Infinite Wealth 2: Practical Strategies Through the Five Pillars of Wealth

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Infinite Wealth 2: Practical Strategies Through the Five Pillars of Wealth

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Infinite Wealth 2: Practical Strategies Through the Five Pillars of Wealth
Infinite Wealth 2: Practical Strategies Through the Five Pillars of Wealth

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Summary

    Dr. Tharp has been a leader in the wealth creation space with his workshop, Infinite Wealth. Infinite Wealth focuses on teaching people that money is just an idea. Ideas are made up, and so are our beliefs about money. As Van often says, beliefs are not good or bad; they are merely useful or counterproductive.

    Now that we have adopted the Infinite Wealth mindset, it is time to implement this Infinite Wealth mindset throughout our financial life. When we look at all the different sources, we see great material but not consolidated into one source. With our upcoming Infinite Wealth Two: Practical Strategies Through the Five Pillars of Wealth Workshop, you will learn a System that will support you to implement your Infinite Wealth mindset across all areas of your financial life.

    Once you’ve been through this workshop and set everything up, you can say goodbye to the stress of money. You never have to worry about whether you will have enough again! Can you imagine what your life would be like when these things have instantly disappeared from your life? What would you do with your newfound peace of mind? How would you live your life if you knew you never had to worry about money again? Would you quit your job? Would you move to a warm climate? Would you start a new hobby?

    This workshop will change your life. This workshop will set the foundation for you to live life on your terms regardless of the state of the economy, government tax policies, and the stock market trend.


    Dates:

    Thursday, August 19th
    Sunday, August 22nd
    Thursday, August 26th
    Sunday, August 29th
    Thursday, September 2nd
    Sunday, September 12th

    Time: 2 PM ET — 6 PM ET. End time will vary depending upon the progression of each class. Allow extra time each day. Click here to see when it is airing where you are!

    Location: Each class will occur via Zoom.

    Recordings: Students are encouraged to attend live. However, we understand that it may not be possible for you to follow live. Therefore, we will provide recordings of each workshop session, but please be sure to watch the recording before your next class to keep up with this interactive course. Recordings will be available to review for 30 days.


    Curriculum

    To create true Financial Freedom in your life, you need to address each of the Five Pillars, which are as follows:

    1. Cash Flow
    2. Saving
    3. Investing
    4. Tax Efficiency
    5. Asset Protection

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    Pillar #1 - Cash Flow Management

    One of the most valuable beliefs in life is “We get what we focus on”.

    Think about your relationships. What happens if you neglect your spouse? Your relationship will suffer. If you neglect your spouse long enough, they will leave. We intuitively understand this principle, and because of it, we act accordingly to give our spouses the attention they need to feel valued.

    Did you know the same thing is true for your money? If you neglect it, your money will leave. It leaves in the ways you don’t see. Eating out every night and not paying attention to how much you’re spending. Having a gym membership for a gym, you never go to. You want to get a new grill for the summer, and you see the money in your account, or you have room on the credit card, so you go ahead and buy it without regard for its consequences. All these scenarios are minor issues. However, if you don’t focus on your money, it goes away $5-$500 at a time, and you don’t even realize it.

    We often have the mindset that we would be fine if we can just make a little more money. Sure enough, we get our wish!! The next thing you know, you have a car that’s $100 more per month, you upgrade to a house that’s $50k more. You take that annual vacation you deserve. The next thing you know, you are spending all your money again.

    We see it all the time with pro athletes. Look at Allen Iverson. He made over $200M in salary and endorsements and was broke by the end of his career.

    Having more money doesn’t solve our problems. In fact, more money can make it worse.

    We need a plan for our money!! What's more important is that we need a program that supports our goals and dreams, not conflicts with them!! If we are going to have a plan we follow, we must see where we are going, and the path to get there must be one that lets us enjoy life along the way.

    We will be teaching you a different way to view budgeting with the help of our guest speaker, Amber Dugger, the founder of Profit for Keeps. Amber and I will be sharing a way to create budgets in alignment with your life's goals and show you how to have fun along the way.

    Objective – manage cash flow, minimize fixed monthly expenses, avoid consumer debt, spend with Purpose.

    Curriculum:

    1) 6 Levels of Investors

    2) Assessment of your current situation

    3) Profit for Keeps Budget Methodology – Amber Dugger

    • Profit for Keeps Basics
    • Intro-Personal Expenses
    • Using YNAB to manage your budget
    • Using YNAB to manage your business budget
    • Crushing Debt and Living Debt Free
    • Forecasting and Adjusting your Revenue Goal

    4) Opportunity Cost Principle in Budgeting

    5) Tips to save hundreds of dollars per month without changing anything.


    Pillar #2 - Savings

    A crucial part of budgeting is learning to "pay ourselves first," aka savings. Once we begin to save, we need to have a psychological frame for thinking of our savings.

    Why do we save? How much of it will we spend later vs. how much will we never save? What is our view of risk? How much will we allocate to “safe” investments? Your brother is an insurance salesman and wants to sell you an annuity. Should you buy it? Your college roommate has the next great new idea!! He wants you to be like Mark Cuban on Shark Tank and invest $100k in his company. Should you do it? You have always wanted to be a trader. How much money do you need? What should you do with the money when you make it?

    These questions are critical to your future. The answers will determine how much money you can make and your likelihood of going bankrupt?

    There are many wealthy people whose spending habits are acceptable, but they are reckless with how they view their savings. You see entrepreneurs all the time who make a bunch of money building a company and then lose it all in, subsequently in investments in new companies. Then, they put it all into aggressive investments and let it ride. Ride all the way to broke.

    It would be best if you had clarity on allocating your savings and what you will do with those savings when you accumulate them.

    We will be teaching you about the 3 Bucket System. The 3 Bucket System is a plan of how to allocate your savings between 3 Buckets:

    1) Conservative

    2) Aggressive

    3) Dream

    The Conservative Bucket is money that is set aside and never touched. It should only grow over time and is only for emergencies. The Conservative Bucket keeps you from ever going broke. To utilize the Conservative Bucket, you need to understand what investments should go in this Bucket.

    The Aggressive Bucket is money that we allocate to investments with the potential for large returns. However, with significant returns also comes risk. You could lose in this Bucket, and you could lose big. But, losses are part of the game, and in this Bucket, you can handle losses (because of your Conservative Bucket!).

    Lastly, the Dream Bucket. The Dream Bucket is for whatever you want out of life. Anything from a new car to vacation, to buying a jet!! Nothing is out of bounds here, and you will accumulate the money in this Bucket to pay for with NO GUILT!!!

    I created a 10-minute video that explains the 3 Bucket System in more depth here.

    Objective: Pay yourself first, psychologically frame risk to promote financial freedom, and live the life of your dreams!


    Curriculum:
    How to Pay Yourself First

    How and why to set allocations between Buckets
    3 Bucket System for Allocating Savings

    1. Conservative Bucket

      • 401K, IRA
      • Permanent Portfolio/High Yield Portfolio
      • Mortgage
        • Pay down your mortgage early
      • Life Insurance
      • Disability Insurance
      • Rainy Day Fund
      • SafeBox
      • Municipal Bonds
      • Annuities
      • Unlevered Real Estate

    2. Aggressive Bucket

      • Business Investments
      • Private Equity
      • Trading/Speculation
        • Regular Trading Account
        • Single Large Trades
        • High Return Trading Strategies
      • Real Estate (leveraged with loans)
      • Hedge Funds

     3. Dream Bucket

      • Vacation Home
      • Trips to Europe
      • Sports Car
      • Large Charitable Donations
      • Setting up Foundation
      • Unique Experiences – Fantasy Camps
      • Expensive Watches/Jewelry

    Pillar #3 - Investing

    Now that you have a budget for your spending, a savings plan for allocating your savings, you are ready to move on to the next Pillar, Investing.

    To succeed in investing, we want to have a model from which we can analyze economic conditions and investment opportunities. This workshop will challenge many of the beliefs you have been encouraged to develop about investing. Ideas such as:

    • “You always have to be invested in the market."
    • Modern Portfolio Theory of 60% equities/40% bonds is the optimal investment portfolio.
    • The market will have inevitable corrections. However, you must hang in and ride out these corrections to meet your financial objectives (including sitting through 50%+ drawdowns!)

    In Infinite Wealth 2, we will be teaching you the Austrian Liquidity Cycle. ALC will help you identify distortions in fiscal and monetary policy and understand how to profit and avoid losses in your portfolio by understanding this principle.

    A big concept that we will be covering is Strategy allocation vs. Asset Allocation. As Ray Dalio says, if we can invest in 3 uncorrelated Strategies, we reduce our risk by 50%.

    By using Strategy Allocation, we can address correlation inside the Strategy.

    When we build a Strategy, there must be rules. Strategies include position sizing, entries, and exits. The big difference between a strategy and asset allocation is where we manage risk. With Asset Allocation, we manage risk in a correlational analysis across asset classes. It's always in the market. With a Strategy, risk management is occurring inside the Strategy. Because we manage risk inside the Strategy, we contain risk at this level. I have learned over my trading career that limiting risk inside the Strategy has a significant impact on limiting drawdowns overall.

    With this approach, each Strategy must carry its weight. We can then combine the return streams of the different strategies and analyze the aggregate risk the strategies have. In this case, a strategy with mediocre returns may have great value in a portfolio of strategies.

    By using Strategy Allocation, we can adhere to the Golden Rule of trading, "Cut Your Losses and Let your profits run." Just like great sports teams, we play defense first by focusing on Strategies instead of Portfolio Allocation.

    Ray Dalio

    THE HOLY GRAIL OF INVESTING

    If you have 3 uncorrelated investments, you will reduce your risk by about 50%.

    But if you have 15 uncorrelated assets, you will reduce your risk by 80%, while improving your return to risk by a factor of 5.

    Objective: Understand how to benefit from economic cycles, create investments that maximize your gifts, create strategies that contain risk and create outstanding portfolios.

    Curriculum: Risk of Traditional Investment Approaches

    Austrian Liquidity Cycle and Austrian Alchemy Principles

    • Using ALC to understand economic environments and make investment decisions
    • Debasement vs. velocity of money – keeps Austrian Inflation in Asset Prices

    Asset Allocation Models
    Global Relative Strength Models

    Market Timing Models

    • Timing Models
      • Understanding Business Cycles and how they relate to Market Timing
      • Importance of Market Timing in making investment decisions
      • Optimal Portfolio Allocation based on Market Environment
      • Simple Market Timing Model
    • Vehicle Selection Models and Risk/Reward Ratios
      • The fuel of earnings growth, relative strength, and relative value
      • Sector R.S. runs and putting breadth on your side
      • Precious metals and cyber currencies

    Conservative/Safe Bucket Investment Strategies

    • Paying a mortgage off early
    • Permanent Portfolio
    • High Yield Portfolio
    • SafeBox

    Aggressive Bucket Investment Strategies

    • Investing in Real Estate -
    • Sophisticated Investments –
      • Private Equity Funds/SPACS
      • Hedge Funds
      • Distressed Credit
    • Trading
      • Slow Reeds
      • Reeds Mechanical Strategy
      • Short-term Strategies
      • PSL
      • IPO’s and Trading IPO’s
      • Technical Strategies on Futures and Forex
      • Option Strategies
      • Campaign Trades

    Pillar #4 - Tax-Efficiency

    The most significant expense in your life is your taxes. And that expense is about to go up. SIGNIFICANTLY!!!!

    We can spend time talking about budgeting, savings, and investing, but if your tax rates are high, it's like spitting in the wind.

    Sir John Templeton, considered one of the greatest investors of all time, died in 2008 with a net worth of approximately $2.2 Billion. Sir John renounced his U.S. Citizenship in 1964 to become a Bahamian Citizen. Had Sir John remained a U.S. Citizen, his net worth would have been approximately $280 Million. The difference in tax rates was responsible for 90% of his Wealth.

    It's often thought that governments design high tax rates to take away from the rich. However, high tax rates actually prevent the middle-class from being rich. The reasoning is that the average middle-class person can never invest well enough to overcome the tax rate, dooming them to lower class status.

    This tax issue will be front and center for you. You can’t ignore it. You can’t hide from it. The taxman is coming for you…

    Our workshop will have two different experts who will show you ways to save on taxes. In addition, our international tax attorney will teach about structures that transcend borders.

    By the end of this workshop, you will have an action plan for the steps you need to take to address this issue.

    Objective – minimize the impact of taxes to promote financial freedom while preserving your best life!

    Curriculum: Tax Optimization Structuring

    • Joshua Sharp – Using IRAs to reduce your taxes and support your investment strategies
      • Learn how to self-direct your IRA, including:
        • How to Invest in Real Estate from an IRA
        • How to trade anything from an IRA
      • Using Solo IRAs to put nearly 33% of your corporate profits into your IRA.

    Pillar #5 – Asset Protection

    Imagine you have done everything right in the first 4 Pillars.

    You put together a budget and followed it with great discipline for many years.

    You put together a plan for your saving. You have a Conservative Bucket that continually grows, and it alone has made you infinitely wealthy. You funded your Aggressive Bucket. Because you took the time to learn about investing, you had a knack for being in the right investments at the right times. Yeah, you had some losers, but your best investments yielded multiples of any loss. Because of your investing prowess, you funded your Dream Bucket, where you have treated yourself to some of the most incredible experiences of your life. Everything was awesome.

    Then you got hit with the lawsuit… The lawsuit was frivolous. The suit was illogical. The case was absurd. None of that mattered, though to the whack job judge who sided with the Plaintiff. Suddenly, there were liens on everything you owned. That was only the beginning, though. First, you had to spend hundreds of thousands of dollars to defend yourself. But secondly, and even worse, your reputation took a hit because now, when people Googled you, the first thing they saw was your suit. In the court of social media, you are guilty even if you’re innocent. After years of doing the right thing, you now had to defend your integrity, you lost your credibility, and now with your net worth tied up in liens, your reputation is shot. Starting over is going to take time. Time is the one thing you fear you lack.

    It didn’t have to be this way. Had you taken time to shore up the 5th Pillar, Asset Protection, none of this would have been an issue. However, do you know that the most significant factor in whether a lawyer pursues the case is not your guilt but your STRUCTURE. If you have a strong asset protection structure in place, the attorney will look at it and pass. He knows it's not worth pursuing because even if they win, they won't get anything. But if you lack the structure to protect yourself, they are coming after you!!

    It doesn’t have to be this way. In our workshop, we will share practical ideas on how to protect your Estate. We will show you how to "own nothing and control everything." This protection will apply not just to civil suits but also to government interference. We are heading into a different era where the Pillar of Asset Protection will likely be the most crucial aspect of your financial plan.

    Objective: Protect your Estate from outside influences to preserve your financial freedom!

    Curriculum:

    Robert Wolmer

    As you can see, at the end of this workshop, you will be prepared for the future in a way you never dreamed possible. In addition, you will have the confidence to know you have looked out for yourself, your family, your employees, and your heirs.

    We have spent a lifetime accumulating this information, making so many of the mistakes ourselves that have been outlined here, and developing the connections to get expert information on these topics. It has been a lifelong goal to share this information with you. We are excited to bring it to you, show you how to use it, and help you implement it, so the life you have dreamed of is a reality now AND in the future.

    Example:

    By the End of this Workshop, you will have an all-encompassing financial plan to run your life with action steps to make it happen, including:

    • Your new budget to run your household.
    • Your plan to pay yourself first.
    • Your savings plan across the three different buckets.
    • A routine of regular work to understand the current economic cycle and investing environment.
    • List of investing strategies to help you achieve your goals.
    • Ideas on how to make your financial life more tax efficient.
    • Ideas on how to protect your assets.

    Resources

    • Profit First: Transform Your Business from a Cash-Eating Monster to a Money-Making Machine – Michael Michalowicz
    • YNAB.com – You Need a Budget Software Program

    Money-Back Guarantee

    We know you will love this phenomenal workshop! We promise that if you are not satisfied after the first day of our workshop, you may receive a full refund before the start of the second day of our workshop.

     

    More Information
    Workshops By Month July, August
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    Q: What do I do if I have questions after the workshop?

    A: Every workshop we teach has a follow-up Q&A session roughly 30 days after completing the workshop. This session is designed for students to bring questions they have discovered or struggles they have realized. We focus on helping them get their questions answered.

    In addition, we offer a Mastermind Group focused on integrating the material for our students designed to help them accelerate their learning curve and get strategies into trading production. Masterminds dramatically speed up the student’s success and increase the odds of their success. Mastermind is not for everyone, and there is an interview required to be approved to be a member of the group.

    Q: Is there any support offered to students after the workshop?

    A: REED$TRADER will offer a Mastermind Group following the workshop.

    Our Mastermind Groups focus on the integration of material from the workshop. We typically share some further insights to support the members. Our students find Masterminds helpful because the Mastermind Group accelerates the student’s implementation and learning curve. By the end of the group, members are fully integrated with the content and using it for their benefit in their daily lives.
     

    Q: Is there a community of students who have used this experience? How will I interact with my peers?

    A: In our workshop, we will be using Zoom, and each student will be assigned a breakout room where they will interact with the same group throughout the workshop. There will be exercises and discussion on the homework that students will do together in breakout rooms.
     

    Q: How will I get my questions answered during the workshop? Will there be homework?

    A: We offer an extended Q&A session at the end of each session. We usually get phenomenal feedback about the quality of these Q&A sessions.
     

    Q: How long will this course be? Am I expected to do work outside of the workshops?

    A: This course will be six separate 4-hour sessions. We could go over 4 hours due to Q&A sessions at the end. At the end of every lesson, you will be assigned homework to be completed between sessions. You will discuss your homework in your breakout group at the beginning of the next session.

     

    Q:  Why should I care about budgeting? I just want to invest!

    A:  Budgets are the lifeblood of your financial plan. We need to give each dollar we earn a job and make our money work for us. Otherwise, it will be much more challenging to get ahead. It's easy to continually spend more and more because we know we have money on hand to do what we want. But, unfortunately, doing what we want at the moment often conflicts with what we want in the future.

    Think about when you have a strong urge to eat chocolate chip cookies, but you also want to lose 20lbs and look fantastic. You can eat the cookie right now, and in fact, there is little consequence for eating the cookie now. However, if you keep eating the cookie every time you have the urge, you will never lose the 20lbs you desire. In fact, you might actually put on another 20lbs!! So, we want to teach you how to eat the cookie from time to time and still lose 20lbs. To do this, we need to have a plan, and we need to have rules.

    In budgeting, we will work with you to develop your plan and develop your rules, so you still have a great time AND hit your financial goals!!

     

    Q:  Will I learn about Macro Economic Analysis and the Business Liquidity Cycle?

    A:  Yes, you will learn how asset markets work through the Austrian Liquidity Cycle and Economic Cycle in a Fiat currency system and why asset markets inflate more than anything else in that system.

     

    Q:  Will I learn about the rate of currency debasement, what it is, and what the implications of it on my investments are?

    A:  Yes, you will learn about the rate of currency debasement, and how this differs from inflation, and why you need to understand and account for this consistent part of our current system in your comprehensive wealth plan?

     

    Q:  What is a Sector Rotation Model?

    A:  You will learn and get templates for a simple sector rotation model to help you discern where you will realize maximum gains in the market.  You will also learn relative strength models you can combine to highlight top performers in your investments. Finally, you will understand our ETF models and how to access their strong outperformance and risk-cutting real-time results.

     

    Q:  Will you be explaining interest rates and yield curves?

    A:  Yes, you will learn to understand both and be given some simple models for helping to assess when both are showing wind behind the back of specific sectors and asset classes.

     

    Q:  Will you discuss asset-allocation diversification models like the Permanent Portfolio and the Artemis Dragon.

    A:  Yes, we will discuss how these models cut risk and improve the return of investing and how to use them.  We discuss and explain anti-correlation.  We will also discuss the next level: identifying strategies that help enhance the reward and cut the risk of investing in each asset class. We show you how mixing anti-correlated strategies produce even better reward/risk results than simply mixing asset classes.

     

    Q:  Will I learn strategies for improving risk and return of investing in asset markets:

    A:  Yes, you will learn how to improve your risk and return of investing in asset classes through strategies, learning what strategies work long-term and why, including strategies that have outperformed their asset classes real-time for more than 28 years, and back-tested improved reward to risk going back over 90 years.  You will learn a specific strategy that has outperformed on a reward/risk basis in every asset-class tested going back over 90 years.

     

    Q:  Will I learn a strategy that I can use on my own?

    A:  You will also learn a simple strategy that works on all asset classes tested for over 90 years and how using this Strategy in multi-asset classes yourself can improve the reward/risk of investing quickly on your own in minutes once a month.

     

    Q:  Will I learn how to mix strategies to cut risk and improve return even more?

    A:  Yes, you will learn how asset-class diversification can improve reward/risk but mixing multiple asset-class uncorrelated strategies can improve reward/risk even further.  You will know Ray Dalio's Holy Grail of Investing. See the real-time mix of systems using several asset classes that produces nearly four times the return of the S&P on a maximum drawdown of under 12.2% (vs. a 56.14% maximum drawdown for the S&P) for more than 29 years. We will show you where to access this mix of strategies each month. 

     

    Q:  How did the mix of strategies perform real-time during the wild 2020 COVID-19 markets that were the most volatile since 1929?

    A:  We will show you exactly how this mix of strategies produced an over 37.5% return in 2020. This mix had only a 2.9% maximum drawdown when the S&P crashed by over 35%. This mix of strategies outperformed hedge funds and asset-allocation allocations substantially on a reward/risk basis for yet more evidence of its real-time usefulness to build substantial profits while drastically reducing risk at the same time.

     

    Q:  What will we learn about how to cut taxes in investing?

    A:  We have one of the top tax attorneys in the U.S. who will teach you multiple strategies, both U.S. and international, that any investor from any country can use to cut taxes on investment and protect your assets like a vault.  You will also learn how to use LLCs to protect assets. You will learn how to use IRA structures to invest in LLCs that can invest in nearly anything within the IRA. We will introduce you to Solo IRAs that can funnel almost 1/3 of company profits into a tax-free investing mode from a top creator of IRAs in the U.S.  In addition, learn how to do a Roth conversion and why it might be perfect for current conditions.  And you'll understand why tax reduction and asset protection are becoming more critical pillars of wealth building than ever, with taxes nearly inevitably heading much higher throughout the world.  Legitimate legal tax reduction is one of the most leveraged ways to improve return and cut the risk of investing and building Wealth.

     

    Q:  Will I learn how to help save more to invest?

    A:  We have a top expert to help you learn how to budget, how to pay yourself first, and how to get control of your finances to allow you to build Wealth consistently and painlessly.

     

    Q:  What is a SafeBox, and will I learn what to put into it?

    A:  A  SafeBox is a safe you keep at home with 3-24 months of expenses of cash, gold, silver, guns, ammo, food, water, fuel, etc., in case we run into an emergency where banks and stores are closed for many months.

     

    Q:  Will I learn your High Yield Strategy, and what is that?

    A:  You will learn many of the critical elements of our high yield strategy and how to follow it monthly easily.  Our high yield strategy is a real-time conservative, but a straightforward mix of strategies Mark Boucher developed for his retirement and safe investing allocation.  It has been published in real-time in PSL for 29 years. High Yield produces more than 1.7 times as much as the S&P over this period on just an 11.81% max drawdown. In 2020, it created a 23% gain on a 4.2% max drawdown.

     

    Q:  Will I learn about even higher return strategies and how to invest in campaign trades prudently?

    A:  Yes, we will discuss some of our higher-return strategies. Your overall structure is appropriate and opportunistic campaign trades where you will gain huge gains with a small portion of your aggressive bucket portion of your wealth plan and comprehensive portfolio.

    Q:  What about option strategies, short-term strategies, and other hit-for-the-fences strategies?

    A:  We will discuss these strategies and where they fit within your overall wealth plan, and you will know where to go to investigate such strategies in more detail so you can fully utilize them when appropriate.

     

    Q:  Will you discuss Timing Models?

    A:  Yes, we will discuss how to use timing models and introduce you to timing models that cut risk and improve the return of investing in multiple asset classes.  You will also learn where to become an expert in market timing to increase its usefulness should you desire to, in ways some of our students have used to become professional traders.

     

    Q:  Will you discuss recessions and expansions and how to take advantage of both:

    A:  Yes, we will discuss booms and busts, why they occur, as well as regular expansions and recessions, and how to take advantage of both to improve your investment returns and cut your risk.

     

    Q:  Will we come away from this with the tools we need to cut risk and improve reward and understand how to custom-build our total wealth plan?

    A:  Yes, you will come away from the workshop with your own custom-tailored total wealth plan that will allow you to cut risk and improve the return of investing in any asset class, and you'll know where to go for resources that will enable you to enhance your investment even further, as well as how to apply these tools on your own immediately to build your turbo-charged wealth fortress.  You'll know how to cut taxes and protect your assets and have the resources to custom-design a plan with competent professionals if you want to adjust or add to your existing structure.


    What are the problems??

    Budgeting

    • Lacking a budget plan that supports your goals, you can manage daily.
    • No understanding of current cash position – spending money we don’t have and then scrambling to figure it out.
    • No consistent reporting of financial health.

     

    Savings

    • No plan for where to save.
    • No plan for how to think about different savings buckets/ investments.
    • No Plan = STRESS.
    • Psychological Framing – supports our decision-making to improve the quality of decisions.
    • No savings plan that links to goals.
    • No rainy day fund.

    Investing

    • Modern Portfolio Theory is completely broken – where to find Yield where there is none.
      • Strategies instead of allocations.
    • Not understanding how the actions of Central Banks and Governments affect me.
    • Framework for how to think about economies and investing.

    Tax Efficiency

    • Governments are raising my taxes and going after non-taxable sources to increase revenues.

    Asset Protection

    • How do I protect myself from frivolous lawsuits?
    • How do I protect myself from government seizures?

    List of Speakers:

    Amber Dugger – Profit for Keeps

    The founder of Profit For Keeps, a system developed for online entrepreneurs to end the stress and anxiety around numbers. A holistic system combines personal finance and business cash flow strategies using Profit First and YNAB (You Need a Budget). She has helped hundreds of coaches implement this system and has allowed thousands more to calculate revenue goals that make sense! She is a certified health coach from IIN and worked in corporate finance for 15 years before venturing out on her own in 2015 and thrives on being location independent. She loves traveling, wine, bicycles, knitting, and a good cup of tea (if in England) and coffee (if in Italy).


    Joshua Sharp – CompleteIRA.com

    Joshua Sharp of CompleteIRA.com is one of the most highly touted experts in retirement planning and investing.  Joshua turns the topic of retirement planning into an inspiring episode by illuminating some modern approaches to investing and growing Wealth within tax-free structures. He discusses how Mitt Romney generated $100m in tax-free earnings in his IRA and gives some real-world example structures to teach how to structure your accounts better.  Joshua Sharp is co-founder and fiduciary of completeira.com. CompleteIRA is a self-directed IRA LLC facilitator. In addition to setting up self-directed IRA LLCs, CompleteIRA also specializes in helping clients set up Solo 401(k)s, self-directed IRA LLCs, Self-Directed Roth IRA's, Real Estate IRA's, optimizing Roth IRA conversions, and other complex IRA strategies. CompleteIRA.com helps clients set up more kinds of self-directed IRAs than anyone and provides real support and knowledge to allow clients to set up the best structure for what they are trying to accomplish, whether group plans or individual ones. CompleteIRA specializes in setting up many kinds of custom-tailored self-directed retirement accounts depending on your needs and then provides real ongoing support for your structure or plan.

    Robert Wolmer  - Tax Attorney

    Robert Wolmer holds a B.A. (summa cum laude) in Economics from Yale College and a J.D. from Yale Law School. In addition, he earned an LL.M. in Tax Law from New York University School of Law.

    After working as a tax attorney at major law firms in New York and Washington, he accepted a senior position in the International Tax Services Group in the National Office of Price Waterhouse. He then was asked to be the U.S. representative to the firm's Global Financial Products Group in London. Upon returning to the U.S., he joined the Credit Suisse First Boston tax-structuring desk specializing in cross-border investments and financing strategies. After several years, he became the Managing Director of the tax-structuring team of BNP Paribas in New York.

    In 2008, Mr. Wolmer returned to the private practice of law, specializing in international business and investment transactions.  His focus is on international tax, asset protection, and global estate planning.


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