Intermediate Course E-Guide Bundle

Are you someone who learns more effectively through reading? Or someone who likes to refer to notes when learning new material. The 2024 Intermediate Course E-Guide is a perfect standalone guide that you can read at your own pace, while something you can use to follow along to the live or recorded courses. This 96page e-guide will build upon the beginner course and get more into the technical aspects of building out your financial freedom plan.

1. Complex Tax Planning that I've Used

2. Why Time is the Most Valuable Asset You Own

3. Real Estate Investing- Buy and hold, Rent to own, BRRR, Wholesale

4. Pay down your principal residence or Invest? Is Your Primary Residence an Asset

5. Stock Market- Buy and Hold, Trading Options, DRIP

6. Dollar Cost Averaging vs Lump Sump Investing

7. Robo-Advisor, Do it Yourself, Financial Advisor

8. Private Lending- Promissory Notes, RRSP Lending

9. Wills, POA and Why they Matter!

10. Cryptocurrency- What is it? Why I Invest

11. Life/Disability and Critical Illness Insurance

12. Fine Art- What is it? Why I Invest

13. Fine Wine- What is it? Why I Invest

14. What is Financial Portfolio Construction?

15. Can You Rely on ‘Your’ Pension?

And that’s just the E-Guide!

You’ll also get The Net Worth Spreadsheet + The Alternative Asset Trio (Cryptocurrency, Fine Wine and Fine Art Checklists).

All for only $30