Taylor's Story

"I feel totally confident in my ability to take care of my financial future!"

• Fired her financial advisor 
• Invested more than $50k in the first 30 days
• Bought her dream home
• September 2023 update: since taking the course in 2022, Taylor has increased her net worth by $330k

Cassie's Story

"I got my money working for me!"

• Increased net worth by $140k in 1.5 years 
• Is on track to retire at 45
• Stopped paying 2% fee & is saving $400k 

Miranda's Story

"I've learned the language of investing!"

• Miranda took control of her financial future
• Increased her net worth by over $70k in one year 
• Tripled her income

Carita's Story

"I now have a plan to take action for my financial future!"

• Opened and started contributing to a Roth IRA
• Rolled over her old 401(k)

Stephanie's Story

"I feel like I finally have control of my finances!"

• Started investing (even as a freelancer)
• Can analyze and choose her own investments and (finds it fun)

Maria's Story

"It's such an empowering place to be in to now know what all of this means!"

• Started investing in Roth IRA
• Manages own investments

Rafaela's Story

"I've stopped feeling anxious about money!"

• Opened a brokerage account and a Roth IRA
• Understands her 401(k)

Katelyn's Story

"My husband looked at me and said 'How do you know all of this?!'"

• Started analyzing her own investments and her husband's 
• Set up 529s for her daughters

Sydney's Story

"I felt so overwhelmed before finding this class...This class felt like a shortcut!"

• Feels confident in her money decisions 
• Has a clear plan for her money and her financial future

Cristina's Story

"You don't gate keep!"

• Rolled over 5 401(k)s
• Has a plan to retire in 10 years 
• Managing her own investments

Christine's Story

"I cut my monthly expenses down by thousands!"

• Paid off high-interest debt 
• Saving an extra $10k per year

Brittany's Story 

"I know what I am doing now and that's such a good feeling to have!"

• On track to retire in her 50s
• Investing $1k a month 

Rachel's Story

"I'm now teaching my whole family how to invest!"

• Created sinking funds and automated her investments into a Roth IRA
• Tax optimized her investing

Adriana's Story

"If you want to feel confident about your money and take charge of your finances then [this course] would be perfect!"

• Maxed out her SEP IRA and is investing up to $61k in a year
• Fired her financial advisor

Paul's Story 

"I've taken many online courses...but you made it fun, interactive, and easy to understand!"

• Found his old 401k, sold his target date funds and picked his own investments 
• Opened a Roth IRA
• Avoided getting scammed by an insurance salesman

Megan's Story

"Your videos made it so easy! They were really funny and entertaining...and you were so transparent."

• Maxed out my Roth IRA
• Managing my own portfolio
• Fully saved emergency fund in a HYSA

Krista's Story

"The way you walk through it made me realize this is so doable!"

• Fired her financial advisor
• Double what she is investing
• Set her daughter up for college

CiAnna's Story

"I'm a stay-at-home mom-- I need lazy!"

• Learned how to analyze and pick her own investments without crazy fees
• Has mapped out a way to consolidate her accounts and her funds to make taxes less of a headache

Dana's Story

"You expressed it in a way that I could really understand!"

• Feels confident in managing her own accounts 
• Is allocating even more toward her investments every month
• Is making advanced-level moves like opening a backdoor Roth IRA

Jana's Story

"This is for the people who want to build wealth!"

• She's learned the language of investing
• Has invested her money
• Is teaching her friends how to invest  

Jen's Story

"This is the best investment you could ever make!"

• She's refinanced her loans for a better rate
• Received a 15% raise and is saving and investing every month 
• Planning on investing upwards of $1,800 a month 
• Is on track to be debt-free in 4 years

Kristina's Story

"The amount of hours this saved me is priceless!"

• She set up a High-Yield Savings Account
• Found her old 401(k)s
• Feels confident managing her investments 
• Is having fun managing her finances  

Lisa's Story

"You gave me practical steps!"

• Has a budget that she is able to stick to and keep track of herself
• Is preparing to fire her financial advisor and feels confident in managing her own investments 
• Understands the language of investing 

Robyn's Story

"I have such a better sense of control and peace!"

• Ramped up her emergency fund
• Started investing in a Roth IRA
• Preparing to open a taxable brokerage account

Ruby's Story

"I now have a plan!"

• Has a strategic plan to improve her financial health
• Is setting up a 529 for her daughter
• Feels confident managing her investments as a self-employed person
• Feels less stressed about her finances overall

Mimi's Story

"I wish I knew you 3 years ago!"

• Can easily and confidently choose her investments
• Feels at peace knowing exactly what her financial advisor is doing 
• Is prepared to set up her first child for financial success
• Has accomplished more for her wealth in the last 30 days (after the course) than she had in the last 3 years (before the course)

Grace's Story

"It's obvious you care!"

• Has a strategic plan to have $500k invested in 10 years (as a teacher)
• Already earned $200 for free in her HYSA
• Understands the language of investing and feels confident managing her portfolio 

Rebecca's Story

"This is invaluable information you don't find anywhere else!"

• Rolled over two old 401(k)s
• Learned her investing type and made adjustments to her past and future investments accordingly 
• Is educating her friends so that they can all "get their money right" together

Su's Story

"Knowledge is power!"

• Paid off her car debt
• Increased her salary by 40%
• Invested over $100k  
• Is on track to retire by 45 
• Supports her mom and younger sister financially 
• Gets to be GENEROUS with her money without stressing

Rachel's Story

"I just think that this course did such amazing things for me. I can't praise it enough!"

• Course paid for itself in a month!
• Opened a taxable brokerage account
• Started a new business 

Rachel C.'s Story

"You made it so applicable to my life!"

• Opened a HYSA and started seeing her money work for her
• Negotiated for her new job with better benefits 
• Has a clear path to pay off her credit card debt
• And big plans for investing even more when she's on the other side

Jess's Story

"$20k Net Worth Increase in 8 Months"

• $20k net worth increase
• Paid off $5k of credit card debt
• Refinanced her student loans from 9% to 5.8%

• Cut her debt pay off timeline from 11 years to 6 years! 

• Investing on her own

Gabrielle's Story

"This course can change your life."

• Opening a Roth IRA
• Making her own investment decisions 
• Creating a plan to exit corporate America and pursue entrepreneurship 

Katelynn's Story

"Got 2 raises in 1 year because of this community"

• Talking to HR about getting a HSA and analyzing her options
• Rebalanced her portfolio to make it more diversified
• Got a RAISE!

Celeste's Story

"I got rid of all my bills, and am investing $1k a month."

• Made a plan for how she'll retire with $1.5 million in retirement
• Got rid of ALL her monthly bills to be able to invest more
• Increased her income 
• Opened a Roth IRA and investing all on her own

Erika's Story

"I'm now on track to have $1.5 million."

• Fired her financial advisor and found a new team, saving hundreds of thousands of dollars long-term
• Helped her kids fund and open Roth IRAs
• Started increasing her contributions to her retirement accounts, and her husband's
• Teaching her friends, husband, clients and kids about investing! 
• On track to retire with at LEAST $1.5 million in a few years
   

Tracey's Story

"Started in her 50's - and still on track to become a millionaire!

When I started this call with Tracey– the first thing she said is– I'm starting WAY too late, and I'm just hoping to get $500k by the time I retire (in 13 years). 

After going through the Lazy Investor's Course– she's now on track to have $1 million by 65– even though she's starting at the age of 52. 

Nina's Story

"I feel so empowered." 

• No longer feeling overwhelmed and unsure about her financial future
• Investing on her own!
• Tax optimizing her investments

Elesha's Story

"I'm now on track to have my lake house AND an early retirement!" 

• Fired her financial advisor
• On track to have $5 million+ by 60
• Increased net worth by $100k in less than a year