The Investor Type
Strategic Lifestyle…
Discover the process of achieving ultimate time and money freedom…
Click the cards below to see what each Phase of the Investor Lifestyle entails. You’ll see where you are on this journey and how to get from here to there. Watch for follow-up emails with even more information to guide you…
Phase 1: Easy Do-It-For-You…
Turning Money Into More Time for You


Peaceful Heart Meadow
Acceptance
Overview
Our ego-minds spend a great deal of time trying to keep us safe—sometimes in ways that, on close inspection, may seem quite dysfunctional. We often find ourselves trying to make sense of our circumstances by putting our own spin on things—that is, we analyze, explain, justify, or interpret our situations without really making any effort to accept them as they are. In other words, we unconsciously tend to reject what is in favor of our own story or thinking about what is.
In Peaceful Heart Meadow, we begin to learn about the first Key Skill: Acceptance. As we become more aware of what is, our first priority is to accept it as it is. That is, we suspend our judgments, conclusions or stories about it, so that we can grok it more clearly for what it really is—rather than for what we think it is.
Acceptance is not about agreeing with anything; it’s not about condoning anything; it’s not about believing in anything. All of those actions—agreeing, condoning, believing—require you to analyze, explain, justify or interpret what is, which puts you back into your ego-mind, and disconnects you from your innate ability to accept. Acceptance is simply about being fully aware of what is and acknowledging it as such—in other words, Acceptance is Awareness without Story. If you get out of your head and into your heart, you engage your natural power to accept what is. Once you have accepted it for what it really is, then and only then can you actually do something about it.
Situation
You are in the center of a confluence of events and circumstances that will lead to a situation you will find intolerable or unacceptable. Your unconscious reaction to this situation will put you in a place of powerful resistance to what is happening, and your resistance will in turn complicate the situation and exacerbate your own discomfort and upset. If you are not careful, this may lead to additional hardship or heartbreak for you.
Recommendation
You may not be able to change or stop whatever circumstances are coming your way, but you can certainly prepare yourself so that you are able to deal with them from a place of calm equanimity. The way to do this is to practice Acceptance for situations that are relatively easy to accept; then, as you gain confidence in your ability, you will find that bringing the same level of Acceptance to more challenging situations will become easier.
For a situation which has not yet come into being, it may be difficult for you to cultivate an accepting attitude in advance. However, you can use the Future Presence process to help you:
- Use your imagination to create a challenging but realistic scenario that has a reasonably high likelihood of coming to pass in your life. Put this scenario somewhere into your future, and imagine that it is something that is certain to happen.
- In your mind travel forward to a time a few days following the event in question, and begin to imagine that you dealt with the situation with complete success, because you were able to fully accept it as it was.
- In your mind, conduct a short interview with your future self. Ask him/her the following questions:
- How did you stay fully present and aware during this difficult time?
- When you found yourself resisting the situation, how did you bring yourself back to a place of Acceptance?
- What difference did your Acceptance make in your handling of the situation?
- What were you thinking as the situation progressed?
- What were you feeling?
- How do you feel now that the situation has passed?
- Take note of all the answers that you get, and bring your new understanding back to the present moment.
Recognize and understand that you have the capability to accept any situation for what it is, no matter how challenging it might appear to be. You can use this new understanding to prepare you more fully for what is yet to come.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
Phase 2: Easy Do-It-Yourself
Spending Little Time While Making Lots More Money…


Nama Station
Forgiveness
Overview
When we are caught up in the dramas of our ego-minds, it is easy for us to fall into the habit of playing the BS Game—that is, the “Blame-Shame Game”. When someone else does something that causes us discomfort, upset or pain, we put ourselves into the role of victim and the other person into the role of perpetrator. In this way, we give all our power away to the perpetrator—who may not even be aware of the fact that s/he has done something “wrong”. In allowing ourselves to slip into this finger-pointing pattern, we often end up creating even more pain and upset for ourselves, while secretly hoping for the other person to suffer.
Nama Station teaches us about the powerful healing capabilities of Forgiveness, a tool whose sole purpose is to give ourselves permission to release ourselves from our own pain and suffering. When we forgive, it really has nothing to do with the so-called perpetrator! It is really all about letting go of something over which we have no control, and—without forgetting or condoning or agreeing with actual bad behavior—releasing ourselves from the prison of our own negative thinking, and reclaiming our power.
Situation
Somebody in your life has said or done something to you that seemed to come from malicious intent, and it has been causing you a lot of internal upset and emotional pain. The event in question happened at some time in the past—perhaps even the distant past—but it continues to haunt you today. The other person has not apologized or taken responsibility for the event, and apparently does not see things the same way you do. Worse, the other person doesn’t seem to recognize or acknowledge the pain that s/he caused you, and this is adding to your ongoing anger and resentment. You find yourself wishing the worst for this person, perhaps even dreaming of violence or retribution.
Whether this situation happened relatively recently or sometime in the more distant past, the fact that you are dwelling on it now is causing you a great deal of discomfort, upset or pain.
Recommendation
First and foremost is Safety. It is assumed in this discussion that you have taken all necessary steps to protect yourself from any potentially dangerous conditions or situations, and that, if appropriate, you have also alerted any law enforcement or other relevant support personnel.
It is important for you to find a way to quiet the voices in your head so that you can return to a grounded, centered state. One of the best ways for you to do this is to Forgive the person who is holding your ego-mind hostage. It may seem like a very difficult task right now, but if you can remember that Forgiveness is not about condoning or forgetting someone else’s behavior, or letting him/her off the hook, and that it is really about giving yourself permission to release yourself from the pain you are creating by keeping the situation alive in your mind, then you will find it much easier to find Forgiveness in your heart—and this will quickly bring healing into your life.
When you are in a safe and quiet place, go through the 5 simple steps below:
- Understand the wrong-doing. What actually happened? Was it done deliberately, or did it happen by accident? Do you know the perptrator’s real intention or motivation, or is that something you are simply making up as part of your ego-mind story? What were the consequences? Which consequences were the direct result of the perpetrator’s actions, and which ones are the result of your own thinking patterns?
- Acknowledge and validate your judgments and feelings. Notice what kinds of thoughts and judgments you have about the perpetrator. Are you attached to “getting even” or finding justice or having your revenge? What do you imagine you might gain by following through on your vengeful thoughts? What are you feeling emotionally about all of this?
- Express and release your emotional energy. Allow yourself to fully experience and express the emotional energy associated with this situation. Some of this energy may be locked in place because of previous attempts to “stuff it”, so give yourself permission to feel it all. Allow it to pass through you so that the pain dissipates and eventually disappears.
- Own your part in the situation. This is not about making yourself wrong for whatever happened; it’s part of the process for raising awareness about your part of the situation. Did you do something that might have triggered the other person’s behavior? Was there a part of you that derived pleasure from pushing the other person’s buttons? Did you do something after the fact to make matters worse? Could you have done anything to improve, mitigate or resolve the situation?
- Re-connect to compassion and unconditional love. After your emotional energy has passed and you have honestly reflected on the whole situation, allow yourself to reconnect naturally and gently to compassion. Find a place of compassion for the other person, who may have been (and may still be) suffering from struggles of his or her own. Find a place of compassion for yourself and whatever struggle you’ve been going through, and release yourself from thoughts of revenge. Give yourself permission to forgive the other person; in the quiet silence of your mind, simply say “I forgive you.” At the same time, give yourself permission to forgive yourself; in your mind imagine that you are speaking to yourself, and say silently “I forgive you.”
You may need to go through this exercise a few times before all of the energy completely dissipates. Remember, the other person does not need to know you are doing this—the exercise is completely for you, and you alone. But do notice how much lighter and more open you feel each time you complete the exercise. Invite and embrace that lightness, and allow it to inform the way you show up going forward.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
Phase 3: Passive Income All Day Long
Multiple Passive Income Streams and Money Freedom…


Dark Forest
Shadow
Overview
Each of us has parts or aspects of ourselves that we try to keep hidden from the rest of the world. We do this—consciously or unconsciously—because we have a negative belief about those parts: they are somehow unacceptable, inappropriate, bad or wrong. And what’s worse, because these parts exist within our overall makeup, we inadvertently come to believe that we are somehow defective or broken.
As we learn in Dark Forest, the truth is that our Shadows are actually very powerful aspects of ourselves, and if we simply take the time to meet, engage, understand and eventually embrace them, we will have a much deeper and more intimate knowing of who we really are. And this has only positive implications for the kinds of lives we are destined to live.
Situation
There is something on your horizon that you really want. It could be something that you want to obtain, or something that you want to achieve. You feel a powerful kind of hunger within you to be in a space where you actually have this, whatever it is. The problem is, you also notice that there is a part of you that is holding you back in some way. The reluctance may be manifesting as a cold, tight feeling in your gut, or it may be showing up as a voice in your head that is making your desire look very dangerous—or it may be a combination of these things.
You have an unconscious belief that to achieve or obtain the thing you want will somehow end up causing you pain, so a Shadow within you is activated by that belief and is trying to hold you back from getting hurt.
Recommendation
Congratulations! You have become aware of one of your Shadows. It is probably not immediately obvious what this part of you is attempting to create with its actions; however, most of the time, when you get down to the deepest truth of the Shadow, it almost always seeks to create one of the four core states:
- Being — characterized by words like presence, fullness, wholeness, and sovereignty.
- Serenity — characterized by words like inner peace, calmness, contentedness, and safety.
- Love — characterized by words like freedom, acceptance, honesty, and unconditional love.
- Oneness — characterized by words like inclusion, belonging, family, and relationship.
If you want to find out what your Shadow is trying to accomplish, perform the steps of a simple “shadow interview”:
- Bring your full attention to the part of you that is holding you back from getting what you want. Imagine this part as another person sitting across from you. Let this part know that you simply want to get to know him/her better and understand his/her perspective.
- Find out what this part likes to be called, so you can address him/her properly. Sometimes the response to this question will be a name (could be your nick-name as a child), or it could be a role, such as “protector” or “guard dog” or some other role. Whatever name is offered, make sure to use that name for all subsequent questions.
- Ask the part how long s/he has been around. Thank you for being here, <part’s name>. Can you tell me how long you have been present in <your own name>’s life? (Remember, you are trying to get information from the other part here, so during the interview you want to refer to yourself in the 3rd person.)
- Ask open-ended questions to get as much detail as you can from <part’s name> that help you to understand his/her motivation.
- As you uncover more and more information, you will probably learn that this part experienced some kind of pain in your early life when trying to go after what s/he wanted. As a result of this experience, s/he may have adopted a coping strategy that kept him/her safe as a child. However, this strategy is no longer working, so you as the adult now have the opportunity to provide support to the immature part of yourself that is still using this now-dysfunctional approach.
- Make sure to express deep gratitude to <part’s name> for trying to keep YOU safe, and for working so hard to bring Being, Serenity, Love, or Oneness into your life.
- Point out that, as an adult, you now have powers and capabilities that you didn’t have as a child, and that you know that the current situation is something that you can handle. Let <part’s name> know that you are choosing to go ahead and go after what you want, and that you are prepared to deal with any risks that might show up.
- Let <part’s name> know that you really appreciate the fact that s/he is looking out for your, and welcome any additional warnings that might come your way so that you can keep the dialog open.
This process is a very powerful way to bring awareness to one of your Shadow behaviors, and to convert that Shadow from a covert saboteur into an agent that can actually help you in your future endeavors.
For more information about this topic, please see the full program at Life Mastery Way (and remember the name of your card).
