I wanted to interact with BoomX Show listeners, learn from their feedback, and answer questions if I could.  The Academy has a direct messaging app.  BoomX Citizens can message me right inside the platform, no need for emails, spam filters, and clutter.  

There are two membership levels.  BoomX Citizen is our free membership level.  Family Leaders is $44 per month. 

I wanted to give more to listeners than just an audio episode.  Legal topics are not difficult to learn.  However, some topics are easier to understand when presented visually.  Some learn with written content and others prefer video.  We do not promise multimedia presentations for every episode.  We do promise to keep working at it. 

Office Hours is meant to be a time for Family Leaders to ask questions about their own plans.  Remember that the Nest Egg Course gives students access to the drating app so they can learn the strategy but also walk away with the correct legal document.  Office Hours is place for them to ask me about the app if they become stuck.  

Monthly Meeting was designed to be something different. There are important topics that impact retirement aside from the legal strategies.  I present on one topic during each monthly meeting and then open it up for discussion.  We have discussed investments and even have a model portfolio to see if we can beat the S and P 500.  We all picked two stocks, shared why we picked them, and then tracked their performance.

Candidly, I also needed to talk about other things.  I mean, I have been discussing the Spousal Protection Trust for about fifteen years now. Ha!  

Family Leaders attend Monthly Meeting as co-hosts, participating in the conversation actively. BoomX Citizens are invited to participate but interaction is limited to texting through the chat and Q and A feature, i.e., microphone is muted and video is turned off.