Advanced Investing for Financial Freedom

Learn advanced techniques for customizing your investment portfolio toward any goals you plan to achieve.

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Practical Knowledge

This course arms you with the knowledge you need to achieve important investment goals in the stock market.

Financial Freedom

Learn how smart investing can act as a bridge toward greater freedom, bridging the gap to entrepreneurship.

Manage Risk

Become the expert on choosing and managing risk that puts you on a path toward success.

Build the Wealth of Time, Flexibility, Purpose and Money

Signing up for this course will equip you with the skills to achieve these four pillars of wealth.

Who is this course for?

This course is for anyone interested in investing. Whether you're a beginner or have some experience, our course will provide valuable insights to help you succeed in the stock market.

While I dive into several advanced concepts, I start by laying the foundation so that beginners and experts alike can grasp the concepts and improve their understanding of how to build investment portfolios while managing risk.

These investing principles can apply to any goals, but I specifically focus on the goal of short- to intermediate-term life transformation through creating a bridge toward entrepreneurship.

If you're considering how to change your life well in advance of retirement, this course is especially for you!

What will I learn in this course?

First, what this course is not. It is not a course on analyzing individual stocks. Why? Because my goal is to free up your time, not consume it with another full-time job.

Here's what you'll learn in this course.

1. The foundational concepts for analyzing the risk and performance of mutual funds and ETFs.

2. How your goals affect how you will allocate your investment portfolio.

3. How to fine tune the risk factors in your portfolio to weight the odds of success in your favor.

4. How to identify stages of the market cycle and build your portfolio based on that.

5. How, when and why to hedge against downside risk.

6. How this all ties together as one comprehensive wealth expedition from ground zero to financial independence.

How is this course different from others?

Unlike other courses, this is designed with a predetermined goal in mind: to set you free from the rat race.

The investment principles you learn here can be applied for any goal you have, including retirement.

But I specifically show how they can be used to build short- to intermediate-term investment portfolios that act as a launching pad into new opportunities like starting/buying a business or creating your own annual bonus check.

I also dive deep into the use of hedging strategies, reducing risk of downside without giving up significant upside.

With investing, often it just takes understanding of a handful of concepts to make all the difference in your ability to make tremendous wealth over time.

My goal with this course is to offer you some of the most important concepts to successful investing.

Is there a refund policy?

At The Wealth Expedition, I am committed to providing high-quality financial education that empowers you to take control of your financial future. And I'm constantly working to improve that experience! However, I also understand that sometimes things don’t work out as expected.

I want this to be a risk-free offer for you!

That's why I offer a 7-day money-back guarantee on all of the pre-recorded courses. If you feel the course isn’t the right fit for you, simply email me at [email protected] within 7 days of purchase, and I’ll issue a full refund—no questions asked.

Refund Exceptions

Refunds are not available after the 7-day period for courses.
Due to the nature of digital content, I do not offer refunds for courses where a significant portion has already been accessed (e.g., 50% or more of the lessons completed).

How to Request a Refund

To request a refund, email me at [email protected] with your order details and reason for the request (optional). I process refunds within 3-5 business days, and funds typically return to your original payment method within 5-10 business days, depending on your bank.

I'm here to help! If you have any concerns or feedback, feel free to reach out—I’d love to hear from you.