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Educational Products

“I wish I had known this 20 years ago. I’d be a lot richer now.” - Most common comment from course students.

Wealth Planning Master Course
Seven Steps to Seven Figures course series

How Anyone Can Achieve Financial Independence In Just 7-15 Years Using This Scientific Wealth Building Process

Imagine the financial impact these uncommon skills can have on your future wealth, security, and confidence…

  • Smarter investment strategy to reduce risk, increase expectancy, and increase safe withdrawal rates in retirement because of more consistent, reliable returns
  • Decreased portfolio volatility with new risk management skills that expand on conventional wisdom and are proven to preserve capital even during the most extreme bear markets
  • Leverage strategies that grow returns without increasing risk
  • How to apply the Advanced Planning Framework to grow your wealth faster so that it’s not limited by your income or savings
  • How to overcome the limited growth potential of a conventional asset allocation portfolio so you can achieve your financial goals faster – particularly if you’re starting late or want financial freedom sooner
  • How to optimize your personal resources for greater wealth growth and confidence
  • How to optimize your financial resources to achieve financial freedom with greater security
  • How to find solutions to any resource limitations that stand between you and success
  • How to increase your total lifetime wealth by applying the LifeCycle of Wealth principles to each stage of your financial journey
  • How to integrate your financial plan with a fulfilling life so you improve the quality of your life now, not later
  • Todd’s coaching and support to implement everything above
  • The support and shared resources of a community of advanced, like-minded wealth builders pursuing financial freedom - and retirees who already walked-the-talk and are now living financial freedom
Learn More Buy Now
See more than 50 Google reviews for this course averaging 4.9 stars out of 5.

This is a comprehensive wealth planning and investment strategy course that starts where conventional financial advice ends by providing advanced, next-level insights. You’d be crazy to pursue your financial freedom goals and put a lifetime of work and savings at risk without the knowledge in this course.

Think about it - just one mistake avoided or one smarter decision could pay back the course entrance fee 10X, 100X, 1000X, or more! Put two (or more) of the above skills and resources to work for you, and there’s almost no way you won’t benefit.

If you’re following a conventional advisor-created plan, your own plan, or no plan at all, then this education is guaranteed to put more money in your pocket than it costs.

This isn't just a bunch of tips and tactics. It's a holistic system for building your wealth that gives you deeper knowledge so that you know exactly what to do, when to do it, and how to do it. No more doubt or uncertainty. You can see through all the contradictory advice and half-truths to finally know with confidence how you'll achieve your financial goals.


This master course delivers everything you need in one convenient package:

  • One comprehensive solution that includes all the missing pieces to the wealth building puzzle
  • Proven effective through two decades of coaching clients just like you delivering just the required skills, strategies, tools, and resources with zero fluff
  • No more guessing. No more wasted time. No more conflicting or confusing advice. You’ll know the exact things to do, the simplest most effective way to do them, and the correct order in which to do them.

Each day spent without this actionable, personalized, wealth plan is another opportunity wasted and another delay to your financial freedom. You’re paying the price of time, freedom, and financial stress to live without this knowledge.

It takes no more effort to achieve financial freedom than to live with financial mediocrity. The difference is you just have to work smarter, not harder, and this course will show you how.

Learn More Buy Now

Book Series
Financial Freedom for Smart People

Financial Mentor book series

Concise, targeted and affordable books that solve your most important financial questions on the journey to invest smart, build wealth, retire early, and live free.

how much money do I need to retire

How Much Money Do I Need To Retire?

Learn how retirement really works before it's too late...

"This book is the best I've seen on how to navigate the retirement savings questions." (Forbes)

How Much Money Do I Need to Retire takes you beyond the scientific facade of modern retirement planning.

Read this book to know more about your retirement planning than your financial adviser.

Buy at Amazon
the leverage equation

The Leverage Equation: How to Work Less, Make More, and Cut 30 Years Off Your Retirement Plan

Will you be able to retire while you're still young enough to enjoy it?

"This book is a must read for anyone interested in looking at financial freedom from a different perspective." - Kevin H. | Amazon Reader

The Leverage Equation teaches you how to work smarter, not harder, so you can grow your wealth in time to get the most out of it.

Read this book to unpack principles, strategies, and tools you need to create a life you'll never want to retire from.

Buy at Amazon
4 Rule Safe Withdrawal Rates In Retirement

The 4% Rule and Safe Withdrawal Rates in Retirement

Retirement is looming. Do you know your safe withdrawal rate?

Unfortunately, few financial experts truly understand the complexity of safe withdrawal rates and how practical solutions work.

If you need a better understanding of fixed withdrawal strategies, then you must look toward this no-nonsense, eye-opening and empowering book. It's time to go beyond the rule of thumb.

Buy at Amazon
Variable Annuity Pros and Cons

Variable Annuity Pros and Cons

This is the information your variable annuity salesman doesn't want you to know!

Discover how to simplify these complex investments to just the essential principles so you can make an independent, intelligent investment decision.

Get an unbiased, insider view in this handy consumer's guide that simplifies these incredibly complex investments into words you can understand so that you can make a smart investment decision.

Buy at Amazon
Investment Fraud

Investment Fraud: How Financial "Experts" Rip You Off and What to Do About It

Either you discover how investment fraud works or you become a victim.

It's easy to think it will never happen to you, but financial fraud is so common that the opposite is likely true.

Don't become a victim of investment fraud. Prevention is the best defense and this book will show you how. It's easily read in one evening and the insights will pay you dividends for a lifetime.

Buy at Amazon
Don't Hire a Financial Coach!

Don't Hire a Financial Coach!
(Until You Read This Book)

All financial coaches AREN'T created equal.

Don't pay someone to make your decisions without doing your homework.

There's no relationship between how much you spend for financial education and how much value you actually receive.

Don't Hire a Financial Coach (Until You Read This Book) gives you an insider's view into the financial coaching industry. Once you learn the good, the bad, and the ugly, you'll know how to get the best value out of financial education services.

Buy at Amazon
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Copyright © 2000–2025• Financial Mentor • All Rights Reserved Worldwide
The information contained on this web site is the opinion of the individual authors based on their personal observation, research, and years of experience. The publisher and its authors are not registered investment advisers, attorneys, CPA’s or other financial service professionals and do not render legal, tax, accounting, investment advice or other professional services. The information offered by this web site is general education only. Because each individual’s factual situation is different the reader should seek his or her own personal adviser. Neither the author nor the publisher assumes any liability or responsibility for any errors or omissions and shall have neither liability nor responsibility to any person or entity with respect to damage caused or alleged to be caused directly or indirectly by the information contained on this site. Use at your own risk. Additionally, this website may receive financial compensation from the companies mentioned through advertising, affiliate programs or otherwise. Rates and offers from advertisers shown on this website change frequently, sometimes without notice. While we strive to maintain timely and accurate information, offer details may be out of date. Visitors should thus verify the terms of any such offers prior to participating in them. The author and its publisher disclaim responsibility for updating information and disclaim responsibility for third-party content, products, and services including when accessed through hyperlinks and/or advertisements on this site.
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  • E-Course: “52 Weeks to Financial Freedom”
  • Audio: Get my top tips
  • E-Book: "18 Essential Lessons From A Self-Made Millionaire"


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Yes, Send My FREE Wealth Building Blueprint!

  • E-Course: “52 Weeks to Financial Freedom”
  • Audio: Get my top tips
  • E-Book: "18 Essential Lessons From A Self-Made Millionaire"


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The only way you lose is by not trying.