How to Live Your Best Life at Midlife
Welcome to an overview of the Further premium membership. It’s designed as an Unretirement Planning Accelerator that gets you rolling with:
Starting a location-independent business
Putting a sound investment strategy in place
Helping you to choose the best marketing technology tools, and
Choosing the right country (or countries) to make your new home base.
This is not your average “paid newsletter.” That’s because we’re delivering valuable education, not news and opinion.
Instead you’ll get:
Course-level lessons
High-impact webinars
Valuable frameworks and toolkits
International guidance you can trust, and
Advice driven by decades of documented success.
Let’s take a look at what’s planned for the first year alone.
1. Start and Grow Your Location-Independent Business
The first step is to begin the process of starting your own business.
The quickest and easiest way to become location independent is to hang your shingle as a freelancer or consultant. Brian will show you how to attract a steady stream of clients while quickly expanding beyond clients services and create productized services and digital products based on your expertise.
Course: Attract an Audience While Turning a Profit at the Same Time
The easiest way to become location independent is to become a freelancer, consultant, or coach. The hard part is getting a steady stream of high-quality clients.
But it doesn’t have to be as challenging with the right model. You must attract an audience, and you need to get paid at the same time.
Selling your wisdom and expertise in the form of a service is the answer to the audience-building problem and the initial revenue problem. You just have to do it strategically.
This is exactly how Brian would start today if he were brand new to the game. And it relies on a strategy that many don’t consider – thinking about how to develop productized service and digital products based on the expertise you deliver with your client services.
The Personal Enterprise Accelerator course is completely updated for 2025 here at Substack, and gets started with important fundamental principles that support the execution of the Personal Enterprise Framework.
From there, we dive into the framework itself and lay out – step-by-step – how to build a true expertise-based business with multiple streams of income.
Personal Enterprise Accelerator was previously priced at $295 when sold last year, but this updated for 2025 version is included in your Premium Membership.
What I love about the Personal Enterprise approach is that it’s a strategic blueprint for morphing a successful client services practice into unique digital IP that can be delivered online at scale. It’s an organic, thoughtful process designed for less financial risk and more likelihood of success. ~ Susanna Hooper
Framework and Toolkit: “What to Say and How to Say It” for Your Ideal Prospect
There is no such thing as perfect content or sales copy. There’s only what’s perfect for a particular type of prospect.
That means you must understand your ideal customer at the level of values and the attitudes that result from them. This bundle of beliefs makes up a unique worldview, which allows you to truly see things as they do and craft messages that work.
Your goal is to create a detailed profile of your ideal prospect that indicates how they think, feel, and see the world in the context of the problem you solve.
You’ll use this profile to figure out each content element of their unique buyer’s journey (what to say) and the best way to communicate the information in each step (how to say it).
The Leading Expert Marketing Framework gives you a process for nailing down that intimate outline of your prospect, and the content and messaging they need to do business with you.
The Framework sells for $150 individually, but is included in your Premium Membership.
As a copywriter, I know that ‘what you say and how you say it’ matters. But words are worthless without the right strategic foundation. Brian’s process was invaluable in helping me nail the positioning and messaging for my new longevity economy business ~ Ethan Blumen
After these two foundational course-level series of lessons, we’ll get into implementation and advanced topics, such as:
Creating a core piece of content that fuels your entire marketing strategy
The psychology of deep trust and connection with prospects
Developing an online community of loyal fans
Using content curation to amplify your expertise
Much more…
2. Develop an Investment Strategy That Pays
In the investment realm, 25-year financial planning veteran Denver Nowicz will deliver his Becoming Financially Unbreakable series of presentations to Premium Members.
This is your opportunity to stop worrying about money and start living with confidence, clarity, and purpose. It’s all about the Further ethos of building a life you love now, while laying the foundation for a secure future — one smart step at a time.
Session 1: Aligning Values with Wealth
Objective: Unlock clarity by aligning your core values with your financial decisions.
What to Expect: Transformation begins here. Through powerful values exercises, you’ll uncover what truly drives you and learn how to align your financial decisions with your deepest purpose. We will also start to organize your financial “junk drawer”—turning scattered documents and ideas into the foundation for a clear, actionable plan.
Key Takeaways:
Discover how aligning your values with your wealth leads to fulfillment and confidence.
Learn the mindset shifts and strategies that set the ultra-wealthy apart.
Begin creating order from financial chaos to lay the groundwork for your future.
Session 2: The Foundations of Financial Intelligence
Objective: Build a personalized financial system for clarity and control.
What to Expect: In this session,we will create your financial planning hub—a powerful tool designed to simplify your finances and put you in control. Together, we’ll craft a personalized dashboard to help you forecast your finances, address shortfalls, and build a sustainable cash flow system that works for you.
Key Takeaways:
Customize a financial dashboard tailored to your needs and goals.
Forecast finances to identify opportunities and potential shortfalls.
Establish a sustainable cash flow plan to bring stability and security to your finances.
Session 3: Visionary Financial Planning
Objective: Design a forward-thinking strategy that aligns with your goals.
What to Expect: This session is about turning dreams into actionable plans. By merging financial strategies with your aspirations, you’ll confidently navigate life’s big decisions. We’ll use scenario planning to help you explore possibilities and set meaningful, achievable goals.
Key Takeaways:
Align your financial plans with your vision for maximum ROI on your life.
Confidently plan for major life decisions with clarity and purpose.
Leverage your financial hub to set and achieve meaningful goals that matter most to you.
Session 4: Maximizing Wealth and Minimizing Taxes
Objective: Build a strong financial offense and defense while reducing taxes.
What to Expect: In this final session, you’ll learn advanced strategies to grow and protect your wealth while minimizing tax burdens. Together, we’ll build a framework that balances growth and security, giving you the freedom to pursue your dreams with confidence.
Key Takeaways:
Master strategies to maximize wealth and reduce taxes.
Use your financial hub to uncover growth opportunities and protect your assets.
Create a financial system that gives you both freedom and stability.
From there we’ll explore other unique investment options, including international real estate and other opportunities that come from being an “Untourist” as an expat or nomad.
3. Choose Your Technology Tools
Web publishing and digital marketing tools have come a long way in the 25 years Brian has been starting and marketing businesses online. But there’s also never been more confusion about what you really need and what works.
Now we’re in the age of artificial intelligence and advanced automation, all of which can empower a solo human to accomplish more than a team of several people could do in the past. And yet there are important differences between those who succeed with generative A.I. and those who add more “content slop” to the world.
We’ll also explore the benefits of a hybrid Substack/WordPress approach, the best tools for community, courses, coaching, and digital product delivery, and email automation that adds to your bottom line.
4. Find Your New Home Base
Note: Our first webinar for premium members will give you clear guidance on expat tax issues, including how to pull six figure in income a year while paying $0 is taxes - coming in April!
Finally, we get to the best part. Figuring out where you’ll be living the dream is a lot of fun, but it can be stressful when you’re dealing with bad information.
There’s a ton of free information online as digital nomadism and retirement abroad have grown in popularity. But if you’ve spent 5 years sifting through this stuff like Brian has, you know there’s tons of misconceptions, misinformation, and downright lies.
Issues like taxes, temporary and permanent residency, digital nomad and golden visas, dual citizenship, and more are vital, and you need information you can trust.
(Brian admits to being fooled a couple of times himself, but that’s why he pays for accountants, attorneys, and premium services for trusted advice.)
Premium members will get access to that advice on some of the most attractive expat and nomad locations, including:
Mexico
Costa Rica
Panama
Portugal
Uruguay
Colombia
Plus tips on European and U.K. adventures, life down under in Australia and New Zealand, and a multitude of options in Southeast Asia.
What’s the Investment?
Further premium is only $120 a year.
There’s also a monthly option at $20. Just keep in mind that we already have more than a year of high-impact education planned, and the monthly option will cost you 50% more.
The fee for Further Premium will increase over time. A paid Substack is essentially a membership site, and membership sites get more valuable the more premium content is posted on the inside.
So raising the price as we go is only fair to early adopters. You can lock in your low fee today, and keep it for the life of your membership.
Join us here and get started mapping out your ideal life at midlife.