Real Wealth, Powered by AI: Build Your Financial Master Plan

Webinar Description

Most investors have goals. Few have a written plan showing how this year’s decisions shape their next 10 or 20 years. In this hands-on session, Rich Fettke will show you how to turn AI into a personal financial coach, using the same system he and Kathy Fettke use for their own family finances and rental portfolio.

You’ll learn how to:

• Build a 5, 10 and 20-year master plan for your money, real estate and freedom goals
• See how buying one rental a year could change your long-term outlook
• Test big decisions first, like buying another rental vs. paying down your mortgage
• Get past generic AI caution on real estate by giving it an accurate picture of your experience, risk tolerance and team
• Keep your plan current with simple weekly, monthly, quarterly and annual check-ins
• Walk into your next CPA meeting fully prepared

Watch Rich build a complete plan for “Dana,” a fictional investor, which you can use as a model for your own plan.

Login to your RealWealth account to watch the webinar and download the free AI Wealth Plan Kit:

• The Kickoff Prompt that builds your coach and master plan
• A step-by-step setup guide
• A CPA Meeting Prep Prompt
• A rental portfolio tracker (Schedule of Real Estate Owned) spreadsheet

Disclaimer: This webinar is for educational purposes only. AI is not a financial advisor, and this webinar is not tax, legal or investment advice. Always confirm decisions with your CPA, attorney or other licensed professional.