Protected Educational Content
Unique Educational Content
We have assembled unique educational content to be used for those who order the Silver Level package.
That education consists of:
–10-module online financial literacy course (PDF course material, examinations, and voiced over PowerPoint presentations).
–Free access to Roccy’s other books:
-The Doctor’s Wealth Preservation Guide
-Bad Advisors: How to Identify Them; How to Avoid Them (also available on Audio)
–Retiring Without Risk
–The Home Equity Acceleration Plan
–Live monthly webinars (where you can ask any questions you want to ask (tax, legal, financial, etc.)).
Bonus Tools
–The Home Equity Acceleration Plan (HEAP™) software–firms are selling similar software for up to $3,500. Those who purchase the Silver Level package will get access to this program for FREE. This plan with accompanying software can help you pay off your mortgage, 5, 10, 15+ years early (it is NOT a bi-weekly plan and it is not simply paying an extra mortgage payment every month).
The following is an example of paying off a mortgage using HEAP™. The maroon bars are a 30-year mortgage and the green bars are your mortgage when using HEAP™
Run your own HEAP numbers
(it takes less than 2 minutes)
Online Budget Tool!
It’s difficult to plan for retirement when you don’t understand your cash flow and how much you can save every month/year (for retirement, college, etc.).
No one likes to do a budget, but if you are going to create one, our budget app is the way to go. It’s super easy to use and it’s literally an online app that you can go in and out of when you have time. You can get as granular as you want or use ballpark numbers.
Debt Snowball App
High interest debt (credit cards being the main culprit) should be paid off as soon as possible. Student Loan Debt is another big debt many people struggle with.
Our debt snowball app lets you input all your debts into a calculator and allows you to:
1) See how long it will take and how much interest you will pay if you just make the “minimum” payment (it’s crazy how much and how long).
2) See the financial benefit of making extra payments per month ($10, $50, $100, $500+ extra a month)
3) Pay off your debts in a different order to see how big a difference paying down higher interest debt can save you thousands, if not tens of thousands of dollars.