A live two-hour night with Jonathan and Roy. We'll walk you through the strategy we use to generate cash flow from our investments. No jargon, no pressure. You leave with your own numbers and something real you can do this week.
No investing experience needed. Just two friends sharing what's been working for them.
Reserve My Seat →Work hard, maximize your income, save more, max out the 401k, and wait forty years for retirement to finally show up. That plan is not wrong, but it is slow and it is more fragile than most people talk about. When your entire financial picture runs through a single employer, you are one restructuring or one bad quarter away from the whole thing coming apart. And the job market right now is not exactly hiding that fact from anyone.
We spent a long time looking for a way to build income that did not depend entirely on a job to exist. Something that did not require us to become traders, take on crazy risk, or walk away from the work we were already doing to figure it out.
Turns out there is something that fits that description. We are sharing it at this event because it genuinely changed how we think about money, and we did not want the people we care about to still be one layoff away from a really hard year.
There's a category of investment most people never get shown. It works differently than anything we grew up hearing about. Once you see it, it's hard to unsee. These investments:
We're talking about high-yield ETFs. If you've ever reinvested a dividend before, you've already seen this idea in action. This is just that same loop running a lot faster. We call it the Freedom Flywheel™ and we'll draw the whole thing out for you that night.
When yields look this good, most people's first instinct is to look for the catch. Ours was too. So we did not just read about it from the sidelines. We put money in, tried different approaches, built out frameworks for how to think about position sizing and risk, and spent a real stretch of time figuring out what actually holds up for people who are not managing money professionally. We are going to walk you through every real risk in plain English before we say anything else.
Yes, these funds have risks. The share price can drift down over time even when the underlying strategy is working fine. We'll show you how that actually works and why it isn't the whole story. We'll also hand you three things that help you manage it:
Lifers / Lifters / Leapers
A simple three-tier way to build a portfolio that keeps the higher-risk stuff to a deliberate slice. Never the whole thing.
6 Safety Rules
Start small, cap each fund, spread across issuers, favor funds-of-funds, rebalance as you go, reinvest early on. Simple habits that matter a lot over time.
Built-in Tax Advantages
Some of these funds have tax features quietly working in your favor. We'll cover the basics so you know what questions to bring to your accountant. Education only, not advice.
This isn't gambling. Gambling is chance. This isn't
One of the things we'll do together that night is figure out your Escape Number™. That's the size of the portfolio that would throw off enough cash flow to cover what you actually need. For most people in the room it lands somewhere that feels genuinely reachable.
Then we walk through how to actually get there:
You leave that night with your number written down and a first step that's actually specific. Not a vague thing to think about later.
No investing experience required. We'll explain everything from scratch. You just need to be curious about building a second stream of income and willing to look at something a little outside what most people talk about.
We're not going to tell you what to buy or manage anything for you. We'll show you how it works and you take it home, think it over, and decide what makes sense for you. That's it.
We started this journey because we kept having the same conversations with friends about money and nobody had a good answer. Escape the W-2 is what came out of that. This isn't a seminar from someone who read about it. Everything we're sharing that night is something we're actually doing.
If you are reading this, it is because we wanted you here. We did not send this to a list. We sent it to the people who have been in our corner, who checked in on us, who told us to keep going when we were not sure it was worth it. That is who you are to us and that is the only reason you are on this page.
We are charging because we want you fully in. When your own money is on the line, you show up differently. You ask better questions, you pay closer attention, and you walk out with something you actually follow through on. We are not interested in filling a room with casual observers. We want you present, engaged, and leaving with a real plan you built yourself.
As for the $297, we are not worried about it and we do not want you to be either. Based on everything we are going to show you, we are genuinely confident you can make it back within your first few months if you put what you learn to work. We care a lot more about you leaving that night with your own number and your own next step than we do about the money.
If you show up and feel like it wasn't worth it, tell us before you leave and we'll give you your money back. Simple as that.
Can't make this one? Send us a note and we'll let you know when we do it again.
Everything we share that night applies to you. That is the point of building a framework worth using. But knowing how to apply a strategy and knowing how to apply it to your specific situation are two different things. The call is one hour where we take your numbers, your goals, and your comfort level and figure out exactly what the first move looks like for you.
Pressure-test your number
We'll run your Escape Number™ against your real income, capital, and timeline and figure out what a realistic path actually looks like for you.
Dial in your profile
We'll work through your Lifers / Lifters / Leapers mix for your goals and your comfort level, not a generic average.
Build your first move
How much to start with, how to put it in gradually, how to reinvest and rebalance. A specific plan, not a general one.
Add-on
$247 $497
60 minutes. Just you and us. Normally $497 for a session like this. Available here at this price because you're coming to the event.
Add the strategy call to my registration →If you finish the call and don't feel clearer and more confident about your next step, tell us and we'll refund the $297.
This call is education and coaching on your plan. Not financial advice. Not us telling you what to buy. We help you think it through. You decide. You act. Investing in high-yield ETFs involves real risk including loss of principal.
We've been working on this for a while and we're genuinely excited to finally share it. The website, the business, this strategy. You're some of the first people to see any of it.
Come with questions. Leave with something you can actually use. That's the whole point of the night.