The Intelligent Investor Training Course
An interactive group training course, committed to teaching you how to avoid the big drops and grow your income from your money, led by RC Peck — certified financial planner and registered investment adviser.
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How Does Our Training Work? Simple...
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Learn when to be in or out of the market without trading, timing or hours in front of the computer.
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Each module has specific homework that is tailored to your income, your portfolio, and your symbols.
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Your investment blindspots are revealed. And all the pieces finally fit together perfect. You will be okay. And so will your money.
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Watch All Six Modules
Each module is designed so your brain dumps the head-trash while learning what really works with ease and almost instant understanding. We meet you where you are.
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Module 1: Logistics
Learn how to learn, so your brain naturally "gets" what to avoid and implement.
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Module 2: The Wealth Dashboard
You have four parts to your money. Make sure all four parts are growing. Regardless.
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Module 3: Strategies
Automatically and naturally be able to follow and implement your strategy.
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Module 4: Mindset
The Intelligent Investor acts and behaves in an unusual way, you will learn to be them.
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Module 5: Checklist
Do what you are suppose to do when you are suppose to do it. The right way the first time.
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Module 6: Why People Fail
Develop and strengthen the muscle needed to achieve and thrive during any economic situation.
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Do Your Homework
Am I okay? What needs fixing? How's my income? Will I have enough? Is this a crash or a correction...? This One Tool does all the heavy lifting.
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The Wealth Dashboard
One place. One number. One source. This powerfully simple tool tells you everything you've been needing to know.
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The Strategy
Implement a powerfully simple two-question strategy to make sure you'll be okay.
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The Checklist
You need one. Your money needs one. Be the person you are supposed to be when you are supposed to be it.
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Participate in Coaching Calls
Get out of your head. And get into a conversation about your money. I cannot tell you how dangerous it is to invest and learn by yourself. This is where the magic brings everything together.
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Read What People Are Saying
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Case Studies
Christie
Inherited money, had a big-box advisor and knew something was wrong with their approach.
Andrew
Sold his company for seven figures, wanted to make sure the money lasted as he would now have more to lose and doesn't have a second chance.
Matt & Kim
Married couple. Very interesting stuff in this one. My favorite line, it's not that I needed to trust you RC. It's that I needed to trust me.
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Will This Training Work For You?
To be accepted into the training you must meet certain criteria. Our students typically:
Have over $500k at risk in the markets and/or earn over $150,000.
Tried the Big-Box Advisor World...and realized they could not help.
Are skeptical, but still committed to learning what works.
Schedule a pre-enrollment call
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Get Started and Schedule a Call
Step 1:
Schedule a time to have a conversation with me in the calendar below
Step 2:
You will be redirected to a page where we ask you to fill out a 5-minute questionnaire
Step 3:
Show up on time to the conversation
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