Everything Currently Inside Winverse

1. 👋 Start Here

   2 lessons

   1. Welcome to Winverse
   2. Resource Map

2. ⭐ Buy, Borrow, Die

   9 lessons

   1. How the Buy, Borrow, Die Strategy Works
   2. How Billionaires Use Buy, Borrow, Die
   3. Buy, Borrow, Die with Your Stock Portfolio
   4. Buy, Borrow, Die with Your Business
   5. Buy, Borrow, Die with Real Estate
   6. How I Use the Buy, Borrow, Die Strategy
   7. What Happens When You Die
   8. Tax Deductions for Interest Expense
   9. Buy, Borrow, Die Models

3. 💡 SBLOCs

   10 lessons

   1. An Intro to SBLOCs
   2. SBLOC Mechanics
   3. How Margin Calls Work
   4. Tips to Avoid Having a Margin Call
   5. Doing an SBLOC at Interactive Brokers

   1. SBLOC FAQs

      1. Q1 - What bank do I use for my SBLOC?
      2. Q2 - Why do I use IBKR for my SBLOC?
      3. Q3 - Why does IBKR say they don't offer SBLOCs?
      4. Q4 - What is the difference between a margin loan and SBLOC?
      5. Q5 - What about doing an SBLOC at M1?

4. 🧾 Tax Planning

   18 lessons

   1. 👉🏻 Tax Planning Guide
   2. 8 Strategies I Use to Pay (Almost) No Tax

   1. Business Tax Strategies

      1. Maximizing Tax Deductions for Business Owners
      2. S Corp Payroll Tax Strategy
      3. Setting Business Owner Salary
      4. Qualified Business Income (QBI) Deduction
      5. Home Office Deduction
      6. Health Insurance Tax Deductions for Business Owners
      7. Renting Your Home to Your Business (Augusta Loophole)
      8. Captive Insurance Companies
      9. Hiring Children and Relatives Through Your Business
      10. Passive Business Owner Approach
      11. Reinvestment Approach for Serial Entrepreneurs
      12. Tax Strategies Business Owners Shouldn't Use

   2. Investment Tax Strategies (Not Covered Elsewhere)

      1. High Earner Spouse + Active Real Estate Professional Spouse Strategy
      2. Crypto as an Active Trade or Business
      3. Side Hustle for Business Deductions
      4. Conservation Easements

5. 📈 Investing

   19 lessons

   1. Key Milestones Every Investor Should Know
   2. Minimum Requirements for Any Investment I Make

   1. Investment Categories

      1. Stock Market
      2. Fixed Income
      3. Debt Alternatives
      4. Real Estate
      5. Businesses
      6. Crypto

   2. Investment Funds

      1. What Are Investment Funds?
      2. Who Manages the Fund?
      3. Difference Between Investment Fund and Syndication
      4. Investor Clubs
      5. Doing Due Diligence on New Fund Managers
      6. Doing Due Diligence on New Deals
      7. My Process for Analyzing a Deal
      8. Examples of Deals Gone Wrong
      9. Investment Fund FAQs
      10. Red Flag Sponsors List

   3. Crap to Avoid

      1. 7 Assets I Would Never Own

6. 🏡 Real Estate Investing

   9 lessons

   1. Intro to Real Estate Investing

      1. Different Ways to Invest in Real Estate
      2. Types of Real Estate You Can Own
      3. Key Benefits of Real Estate Investing
      4. Passive Loss Rules
      5. At-Risk Rule

   2. Managing Properties Yourself

      1. Active Real Estate Professional Tax Classification
      2. Short-Term Rentals
      3. 1031 Like-Kind Exchange Tax Strategy

   3. Investing in Real Estate Passively

      1. Real Estate Investment Funds & Syndications

7. 🔒 Asset Protection

   10 lesson

   1. 8 Unique Asset Protection Strategies Everyone Should Know

   1. Insurance

      1. Umbrella Insurance

   2. Limited Liability Companies (LLCs)

      1. How LLCs Provide Asset Protection
      2. When to Use an LLC
      3. Setting Up an LLC
      4. Maintaining Your LLC

   3. Protecting Your Passive Investments

      1. WY LLC for Passive Investments
      2. How to Set Up a WY LLC
      3. Charging Order Protection
      4. Why the WY LLC Strategy May Not Work

8. 🌲 Legacy Planning

   2 lessons

   1. Estate Tax Planning

      1. Estate Planning Traps for the Unwary
      2. Backdoor Roth-IRA Conversion Strategy

9. 🧠 Psychology & Risks

   4 lessons

   1. Mental Aspects of Financial Freedom
   2. Discipline Training Calendar
   3. Money Fears Quiz
   4. Motivation Center

10. 🏫 Courses

    11 lessons

    1. 8 Lessons I Learned Doing My Sister's Taxes

       1. Introduction
       2. About My Sister
       3. Lesson 1: The Most Inefficient Way to Make Money
       4. Lesson 2: The Mistake of Using a Financial Advisor
       5. Lesson 3: Only Investing in Stocks
       6. Lesson 4: Opportunity Cost of Holding Cash
       7. Lesson 5: Paying Off Your Home Completely
       8. Lesson 6: The Wrong Way to Use a 529 Plan
       9. Lesson 7: Avoiding Trusts At All Costs
       10. Lesson 8: Psychology of Money
       11. Wrap Up