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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 different types of real estate


2 location
3 deferred maintenance
4 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

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