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Your Exclusive Sneak Peek into My Workshop: 3 Secrets to Easily Building Lasting Wealth

Last weekend, I took a free course on investing (specifically, how to pick my own stocks) and it got me thinking about all of the different courses I take throughout any given year. For example, in the last year, I've taken four courses, including the investing course from last weekend.

In addition to that course, there are three other paid courses I took this past year. The first was about how to launch a podcast, which is how I launched The Goodbye July Podcast. The second was about email marketing and how to provide value and build relationships with you via email. And the third (which I’m still working through) is about how to build an online course.

I’ve found huge value in committing to sitting down to deep-dive into a subject that I'm interested in learning about, but I realized that it took a lot of self-convincing that it would be worth my time and effort to do so (to agree to sign up, make the time to do the course, do the work, etc.).

I thought you might be feeling the same, and I'm hoping what could be helpful is if I pulled back the curtain a bit so you can get a sneak peek into my free wealth workshop. It's no cost, but I realize committing an hour of your life to sit down with me can be difficult, so let me show you what you’re going to get if you choose to do so.


If you show up on time, you get a quick win right out of the gate: you’ll hear the number one mistake people make when it comes to money.

It's something that may seem obvious, but as soon as you see it, you're probably going to be like, “Oh shoot, I don’t know if I’m doing that,” or, “Ah, yeah I need to get better about that.” In any case, it’s important – and you won’t want to miss it. It’s your hook to show up on time to the live session.


Next, I spend 5 minutes previewing my brand new small-group-style budgeting program that will eventually become a course… it’s called The Budget Lab and, at the time of recording, it’s in a trial phase. I do this right up front because I don't want to surprise you at the end when I'm offering a paid offer; I prefer to be transparent from the start, but I also want you to know that regardless of whether you purchase from me you, you’re going to get value from the free workshop that you can go implement immediately.

I’m talking, the moment you get off the call you’ll be able to go implement the steps that I share with you whether or not you ever buy anything from me at all. Period.

I don't believe in hosting webinars for the sole purpose of selling; that doesn’t feel right to me, so I want to make sure that you walk away feeling like you learned something useful. So that’s that, you’ll get a 5-minute preview of The Budget Lab right up front.


Before we get into the meat of the presentation, you're going to get a couple more things which are 1) three easy ways to keep track of your expenses each week.

You know I’m big into budgeting and daily tracking, especially if you are new to budgeting or in a transitional phase of life (marriage, divorce, having kids, a big move, etc.) which is where I highly recommend tracking every day for 2-3 months, so I’ll show you 3 simple ways to keep track of your expenses that do not rely on budgeting/personal finance apps (which I don’t like).

And 2) you’ll hear about a freebie that you will get if you stay until the end of the workshop. I encourage you to show up on time and stick around until the end; be present for the entirety of the workshop to soak up all the great value.


Next, we’ll get into the core of the presentation, where, first I’ll show you the 3 secrets to easily building lasting wealth, and I’m going to tease them a bit here today.

  • Secret #1: Nothing matters – and I mean nothing – until you your

  • Secret #2: It’s not about how much you , it’s about how much you

  • Secret #3: You do NOT need a to

Secret #1 is mostly about mindset, so we’ll walk through the serious mindset shift you need to make and how that will dramatically shift your finances. I’ll give you 7 questions to use in your daily life that will help you make impactful decisions when it comes to your money day in and day out

In Secret #2, we’ll dig into, when it comes to your actual finances, what are the things that are within your control, and what are the things that are not. We’re going to deep dive into the things you can influence versus the things you can’t, and how you can shift your focus toward those things that are within your realm of control. I'll also share some research about the world's wealthy that is sure to blow your mind, and I'll give you 6 different categories of examples (plus multiple examples inside each category) of different things that you focus on in your financial life that are well within your influence.

And in Secret #3 we’ll deep dive into a story about something that happened to me that shook me to my financial core, and how Secret #3 could have helped me had I been honoring it. I'll share a specific calculation with you that you can use to calculate your numbers for Secret #3, and I’ll give you 6 examples you may not have thought of that you could put the money from Secret #3 towards.

And, finally, I’ll share research that shows what some of the happiest people in the world have that Secret #3 can help you get. A lot of people say that money can’t buy you happiness and, while I agree, I’ve always believed that money is an important tool that can help you get there.


Last, I’ll share the single most important step to cracking the financial code, and when you see it you're going to find that it's not incredibly difficult to do, but it is a bit elusive.

And depending on your financial situation, it might be difficult to navigate but, lucky for you, it does not have to be that difficult because after I tell you what it is, I’m going to give you 10 specific mini-steps to make sure you’re successful in implementing this single most important step into your life.


Once we are done with all of that, I will ask your permission to share more information with you about The Budget Lab.

Again, this is a two-way conversation, I want you to feel like you’ve gotten value and that I’ve earned the right to share more with you about my paid program, so after I share all the information from the free workshop, I’ll ask you if I’ve earned the right to share more with you about The Budget Lab.


3 Secrets to Easily Building Lasting Wealth is an hour packed full of free value for anyone willing to take the time to show up live.

No strings attached. No commitments beyond the 1-hour workshop. You don’t want to miss this!


If you’re serious about prioritizing your financial well-being, this free workshop is for you.

But if you’re not quite there yet, that’s okay, too – I have plenty of other freebies that can help you move along your journey, meeting you right where you’re at.

Whatever you decide, just keep moving forward... you've got this!




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