Aryeh Sheinbein and Julie Stoian – Future Fund

Aryeh Sheinbein and Julie Stoian – Future Fund

With Future Fund, you can CHANGE your money story. How you use it, spend it, invest in it, and live with it. With a combination of education, strategy, and mindset work, you’ll be back in the driver’s seat with your finances, even if they feel like a hot mess right now.

Join Future Fund, explore the materials. If after 14 days, you feel that this course is not going to help you discover your four core numbers, help you find investable cash, reframe the way you see how your business + personal finances work, and give you the best advice on investing.

With Future Fund, here are some of the things you can look forward to…

• Know exactly how much money you need to fund the lifestyle you want….even after you stop working
• Gain confidence in your investment decisions without worrying that you’re listening to a financial planner who’s trying to sell you something not in your best interest
• Never get scammed into a risky investment again
• Pick investment types that don’t tie up your money forever (cough cough, 401ks)
• Anticipate your future expenses and lifestyle so you don’t get caught in an investment that’s too expensive
• Manage your lifestyle and investments without needing a restrictive budget
• Get your spendy spouse on board, without having to police their spending habits
• Understand the rate of return, tax implications, risk/benefit analysis of each of the big 7 types of investments
• Speak confidently about investing, without worrying that you’re saying something off the wall
• Transform your mindset around money and investing so you feel in charge of your finances
• Build a financial map that you can come back to again and again…one that’s flexible enough to endure changes

What You’ll Master In Future Fund

Module 1 Your Financial Map

Build an accurate snapshot of the cost of your current lifestyle.

Discover how you live and how that impacts your finances. Throw away all guilt and shame, and explore what you want and what it costs to fulfill those desires. Plus, we’ll put to death the traditional family budget for good.

• Stop living by a restrictive budget
• Build a true picture of the lifestyle you want to live
• Know Your Core Number #1

Module 2 The Pot Of Gold

Know exactly what you need to invest to live the life you want, without working til the day you die.

99% of people have no idea how to fund their lifestyle to the end. In Module 2, you will quickly be able to figure this out, and learn how to structure your business finances to maximize what you can invest into your future.

• Know Your Core Numbers #2 + #3
• A clear roadmap for how to structure your business finances to maximize investable cash
• Leverage Parkinson’s Law to enact change even if you don’t earn another cent

Module 3 Consumption To Production

Put your money to work for you!

Create an investing plan around your core number #4, plus build a clear to do list of how to adjust your numbers if your current situation isn’t ideal.

• Know Your Core Number #4
• Create a game plan for generating the rate of return you need on your money
• Shed the consumerism story we’re all told, and become a producer

Module 4 The Big 7

Finally understand the 7 most popular types of investments, and the benefits and downsides to each.

Take a deep dive into stocks, fixed income investments, cash value life insurance, real estate investing, cryptocurrency, investable businesses, and collectibles & NFTs.

• Learn the benefits & downsides to each
• Discover the multitude of options inside each one of The Big 7
• Real life examples to see how it could work in your financial plan

Module 5 Unearthing Your Investable Cash

Using the rule of 72 and our best cash hacks, we’ll help you find your first investable money.

Once you’ve got a good vision for where you are (and where you want to be), Module 5 will help you find money you didn’t know you had to make your first investment. This is a combination of financial gymnastics and mindset work.

• Learn the rule of 72 and use it to make investing seem doable
• Deploy our cash finding strategies to get your first amount ready to go
• Transform your thinking around investing permanently – from overwhelm to fun

Module 6 The Investment Filter

Use our framework to pick the right investment container for your investable cash.

Avoid that feeling of missing out or shiny object syndrome when you see someone talking about their “big ROR” on an investment. Know what you want, and why you want it, and pick the right vehicles to optimize your rate of return that also aligns with your personality and lifestyle.

• Use our investment filter to avoid bad investments for you
• Know the rate of return you need
• Get resources for where to start with each of the big 7 types of investing

You Asked, we answered

• Will this course work for me if I’m not in the United States?

Yes absolutely! We’re giving you time tested money principles that you can use regardless of where you live, and when we get to the investment piece, you will be able to leverage the same strategies with whatever options you have available in your country.

• I am in debt and don’t have money to invest!

Don’t worry. Most people are in your situation. And in fact, it’s one of the big lies that keep people stuck. They never get to “wealth” building mode because they think they don’t qualify until they’re out of debt. Not realizing that getting out of debt is partially about building wealth! This course is especially for you.

• I’m just starting a business and don’t have a lot of money flowing yet.

No worries. This course is fully usable even if you’re working with a paycheck. You’ll just use your salary as the starting point. And when your business starts cookin’, you’ll have the materials to look back on.

• Will this teach me about cryptocurrency?

Yes we will cover cryptocurrency as one of the big 7 types of investments.

• I’m terrible with money and budgets. Will this force me to live by one?

There’s a difference between being a slave to a budget, vs. having a way to document what you’re doing. That’s the simple difference. The spreadsheet isn’t telling you what you can and can’t do with your money. It’s showing you what you did so you can have the information handy to help you make informed choices.

About the Author: 

Aryeh Sheinbein is a Managing Director with Alvarez & Marsal’s Valuation Services practice and a member of the Alternative Investment Services group.
Mr. Sheinbein has 20+ years of experience in the financial services industry and has held senior positions both in house at private equity and hedge funds as well as at valuation advisory firms.

Mr. Sheinbein’s focus is on providing valuation advisory services to private equity, hedge funds and business development companies (BDCs). His experience includes the valuation of portfolios of illiquid equity interests held by private equity funds as well as the underlying portfolio company equity valuations. For hedge funds and BDCs, he has performed various analyses of credit portfolios which include but not limited to private loans, senior secured, subordinated debt including mezzanine and convertible debt. In addition to credit, he has valued all types of equity including preferred, convertible and common equity, warrants, other derivatives and complex securities.

Aryeh Sheinbein’s experience also includes systems and process improvements operationally for investment management firms, as well as best practice for transparency reporting and operational and valuation procedures.

Prior to joining A&M, Aryeh Sheinbein was Director of Business Analysis at Centerbridge Partners. Previously, he was a Managing Director at Plainfield Asset Management, where he led the valuation and portfolio monitoring functions. He has held positions at various valuation advisory firms, Duff & Phelps and Hilco Global.

Aryeh Sheinbein earned a bachelor’s degree in finance from Yeshiva University.

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