MAKE YOUR JOB OPTIONAL

TOTAL FINANCIAL AUTONOMY WITHIN 5 YEARS

YOUR NEXT STEPS

YOUR FINANCIAL AUTONOMY PATH

Which of the 6 rings are you currently in?

RING 6: Generational Wealth

Based on your responses, it seems like you are currently in Ring 6, also known as “Generational Wealth”.

Generational Wealth is the final stop on our financial development journey. With the right access to qualified specialized knowledge about buying and building businesses, investing, finance, personal development, and a support network for collaboration and exposure to curated opportunities and investments, every single one of us can predictably create Generational Wealth, inside of one lifetime.

Doing so is a daunting task, and requires having a clear plan in place for mitigating your taxes, while growing your portfolio of assets, businesses, investments, insurance and cash in this lifetime.

Simultaneously, you must implement succession structures with financial controls baked in, that keep the money in the family generation after generation, and keep family members thriving and connected to one another in meaningful ways, long after your passing.

DOs and DON'Ts Of What To Focus On When In RING 6: Generational Wealth

RING 1

Survival Mode

"Financial Infancy"

Check to check. Bills not always paid.

NO KNOWLEDGE. NO RESOURCES. NO AUTONOMY.

RING 2

Financial Stability

"Financial Childhood"

Bills consistently paid. No money left over.

LIMITED KNOWLEDGE. LIMITED RESOURCES. LIMITED AUTONOMY.

RING 3

Financial Flexibility

"Financial Adolescence"

Bills consistently paid, generating surplus. Generating little to no automated income from royalties, managed assets, managed online businesses, etc that require zero ongoing time managing people or process.

UNCOMMON KNOWLEDGE. PLENTIFUL RESOURCES. ILLUSION OF AUTONOMY.

RING 4

Financial Independence

"Financial Adulthood"

Actively earning automated income (i.e. - assets and/or simple, unsophisticated online businesses managed by 3rd parties, etc). Automated income covers 50% or more of monthly household expenses.

SPECIALIZED KNOWLEDGE. ABUNDANT RESOURCES. GROWING AUTONOMY.

RING 5

Financial Autonomy

"Financial Midlife"

Automated income covers 100% of monthly household expenses + investment capital.

ADVANCED KNOWLEDGE. EXPANSIVE RESOURCES. TOTAL AUTONOMY.

RING 6

Generational Wealth

"Financial Legacy"

Trusts, insurance, private family bank asset protection mechanism and private family office succession structure in place to secure dynastic wealth for generations to come.

COVETED KNOWLEDGE. UNLIMITED RESOURCES. TOTAL AUTONOMY.

MINDSET: Stop Exclusively Trading Hours For Dollars

DO

MINDSET: Think And Plan For Retirement In 5 Years Or Less

DO

MINDSET: Stop Exclusively Trading Hours For Dollars

DO

DON'T

MANAGE: Create Emergency Fund (Min 3 Months Of Bills Cash)

DO

HUSTLE: Supplement Earned Income With Side Hustles

DO

DON'T

PROTECT: Fund Primary Insurance Policy (Basic Death Benefit)

DON'T

DO

EARN: Supplement Earned Income (Start Home-Based Business)

DON'T

DO

DON'T

INCREASE: Replace Earned Income From Job (Grow Existing Business)

DON'T

DO

INCREASE: Leverage 680 Personal Credit Score To Access $100K+ Business Funding

DON'T

DO

INVEST: Purchase Automated Income Generating Assets (Managed By 3rd Party)

DON'T

DO

INVEST: Purchase Simple, Unsophisticated Online Businesses (Managed By 3rd Party)

DON'T

DO

INVEST: Automated Income Deal Structures

DON'T

DO

INVEST: Non-Direct Recognition Whole Life Insurance Policies (For Funding Investments)

DON'T

DO

PROTECT: Create Private Family Bank Entity Structure

DON'T

DO

RING 1

Survival Mode

"Financial Infancy"

Check to check. Bills not always paid.

NO KNOWLEDGE. NO RESOURCES. NO AUTONOMY.

RING 2

Financial Stability

"Financial Childhood"

Bills consistently paid. No money left over.

LIMITED KNOWLEDGE. LIMITED RESOURCES. LIMITED AUTONOMY.

RING 3

Financial Flexibility

"Financial Adolescence"

Bills consistently paid, generating surplus. Generating little to no automated income from royalties, managed assets, managed online businesses, etc that require zero ongoing time managing people or process.

UNCOMMON KNOWLEDGE. PLENTIFUL RESOURCES. ILLUSION OF AUTONOMY.

RING 4

Financial Independence

"Financial Adulthood"

Actively earning automated income (i.e. - assets and/or simple, unsophisticated online businesses managed by 3rd parties, etc). Automated income covers 50% or more of monthly household expenses.

SPECIALIZED KNOWLEDGE. ABUNDANT RESOURCES. GROWING AUTONOMY.

RING 5

Financial Autonomy

"Financial Midlife"

Automated income covers 100% of monthly household expenses + investment capital.

ADVANCED KNOWLEDGE. EXPANSIVE RESOURCES. TOTAL AUTONOMY.

RING 6

Generational Wealth

"Financial Legacy"

Trusts, insurance, private family bank asset protection mechanism and private family office succession structure in place to secure dynastic wealth for generations to come.

COVETED KNOWLEDGE. UNLIMITED RESOURCES. TOTAL AUTONOMY.

MINDSET: Stop Exclusively Trading Hours For Dollars

DO

MINDSET: Think And Plan For Retirement In 5 Years Or Less

DO

MANAGE: Repair And/Or (Re)Build Personal Credit To Minimum 680 Score

DO

DON'T

MANAGE: Create Emergency Fund (Min 3 Months Of Bills Cash)

DO

HUSTLE: Supplement Earned Income With Side Hustles

DO

DON'T

PROTECT: Fund Primary Insurance Policy (Basic Death Benefit)

DON'T

DO

EARN: Supplement Earned Income (Start Home-Based Business)

DON'T

DO

DON'T

INCREASE: Replace Earned Income From Job (Grow Existing Business)

DON'T

DO

INCREASE: Leverage 680 Personal Credit Score To Access $100K+ Business Funding

DON'T

DO

INVEST: Purchase Automated Income Generating Assets (Managed By 3rd Party)

DON'T

DO

INVEST: Purchase Simple, Unsophisticated Online Businesses (Managed By 3rd Party)

DON'T

DO

INVEST: Automated Income Deal Structures

DON'T

DO

INVEST: Non-Direct Recognition Whole Life Insurance Policies (For Funding Investments)

DON'T

DO

PROTECT: Create Private Family Bank Entity Structure

DON'T

DO

What Is Legacy Membership And Why It's The Best Fit For You Right Now in RING 6: Generational Wealth

Legacy Membership

One-time payment of $4,997

Legacy is Mindset To Money’s highest level of membership, designed to provide individuals with comprehensive access to the resources, relationships, knowledge and curated business and investment opportunities they need to progress towards Financial Autonomy.

What’s Included In The

M2M Membership?

5-Step Financial Autonomy Framework

M2M 5-Step Framework

Private, Nationwide Member Community

M2M Member Dashboard

Live and On-Demand Education

Monthly Master Classes and Trainings led by nationally-recognized industry experts in business, investment, finance and personal development, across 6 areas:

MINDSET

Consciously cultivate the thoughts, words, actions, environments and relationships that align with your goals, financial and otherwise

INVEST

Comprehensive, common sense strategies focused on non-traditional investments (not real estate investing) in simple, unsophisticated online businesses that produce automated income, and require none of your personal time or energy to own and manage (no fancy degrees or investment experience necessary)

HUSTLE

Recession-proof side hustles that generate an additional $1000-$1500 extra every single month, to get out of survival mode

EARN

Recession-proof industry niches to generate 4- to 5-figures per month of additional earned income within 6-8 weeks, regardless of your background, education, location, etc

INCREASE

Business management and growth strategies for optimizing your marketing, automating your sales, and increasing efficiency in daily operations to make revenue growth in your business predictable

MANAGE

Proactively manage your complete financial picture, including foundational frameworks for budgeting and planning your income, credit, debt, savings and investments

All
Mindset
Invest
Hustle
Earn
Increase
Manage

Curated Business and Investment Opportunities

M2M Members-Only Deals

Multi-Generational Legacy Wealth Protection Structure

Your Private Family Reserve (aka "Private Family Bank")

Sesame Street Simple Financial Tools

M2M Resources & Tools

BONUS! The 6 Rings Neverending Ebook Membership

T6R NEVERENDING EBOOK MEMBERSHIP (BONUS)

LIMITED TIME

1 Year of complimentary membership in THE 6 RINGS Neverending EBook Membership

included with any Mindset To Money Membership purchase

BONUS:

The 6 Rings

Ebook & Neverending Ebook Membership

You may not have the ability to pay $50,000/yr to be in the Investor Mastermind that the two of us are in, but you can get direct access to the new strategies and tactics we learn, the new insights we have in our lives as a result, and how our learnings impact our financial plans and actions.

As we publish new chapters, and edit old ones, you’ll be able to provide feedback, ask clarifying questions about the content, and participate in curated Q&A conversations about the book with Danielle and Thomas, in an intimate private group format.

You’ll be on that financial learning journey with us forever, because this book will ALWAYS be a work that is being updated and renewed, as we continue to learn and grow.

What's Included

Neverending Ebook Membership:

Online access to a digital download of THE 6 RINGS: What We Weren’t Taught About Getting, Having, Growing and Keeping Money vol. 1, available upon release
Direct access to the authors inside of a private group for curated feedback, conversations and Q&A about the book content
First review of each new chapter of the book, as it is being written

Here Are Some Of Our Highly Recommended Master Classes Designed To Help You Stay In RING 6: Generational Wealth

Click on any of the thumbnails below to learn more about the master class.

Below are recaps of select Master Classes that are perfect fit for people in RING 6: Generational Wealth

Take a look at our exclusive master classes on various financial topics. Our experts cover everything from budgeting and saving to investing and building generational wealth. Learn from the best and take control of your financial future. Watch the video now!

Here are some of our exceptional programs that are tailor-made to help you elevate in RING 6: Generational Wealth

Join Mindset To Money and gain access to exclusive programs that will help elevate your financial journey.

Lifestyle Investor Course (INS) ~~($497)~~ $0
M2M Special Offer: $497 (100% Discount)

The Lifestyle Investor Course includes 20+ video trainings, a printable workbook, and six bonuses including Justin’s investment toolkit and checklist, future of investing insights, and a surprise gift. Plus, you get lifetime access and updates to the course.

Brunson Bulletproof System For Family Banks (BBS) ~~($14,997)~~ $9997
M2M Special Offer: $5,000 Discount (33% Off)

With the BBS 4-Entity Structure for Creating Private Financial Reserves (aka Family Banks), safeguard your assets and your money, save double-digit percentages on taxes yearly, and enjoy the white-glove creation of the structure for a legacy of multi-generational wealth for your family, inside of one generation.

Turn Credit Into Cash 5-Day Business Funding Intensive ($1197) $797
M2M Special Offer: $400 Discount (33% Off)

The Turn Credit Into Cash 5-Day Business Funding Intensive gives participants a clear strategy to use the Dispute Panda AI credit platform as their unfair advantage to get their credit score to 680+ as quickly as possible, and a dead simple blueprint to tap into $100K+ of business funding inside of 90 days, once they do.

Here's What Happens If You Don't Move Forward

So easy to look up 6 months from now, and find yourself in the exact same position, with no defined goal, no measurable progress, and no plan