If you want to know what millionaires know about investing, spending, risk, saving, and freedom that 99% of people don't, this is for you.
This course takes you inside my advanced money management system...
- What I invest in (including my asset allocation today)
- Who I work with
- How I protect myself
- Where I spend my money
...and most important, how these all changed as I got more advanced.
How to Win the Game of Advanced Personal Finance shows you "what's next" once you've handled the fundamentals and are ready for more.
You'll discover:
- How I use a "Personal CFO" to manage all of my finances — stress-free — without losing control
- The psychological changes of managing money at advanced levels, including how I think differently about saving, investing, and spending
- Advanced tax optimizations
- 30 important life events that present opportunities to optimize taxes and take advantage of investment opportunities
- The red flags to watch out for when hiring a CPA or other financial advisor — don't ignore these
- How much you should spend on your financial advisors (don't spend more than this!)
- How to "lean into" where you want to spend more — whether it's convenience, luxury, travel, charity, or relationships. Including detailed examples
And a lot more. Check out the full product breakdown here.
I've also included over a dozen bonus worksheets, tools, and templates in How to Win the Game of Advanced Personal Finance to make applying the program fast and easy.
And, as always, you're covered by my no-brainer, 100% money-back guarantee.
You'll have a full 60 days before you have to decide it's right for you. That's enough time to work through the entire course — TWICE. Then, if you don't love it, email me and you'll get every penny back.