The One-Page Wealth Plan to Financial Freedom in 3-5 Years
Welcome to the 137th episode of the Alternative Investing Podcast!
In today’s episode, I’ll discuss the six fundamental elements of a one-page wealth plan I share with my clients so you can also achieve financial freedom in 3-5 years.
- Key Element #1: Your Inkosi
- Key Element #2: How Much Are You Willing to Invest in Alternative Real Estate
- Key Element #3: Your “By-When”
- Key Element #4: When You Will Stop Adding Capital
- Key Element #5: The Fuel You’re Going to Invest from Your Active Income
- Key Element #6: Milestones That Will Affect Your Finances in the Next Five Years
- Recap of Six Elements
- Final Thoughts
If you’re a business owner or an investor who wants to simplify your wealth-building process and set yourself up for long-term success, then make sure to listen to this episode!
04:58 Key Element #1: Your Inkosi
06:21 Key Element #2: How Much Are You Willing to Invest in Alternative Real Estate
07:19 Key Element #3: Your “By-When”
08:29 Key Element #4: When You Will Stop Adding Capital
09:22 Key Element #5: The Fuel You’re Going to Invest from Your Active Income
10:15 Key Element #6: Milestones That Will Affect Your Finances in the Next Five Years
10:39 Recap of Six Elements
12:40 Final Thoughts
Do you want to learn a framework that can help you create a one-page wealth plan to determine how you can achieve financial freedom in the next three to five years?
In today’s topic, let’s talk about the fundamentals of the plan I share with my clients that you can also use, no matter what your long-term financial goals are.
But first, let me say that this focuses primarily on a three to five-year timeframe because it works well for the goals of my clients who want to achieve their own version of financial freedom.
However, I encourage you to think about it so that you can use the ideas in your own life.
If there’s one thing that frustrates me the most, it’s the wealth professionals who create financial plans that are unnecessarily complicated and full of unnecessary details.
They do this to make the plans look more impressive, but it does not actually help people make better decisions.
Instead, these plans are often designed to motivate people or push them towards investing in certain products or assets they offer.
Rant aside, let me tell you that wealth-building is not rocket science.
You can make your financial plans as detailed as you want, and it can be helpful to forecast different scenarios to understand the potential outcomes of your decisions.Read More
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