$47
INVESTING WITH CLARITY AND CONFIDENCE
Investing can be confusing and overwhelming. Luckily, it doesn't have to be. We'll make it simple, approachable, and accessible so you can eliminate fear and win
Do You Get Overwhelmed by Investing or Wonder if You're Even Doing it Correctly?
If done right, investing can be THE simplest, easiest, and most profitable part of your financial life. Don't want to spend a lot of time dwelling on your investments? Great, neither do we. We'll show you how a one-time, 20-minute investment can have a multi-million-dollar impact on your financial life.
Do You Even Know What You're Investing In?
- What type of account are you investing in? 401(k)? 403(b) 457? IRA?
- What is the tax treatment of your account? Traditional? Roth? Taxable?
- Are your investments stocks? Bonds? A mix?
- What funds are you invested in?
- What are the fees for your investments? 1%? Ouch! 1.5%? Yikes! More? Oh boy!
- Do you also pay a separate fee for a broker or advisor?
- Do you know what your investing goals are?
- Are you investing enough to meet those goals?
What You'll Learn in the Investing Course
Does your employer have a retirement plan for you to invest in? Or are you completely on your own? By the time you're done going through this course, you'll be able to comfortably and confidently set up your investments for long-term success and never worry about it again.
1) Investing Basics - We'll start with the basic terms and concepts to create a simple and clear foundation. What is a stock? How is that different than the stock market? How do you actually make money in the stock market? Dow Jones and S&P 500....what are those? Let's make it simple!
2) Understanding Risk - How risky is the stock market? In order to invest comfortably and confidently, we need to understand how risky (or not) the stock market is. Once we put it into perspective, it changes everything!
3) 5 Key Factors to Crush Investing - We will cover, in detail, the five most important factors needed to have a successful investing career. We'll unpack each of them and show you how to easily implement them.
4) Calculators and Tools - How much do you need to retire? How much should you be contributing? We'll give you tools to assess your own personal situation.
5) Recommendations and Resources - There are an endless number of places to invest and things to invest in. We'll streamline it and give you some recommendations on where to start.
6) Walkthroughs - How do you set up an investment account? Once set up, how do you make an investment? What if you want to automate it? We include step-by-step walkthrough videos to show you how.
Client Testimonials
Our Trusted Clients
These people chose to put in the work, and their life has changed because of it.
One can easily tell how passionate Travis is about the work he does helping individuals to pursue a life of meaning. He draws from his own personal experiences to provide loads of wisdom and thoughtful insights on a variety of financial topics. His course (Meaning Over Money) has already been extremely impactful as a recent graduate seeking to redefine the role of money and live generously. Although the course is geared towards young adults, the content can truly be applicable to anyone looking to live a more purposeful life.
- Kylie B.