Paycheck To Portfolio

📣 NEXT VIDEO DROPS TOMORROW, OCTOBER 3RD AT 1 PM CST!

We just crossed 45,000 subscribers in a little over a year, and I’m genuinely thankful for every single person who has been part of this journey.

Thank you to everyone who has watched, shared, commented, asked questions, challenged ideas, and grown with Paycheck To Portfolio. This community has grown faster than I ever imagined.

Before tomorrow’s video, I want to hear from YOU.

What’s on your mind right now?

What questions do you have about your portfolio, the P2P system, investing, income, margin, growth, or anything else you want me to break down?

And I’d really love to know this:

What was your portfolio value when you started Paycheck To Portfolio?

What is your portfolio value today?

Drop it in the comments along with anything you’d like me to cover in future videos.

45,000 strong in a little over a year.

We’re just getting started.

4 days ago | [YT] | 22

Paycheck To Portfolio

QUIZ TIME: Let’s put some actual numbers behind the payment in lieu argument.

Assume you receive $100 of portfolio cash during the year:
$50 = Return of Capital
$30 = Nonqualified ordinary dividend
$20 = Payment in lieu from securities that were actually lent

For this simplified example, assume the ROC does not exceed your cost basis, so it reduces basis rather than creating current taxable income.
Assume the ordinary dividend and payment in lieu are both taxed at a 24% federal marginal rate.

How much CURRENT federal income tax would this $100 create in this simplified example?

4 days ago | [YT] | 21

Paycheck To Portfolio

New video is LIVE. This one gets back to the foundation of Paycheck to Portfolio: I don’t wait to invest whatever happens to be left over after life gets paid. I build the assets first, then manage life from the structure I’ve created. That shift in order changes everything. We’re talking cash flow, equity, and why the system is bigger than any single fund or dividend. If you want to understand how I actually think about building financial freedom, start here: https://youtu.be/ZQ-FAHxN2sU?si=9EGKN...

1 week ago (edited) | [YT] | 0

Paycheck To Portfolio

Which statement about NAV erosion is the most accurate?

1 week ago | [YT] | 0

Paycheck To Portfolio

Which statement about Return of Capital (ROC) is the most accurate?

1 week ago | [YT] | 16

Paycheck To Portfolio

🚨 NEXT VIDEO DROPS SATURDAY, 9/19 AT 1 PM CST! 🚨

This week I want to take you a little deeper behind the scenes of Paycheck To Portfolio.

Not just what I own, but how I actually manage the system when new capital comes in, the market gets volatile, margin moves, and I need to protect the portfolio without trying to predict every red day.

Think of it as sitting next to me while I manage the machine.

What do you want me to spend the MOST time breaking down Saturday?

Vote below, then drop your specific questions in the comments. I’ll work as many of them into the video as I can.

2 weeks ago | [YT] | 34

Paycheck To Portfolio

📣 NEXT VIDEO DROPS SATURDAY, 9/12 AT 1 PM CST! 📣

What if you stopped looking at your brokerage account as just an investment account…and started managing it like a real business?

For this Saturday’s video, I’m going to break down how I think about the portfolio, how the pieces work together, and why understanding the mechanics matters.

What would you like me to spend the MOST time on?

3 weeks ago | [YT] | 21

Paycheck To Portfolio

📣 NEXT VIDEO DROPS SATURDAY, 9/5 AT 1 PM CST! 📣

We’re getting close to 40,000 subscribers, and there are a TON of new people finding Paycheck to Portfolio right now.

For this Saturday’s video, I want to hear directly from those of you who have actually been running the P2P system personally.

If you’re comfortable sharing:

• What was your account value when you started P2P?
• What is your account value today?
• How long have you been running the system?
• What is the biggest thing you’ve learned along the way?
• What would you tell someone who is brand new to Paycheck to Portfolio?

I’m going to share some of your feedback and experiences in Saturday’s video so the new folks can hear directly from people who are actually putting the system into practice.

Drop your story below! I’m excited to see how far some of you have come.

1 month ago | [YT] | 36

Paycheck To Portfolio

🚨 NEXT VIDEO DROPS SATURDAY, 8/29 AT 1 PM CST! 🚨

I’ve received a lot of questions about the Paycheck to Portfolio system, so this Saturday I’m going to break it down and answer your questions. I’ll cover how I invest my paycheck first, allocate the capital across my three buckets, combine equity growth with cash flow, manage margin and my cost of capital, and operate my portfolio like a real business. The real power of P2P is putting capital to work that would have otherwise been fully consumed!

What would you like me to cover? Vote below, then drop your specific questions in the comments! I’ll answer as many as possible in Saturday’s video using real numbers and examples from my own portfolio.

Something else? Drop it in the comments below!

1 month ago | [YT] | 34

Paycheck To Portfolio

🚨 NEXT VIDEO DROPS SATURDAY, 8/15 AT 1 PM CST! 🚨

Over the last year, both my gross and net portfolio values have officially doubled. It came from investing my entire paycheck first, combining equity growth with cash flow, and treating my portfolio like a business instead of treating every dollar as something to consume. That’s the power of compounding in motion!

🎄 Also, don’t forget about our Paycheck to Portfolio Summit on December 5 in Grapevine, Texas! Reserve your seat here:

paychecktoportfoliosummit.com/

What would you like me to cover? Vote below, then drop your specific questions in the comments! I’ll answer as many as possible in Saturday’s video.

1 month ago | [YT] | 33