After Jerry went from broke to retired in 16 years people started asking him how he did it. They would ask, "What is the number 1 thing I need to know to retire richer, faster?".
He thought about it and realized there isn't one thing, there are nine. So he wrote the book.

In this 45-minute workshop Jerry goes through his book "The Nine #1 Things You Need to Know to Retire Richer, Faster" and discusses each concept in detail, in the order the audience chooses. Each participant gets a softcover copy of the book.

By the end of your time with Jerry, you’ll know how to:
+ Master delayed gratification
+ Embrace wealth into your life
+ Think cashflow, not capital gains
+ Map your finances
+ Budget monthly
+ Eliminate high-interest debt
+ Calculate your true Retirement Number
+ Stack your accounts
+ Pivot your life when cashflow covers expenses

Time:
60 minutes

Learning Objectives:
+ Think like the rich
+ Use that thinking to produce actionable results

Business Benefits for HR:
+ An emplyee who isn't stressed about finances performs better

Target Audience:
+ Working professionals aged 30 - 55 who want a solid retirement plan they understand and control.

Many folks feel overwhelmed by the chaos of modern life, stuck in a cycle of making the same decisions over and over, without realizing that most of life can be optimized. We’re bombarded with messages telling us what to want and how to get it, leaving us confused, stressed, and burned out. But what if you could cut through the noise, identify what really matters, and automate the rest?

In this 45-minute workshop Jerry applies techniques from his career as a Software Tester like Spidey Senses, the Scientific Method, and Exploratory Testing to help you detect inefficiencies, fine-tune decisions, and create a smoother, more intentional life. Through real-world examples (including how to get through a grocery store checkout faster 90% of the time), you’ll learn to recognize when Something Is Wrong and how to systematically solve it.

By the end of your time with Jerry, you’ll know how to:
+ Recognize the “hackable” parts of your life and apply a proven process to optimize them.
+ Tune into your body’s first-response signals when Something Is Wrong and uncover the real problem.
+ Develop and use your Personal Top 10 Priority List to make consistent, value-driven decisions.
+ Apply practical, non-intuitive life hacks that reduce stress, prevent burnout, and free up your mental space.

Time:
60 minutes

Learning Objectives:
+ Understand how to explore, define, and automate life priorities.
+ Learn to communicate and uphold boundaries that protect what matters most.
+ Develop a systems-thinking approach to solving everyday challenges.

Business Benefits for HR:
+ Reduce employee stress and decision fatigue, leading to better focus and performance.
+ Promote work-life balance, decreasing the likelihood of burnout.
+ Empower employees to make smarter, faster decisions that align with their priorities.

Target Audience:
+ Working professionals aged 30 - 55 who want to regain control of their time, decisions, and mental space.

Abstract:

If you want to learn golf, get tips from a golf pro. If you want to learn how to be a plumber or electrician, you take an apprenticeship under a more experienced tradesperson. If you want to learn how to go from broke to secure to comfortable to rich, you need to learn from someone who has done that. In this full-day seminar Jerry will be your new rich best friend. By the end you will understand what your broke friends and relatives don't: how the rich think and how to take action to improve your financial life.

Topics covered:
+ What is Your Why? (with homework)
+ Money Definitions
+ Thinking Rich
+ The Redlining Test
<Break>
+ What is a Financial Statement? (with homework)
<Break>
+ Build a Budget Calculator (with homework)
<Break>
+ My Budget Won't Balance!
+ How to Pay Off Credit Cards
+ What Is My Credit Score?
+ What is My Retirement Number?
<Break>
+ How do I Analyze Dividend Stocks in 6 Minutes or Less? (with homework)
+ How Do I Automate My Retirement Plan?

Time:

8 hours

Learning Objectives:

By the end of your time with Jerry you will know:
+ Where you are in the mall map of your financial landscape
+ Where you want to go
+ Why you want to go there
+ How to get there and how long it will take

Target Audience: