The F.I. Playbook

Overview

The Financial Independence Playbook is a video course that covers all areas of personal finance- from the most simple to the most complex.

It includes:

• 35+ video lessons
• Expert guests
• Tools and templates

And it's constantly growing with added content.

My goal is to help you maximize your wealth so you can pursue your passions, enjoy the present moment, and spend more time with those you love most.

Here's the entire curriculum:

Students will learn:

• Why we invest and have a plan
• How to define your current financial position
• How to create financial goals
• How to create a financial gameplan
• Budgeting basics, Cash Flow Planning
• Financial Order of Operations
• Emergency Funds, Building Credits
• Asset Classes, Asset Allocation, Asset Location
• Account types: Roth IRAs, Taxable accounts, HSAs, 401ks, and much more
• Types of investments: Stocks, Bonds, ETFs, Equity Compensation and more
• Buy vs. Rent, Real Estate Investing
• How Your Money History Affects You
• Your F.I. Number, Sequence of Returns Risk
• Advanced Tax Planning: Roth Conversions, Entity Structure, Using Smart Leverage
• Insurance Planning, Estate Planning, Charitable Giving
• And much more!!

This is a culmination of everything I’ve learned from helping real clients with their journey to financial independence and working on my own journey too.

Get it now! It might not be free forever!

The course is broken down into 4 levels - each of which has many chapters inside. Going from the basics of why we invest and plan to the most complicated financial planning strategies.

Here is the entire course curriculum:

WHO AM I?

I'm Cameron Marzi, a financial planner for small business owners and DIY investors!

....But that's not always who I was.

5 years ago I had no business, no job, and a pile of debt.

Now my net worth is over $250k.

And I own a business helping people build and maintain wealth.

My firm - Rogue Advisors - was created to help everyday people get access to high quality personalized financial advice & education.

This masterclass is a culmination of all the knowledge of gathered over the past 5 years, showing you exactly what I've learned.

This guide, however, is not financial advice.

WHY MAKE THIS COURSE?

My firm - Rogue Advisors - was created to help everyday people get access to high quality personalized financial advice.

I realize not everyone can afford working with us 1-on-1, yet they still need quality financial education.

This masterclass is a culmination of all the knowledge of gathered over the past 5 years, showing you exactly what I did.

This course is not financial advice.

P.s. Special thanks to the experts who contributed and helped me build this course. Their names and socials are below:

Matthew Garasic, CFP - HERE

Kolin (AKA Decade Investor) - HERE

Rachael Camp, CFP - HERE

The Money Cruncher, CPA - HERE

Maxwell Schmitz, MSFS, CLTC - HERE

If you have any questions please reach out to me here or email me directly - Cameron@RogueAdvisors.com