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06/23/25 (Strike out what is done with "~~XYZ, ~~") - Coggle…
06/23/25 (Strike out what is done with "~~XYZ, ~~")
Mental
Read for 5 hours per week
Listen to Podcast when driving or waiting
Promoting Coaching Program via Socia Media
Focus on the What & Why (& When only when necessary)
Make the pay them pay for the how
Leave them curious an compelled to take action
Estate Planning
Find out is the purpose of a Cook Island trust is to hold loans/liens against your USA assets or to actually put title and ownership under the Cook Island Trust
See
thecontractdoctor
(IG)
Book 30 for $30 (see link)
See (the business guy email) Paul
paul@lawyerslimited.com
Yoni Calendar:
https://calendly.com/yoni-lawyerslimited/structure-review?month=2025-06
Email:
yoni@lawyerslimited.com
Meeting with Christian Ivette (Today)
What IRS looking for via Yoni (TheBusinessGuy)
Who is control of the money
Who benefits from the money
Set Up Legatum Gloriosum Estate & Empowered Pathways Bank Accounts with "ALLY BANK" so you can bare interest when moving money between accounts
Ally Bank funds were recieved on May 8th need to allow 40 days or more to happen in order to reapply for previous application see ALLY Bank portal for old application (may need to just change the date or name if you are doing two seprate ones)
Look into
To Do List
Trading/Investing
Need Trading Watchlist, Framework & Schedule
Mark Monroe Rolling 4's - LEAPS
TQQQ, NVDA, TSLA (AI Robotics), MSFT (Open AI), and SPY
Make sure these are on your watchlist: ABNB, AAPL, AMZN, MCD, QCOM, HOOD, META, MSFT, RCL, COST, CAT
Dividend Stocks (Adam Khoo)
PEP, JNJ, PG, ADP, ABT, LOW, WMT, ABBV
Other Task
Anima Contol
Get Ring 9.5 ring off Amazon
Get with Doctor Halfman for finger bone doctor referral
Get with Sabrina (Raymond James) & Brandee (Self Directed 401K - leave $500 in Raymond James
Money will move to Titan Bank => IBKR (Trust Account)
Send Paul / Yoni Estate Structue w/o entity actual names
"paul@lawyerslimited.com
"
Prep Conversation for lawyer you want to Comparable Pro with (book $400 preferably in virtual meeting)
TBTA
Get 4 Webinar Slides, and Marketing Done
Work on Book "It is the Sales Not the license that makes you money" For RE Agents, Insurance Agents & Sales People
Attn Glez:
Getting Course videos into AI Scripts
Use AI to organize data (e.g. 500 to 1000 word segments)
Have AI turn content into chapters :
Book Broken up into 3 main Sections
1 Conviction (Believe In what you sale)
2 - Confidence (Believe in Yourself) - This is the Hardest Step
3 - Competence (Ability to Perform the Job)
Glez Focuses:
Business Plan (Fiverr)
Pitch Deck (Fiverr)
Publishing "Regal" Lulu for Bulk sales
Get Journals properly designed & Published (The two already completed)
Soon get with Fiverr guy to make the 3rd Journal for Wealth Matrix
Helping Transcribe Legacy Coaching to crate published book
Use digital copy as lead magnet
Physical copy Pay for book & shipping (profit)
New schedule
Monday: 8am - Workout, 9:00 am - Breakfast & Day Prep, 9:30 am - 11:00 am, 11:30 am - Library (Schedule), 12:30 pm - Book Read, 1:30/2:00 pm - Lunch Time, 2:30 pm - 6:00 pm Appts
Tuesday: 8am - Run Day (Kira), 10:15 am - Meeting with Mrs Rene Battles, 11:00 am - Meeting with Angie