Meet Lazy Investor: Paul
"Taking this course took the fear away."
Paul, busy father of three young girls, made the time to learn how to invest the lazy way and now uses "fun" and "finance" in the same sentence. He'd tried researching on his own, and learning from his financial advisor friends in the past, but they just didn't break it down in a way that he could understand-- and that's when he decided to get lazy.
Since taking the course he:
- Found his old 401k, changed out of target date funds and started picking his own investments
- Is opening a Roth IRA this year
- And off screen he also told me about a insurance salesman he was able to school and avoid buying a high fee product that wasn't right for him!