{"product_id":"the-wealth-builders-guide-bundle","title":"The Wealth Builders Guide – Bundle","description":"\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003e\u003cstrong class=\"font-semibold\"\u003eMake More Informed Investment Decisions with a Connected Planning and Tracking Toolkit\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003eA strong investing process requires more than reading about markets. It calls for a way to assess opportunities, organize holdings, plan allocations, test retirement assumptions, and document potential tax considerations. This digital bundle brings five focused Microsoft Excel workbooks together to help turn investing concepts into practical, repeatable workflows.\u003c\/p\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003eThis bundle is built around The Wealth Builders Guide and includes its complete set of companion resources to provide the most comprehensive implementation experience available. The five Excel workbooks complement the guide's discussions of diversification, investment analysis, portfolio management, retirement planning, and tax-efficient investing. The guide itself is a separate publication and \u003cstrong class=\"font-semibold\"\u003eis not included\u003c\/strong\u003e in this bundle purchase.\u003c\/p\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003eRather than relying on scattered notes or generic blank spreadsheets, use purpose-built worksheet structures to organize financial inputs, examine portfolio positioning, track decisions, and compare planning scenarios. This collection is designed for self-directed investors, learners, and long-term planners who value an organized framework for their financial decisions.\u003c\/p\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003e\u003cstrong class=\"font-semibold\"\u003eWhat's Inside This Five-Workbook Collection\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul class=\"List-kOVW5V UnorderedList-nqKD7g\" dir=\"auto\"\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003e\n\u003cstrong class=\"font-semibold\"\u003eAsset Allocation Optimizer:\u003c\/strong\u003e Complete a risk-and-goals profile, examine model portfolio allocations, input your existing mix, and compare your current positioning with allocation targets and rebalancing indicators.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003e\n\u003cstrong class=\"font-semibold\"\u003eInvestment Due Diligence Checklist:\u003c\/strong\u003e Use a quick screening workflow, opportunity-specific checklists for stocks, funds, real estate, and businesses, and structured scoring and decision-summary worksheets.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003e\n\u003cstrong class=\"font-semibold\"\u003eInvestment Portfolio Tracker:\u003c\/strong\u003e Bring account details, holdings, transaction records, allocation targets, portfolio summaries, and rebalancing views into one organized workbook.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003e\n\u003cstrong class=\"font-semibold\"\u003eRetirement Planning Calculator:\u003c\/strong\u003e Enter age, savings, contribution, return, and spending assumptions; examine year-by-year projections and compare conservative, moderate, and aggressive scenarios.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003e\n\u003cstrong class=\"font-semibold\"\u003eTax-Loss Harvesting Spreadsheet:\u003c\/strong\u003e Record investment lots and trades, configure tax-related assumptions, examine potential loss candidates, and organize wash-sale considerations and summary metrics.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003e\u003cstrong class=\"font-semibold\"\u003eWhy This Bundle Is Different\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul class=\"List-kOVW5V UnorderedList-nqKD7g\" dir=\"auto\"\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eConnect the practical investing topics in \u003cstrong class=\"font-semibold\"\u003eThe Wealth Builders Guide\u003c\/strong\u003e to five dedicated Excel tools instead of an isolated reading experience.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eOrganize holdings and transactions across multiple investment accounts rather than keeping separate manual lists.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eEvaluate potential investments with tailored screening questions, red-flag prompts, and scoring frameworks.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eCompare asset allocation targets against current holdings to better understand portfolio drift.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eExplore long-term retirement assumptions and alternative return scenarios within one planning workflow.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eDocument tax lots and possible tax-loss harvesting opportunities while keeping wash-sale considerations visible.\u003c\/li\u003e\n\u003cli class=\"ListItem-ncLgmg\"\u003eWork with \u003cstrong class=\"font-semibold\"\u003e32 worksheets across five .xlsx files\u003c\/strong\u003e, including getting-started guidance, input areas, checklists, and summary views.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003eThe entire bundle is delivered digitally as editable Excel workbooks. It is intended for educational and organizational use; it does not provide personalized investment, legal, or tax advice, and investment outcomes are never guaranteed.\u003c\/p\u003e\n\u003cp class=\"Paragraph-kKnbIo\" dir=\"auto\"\u003e\u003cstrong class=\"font-semibold\"\u003eBring your investing plans into a more structured workflow with the complete five-workbook companion bundle.\u003c\/strong\u003e\u003c\/p\u003e","brand":"CPI Digital Hub LLC","offers":[{"title":"Default Title","offer_id":62575919530354,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0888\/6203\/2242\/files\/LuxuryWealthBuilderProductBundle.png?v=1792471881","url":"https:\/\/cpidigitalhub.com\/products\/the-wealth-builders-guide-bundle","provider":"CPI Digital Hub LLC","version":"1.0","type":"link"}