Meet Lazy Investor: Katelyn
"My husband looked at me and said 'How do you know all of this??'"
Katelyn had tried learning how to invest on her own but she felt like she was running into a lot of jargon and contradictory advice.As a busy mom, she felt like she just needed the shortcut! She was scared to mess up so she kept pushing it off, but in the back of her mind she KNEW she needed to learn how to do this...
Which is when she decided to get lazy.
Here's what she's done since finishing the course:
- Started analyzing investments in her husband's 401(k), picking investments herself, and set it up to max it out in 2023
- Set up 529s for her daughters
- Has plans to set up a Roth IRA for herself for next year
- Is now teaching her husband all she knows about lazy investing