To get a benefit from anything, you need to do the work.

If you do the following, I'm confident you'll achieve the outcomes listed above.

• Show up live to every class
• Spend up to an hour each week for pre-reading and action items
• Engage actively with your cohort

Free can be chaotic, confusing, and just plain wrong. It’s also hard to evaluate how credible your teacher is. You can’t ask questions or get real-time guidance.

You need expert guidance as you learn to keep calm when the market plummets. You need someone to show you how your fears cost you real money over your lifetime. 

Live cohort-based courses are priced between $500 for short courses to $7,000+ for a course similar to this one.

The premium is because you learn directly from an expert & engage with like-minded peers through hands-on activities in class (which lower-priced courses miss).

For you, this means you're going to learn in the shortest amount of time.

Your money is YOUR responsibility.

Do you know how to properly assess if your advisor is doing a good job? After this course, you'll speak their language, ask better questions, and understand their answers. 

Couples make better investment decisions together. Each partner’s different perspective and life experience helps to better vet investment decisions.

At every investment fund I worked for, we were required to solicit different perspectives and “check our thinking” with each other.

Why not do what the pros do? Two minds are better than one.

The sooner you start, the more wealth you can build. I went from having $150,000 in student loans at age 31 to being free to do whatever I want at age 44. 

I did it by investing consistently and systematically, and not panicking when markets plunged. It’s the proven path to building long-term generational wealth and financial freedom.

Not in this course. The goal of this course is to get you from novice to confident stock market investor.

The best way to do that and build your confidence is through investing in index funds.

You'll learn the art and science of building your custom portfolio that is aligned to your risk, goals, timeline, and values.

We meet twice a week for an hour at a time, for five weeks.

• Total weekly time commitment is ~3 hours:
• 2 hours of class time plus 1 hour of homework (short videos and one key action to take after each class).
• If you're a novice, add more time you'll spend with me after class and in Friday optional session

Twice a week we have live Zoom sessions. I teach, you get to work in small groups and I answer any questions. 

We cover a lot of ground with lots of hands-on practice, so it’s best to attend sessions in real-time. We know sometimes life gets in the way, so all classes are recorded.

I also hold weekly office hours.

You will not want to miss the live sessions, because a lot of the magic happens in small group sessions when you practice what you’ve just learned.

We cover a lot of ground quickly so please make every effort to attend the classes in real-time.

But, life happens, so all classes are recorded and made available to you in the student portal. 

Several ways

• I'll stay for 30 minutes after every class to answer questions
• You can ask questions in the slack channel
• I'll encourage the community to interact in the slack channel (monitored by me)
• I'll respond by Loom video where needed

No. I'm not a financial advisor. But I'll empower you to understand investing. I will teach you how to choose the funds that are best suited for you.

Here’s a little-known truth: each person’s portfolio should be as unique as their fingerprints because each one of us has different goals, timelines, and risk tolerances.  

No.

You can make money betting on the one “right” stock, but that’s risky and gambling.

I have yet to see anyone make consistent profits over the long term by gambling. 

My course teaches a framework that has been personally time-tested over the last 20+ years using strategies that have worked for investors over the last 100 years.

No. But, if you want I'll teach you how to think about an asset like Bitcoin, and its impact on your portfolio. You'll understand the risks and the benefits of adding a crypto asset to your portfolio. 

No, and if anyone does, run away from them as fast as you can.

What I will do though, is teach you key investment concepts and frameworks and share my experiences of 20+ years of investing.

You’ll know it all -- what I learned from working on Wall Street, and how you can avoid my mistakes (That alone will save you big bucks🤣).

You'll be asked to acknowledge this disclaimer and acknowledgment form.

This course is not financial advice and we're not a financial advisor or registered investment advisor.

This course teaches basic investing concepts and strategies that are not exhaustive.

This Course does not guarantee you'll make money and it's possible you may lose all yo