I provide a summary and insights from a course I’m teaching monthly in major cities around the country on how to create and hold onto Agency – you need a good defense. Listen in and if this resonates, come join me at one of these events later this year. We’ll be in Los Angeles, Denver, Chicago, New York/New Jersey, Miami, Orlando and Houston at a minimum.


  • Importance of defense in asset protection.
  • The parallel paths of protection and wealth accumulation.
  • The risks of relying on market-based financial advice.
  • The dangers of passive investments during economic downturns.
  • Building a hierarchy of wealth from the bottom up.
  • Protecting the number one asset: yourself.
  • Deconstructing wealth from the top down during spend-down phase.
  • Preparing for the second episode on trusts and LLCs.


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