I am so confident now about what I am doing with my investing. Before I was just doing things to do them. I thought I was a good investor because I was doing things, but I was doing it without the knowledge that I have now.
Not to come across as thinking I’m something special; I’m really not, I just enjoy investing and came to appreciate it early in life which led to decades of immersion learning everything about investing.
While I am an AFC© (Accredited Financial Counselor), and I’ve read hundreds of books, taken dozens of investing courses on a wide variety of topics, my work is more about what I’ve learned as a hands on investor…
Through the pains and gains of real life investing
In both wonderful bulls & long nasty bear markets
During recessions, economic growth, & high & low inflation
-Invested in just about everything, including hundreds of stock positions, all types of funds ranging from hedge funds to mutual funds and everything in between, both individual bonds and bond funds, REITs, MLPs, and more.
-Invested in alternative investments, including startups, real estate, and online business.
-Interviewed, hired, and monitored 10 financial advisors for family members over the years.
In this process, I learned a lot, including what really works, what doesn’t work so well, and why.
Then I summarized 40 years of investing lessons into this 10 hour program, both the painful learning experiences as well as the lessons and actions that resulted in financial independence.
Most financial courses teach an over simplified asset allocation template developed and heavily promoted by the $23 billion financial services industry.
These programs will teach you about the traditional investing method used by:
This popular method puts a percent of money into stocks and a percent into bonds based on elementary information about the investor, such as age. The “advanced” version of this model may add real estate or commodities to portfolios, but more often than not, such programs teach investing in stocks and bonds only unfortunately.
This model can perform fairly well when it works.
But unfortunately, past return data clearly proves this model only works well under certain economic conditions.
In other words:
Most investing courses don’t teach this truth even though it’s confirmed by return data (and numbers don’t lie!)
They teach what is promoted in the financial services industry because it has worked well for the past few decades.
And because investors have been led to believe this is what they “should do”.
Plus, this over simplified method is what most of the financial services industry have built their empires around.
It’s even how many financial advisors still invest.
And, quite frankly, it has worked well during many years, so much so that most investors still swear it’s the holy grail of investing.
This program is different in that explains the different ways investing can be done not just the oversimplified (and risky) version taught by most investing programs.
You’re going to learn when and why this popular model does and doesn’t work, and what can be done about it.
As much as I would love to only teach the oversimplified template, I refuse.
That’s why I’ve noted here that this program requires effort and is for investors who want to become intermediate to advanced investors.
If this isn’t you, a program on the over simplified method might be of more interest to you… although it may come at a huge cost.
But there’s a twist:
We will start with the over simplified method because it’s the foundation for all investing; I call it “basic white sauce”.
Then we build upon it to more advanced levels.
Some of my clients like working with financial advisors.
I’m not anti advisor…. I AM against paying high fees for subpar returns because I’ve been there and done that.
In reality, using a financial advisor is a method for investing.
Let me share a little analogy that applies to choosing ANY investing product or method, including financial advisory services.
If you were going to buy a new car, and you had zero knowledge of the existence of car brands, would it be wise to go only to a Kia dealer for a car?
If you did, you wouldn’t have any idea how a Kia compared to a Toyota…or a Tesla.
You couldn’t measure the results because you weren’t aware of your other options.
Yet this is how most people are with one of, if not the most important purchase of their lives: the investment method they use for their core portfolio.
There are no shortcuts to truly understanding investing at the level this program teaches.
If you want to use a financial advisor or any other investing method, though, it just makes sense to be able to evaluate the after cost performance of that method in comparison to other methods.
You will be able to do all of this like a pro after this program.
I define retirement as leaving my full time grind working for someone else (which I did eons ago).
But retirement was boring to me. I like mental stimulation (and you probably do too if you’re here).
And, like most people, I also want to contribute to society.
When I asked myself how I could contribute to society in the most meaningful way, the answer was sharing something I’ve learned and gotten pretty good at over the years.
You probably have one or two topics like that; we all do.
For me, the one obvious topic was investing, so I began coaching private clients.
But I only have so many hours.
And many people, including teachers, nurses, and even my hairdresser, some of whom couldn’t afford my private rate, would ask me about investing.
Unfortunately, I couldn’t just recommend a single book. There’s truly not one book (or even several) that teaches anywhere near everything investors need to know nowadays.
So, there was much more to say than I could say in one or even many conversations.
And it was painful not to say it when those asking me were:
Sometimes paying a financial advisor high fees without knowing how to evaluate results or thinking their money was “safe” when it wasn’t
Randomly buying Bitcoin, municipal bonds, or hot stocks without any plan or logic whatsoever
Confusing day trading with investing a diversified but defensive core portfolio
So, I made this program for them…and I made it for you if you’re here.
It’s what everyone needs to know about investing that is not taught elsewhere.
Even if you are beginner or seasoned investor, I am sure Camille’s sharing on her own investing experience can add something valuable to your investment strategy arsenal.
You’ll be taken step by step through this program, starting with what you want and ending with an action plan.
The value for me was a validation that my wife and I are generally going in the right direction with our plans.…A lot of us are out here on our own, trying to find our way, and it is invaluable to get direct feedback from people like yourself who are doing and have done similar.
9 Modules with Multiple Videos In Each Module
Handouts, Templates, Resources
This course is primarily focused on using “paper assets” (stocks, bonds, funds, etc.) but there are many other enjoyable and lucrative ways to build wealth or increase income so these options are presented in this course, also.
Every financial plan is unique. Some of you will decide you want to build more wealth, others will choose to focus on income generating assets, while others will be interested in alternative investments.
So, I’m including the following bonuses that will quickly get you to the next level in each of those specific areas.
I used to read investing information and not really want to do it or get much out of it. Now, I’m like a sponge when I read about investing; I understand it and it’s getting better and better.
Great Course!!! Thanks!!!…Thanks Camille! Great information!
…super enjoyable — been wanting to do this for years and he who waits, loses lots of money
Why aren’t more people teaching this?
I think in a few years they will be as investors become more aware.
How many hours are the videos?
The 59 videos are about 8 hours at normal speed.
How long will I have access to the program?
You’ll have lifetime access.
Can I speed up the videos?
You’ll be able to easily speed up or slow down the videos.
Can I listen to the videos, or do I need to watch them?
Most of the videos can be listened to but some have data you’ll want to see.
How do I access the program?
The minute you purchase, you’ll click a link in the shopping cart to access the entire program.
Can I listen or watch the videos from my phone or tablet?
You’ll listen or watch the videos from any device you choose, phone, tablet, or PC.
Will this work for a retirement account?
This program applies to your overall net worth and investments in any type of account.