EDU Summary of Courses

Module 1 – The Starting Point

The Starting Point is a discovery tool.  Without a proper starting point and understanding of “where you’re at” you will fail in trying to achieve desirable results in your life.  If your responses are dismissive and/or incomplete, then changing your current situation will become a chore.  What many people don’t understand is that the solutions to many of life’s problems are right in front of them waiting to be discovered.  Don’t rob yourself of an opportunity of a lifetime by being vague of the situations that surround your everyday life.  By responding to questions presented in this module you will have a clearer view of where your starting point is and, as you will learn by completing all the modules, you will discover many opportunities that may be right in front of you.  

Your economic situation is a matter of choice not a matter of chance.  In your everyday life, you may find it more and more difficult to delegate the time necessary to uncover information needed to plan a successful future.  Many professionals subscribe to the theory that owning the proper products will produce the desired results that will create future success.  Although products and investments are necessary, they are not the center-point in planning your future.  The products you purchase are not the source of your knowledge, they should be the result of your knowledge.  

Module 2 – The Challenges of the Future

If you understand the challenges that will be confronting you in the future, you will be able to prepare yourself for these events.  There are external forces that are going to impact your financial future.  Your ability to survive these challenges will be determined by the information and knowledge you have today.  This course was designed to help you recognize some of the challenges you will face.  Discovering your starting point, where you’re at and what is going to happen in the next 3000 days demographically will become the foundation of your thought process for making better life decisions.  Throughout Wealth & Wisdom EDU, you will find that many of the lessons “overlay” and connect with each other.  There will be times when situations are repeated in different courses at EDU, but there is a reason for this.  Everything in your financial life is connected with each other.  Learning how they are connected is a process not a product.  The challenges you face in the future cannot be solved by purchasing a product.  Overcoming these challenges will take information and knowledge.  Now is the time to uncover the challenges of the future.  

Module 3 – How Money Works – The Defining Moment

This course will introduce you to a life-changing approach to how money works in your life.   You have already discovered the first two Defining Moments in the very first lesson, THE STARTING POINT.  Now it is time to understand the next six Defining Moments in your financial life.  The defining moments will simplify your thought process and you will start thinking about money differently.  Your financial world does NOT need to be complicated.  You need to de-program and re-program your thought process.  Many people are troubled and confused about the economy.  They are bombarded by the media, bullied by sales people and bewildered by the things they feel they need to know.  We would like to spend some time on the very basics and re-establish a new thought process, so you can understand right away, HOW MONEY WORKS in your life.  Without understanding the basics you cannot move forward.  In many cases even the most sophisticated investor doesn’t understand the basic foundation of how money works in their life.  

Once you discover “your starting point” and understand the “challenges” you face in the next three thousand days, discovering how money works will help you prepare for success in your future.  

Module 4 – Transfers of Your Wealth
The Money Matrix

Traditional thinking will have you believe that the only way to increase your wealth is to get higher rates of returns on your investments.  When someone tells you that they can get you a higher rate of return, who is the one at risk, you or the one making the recommendation?  

It is possible many of the answers for a successful financial life may be lying right in front of you and you simply can’t see them.  Many people give away most of their wealth unknowingly and unnecessarily.  These are called transfers of your wealth.  This course will help you discover the transfers of wealth in your life.  Once you recognize your transfers, you will have an opportunity to recapture this money that you are giving away.  You will also discover how traditional investments may have unintended consequences in the future.  

By applying the knowledge of the Defining Moments in the previous course, recapturing transfers of wealth that are occurring in your everyday life will become the center point for your financial future.  

Module 5 -  Living the Best Life You Can Right Now

In order to improve your life it is necessary to enlist a new thought process.  The Starting Points, The Demographic Challenges, The Defining Moment, The Transfers of Your Wealth were designed to create a systematic way of thinking.  All of the courses at EDU can be applied to your everyday life.  Knowledge can be learned, but wisdom is the ability to apply that knowledge to your everyday life.  

By implementing these lessons in your everyday life you will see results and opportunities right away.  

• You will increase your money supply.
• You will create more and better benefits for yourself and your family.
• You will reduce the element of risk you face when it comes to investing and paying taxes.

It is possible to achieve these goals without you spending one more dime than you are spending now.  This will help you achieve the goal of living the best life you can right now.