Wallet Monkey – Bulletproof Portfolio

This course covers income structuring and investment strategies, perfect for beginners, those needing a refresher, or anyone seeking fresh insights on leveraging various investment vehicles within their portfolio. A great starting point!

What You’ll Learn In Bulletproof Portfolio

Intro

• Start Here

Inflation & Interest

• Interest Rates
• Inflation

Structure Your Money

• Types of Income
• Structure Your Money
• Basic SHTF Model
• Investment Thesis
• Automate Your Finances
• 3 Phases To A Portfolio

Life Planning Basics

• Start Here
• Budget & Finance Trackers
• Ultimate Budget Planner
• Net Worth

Entity Structuring

• Entity Basics
• Choosing Your Entity
• Investing & Trader Status
• Pandora Papers Tax Structure

Vehicles

• Start Here
• High Yield Savings & CDs
• Metals
• Dividend Stocks
• Ibonds
• IRAs
• 401ks
• HSAs, FSA & HDHPs
• REITS
• Bonds
• Peer-to-Peer Lending
• Whole Life Insurance
• Cryptocurrencies
• Real Estate

Plan B

• Basic Outline
• Start Here

Wrap Up

• Resources