Passive Income Strategies for your Financial Freedom

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FREEDOM

My Story

• BBA, CPA

• 8 years working for the Federal Government.

• Investor, Trader and Educator

• Replaced Employment Income with a combination of Passive Income Sources

• On the path to Freedom– Doing what I am passionate about.– Having ownership over:My time, My finance, Where I live and Who I spend time with.

Agenda

Prosperis Framework Income Strategy #1 Income Strategy #2

Purpose

To help people and businesses achieve financial freedom.

Vision

To have a community in which individuals possess the resources and knowledge on how to earn passive income by leveraging their owns resources and that of successful organizations.

Core Values

Delivering Value - Being generous with our knowledge.Transparency – Communicating risks and limitations.Passion - About winning for you.Empowerment - Control your finances through education.

Excellence - In everything we do.Integrity - Never compromising on the truth.Leverage - Gain advantages from the resources we possess.

Education in the Financial Services Industry

Know Your Advisor!

http://www.investright.org/choose_advisor.aspx

Invest with an Advisor

Education in the Financial Services Industry

Why you need a Financial Educator?

Passive Income Strategies for your Financial Freedom

www.slideshare.net/ppis/

DisclaimerThis is a presentation prepared for Education purposes only.

Neither Prosperis Passive Income Strategies (PPIS) nor any of its personnel are registered investment advisors. We may mention that we consider certain securities or investments to be good candidates for the types of strategies we are discussing or illustrating. Keep in mind that we are not providing you with any specific recommendations or personalized advice about your investment activities. The information we are providing is not tailored to any particular individual. Any mention of a particular investment is not a recommendation that it is suitable for any specific person. Keep in mind that all trading ALWAYS involves a risk of loss.

Also PPIS personnel are not subject to investment restrictions. Myself and any others at PPIS could have a position in an investment discussed at any time.

What is Passive Income

Daily, Monthly or Quarterly Cash Flow that does not need active engagement or specialized knowledge in any particular field of study or business.

What is the Prosperis Framework

These are the factors that matter in evaluating a passive opportunity or strategy

• Innovative/Disruptive

• Platform

• Risk

• Leveraging

Companies that are Disruptive

• Uber, the world’s largest taxi company, owns no vehicles.

• Facebook, the world’s most popular media owner, creates no content.

• Alibaba, the most valuable retailer, has no inventory.

• Airbnb, the world’s largest accommodation provider, owns no real estate.

What if we could be as disruptive?

• Instead of being active in pursuing active income, be active in pursuing passive income.

• What are some of the passive income sources in today’s world?

The Handbook

Being a Platform

A platform is a business model that creates value by facilitating exchanges between two or more interdependent groups, usually consumers and producers.

The Handbook

Leverage

Leverage:

• To use (something) to maximum advantage.

• To use borrowed capital for (an investment), expecting the profits made to be greater than the interest payable.

Leveraged income is when you leverage the work of other people to create income for you.

Examples of Leveraged Income?

Exchange Traded Funds: A fund that holds investments in several assets (eg. bonds, stocks, commodities).

Can we leverage? YES

Short-term Financing Solutions: Low Balance Transfer CCs

Longer term Financing Solution: Investment Leverage

The Handbook

Risk and Mitigation

• When you are seeking passive income from the efforts of others you are taking all the risk.

• When you do it yourself, you are taking control of the risk.

• But this doesn’t mean risk disappears.

• Invest where the risk can be measured