7 Steps To 7 Figures

A Complete Step-By-Step Wealth Building Blueprint

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This lesson is excerpted from the full Expectancy Wealth Planning course. If you got value then try 5 lessons here or learn more about the full course here.

4.3 – Crawl, Walk, and Run (15:31)

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In this lesson, we experiment with the boundaries of the three-part framework you learned in the last lesson to understand what’s possible.

Key Points & Action Plan

Key Points:

You’ll learn:

  • That conventional retirement planning is just a subset of the much bigger wealth planning picture
  • How your future wealth is the compound growth of your three primary assets
  • Why you must carefully manage your three resources (personal and financial capital, and time)
  • Why compounding financial capital is a half-truth of the conventional plan
  • How the crawl, walk, and run stages relate to your wealth plan
  • How to put the rule of threes on steroids
  • Why the underlying assumption of wealth creation in traditional planning is flawed
  • That earned income is not the same as cash flow producing equity
  • How the advanced planning framework allows you to skip the translation stage
  • How the growth of assets change throughout each stage of wealth building
  • Why procrastination is the death of wealth building in the crawl and walk stage

Action Plan:

Become clear on what the limitations to traditional retirement planning are, and how the advanced framework opens up other possibilities for you to achieve wealth quicker.

Resources

Office Hours Recording: Download / Listen Here (.mp3)

Additional Reading: How Anyone Can Retire In 10 Years (Or Less!) – HTML Article | (Directly Download PDF)

« Previous Lesson
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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)
Module 7:Plan Your Action Steps
7.1 – How To Convert Your Action Plan Into Steps (7:37)
7.2 – Engineer Your Action Plan -Theory
7.3 – Engineer Your Action Plan – Step by Step
Lesson 7.4 – Engineer Your Action Plan – Refinement Strategies
Tools & Resources
Tools & Resources
Course Outline
Mind Maps
Audio
Office Hours
Transcripts
Homework
Lesson Guides
More Reading
Members Forum
Additional Resources
Recommendations
Bonus Mini-Course: Naval “How To Get Rich” Podcast
Related Links
Investing Resources
Tools
Video

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  • Lesson 1: Your Financial Advisor is Taking 75% of Your Retirement Income! Reveals the shockingly simple math that proves your advisor is costing you way more than you ever imagined.
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  • Lesson 3: Will The Conventional Financial Plan Work For You? Surprisingly, the conventional financial planning framework is sub-optimal for most people. This is what you need to know…
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  • Lesson 5: The Match Game Simplifies all the financial complexity into a simple, actionable framework.
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