disc 1 : every day i make the choice / changing your mindset 1 introduction / background 2 what you will learn 3 don't work for money / financial literacy 4 your ideas are your reality 5 generosity 6 new rules for the information age 7 choose to be rich 8 myths of the poor / middle class 9 financial education 10 cash flow and leverage 11 think big, think small 12 the importance of numbers 13 misconceptions about being rich 14 broke is temporary disc 2 : the power of emotions / becoming the master of money 1 what makes you rich 2 emotional intelligence 3 overcoming fear 4 fear vs. facts 5 financial intelligence / creating money 6 luck 7 making mistakes 8 multiple right answers / wealth 9 taking risks 10 rich is a state of mind 11 be-do-have 12 just do it once 13 poor habits 14 pay yourself first 15 who do you want to be? 16 don't fear failure 17 what it takes disc 3 : strategies for wealth 1 a personal story 2 understanding why 3 see your future 4 #1: learn to work 5 #2: mind your own business 6 #3: build a team 7 #4: build a business 8 #5: create money 9 good vs. bad debt 10 #6: generosity disc 4 : secure-comfortable-rich: the cashflow quadrant 1 e/s/b/i/ quadrants 2 different quadrants different emotions 3 entrepreneurs 4 take baby steps 5 security vs. freedom 6 schools train e's and s's 7 taxes favor b's and i's 8 tax evasion / tax avoidance 9 the friendly genius 10 intuition
disc 5 : pillar i: economics primer / pillar 2: accounting basics 1 introduction: learn it 2 robert and kim's story 3 desire / the gift of learning 4 business and investing are team sports 5 understanding economic history 6 interest rates / supply and demand 7 remaining neutral 8 numbers tell a story 9 understand the numbers 10 why you need an accountant 11 assets and liabilities 12 audits 13 income and expenses 14 your financial statement 15 cash flow patterns disc 6 : pillar 3: fundamentals of tax / pillar 4: outside the b-i triangle 1 your largest expense 2 tax avoidance not evasion 3 government rewards b's and i's 4 history of taxes 5 tax benefits for b's 6 free advice 7 choosing a tax advisor 8 introducing the b-i triangle 9 your mission 10 leadership 11 protect your idea 12 internal and external leadership 13 assembling a team 14 your advisors disc 7 : pillar 4: inside the b-i triangle / pillar 4 continued 1 cash flow management 2 why some businesses stay small 3 don't do it yourself 4 invest in your business 5 plan big 6 build a business 7 keep learning 8 borrowing money 9 internal controls 10 communications management 11 marketing and sales 12 the power of systems 13 when something breaks down 14 a well-designed system 15 protecting intellectual property 16 patents 17 disclosure agreements 18 your ideas are your #1 asset 19 the product 20 price-value 21 advice on pricing disc 8 : pillar 5: investing in paper assets - businesses / pillar 5 continued:
investing in real estate 1 investing is a plan 2 financial planners 3 the big picture 4 safe / secure plan: protection 5 savings 6 comfortable plan: growth 7 rich plan: velocity of money 8 investing in business 9 why real estate? 10 welcome dolf de roos 11 banks lend money 12 inefficient market 13 improving value 14 tax advantages 15 passive income 16 100-10-3-1 rule 17 analyzing real estate 18 summary disc 9 : where are you now? (step 1) / set you new goals (step 2) 1 introduction: do it (7 steps) 2 do you know where you are? 3 max's story 4 assets and doodads 5 completing your financial statement 6 your financial goals 7 cindy 8 dale and susie 9 stan and martie / frank and maria 10 analyzing your financial statement disc 10 : take control of your cash flow (step 3) / become an investor (step 4): paper securities - real estate 1 managing debt 2 good debt and bad debt 3 dig out of bad debt 4 build assets 5 bankruptcy 6 take responsibility 7 recognize good debt 8 saving vs. investing 9 three types of assets 10 seven rules of investing 11 investing in paper assets 12 investment advisors 13 investor clubs 14 introduction to real estate 15 real estate professionals 16 positive cash flow, minimum tax 17 evaluating a good buy disc 11 : become an investor (step 4): real estate / enter the b quadrant (step 5) 1 2 3 4
different types of real estate location deferred maintenance a good deal?
5 master a formula 6 the first green house 7 start small 8 assessing value 9 negotiating a contract 10 structuring a deal 11 after you close 12 buying an existing business 13 franchises 14 network marketing 15 starting your own business 16 mentors and advisors 17 assemble your team 18 finding the right advisors disc 12 : mind your own business (step 6) / mind your own business (step 6) continued - become an ultimate investor (step 7) 1 schedule c: sole proprietor 2 partnership 3 s corporation 4 c corporation 5 llc 6 business plan 7 management team 8 financing your business 9 the b-i triangle 10 team / mission / leadership 11 cash flow management 12 communications 13 managing systems 14 legal affairs 15 product 16 the ultimate investor 17 going public 18 summary and course wrap up