The MasterPlan Advanced: new episodes

We just released new episodes of The MasterPlan Advanced, bringing the total to 22 episodes. Over the past seven years, we have introduced three transformative programs within The MasterPlan series.

Core Programs

• The MasterPlan (available to Insiders and Legacy members)

• Implementing the MasterPlan (available to Insiders and Legacy members)

• A MidLife Strategy Update (exclusive to Legacy members)

New Additions

We are now introducing two significant new additions to The MasterPlan universe:

• The MasterPlan Advanced (for Insiders & Legacy members)

• The MasterPlan: Next Level (members-only book exclusive to the SCR (A) members)

In the previous part of this program, we did one major exercise to look at your investment portfolio to show you:

- A lot of the things that you think are your assets
- And that your most important assets may not be as important as you think
- And that we often leave out the things that can create the most value for us 

In this part of the program, we're going to discuss the pleasant part of retirement planning. We are going to go through a scary part of retirement planning very soon as well. And it is a part almost nobody thinks about, nobody plans for. But it gets all of us eventually, and it gets some of us much earlier, in our 50s and 40s. In these new episodes, we dive into the following:

- Questions you need to ask yourself as part of this part of retirement planning (Episode 21 5.30)
- How to answer questions accurately. Specific details you need to include and think through (Episode 21 6:20)
- Things you need to think through to estimate the monthly figure you need during your retirement (Episode 21 8:40)
- Why you need to do this exercise (Episode 21 9:25)
- Something most business professionals don't understand until it is too late (Episode 21 9:40)
- Why, in large part, the MasterPlan Advanced was developed (Episode 21 11:04)
- What most people don't understand about wealth management (Episode 21 11:30)
- Adding up numbers (Episode 21 12:40)
- Doing the math to get to the annual required passive income (Episode 22 1:30)
- Factoring in the first money drain item that many people overlook when planning for retirement and calculations to adjust the annual required passive income (Episode 22 3:00)
- Factoring in the second money drain item that many people overlook when planning for retirement (Episode 22 6:00)
- Factoring in the third money drain item that many people overlook when planning for retirement (Episode 22 8:06)
- Surprising finding about financial planners (Episode 22 8:54)
- Looking at the numbers (Episode 22 11:15)
- Factoring in the fourth money drain item that many people overlook when planning for retirement, a big one (Episode 22 13:03)
- Calculating the return you need to generate to support the annual required passive income number (Episode 22 13:37)
- The fifth money drain item that many people overlook when planning for retirement (Episode 22 15:00)
- And more

Program Distinctions

These programs serve distinct purposes, building upon each other to provide a comprehensive MasterPlan development and implementation path.

• The MasterPlan and Implementing the MasterPlan are the foundational programs that introduce core concepts and strategies for personal and professional growth, setting the stage for further exploration and application.

• The Midlife Strategy Update provides a detailed case study of developing and implementing The MasterPlan during midlife (around age 45).

• The MasterPlan: Next Level is a members-only book exclusively available to the Strategy Control Room (Advanced Level) members. It significantly updates and refines the concepts from the original program, serving as a bridge to The MasterPlan Advanced. It includes robust exercises designed to baseline your life, providing a practical framework for assessing and planning your growth.

• The MasterPlan Advanced can help you bring your MasterPlan to the next level. It is designed for those seeking a more in-depth understanding and ready to apply advanced strategies to their personal and professional lives.

The MasterPlan Program Impact and Evolution

The original MasterPlan and Implementing the MasterPlan have consistently been the most viewed programs on StrategyTraining.com, receiving outstanding feedback for their transformative impact on our members' professional journeys and life strategies. A MidLife Strategy Update holds the record for the most viewed among Legacy offerings. The MasterPlan Advanced was born from the experiences Michael and I have had over the last two years while updating our own MasterPlans for the next few decades and working with executive clients through the same process.

The MasterPlan Advanced introduces powerful new concepts around investing, relationships, building a strong family unit, and more. It is a full new program being released in parallel with "The MasterPlan: Next Level" (SCR (A) members-only book).

Don't Want to Work on This Alone?

In addition to these programs, there is also The MasterPlan Acceleration executive coaching program, where you can work personally with Michael and me as you develop your MasterPlan. This allows you to receive our mentorship and coaching on each aspect of your MasterPlan, taking into account your unique set of assets, your life's purpose (including helping you figure out what your life's purpose is), and your unique situation. The program is designed to allow clients to see the opportunities and risks they may otherwise miss, and develop new powerful ways of thinking and making decisions.

I often hear from members of the FC community that they did not apply for executive coaching with us because they are not as successful as some of our clients. I personally encourage you to apply. If you know my story and if you know us, it will not be a surprise to you that what we are looking for when selecting clients is not your level of success but the kind of person you are and what your intentions are as it relates to using the power and influence once you get it.

If you take a look at our 1-year long executive coaching program, where we work very closely with each client (1:1 in very small groups) as we progress from week to week towards particular goals, each client within a 1-year program is a prior coaching client. And some of those clients started with us while at university and we had the honor of being their guide throughout their entire career journey. Apply here.

Get Started

If you are a member, access the new episodes here or click the button below.

The MasterPlan Advanced (Insiders & Legacy Members)

If you are joining as a new member, start with:

• The MasterPlan 

• Then Implementing the MasterPlan

• A MidLife Strategy Update (if you are a Legacy member)

• Then, The MasterPlan: Next Level (if you are a SCR (A) member)

• And The MasterPlan Advanced to make the most of this seminal program

To access The MasterPlan Advanced, enroll below (scroll down to membership options and select Insider or Legacy).

www.strategytraining.com

As we approach the last 4 months of the year, it's wise to reflect on our progress and make adjustments if needed. Continuing with the same approach and expecting different results will not work. 

The MasterPlan series provides a comprehensive framework for personal and professional growth. It offers a structured approach to developing a cohesive career and life plan, refining your decision-making process, and identifying your unique strengths and advantages. By following The MasterPlan, you can gain clarity and direction, enabling you to make the most of the remaining year and beyond.

Take this opportunity to invest in yourself and your future. The MasterPlan can be transformative, but it's up to you to take action. If you have any questions or need further assistance, please don't hesitate to reach out to us at team@firmsconsulting.com.