Here's What You'll Get!
The SMART Wealth System.
John and Tony teach the course in 6 modules you can study at your own pace.
Module 1
Start with a plan - takes you through an extensive process to determine your likely, dependable post-employment monthly income and expenses.
This is your "before" retirement picture. Module includes:
- SMART Session 1 Video Lesson
- SMART Session 1 Audio Lesson
- Start With a Plan worksheet (PDF)
- Start With a Plan presentation slides (PDF)
- Household Monthly Budget Excel® Spreadsheet
Module 2
Maximize Your Accelerator Margin™ - uses both paradigm shifting and mathematical tools to help you manage your spending to maximize the dollars available for capitalizing the next step in the plan. Module includes:
- SMART Session 2 Video Lesson
- SMART Session 2 Audio Lesson
- Maximize Your Accelerator Margin™ worksheet (PDF)
- Maximize Your Accelerator Margin™ presentation slides (PDF)
- Income and Expense Statement Excel® Spreadsheet
Module 3
Activate Your Private Family Bank - unveils the Private Family Bank concept, the platform from which you will pay off your debts and build your wealth - using the same dollars at the same time. Module includes:
- SMART Session 3 Video Lesson
- SMART Session 3 Audio Lesson
- Activate Your Private Bank worksheet (PDF)
- Activate Your Private Bank presentation slides (PDF)
Module 4
Remove Your Debts - uses your Private Family Bank to pay off your debts, because every dollar that goes into and even through a Private Bank stays in it earning interest and dividends at 5-20 times what banks pay. Module includes:
- SMART Session 4 Video Lesson
- SMART Session 4 Audio Lesson
- Remove Your Debts worksheet (PDF)
- Remove Your Debts presentation slides (PDF)
Module 5
Transition to Investing Like a Bank - first shows you what assets banks traditionally invest in: real estate (like your home), vehicle financing (like your car) college education loans, businesses, home remodeling (HELOC), and other low-risk, high-return investments.
We then explain exactly how you can use your Private Family Bank to invest in these same safe. real asset classes, including specific non-stock-market investment recommendations most people are unaware of. Module includes:
- SMART Session 5 Video Lesson
- SMART Session 5 Audio Lesson
- Transition to Investing Like a Bank worksheet (PDF)
- Transition to Investing Like a Bank presentation slides (PDF)
Bonus Module 6
Eliminate your Retirement Income Gap - This awesome bonus session brings all the of the previous 5 Module to bear on making sure your post-employment income streams will add up to more than your post-employment living expenses.
That’s what we call “Work-Optional Wealth,” where working is up to you, because you can live without the income. Module includes:
- SMART Session 6 Video Lesson
- SMART Session 6 Audio Lesson
- Eliminate Your Retirement Income Gap presentation slides (PDF)