Part 1: Building your wealth Chapter 1: Investments o This will look at the basic investments like stocks, bonds, mutual funds and ETFs (exchange-traded funds) Chapter 2: Investment Strategies o This will review some of the common approaches for managing a portfolio, such as with diversification, dollar cost averaging and looking towards the long-term. Chapter 3: Real Estate o Show how this can be a generator of income and also provide for lucrative tax advantages. Chapter 4: Alternative Investments o This chapter will look at sophisticated funds, usually for high networth individuals. These investments include hedge funds, venture funds and private equity funds. There will also be a look at online offerings, such as for crowdfunding. Chapter 5: Equity Compensation o Look at the main types like incentive stock options, nonqualified stock options, restricted stock. There will also be coverage of the tax implications (like with the dreaded Alternative Minimum Tax). Chapter 6: Liquidity o This will look at strategies with cashing out equity holdings.

This will include using private secondary markets and getting loans against concentrated stock positions. Chapter 7: Retirement o This will look at vehicles like IRAs and 401(k)s. There will also be a review of the "mega backdoor" Roth IRA, which has become popular with tech people (this was the result of the huge amounts Peter Thiel shielded from taxes). Part 2: Protecting your wealth Chapter 8: Life Insurance o This will cover the different types (term, whole life, etc) and how this can be a source of investment income. Chapter 9: Health Insurance o There will be some coverage of employer plans. Although, the main focus will be on the Affordable Care Act, which applies to those who are contractors. There will also be a look at other healthcare investment vehicles like Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs). Chapter 10: Disability Insurance o This is often overlooked.

But if there is not sufficient coverage, the impact can be devastating. Chapter 11: Asset Protection o This is setting up entities to protect assets from litigation. This often involves setting up LLCs and corporations. Part 3: Transferring your wealth Chapter 12: Estate Planning o Look at wills, trusts and gifts. There will be a review of some of the basic strategies. Chapter 13: Disability and Death o When someone has equity compensation, the financial and tax implications for death and disability can be complicated. Chapter 14: Charitable giving and philanthropy o This will look at how to gift stock. There will also be a review of some of vehicles like the charitable remainder trusts (CRTs).