Most people go through life and at some point wake up and realize they should be doing something smarter with their money.

When you reach that inflection point, what should you do and what are the few fundamental basics that you need to know?

Many retirement plans are designed to feel safe, instead of giving you freedom.

Safety usually comes at the cost of long-term growth and may mean you never retire with the lifestyle you want.

This is an overview of my philosophy, explains how a financial plan becomes the GPS for your life, how to determine the return you actually need for retirement, and why equities often need to play a larger role than most people expect.

Learn how to think about risk, long-term investing, and when more advanced strategies may be appropriate.

You will learn:

When you get serious about your money, what is the first thing you should do?
Why is your financial plan the GPS for your life?
Why does thinking long-term completely change your life?
How is an interactive financial plan fundamentally different?
Why are most advisors' recommendations like driving with brakes but no gas pedal?
Why do most people need a significant allocation to equities (stock markets)?
What do equity investors need to know?
Why can borrowing to invest be a relatively obvious way to grow wealth for many people?
What do people who borrow to invest need to know?
How important is tax planning and when should you do it?
Why is financial freedom such an amazing time in your life?