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• Account Connect

  Easily link all of your financial institutions into one location. No more signing on to multiple sites to check your account balances.
  Compatible with most financial institutions, including banks and credit unions.
  Transactions are automatically downloaded and categorized daily - no more waiting for monthly statements to balance your accounts.

• Budgeting

  Easy Budgets, your way

  Create general budgets to track your spending, or itemize expense budgets to help keep your spending under control.

  Categories

  Detailed categories allow you to sort individual transactions and stay on budget.

  Tags

  Group your transactions (like tax deductions or home maintenance) for detailed financial reports.

• Advanced Financial Tools

  Strategic Payoff

  This intuitive online system enables you to use financial strategies that the banking industry has used for decades to transform scheduled interest payments into wealth.

  Emergency Fund

  Designed to help you build a reserve for those unplanned expenses or emergencies, helping you avoid going deeper into debt.

  Consolidation

  Use the Consolidation Wizard to evaluate your accounts and merge funds to quicken your payoff time. Use your money the way banks do - creating the best financial outlook possible for you.

• Lots More!

  Financial Dashboard

  Customizable dashboard displays the financial information that is most important to you. Choose to show your years to pay off, how much interest you'll save or have already saved, discretionary income and more.

  Notifications

  Keep up-to-date on your important financial information. Set up alerts for bills that are due, account security alerts and more.

  Reports

  Comprehensive reports keep you aware of your total financial picture. Take the Wealth Accumulation Report for example. At a glance, you can now see just how quickly your debt can be turned into Wealth!

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The Money Man offers an extraordinary STOCKS MASTER CLASS that promises to change your life forever and we provide lessons for people to learn how to invest using our proprietary techniques designed to minimize risk while dramatically enhancing your returns.

Launch Your Next Multi-Year Option Trade!

The Life You Want, The Marriage You Want… Is Going To Be Fueled By The Investment tips, tricks and tools you’ll master right here…

Our Vision and Our Mission

Learn about The MoneyMan Report Team and Dan’s Vision and Mission.

What We Do

Everyday, we spend our knowledge, experience and resources to connect average earners.

Our Most Popular Training for 2020

Mastering the Changing World: Investing WITH GROWTH STOCKS & LONG-TERM OPTIONS

Services Offered

The MoneyMan goes the extra mile to provide professional guidance that will help you.

Our Commitment

We will leave no motivated student behind.
For those promising students who legitimately
cannot afford their tuition, our non-profit
sister company, The Frishberg School of Money, can offer a full scholarship based on need.

Financial Aid

Our instruction is not meant only for the well
healed. We can accommodate motivated students
with a manageable payment plan, and
when appropriate, discounted tuition.

Our History

The world is embracing the American digital lifestyle. American companies are generating enormous profits, changing lives around the world. We see their founders becoming billionaires. We see their employees, participating in stock accumulation plans, retiring early as millionaires. And yet, ironically, current research shows that 89% of stock market traders lose money, in a market that has been going up in price for two hundred years.

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To remedy this situation, TheMoneyMan Institute was created as a labor of love by Daniel and Elisea Frishberg. The pair retired ten years ago, after 25 years of quality experience founding and building their company, Frishberg Jordan and Stewart Advisors, which grew to advise and manage successfully over a billion dollars in stocks, bonds, and real estate assets.

Daniel retired ten years ago after a half century on Wall Street, as a top performing portfolio manager, author of 2 best-selling books, and one of the most sought-after financial pundits on national TV, appearing several times a week on CNBC, Fox, and the Canadian Business News Network. Elisea served as his uniquely talented partner and producer of programming. Currently, they use every opportunity to make an even more important contribution – teaching regular people the techniques and skills they need to build significant wealth in our American free market.

Their non-profit School of Money is organized to provides this crucial training on scholarship basis, to Veterans and inner-city youngsters. TheMoneyMan Institute has become one of the fastest growing and effective sources of information on investing and trading in the country, reaching audiences all over the U.S.

Dan and Elisea with Steve Forbes (Chairman and Editor in Chief Forbes Media)

Elisea with Maria Bartiromo (The America’s Top Business News Anchor)

Elisea with Dr. Arthur Laffer (The White House Chief Economic Advisor to former President Ronal Reagan)

Elisea with Larry Kudlow (The White House Chief Economic Advisor)

The Inner Circle

Meet Dan every Tueday night – 8pm EST to look more insight about the stock market and trends.

Pick Dan's Brain Option

Watch Dan in his LIVE Online Trading via Zoom every Wednesday 12 noon EST 11 am CST.

Dan's Lessons

Moneymanias Com Reviews

The Option (5) Session Strategy – How to acquire companies using deep leverage in the stock market arena.

I was surprised to see what high percentage results can be obtained with small dollar amounts while learning. I look forward to additional “AH-HA” moments that I am sure will occur from Dan’s classes.

I have doubled my money in about 2 months using dans strategies with options and taken profits. The
leverage you get with these options are incredible!! Thank you dan and elisea for sharing all your wisdom. God bless you both

Dan’s inner circle is awesome. Nobody can peel back the layers of the market dynamics like Dan. I am pretty
sure that is a lost art and is definitely worthy of the hall
of fame for market analysis.

I highly recommend Dan’s class on options trading. I believe that anyone who wants to be very successful in
the stock market needs this training. It provide tremendous
return on your investment. It is not difficult to understand, but few investors seem to know about it.

Find Your Balance. Set Your Goals. Take A Challenge. Reward Yourself.

From Daniel Frishberg:

For everyone it’s different. For some of you, you’re stuck in a job or career you hate, and are dying to get out.

For others, you’ve been investing for years, but if your stocks go up 10% a year, it’ll take you until your 100 years old to get to the next level.

And for others of you, you’re looking for that one opportunity to have an impact on the world, and find your American Dream.

Get the details on our customize instruction. Find out more by filling out the form below.

Email: eproducer@themoneyman.com Phone: 305-877-3313 Sarasota, FL 34241