decisions about your money.

  • How to “Stress Test” your financial plan to ensure you are on course to achieve your Pillar 1 financial goals.

  • What to do to close your financial gaps and improve the quality of your life.

  • And much, much more!

You'll get all of this and more in the NEW 5-part series called "The 5-Pillars To Personal Wealth".  You can get access to the rest of the training today for no-charge.  


Type your best email below, and I will send your access right now.

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