…so you can work fewer hours, spend more time with family, and collect a
check without the headaches.
Fast track your investing knowledge with 5 private coaching sessions
Discover everything you ever wanted to know about alternative investments
Spot the warning signs of bad operators, shoddy deals, and unstable markets (so you can avoid expensive mistakes)
Take the first step toward supplementing or completely replacing your W2 income
Make your first passive investment with confidence and get cashflow in as little as 90 days!
Passive income
It used to be a “nice-to-have.”
But today, if you’re a high earner, you can still feel financially insecure, even if you have a $2M+ net worth.
According to a recent report from Bloomberg, 25% of people making $175,000 or more per year said they were either “very poor” or just “getting by.”
And it’s not hard to see why.
You could be a millionaire on paper.
But if your money’s tied up in investments that fluctuate with the market and aren’t generating consistent income…
...your financial stability can flip upside down the moment your main income source is gone – whether you lose your job or your business has a bad year.
It’s the typical “Asset Rich, Cash Poor Dilemma.”
And without passive income streams, there is no way to truly protect you and your family from financial instability…because you cannot rely on your net worth alone.
Passive income
It used to be a “nice-to-have.”
But today, if you’re a high earner, you can still feel financially insecure, even if you have a $2M+ net worth.
According to a recent report from Bloomberg, 25% of people making $175,000 or more per year said they were either “very poor” or just “getting by.”
And it’s not hard to see why.
You could be a millionaire on paper.
But if your money’s tied up in investments that fluctuate with the market and aren’t generating consistent income…
...your financial stability can flip upside down the moment your main income source is gone – whether you lose your job or your business has a bad year.
It’s the typical “Asset Rich, Cash Poor Dilemma.”
And without passive income streams, there is no way to truly protect you and your family from financial instability…because you cannot rely on your net worth alone.
Warren Buffet wasn’t wrong when he said that.
To achieve real financial freedom, you need diversified, income-generating investments that give you security, no matter what the economy is doing.
Otherwise, the only way to maintain your wealth is to keep grinding.
For decades, we’ve been sold a myth: get a high-paying job and everything will be fine.
There’s only one problem…as soon as you stop working, you stop earning!
That leaves you with two options:
And if you’re in a demanding profession like sales, medicine, or tech, that usually means…
Watching your kids grow up through pictures and videos, instead of creating memories with them
Spending everyday tied to a computer
Going on vacation only to deal with headaches from work emergencies
Jumping from one high-stress job to another, never finding real stability…
Digging into your savings if you’re laid off…
Actively investing in rentals or Airbnbs just to deal with tenant headaches, putting your life on the line with massive loans, and dealing with distractions 24/7…
Always putting off that “greater purpose” in your life…
Or retiring when you're 65, after you’re too old to enjoy your wealth
💸
Because unlike the majority of investors, you qualify to invest in alternative investments.
Cashflowing investments.
The kind that keeps you in the “stay rich” bucket and let you escape the grind.
Sustainable, passive monthly income that works for you.
Income you can rely on.
Even if the stock market is crashing.
Even if inflation climbs another 3 points.
Even if you’ve downsized, an acquisition falls through, or you need time off for a medical emergency.
And if you’ve dipped your toes into the waters of passive investing, only to turn back for fear of what lies beneath…
I’m giving you a way to take action.
The #1 reason rich people never become wealthy is because their assets don’t generate any income for them.
Because true wealth isn’t just about having a high net worth.
It’s about having diversified income sources that provide steady cash flow through the rest of your life.
And until you have enough income coming in to cover your basic living expenses and you're not responsible for generating it....
I'd argue you're not wealthy.
We're trying to make money while we sleep.
I learned this lesson the hard way.
Because in 2021, my dad passed away. He was the sole earner for my family...
She had an inheritance.
But like all money, it would eventually run out.
So, despite the fact I was terrified of losing her lifeline, I dove head first into the world of passive investments.
But I was completely clueless.
Do I invest in real estate, oil & gas, or something else?
I had no idea how to find deals for passive income.
And when I did find deals, I had no clue how to perform due diligence.
I knew very little about “alternative investments” and what that meant.
Sometimes there were fees, but I didn’t understand how much I should be paying.
I didn’t know what to ask operators or how to research them to see if they were the right people to invest with.
I missed good deals because my due diligence process was too slow.
And what if I lost my mom’s money to someone with good marketing who wasn’t actually trustworthy?
…making a decision felt impossible.
There were too many roads that could lead to financial loss. Too many podcasts filled with cautionay tales of investors who lost money…never to get it back.
But despite that, I kept pushing.
Because deep down, I had no other choice but to help my mom.
At some point, your energy goes, your passion crawls away and your ideas feel less sharp.
At some point, you just don’t have anything left to give to your job.
That’s why, after cracking the code on passive investing, I’ve shifted the majority of my networth towards earning passive income.
Because with passive investments…
Once your initial investment and due diligence are done, there’s no ongoing work
You win back all of your time
And you can focus on enjoying life instead of managing investments.
Like dipping your water bottle into a mountain stream, you simply take the passive money that’s already flowing and use it to fill your bank account.
But finding the right investments isn’t easy.
There are too many asset classes, fund structures, and strategies.
That’s why you need a framework for passive investing.
Not just for sourcing deals.
But for choosing the right passive investments based on YOUR financial goals.
A way to understand the various asset classes,
How they can benefit you,
And how often you’ll be paid.
So you can earn your first passive paycheck in the next 12 months.
And start enjoying the lifestyle you’ve worked all of your life for.
Maybe that means you…
Choose when you work, choose when you don’t
Finally say “I don’t need your paycheck”
Quit your VERY active W2 and enjoy your wealth
Spend more time with your wife and kids
Find your true purpose in life outside of making money
Stop trading your life energy and time for added returns
Earn 10%-30% without an ounce of work outside due diligence
Someone who’s actively earning passive income from alternative investments.
Who’s made the mistakes, experienced the thrill of wins, and will help you achieve your goals.
To give you your best shot at living the lifestyle you’ve been promised.
That’s why I’m offering my new program…
At some point, your energy goes, your passion crawls away and your ideas feel less sharp.
At some point, you just don’t have anything left to give to your job.
That’s why, after cracking the code on passive investing, I’ve shifted the majority of my networth towards earning passive income.
Because with passive investments…
Once your initial investment and due diligence are done, there’s no ongoing work
You win back all of your time
And you can focus on enjoying life instead of managing investments.
Like dipping your water bottle into a mountain stream, you simply take the passive money that’s already flowing and use it to fill your bank account.
But finding the right investments isn’t easy.
There are too many asset classes, fund structures, and strategies.
That’s why you need a framework for passive investing.
Not just for sourcing deals.
But for choosing the right passive investments based on YOUR financial goals.
A way to understand the various asset classes,
How they can benefit you,
And how often you’ll be paid.
So you can earn your first passive paycheck in the next 12 months.
And start enjoying the lifestyle you’ve worked all of your life for.
Maybe that means you…
Choose when you work, choose when you don’t
Finally say “I don’t need your paycheck”
Quit your VERY active W2 and enjoy your wealth
Spend more time with your wife and kids
Find your true purpose in life outside of making money
Stop trading your life energy and time for added returns
Earn 10%-30% without an ounce of work outside due diligence
Someone who’s actively earning passive income from alternative investments.
Who’s made the mistakes, experienced the thrill of wins, and will help you achieve your goals.
To give you your best shot at living the lifestyle you’ve been promised.
That’s why I’m offering my new program…
Until now, I’ve only shared surface-level knowledge of passive investing through social media and my weekly emails.
But in this Beta-Coaching Program, I’ll reveal the full-force of my investing experience (that’s currently earning me $150,000 passively each year) so you can make your first cashflowing investment.
Over the course of 5 weeks, you’ll work 1-on-1 with me and learn everything you need to know about the world of passive investing.
It’s specifically designed for those who already have significant assets and are ready to learn how to leverage them for passive income.
If you’re still in the very early stages of building your wealth and do not yet have a substantial financial base, this program may not be the right fit for you.
My primary focus is on helping accredited investors and those with a solid financial foundation turn their existing assets into steady, passive income streams.
If you have the financial resources and are committed to making your assets work for you, keep reading…
In 2021, my dad passed away, leaving my mom an inheritance…but no source of consistent income.
So, over the next 6 months, I spent $50,000+ and countless hours attending masterminds, investor dinners, and burning the midnight oil finding passive investments.
Ones that provided her monthly cashflow, so she wouldn’t have to sacrifice her lifestyle, healthcare, or retirement.
I accomplished that goal (she’s currently receiving $10,000+ in 100% passive income each month).
And once I felt confident enough, I moved the majority of my net worth into passive investments as well.
Here’s a snapshot of my current passive portfolio:
Now, I’m packaging everything I know into a system for choosing the right passive investments. And it was hard-earned from:
Deploying over $150M fund in $100k-$300k chunks at an early-stage venture capital firm called Techstars, where I honed my skills in evaluating and overseeing significant investments.
Performing due diligence on 100s of funds. Taking a fine-tooth comb to PPMs, operators, and their track records. I flew to dozens of investor meetings (at my own expense) before settling on the right passive investment.
Spending $50,000 on fees for investing masterminds, where I learned from top investors how to choose investments and what to watch out for.
Making money on my first passive investment and seeing it actually work, a feeling that’s almost indescribable, especially when you get that first deposit.
Making over 20 private placement investments totaling over $3M, gaining firsthand experience in what works and what doesn’t in the world of private investments.
Losing money in funds due to oversight. In one case, bad loans caused withdrawals to be halted and my annual returns to drop from 12% to 5%. This costly error highlighted the importance of thorough due diligence, a practice I now rigorously adhere to.
Generating $150,000+ of passive income each year. Real passive income. Not short-term rentals, stock market plays, or other “get-rich-quick-schemes.” I’m profiting monthly from low-risk investments with moderate returns.
And launching my own investment fund, so I can help others invest and profit from my knowledge.
From this, I’m creating a hands-on mentorship program, with a simple system you can use to find passive investments that free up your time and energy.
In 2021, my dad passed away, leaving my mom an inheritance…but no source of consistent income.
So, over the next 6 months, I spent $50,000+ and countless hours attending masterminds, investor dinners, and burning the midnight oil finding passive investments.
Ones that provided her monthly cashflow, so she wouldn’t have to sacrifice her lifestyle, healthcare, or retirement.
I accomplished that goal (she’s currently receiving $10,000+ in 100% passive income each month).
And once I felt confident enough, I moved the majority of my net worth into passive investments as well.
Here’s a snapshot of my current passive portfolio:
Now, I’m packaging everything I know into a system for choosing the right passive investments. And it was hard-earned from:
Deploying over $150M fund in $100k-$300k chunks at an early-stage venture capital firm called Techstars, where I honed my skills in evaluating and overseeing significant investments.
Performing due diligence on 100s of funds. Taking a fine-tooth comb to PPMs, operators, and their track records. I flew to dozens of investor meetings (at my own expense) before settling on the right passive investment.
Spending $50,000 on fees for investing masterminds, where I learned from top investors how to choose investments and what to watch out for.
Making money on my first passive investment and seeing it actually work, a feeling that’s almost indescribable, especially when you get that first deposit.
Making over 20 private placement investments totaling over $3M, gaining firsthand experience in what works and what doesn’t in the world of private investments.
Losing money in funds due to oversight. In one case, bad loans caused withdrawals to be halted and my annual returns to drop from 12% to 5%. This costly error highlighted the importance of thorough due diligence, a practice I now rigorously adhere to.
Generating $150,000+ of passive income each year. Real passive income. Not short-term rentals, stock market plays, or other “get-rich-quick-schemes.” I’m profiting monthly from low-risk investments with moderate returns.
And launching my own investment fund, so I can help others invest and profit from my knowledge.
From this, I’m creating a hands-on mentorship program, with a simple system you can use to find passive investments that free up your time and energy.
My step-by-step process for finding operators you can TRUST
The quickest, easiest way to create “deal flow” in your spare time
How to vet deals so you can invest with confidence
The proper amount of risk to expect from passive investing
Knowing what to expect after you wire money to an operator (e.g. the cadence of communication you should receive after you make your first passive investment)
How to avoid being left in the dark about your investment, who to connect with when it happens, and what to do about it.
The top 3 asset classes for generating passive income in the first 12 months (and sometimes as quickly as 90 days)
A short list of go-to asset classes that can generate passive income in less than 12 months (and sometimes as quickly as 90 days)
Everything you’ve ever wanted to know about alternative asset classes (nothing’s off limits here: I’ll give you the details on Lending, Oil & Gas, Cannabis, ATMs, Private Credit, Self Storage, Transactional Funding, Multi-Family Apartments, and other alternative investments where I’ve deployed capital)
How much you need to invest to supplement or completely replace your W2 income with passive cashflow
How to find low risk, long-term investments that generate passive income on a monthly basis
The best funds for “parking” your money that return 8% or more with less risk than stock markets and higher returns than treasuries (these special funds allow for fast liquidity, are backed by experienced operators, and have survived the 2008 crash and our most recent recession)
How to pick out the “crown jewel” operators from the thousands of fly-by-night syndicators promoting deals on Facebook, LinkedIn and Instagram
The 3 warning signs of shifty operators
How to transition from active investments like single family homes, short term rentals, and fix & flips to passive vehicles like private lending
How to choose funds to meet specific income goals of $10K, $20K, $30K or more of passive cashflow per month
Why some of the best deals are time sensitive (and how to accelerate the due diligence process so you don’t miss out)
How to invest in real estate for passive income. I’ll walk you through the profits and pitfalls of modern real estate investing (for example, did you know many multifamily operators are struggling to pay their mortgages right now? That’s bad for them – and their investors – learn what’s caused a majority of this panic and how to avoid making the same mistakes)
Should you be paying management fees? I’ll explain what’s standard, what’s above average, and why some fees are actually a good thing
Why single family housing, short-term rentals, and fix & flips are absolute nightmares if you want truly passive income
What is a fund? How does liquidity work? What taxes do you need to pay on passive earnings? Get answers to your biggest questions
PLUS – by the end, you’ll know exactly how to get into the world of alternative assets, with an action plan specific to your personal and financial goals, not a cookie-cutter “blueprint” that sounds nice but doesn’t actually move the needle for your wealth
My step-by-step process for finding operators you can TRUST
The quickest, easiest way to create “deal flow” in your spare time
How to vet deals so you can invest with confidence
The proper amount of risk to expect from passive investing
Knowing what to expect after you wire money to an operator (e.g. the cadence of communication you should receive after you make your first passive investment)
How to avoid being left in the dark about your investment, who to connect with when it happens, and what to do about it.
The top 3 asset classes for generating passive income in the first 12 months (and sometimes as quickly as 90 days)
A short list of go-to asset classes that can generate passive income in less than 12 months (and sometimes as quickly as 90 days)
Everything you’ve ever wanted to know about alternative asset classes (nothing’s off limits here: I’ll give you the details on Lending, Oil & Gas, Cannabis, ATMs, Private Credit, Self Storage, Transactional Funding, Multi-Family Apartments, and other alternative investments where I’ve deployed capital)
How much you need to invest to supplement or completely replace your W2 income with passive cashflow
How to find low risk, long-term investments that generate passive income on a monthly basis
The best funds for “parking” your money that return 8% or more with less risk than stock markets and higher returns than treasuries (these special funds allow for fast liquidity, are backed by experienced operators, and have survived the 2008 crash and our most recent recession)
How to pick out the “crown jewel” operators from the thousands of fly-by-night syndicators promoting deals on Facebook, LinkedIn and Instagram
The 3 warning signs of shifty operators
How to transition from active investments like single family homes, short term rentals, and fix & flips to passive vehicles like private lending
How to choose funds to meet specific income goals of $10K, $20K, $30K or more of passive cashflow per month
Why some of the best deals are time sensitive (and how to accelerate the due diligence process so you don’t miss out)
How to invest in real estate for passive income. I’ll walk you through the profits and pitfalls of modern real estate investing (for example, did you know many multifamily operators are struggling to pay their mortgages right now? That’s bad for them – and their investors – learn what’s caused a majority of this panic and how to avoid making the same mistakes)
Should you be paying management fees? I’ll explain what’s standard, what’s above average, and why some fees are actually a good thing
Why single family housing, short-term rentals, and fix & flips are absolute nightmares if you want truly passive income
What is a fund? How does liquidity work? What taxes do you need to pay on passive earnings? Get answers to your biggest questions
PLUS – by the end, you’ll know exactly how to get into the world of alternative assets, with an action plan specific to your personal and financial goals, not a cookie-cutter “blueprint” that sounds nice but doesn’t actually move the needle for your wealth
(~7.5 hours of work)
Did you know the Shinkansen (the Japanese bullet train) travels at 199 mph?
It gets you where you need to be, fast.
And so does this program.
With a time investment of just 1.5 hours per week, you can take the fast-track to 100% passive income.
In each power session, I’ll teach you exactly what you need to know when making your first passive investment.
To put it another way…
The average workday is 8 hours (if you’re lucky).
So in just 7.5 hours—a little less than one full workday—you’ll gain the knowledge to make an investment that could free up weeks, months, or even years of your future time.
Is that an investment worth making?
Imagine you’re going to the grocery store.
And you know exactly what you want to buy.
So you head to the aisle, take it off the shelf, and check out.
That’s how easy it can be to find your next passive investment.
It’s simply a matter of knowing what you want.
Maybe that’s a small, steady stream of passive checks every month…
…or big chunks of money paid out quarterly.
Either way, you don’t have to be an investing pro, a stock market wizard, or a real estate genie to make it happen.
You just need a willingness to learn.
And the drive to stop trading your time for money (so you can start enjoying it instead).
Did you know the Shinkansen (the Japanese bullet train) travels at 199 mph?
It gets you where you need to be, fast.
And so does this program.
With a time investment of just 1.5 hours per week, you can take the fast-track to 100% passive income.
In each power session, I’ll teach you exactly what you need to know when making your first passive investment.
To put it another way…
The average workday is 8 hours (if you’re lucky).
So in just 7.5 hours—a little less than one full workday—you’ll gain the knowledge to make an investment that could free up weeks, months, or even years of your future time.
Is that an investment worth making?
Imagine you’re going to the grocery store.
And you know exactly what you want to buy.
So you head to the aisle, take it off the shelf, and check out.
That’s how easy it can be to find your next passive investment.
It’s simply a matter of knowing what you want.
Maybe that’s a small, steady stream of passive checks every month…
…or big chunks of money paid out quarterly.
Either way, you don’t have to be an investing pro, a stock market wizard, or a real estate genie to make it happen.
You just need a willingness to learn.
And the drive to stop trading your time for money (so you can start enjoying it instead).
That means it’s the first iteration of the course.
As a student, you’ll be expected to give feedback at the end of each session, so I can develop the course and create the best version possible.
We'll also ask you to provide a video testimonial or case study if you’re happy with the results.
As a way to compensate you for your effort, I’m offering this course at a one-time, substantial discount. This way, you can learn about passive investing from an expert (at an affordable price) while I learn what future versions of the program should include.
This is the ONLY coaching program I’m offering for the foreseeable future. There is a strong likelihood I will not offer this program again until the next version is ready. So, if you’re interested and don’t want to miss out, I highly recommend you apply today.
But since this is the beta-version and you’ll be participating in its development, it only seems fair to reduce the cost.