“Build an investment portfolio that supports your unique goals and purpose in life.”
- The MasterPlan. Next Level
The 8th chapter of our new members-only book, "The MasterPlan. Next Level," has been released. It's available exclusively within the Strategy Control Room (Advanced Level).
Our entire life is a race to put in place the financial foundation for our retirement. It may not seem this way at times, but if we think of the decisions we make from the time we are teenagers, for most of us, it's about wealth building and sustaining that wealth. We try to make that journey enjoyable with friends, family, and experiences, but we have a clear goal in mind to be financially secure.
Some of us may not be as talented at achieving this goal. We often give up in frustration. We usually kick it to the future, hoping our children or grandchildren will handle it. However, someone at some time will need to confront this problem. I know how it feels. I had to take control of my wealth planning because, as you will likely discover for yourself, in my experience, the wealth management industry does not make you wealthy. It finds already wealthy people and charges them a fee.
In this chapter, we explore:
- Important retirement planning exercise (page 112)
- Listing the costs associated with retirement, including some costs most people fail to think about (page 115)
- Our entire life is a race to achieve this (page 117)
- A wealth model (page 117)
- Another definition of retirement planning (page 118)
- Can you retire happy? (page 118)
- The first big calculation error many people make when they calculate how much money they need for retirement (page 119)
- The second big calculation error many people make when they calculate how much money they need for retirement (page 119)
- The third big calculation error many people make when they calculate how much money they need for retirement (page 120)
- MasterPlan Life’s Purpose Wealth Model™ (page 121)
- MasterPlan™ Pentad (page 123)
- Four options you have within The MasterPlan Life Business Model™ (page 125)
- The lowest taxed life business model (page 126)
- Four levels to building the wealth model (page 128)
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"The MasterPlan. Next Level" updates and refines the concepts from the original program. It's a significant update on the program.
Fresh and more impactful examples
Four robust exercises designed to baseline your life and set a new standard for personal evaluation
This iteration acts as a pivotal bridge to the more advanced concepts explored in The MasterPlan Advanced
Concepts are introduced via experiences from my life, and explained with case studies from clients
Each stage of the MasterPlan series is intentionally designed to build on the last, ensuring a seamless and powerful enhancement of your capabilities to develop and implement a grand MasterPlan for your career and life.
The MasterPlan Universe:
"The MasterPlan. Next Level" is a crucial expansion that builds upon The MasterPlan program and integrates aspects from The MasterPlan Advanced. For those navigating through our comprehensive MasterPlan content, we recommend the following progression:
The MasterPlan (Insider and Legacy)
Implementing the MasterPlan (Insider and Legacy)
A Midlife Strategy Update (Legacy)
"The MasterPlan. Next Level" (Strategy Control Room. Advanced)
The MasterPlan Advanced (Insider and Legacy)
The MasterPlan Acceleration (Executive coaching program with personalized guidance from Michael and myself)
Engaging with any of these programs individually offers significant benefits, but collectively, they encompass the entire MasterPlan universe.
HOW TO FIND THE MASTERPLAN. NEXT LEVEL (126 PAGES):
1. Log in to The Strategy Control Room, Advanced Level, membership area.
2. Click on the 3 dots in the upper-right corner.
3. Click on the "STRATEGY MANUALS" button.
4. Select "The MasterPlan. Next Level."
If you are The Strategy Control Room, Advanced Level, member, here is the direct link to this particular update.
If you joined an Advanced Level of the Strategy Control Room today, you would find the most powerful strategy, problem-solving, consulting, and results-oriented leadership reading library in the world. The resources include:
Michael's explanation slides for selected programs on StrategyTraining.com
12 full engagements, including Operations Strategy Study, Competitive Strategy Study, Digital & IT Study, Banking Market Entry, Wealth Management Study, Investor Relations Strategy Study
Change Management Influence & Gravitas Center of Excellence
Detailed Business Case Methodology Center of Excellence
Encyclopedia of Strategy Analyses Center of Excellence
One-Week Immersion: Consulting Onboarding / Consulting Mastery Center of Excellence
Corporate Training Center of Excellence
31 proposals
Flipcharts
Layout guides
17 strategy and problem-solving books which we do not make available anywhere else
3 brand new strategy and problem-solving books just released and not available anywhere else
11 book drafts never before available and not available anywhere else
Case interview materials for Felix, Rafik, Samantha, and Sanjeev, case interview exhibits, case interview solutions
The evolution of corporate strategy
The business case toolkit
Implementation and operation toolkit
Corporate strategy toolkit
Strategy maps
And more