
Master wealth-building strategies like "Buy, Borrow, Die" with The Perfect Portfolio by @markjquann. Learn from top experts to secure your financial future.
Joined August 2024
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“I became a millionaire because I was homeschooled.”
Meet Maria Wendt, a successful entrepreneur who credits homeschooling for helping her build wealth.
Imagine if every child learned entrepreneurship, investing, and financial independence at a young age!
That’s why we’ve partnered with Brett Pike at @ClassicLearner to teach kids the wealth-building strategies used by wealthy families.
The next generation deserves this opportunity!
#Homeschooling #FinancialEducation
Week four for the current class tonight. The subject is real estate.
I will say the same thing in the room that I will say here. Real estate is not a magic asset. It is a business with tenants, repairs and a mortgage attached, and the tax treatment is the part almost nobody gets taught before they buy.
Educational only. Not tax, legal, or investment advice.
After teaching this for years, the question I still get most is some version of: am I too late?
Here is my honest answer. You are late for the plan you would have had at 30. You are not late for the plan available to you now. Those are two different plans, and only one of them is on the table.
Which one have you been measuring yourself against?
Over 800 students have been through this course.
One of them, Brandon, called it the best money he has ever spent.
One student's experience. Individual results vary. His full conversation is on YouTube.
Link in first reply.
Brandon's full conversation and 160 other free videos: youtube.com/@P2Wealth
Will the Social Security Trust Fund run out in 2032?
David Walker takes the question head on, in 50 seconds.
Useful response: plan so the numbers still work if the benefit is smaller.
Educational only. Not tax, legal, or investment advice.
Link in first reply.
Free videos: youtube.com/@P2Wealth
Three labels shape most of your retirement tax picture.
Tax-deferred: generally taxed when withdrawn. Taxable: settled as income or gains arise. Roth: potentially tax-free when requirements are met.
Educational only. Not tax, legal, or investment advice.
Week three for the current class tonight: Advanced Concepts.
For everyone outside the room, here is a free parallel step: pick one account and find out how it is taxed.
Educational only. Not tax, legal, or investment advice.
Link in first reply.
Free videos: youtube.com/@P2Wealth
That title is a big claim, so here is the sober version.
Kevin describes how banks use borrowing as a tool, in 80 seconds. Borrowing carries real costs and risks.
Educational only. Not tax, legal, or investment advice.
Link in first reply.
More free videos: youtube.com/@P2Wealth
Something we will not do: pretend one more seat opened up.
Enrollment for this cohort ended on October 7. When the next live dates exist, you will hear them here.
Free videos and the $599 option, links in first reply.
Free videos: youtube.com/@P2Wealth
Video Course, $599: learn.theperfectportfolio.co…
Next cohort updates: theperfectportfolio.com/
A retiree pulls out a lump sum to replace a roof. The roof is the small part of the cost. Here is how the rest shows up.
There is usually more than one place the money can come from. Knowing the difference is most of the skill. Educational only. Not tax, legal, or investment advice. Links in the next reply.
161 free videos: youtube.com/@P2Wealth
Self-paced Video Course, $599: learn.theperfectportfolio.co…
