(480) 596-1525isachs@riskresource.com;ellen@riskresource.com

WELCOME TO THE EDUCATIONAL VIDEO SERIES

An interactive experience teaching you the financial practices the wealthy use.


 


SECTION #1: UNDERSTANDING THE BASIC PRINCIPLES

  • Introduction of Wealth Strategies (1 of 13)

    Some of the common financial strategies you hear through media outlets - TV, Radio, etc. - are targeting a specific demographic. The question really becomes: are you that demographic? The spokespeople you are [...]

    Course Completion: 100%
    WATCH NOW
  • Three Types of Money (2 of 13)

    Every financial product in the marketplace can be categorized into these three types of "buckets": (1) taxable, (2) tax-deferred, and (3) tax-free. When you're considering where to put your money, too many people [...]

    Course Completion: 100%
    WATCH NOW
  • Traditional Way of Doings Things (3 of 13)

    In an ideal situation, there are a list of characteristics that you would want in a wealth accumulation vehicle. But what you want isn't always what you have - or are currently offered. Vehicles such as 401(k)s [...]

    Course Completion: 100%
    WATCH NOW
  • Become a Wealth Builder (4 of 13)

    Before you select which wealth accumulation vehicle(s) that best suits your needs, you must understand the fundamentals of how people save and spend money. Without this understanding, you will not have the [...]

    Course Completion: 100%
    WATCH NOW

SECTION #2: DISCOVERY OF WEALTH-BUILDING PRACTICES

  • Real-Life Traditional Scenario (5 of 13)

    Some of the most popular places to build wealth is to put money in a 401(k), Mutual Funds, and a Home. While these vehicles are not a bad thing, we must look at and compare their benefits to the benefits that [...]

    Course Completion: 100%
    WATCH NOW
  • The Greatest Wealth Accumulation Vehicle (6 of 13)

    Now that we have gone over and understand the "why", it's now time to focus on the "how". The Top 25% of wage earners in America are exploring financial options available to them and have found one wealth [...]

    Course Completion: 100%
    WATCH NOW
  • Leverage Money Like the Wealthy (7 of 13)

    The wealthy are leveraging their money and making major purchases without effecting their account value. One of the best examples to demonstrate how this is done is to look at banks. When you put your money [...]

    Course Completion: 100%
    WATCH NOW

SECTION #3: INSIGHT THROUGH DEVELOPMENT & EVALUATION

  • Comparison of Various Financial Alternatives (8 of 13)

    One of the biggest risks you face during retirement is longevity: the risk of outliving your income due to living a longer life. The method you choose to accumulate wealth is one thing, but you must consider the other [...]

    Course Completion: 100%
    WATCH NOW
  • Cost Analysis and Review (9 of 13)

    All financial vehicles have costs. And costs are not only the amount of charges you experience, but also the amount of taxes you will pay for using that financial vehicle. The mass-market financial advice you hear [...]

    Course Completion: 99%
    WATCH NOW
  • Evidence of Historical Performance (10 of 13)

    A great way to see if these wealth strategies could work in the future is to take a look back at the hypothetical historical performances from the past. The wealthy understand that it's much more important to avoid the [...]

    Course Completion: 100%
    WATCH NOW
  • A Unique Crediting Strategy (11 of 13)

    The ability to capture some of the gains yet never experience a loss sounds too good to be true. Because of its unique crediting strategy, this wealth accumulation vehicle has been the preferred option for the wealthy [...]

    Course Completion: 100%
    WATCH NOW

SECTION #4: MASTERING THE TECHNIQUES USED BY THE WEALTHY

  • The Reason Behind the Strategies (12 of 13)

    There are a multitude of financial vehicles that can help you build wealth. But why do The Top 25% prefer this one wealth accumulation vehicle over all others? To understand this, we must go back in time and [...]

    Course Completion: 100%
    WATCH NOW
  • Conclusion of Wealth Strategies (13 of 13)

    "We are heading to a future where we'll have to double federal taxes or cut federal spending by 60%." This quote was stated by former Comptroller General of the United States, David Walker. Action is crucial [...]

    Course Completion: 100%
    WATCH NOW