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Wealth Lab is happening in 23 hours
March - VIP monthly Q&A
Hello investors! Something came up last minute - is it alright to push the call back one hour? To 1pm CST?
Stock Market Fantasy Game
Hello fam! This is going to be super fun! A Stock Market Fantasy Tournament - everyone chooses their favorite stock for 2026 and contributes $10 or equal foreign currency. We track the stock with the most gains and award the stock picker with the whole pot of money on January 1st 2027! Who’s a betting man/woman? Yes you can choose a crypto coin too! List your favorite stock here (or DM me your stock) and I’ll share my Zelle/Venmo. Starting February 28th! 💰🚀
Update on Recession Plan
Hello investors! Would you like a class where I share my 2026 positioning and investment theses, following on the Recession Plan class? Maybe some time in May? See how the Iran where plays out in the coming weeks…let me know!
Debt Masterclass is scheduled for April 17th, 2026
Most people were never taught how to use debt - only how to fear it. Debt isn’t inherently bad; misused debt is. The wealthy use debt differently than the average person. This class closes that knowledge gap. This is about control, not avoidance. Avoiding debt doesn’t automatically create wealth. Understanding debt gives you leverage and optionality. You learn how to decide - not react. One good decision with debt can change your financial trajectory. The difference between “good” and “bad” debt is just strategic use. Small shifts in how you structure debt can save (or cost) thousands over time. This is practical knowledge with real financial impact. We are in a changing economic environment - interest rates, inflation, and credit conditions are not static and what worked 5 or 10 years ago may not work now. Being informed = being prepared. This is not generic advice, between I and the companies I've managed, we have taken on over $20m in debt. I'll teach you how to think and not be afraid of it. It can feel like such a heavy burden. I'll provide you with Frameworks for evaluating debt decisions, how to assess risk vs. reward clearly, how to align debt decisions with your long-term goals. And if you're in debt right now, some strategies to manage it.
The cost of a Financial Advisor
In a handy graph for y’all - https://www.instagram.com/reel/DWNOv4KjXGa/?igsh=ZzQ4cGIzajdnOTZ6 See how the fees compound as well! Take my investing course and keep all the gains yourself! You’re the one taking the risk, after all!
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