In this lesson, you’ll learn a new system that you can use to simplify the complexity inherent in designing your wealth plan that will also allow you to avoid becoming overwhelmed by material learned in future lessons.
Key Points & Action Plan
Key Points:
You’ll learn:
- A brand new framework for your wealth plan – a three-layered puzzle
- Why process of elimination is key in simplifying your wealth plan
- The three layers of this new framework, and how they tie in with what you’ve already learned, and what you’ll be learning in future lessons
- How you’re 2/3rd of the way to having this new framework mapped out
- Why you need this framework at this point in your learning
- Why “form dictates content” when it comes to your wealth plan
- How this approach is the total opposite of what’s commonly taught
- Why wealth building isn’t about finding a “good” investment
- How to connect these three layers together – realistic examples
- How this strategy is like a card matching game
- Why it’s absolutely critical to be asset agnostic when designing your wealth plan
- How investment products are just tools you can use
- A personal example of how I’ve used all three asset classes and why I’m not married to any of them
- How all the pieces fit together to form a cohesive picture
Action Plan:
Soak in the three-layered framework you just learned. Think about the three asset classes once more and how they fit with your personal goals, skills, and resources. Do you have a clear idea of how these three layers connect in your wealth plan?
Resources
Office Hours Recording: Download / Listen Here (.mp3)
Mind Map: PDF summary of the lesson