It's easy to feel intimidated by investing. To get caught up in the jargon. The very mention of Roth IRAs, mutual funds, ETFs, asset allocation, or dividends makes us want to hide beneath the covers with a plastic plate of cold Pad Thai. The thought of doing the wrong thing with our money is scary. And then of course we've all had the experience of being condescended to by a pair of boat shoes and a Patagonia fleece vest.

But at its core, investing is simply buying assets that will pay us over time. That's it! Buying things that MAKE US EASY MONEY.  And passively. (Which means — you make money while doing absolutely nothing.) 

And investing is how you will achieve financial independence. In this course, we we will be talking about investing as your tool. But tools are for building! Building a life that you love. So yeah, here's what this course is really about:

Your financial security and then your financial freedom. 

Your ability to take chances, to say "yes" to passion projects.

The opportunity to travel and to live a generous life.

Your financial options.

Your power.

What if I told you that all of this was within your reach? Yes, learning the language of investing requires work. About a college course's worth. But I cannot think of an investment of your time that will return bigger dividends. As for the price of the course? It will pay for itself thousands and thousands of times over. Seriously.

What if you could become totally financially confident? What if building real wealth — and investing well — is completely within your capacity? Would you take it? Because that's what's on the table.  

And yes, you are going to have fun doing it! Best of all, you are not alone. We will be doing it together.

Question: Is this for people outside of the US?

Answer: This course is designed for people in the US, but everyone will find it useful! Unfortunately, you can't talk making money without talking about banking options and taxes, the latter of which are always country-specific. That said, taxation  comes into play in just one section — the section on account types, like Roth IRAs and 401ks. But account types are a teeny piece of learning to invest! The other 14 sections are about investing theory, which is universal. But you will have to translate the lessons to the tools available in your country.

(Pssst, Canadians! A TFSA is taxed like a Roth IRA and a RRSP is taxed like a 401k/Traditional IRA. Keep that in mind during the lesson on account types and you're all set.)

Question: Can all genders take the course?

Answer: Of course! All are welcome. I do speak about some specific financial hurdles that women face, but the strategy is the same for everyone.

Question: How do office hours work?

Answer: I post up in a Zoom room on the first of every month, and I stay for two hours. If office hours start to get crowded, I'll add another :) I genuinely believe that the office hours are worth the cost of the course alone.

Question: Is this for people who already have a 401k (403b, 457b, TSP,  Simple IRA) at work?

Answer: Absolutely. Having a 401k is a great start, but you have to know how to actually use the thing. There's a huge education gap; that's what I'm filling. Here are some questions we'll answer: What — and I cannot stress this enough — is a 401k? What are the benefits? Am I choosing the right investments? Am I getting scammed with fees? Is there a better alternative for me? Should I be considering doing something in addition to a 401k?

Question: Is it for someone who hasn't started investing yet?

Answer: Yes!! It's for both people who are just getting started, and those who have done some investing but want to better understand strategy and build confidence.

Question: I already know the basics. Is this right for me?

Answer: I believe that everyone will learn a lot from this course. 

Question: Is this for self-employed people?

Answer: Absolutely. You have to build all of your own benefits, and I will teach you how. I get very upset seeing creatives, self-employed people, and entrepreneurs work so hard to create an income—and not use that hard work and income to build wealth. Income is not wealth—and I show you how to turn one into the other. As an entrepreneur myself, I won't have you walking away from all this work with nothing to show for it!

Question: How do live teachings work?

Answer: Once per month, I teach lessons from the course live. I do this as a bonus way to learn! You have all of the lessons on video that you can take at your own pace, but I have found that sometimes it helps to have an excuse to block time off on the calendar and show up live with me and your fellow students. And anyway, everything is more fun when you do it with other people! Here is the schedule for the second half of 2025:

JULY: INVESTING PARTY

AUGUST: I WILL TEACH LESSONS 1-3 (so it's a great time to join! Start from the top with me)

SEPTEMBER: LESSONS 4-6

OCTOBER: LESSONS 7-8

NOVEMBER: LESSONS 9-12

DECEMBER: INVESTING PARTY, END OF YEAR DISCUSSION