Sustainable Strategy

Effective Wealth Goal Setting

Effective Wealth Goal Setting

In this training, I review the fundamental elements of a solid one-page plan that should be regularly reviewed ...
The Art of Measuring Wealth Success

The Art of Measuring Wealth Success

Understand the metrics which are often overlooked by most investors, but which can form a more powerful compass ...
What are Working Assets?

What are Working Assets?

What is working capital and why is it a critical metric to track in your investing.
Live Panel with Chris Miles, Ron Phillips and Randy Lawrence

Live Panel with Chris Miles, Ron Phillips and Randy Lawrence

We bring together a panel of legends: Chris Miles, Ron Phillips and Randy Lawrence. We discuss how to achieve ...
The Landmines of Wealth Building – Principles 3-5

The Landmines of Wealth Building – Principles 3-5

In this section of the intensive we cover the remaining 3 principles to support a defensive approach to wealth ...
The Landmines of Wealth Building with Matt Burk

The Landmines of Wealth Building with Matt Burk

We interview the Godfather of the private fund world, Matt Burk. His time in the industry and relationships across ...
The Landmines of Wealth Building Introduction

The Landmines of Wealth Building Introduction

In the introduction to the Landmines of Wealth building, we cover the fundamental blind spots and problems most ...
The Velocity of Money : Part 4

The Velocity of Money : Part 4

Our ability to increase money velocity drives our results. We talk about what it is and how to find an optimal ...
The Velocity of Money – Part 3 : David Phelps

The Velocity of Money – Part 3 : David Phelps

David Phelps is a professional investors who sahes his wisdom on how velocity has played a part in his life and ...
The Velocity of Money Part 2 : Eric Goodman and Mike Zlotnik

The Velocity of Money Part 2 : Eric Goodman and Mike Zlotnik

Mike Zlotnik and Eric Goodman join the discussion as a panel on how to view velocity of money and take advantage ...
The Velocity Of Money – Part 1

The Velocity Of Money – Part 1

Our ability to increase money velocity drives our results. We talk about what it is and how to find an optimal ...
The Economic Trapeze with Randy Lawrence, Chris Miles and Mike Zlotnik

The Economic Trapeze with Randy Lawrence, Chris Miles and Mike Zlotnik

Chris Miles, Mike Zlotnick and Randy Lawrence share their insights as a panel into managing risk, investing in ...
Return of the Jedi Intensive P1

Return of the Jedi Intensive P1

We all give lip service to the idea of opportunity cost, but not many people actually know how to measure it. We ...
Return of the Jedi Part 2

Return of the Jedi Part 2

In this training we focus on the switch between being a helpless observer to a fortune maker in the midst of a ...
Return of the Jedi with Eddie Speed: What Notes Are

Return of the Jedi with Eddie Speed: What Notes Are

Eddie Speed Takes us through the basis of note investing and how to take advantage of a little understood asset ...
Return of the Jedi with Eddie Speed

Return of the Jedi with Eddie Speed

Eddie Speed shows us through some real life case studies of how debt can be used to create infinite ...
Return of the Jedi with Mike Zlotnick

Return of the Jedi with Mike Zlotnick

Mike Zlotnik takes us through what it measn to build a diversified fund and the impact of an event like Covid on ...
Return of the Jedi with David Phelps

Return of the Jedi with David Phelps

David Phelps shares his ingihts into how Covid and other turbulence has impacted his decision ...
The Wealth Health Quotient

The Wealth Health Quotient

In this webinar, we take a look under the bonnet at how good we’ve been at developing wealth. Sometimes we can be ...
Journey To Sustainable Wealth Live Intensive with Mark Jackson and Ron Philipps

Journey To Sustainable Wealth Live Intensive with Mark Jackson and Ron Philipps

Mark Jackson takes us through a few real deals to help us better understand what we should be looking for when we ...
The Wealth Waterfall™

The Wealth Waterfall™

In todays training we examine why most business owners are failing to generate the surplus required to develop ...

DISCLAIMER


This presentation has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this document is General Advice and does not take into account any person’s investment objectives, financial situation and particular needs. Before making any investment decision based on this advice, you should consider, with or without the assistance of a licensed financial adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances.

Although every effort has been made to verify the accuracy of the information contained in this document, Phoenix Wealth Group, its officers, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this document or any loss or damage suffered by any person directly or indirectly through relying on this information.

Phoenix Wealth Group and its related entities can take no responsibility for any actions taken by any person independently based on the information provided in this presentation.

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