Lesson 18 of 19 · 3 min read · Updated November 2026
Module 10: Action Plan
Short answer: The action plan: move from saver to wealth creator by putting idle money to work in alternative investments, using tax strategy every year, and funding investments with your own money through infinite banking.
Key takeaways
- Stop relying only on the 401(k) and Wall Street.
- Raise returns through tax efficiency and cash flow, not just higher risk.
- Put home equity and idle savings to work.
- Pick one next step this month and get around people doing the same.
Learn how to shift from a saver mindset to a wealth creator by leveraging alternative investments, tax strategies, and infinite banking.
Why Watch?
🚀 Escape Traditional Investing – Stop relying on 401ks and Wall Street.
💰 Boost Returns – Learn how the wealthy maximize tax efficiency and cash flow.
🔄 Leverage Infinite Banking – Use your own money to fund investments.
🏡 Deploy Lazy Equity – Put home equity and savings to work.
Your next steps
Read the book. The Wealth Elevator goes deeper on syndications, Accredited Investor Banking and tax strategy for first-generation millionaires.
Take the next courses. Continue with the Infinite Banking eCourse and the Syndication Due-Diligence eCourse.
Get a CPA or vendor referral. Need a CPA, attorney or other vendor? Send us a referral request and we'll connect you.
Join the community. Our community of accredited investors shares notes on operators, tax planning and Accredited Investor Banking. Join the club to get started.
From my own investing
Find your sushi buddies
When I started, I bought turnkey rentals because that was all I knew. What actually moved me forward was getting around other accredited investors. They were like the buddy who gets you to try sushi with a California roll before sneaking you a spicy tuna: they showed me what was possible one step at a time. The key is having at least five accredited investor buddies around you, and that's why we built our community.
Talk it through with us
An action plan works better with people who will ask how it is going.
Join the club and book your onboarding call
Joining is free.
The podcast behind this course
The Wealth Elevator Podcast
Weekly conversations on passive real estate, alternative investments and tax strategy for busy professionals.
Listen on Apple PodcastsWatch on YouTubeThis is educational content, not tax or legal advice. Please let us know if you need a referral to 💼 CPA ⚖️ Lawyer or other vendor here.
This content is provided for informational and educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Read the full disclaimer.