The 1% Wealth Playbook

Build wealth, keep more of what you earn, and give your family more options.

 You work hard for your money. Now give that money a job. Build a cash cushion that can handle a bad month. Invest for the future without guessing your way through account choices. Learn to look at a rental, a business opportunity, or a tax strategy and ask the question that matters most: After the bills, fees, taxes, and risk, how much do I actually keep?

 The 1% Wealth Playbook is a 52-page personal finance guide and fillable workbook for anyone who’s serious about building wealth and wants a clear place to start. It takes you from figuring out where your paycheck goes to understanding the decisions that come with owning investments, real estate, or a business. The examples show you how the numbers work, and the worksheets give you a place to work through your own.

Here’s what you’ll learn

• Build your financial foundation. Calculate your net worth, put together a cash reserve, compare bank offers, and decide what you can consistently save and invest.

• Invest with a purpose. Understand retirement accounts, match your money to your goals, and build a portfolio you can stick with when markets move.

• Run the numbers before you buy real estate. Work through a rental’s income, vacancy, expenses, and loan payments. Then compare three ways to sell the same $400,000 rental: an outright sale, a 1031 exchange, and seller financing.

• Keep more of what you make. Get familiar with strategies like long-term capital gains planning, the qualified business income deduction, cost segregation, and the Section 1202 stock exclusion. Learn which questions to ask before counting on a tax benefit.

• Build a business that can run without you. Compare LLCs, S corps, and C corps, understand setup and recurring costs, and learn how to hand off day-to-day work to someone you trust.

• Protect your paycheck and your family. Compare disability insurance, life insurance, and living-benefit riders. See how wills, trusts, deeds, and beneficiary forms can work together.

• Build wealth together. Learn how to start a Family Bank with trusted adult relatives, track weekly contributions, and hold a year-end pitch night for income-producing ideas.

 Then you’ll meet Maya, who has $350 a month to put toward her goals. You’ll see how she splits it among savings, retirement, and a career goal, what she changes when a $900 car repair hits, and where she lands after a year. From there, you’ll open the workbook and build a plan around your numbers.

What comes with the digital edition?

 You get the 52-page interactive PDF, 15 clickable navigation tabs, a completed wealth plan example, a fillable workbook, a 90-day action plan, an annual wealth review, a checklist to use before you sign or send money, and a plain-English glossary.

Is this wealth-building book for beginners?

 Yes. Start with the chapters on cash reserves, net worth, and investing. As you’re ready, jump into real estate, business ownership, tax planning, and estate planning. The book focuses on U.S. financial and tax concepts.

Can I use the workbook on my computer?

 Yes. Open the PDF in a compatible reader to type into the workbook fields, or print the worksheets if you prefer to write by hand.

Where can I find your paperback books?

 Explore paperback titles published under The Weekly Method on Amazon. Shop The Weekly Method paperbacks.

 Start building your wealth plan today. Open to Maya’s example, write down what you can set aside in an ordinary month, and choose the first move you can make this week.