Ready to start building wealth now? Join the Lazy Investing Community!

Listen to students who have increased their net worth by $10k, $30k, $50k to $140K+, and 2x & 3x'd their income in a year.

 
Join the Lazy Investing Community!

Taylor's Story

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

  • Fired her financial advisor 
  • Bought her dream home
  • 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

Christine's Story

"I cut my monthly expenses down by thousands!"

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

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

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!"

  • Confident in managing her own accounts 
  • 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  

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

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 

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  
  • Gets to be GENEROUS with her money without stressing

Rachel's Story

"I can't praise it enough!"

  • Opened a taxable brokerage account and is ready to manage her own investments
  • Opened a HYSA and earned more with interest in a week than she used to in a month
  • Understands her retirement accounts and is opening an additional retirement account outside of her work
  • Feels confident she's now making the MOST of the income she has even while living in a high cost of living area

Rachel C.'s Story

"You made the information 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 - still on track to become a millionaire!

  • No longer feeling like she'll never be able to retire 
  • On track to have a million invested by retirement age-even after starting at 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

Amber's Story

"You changed my life"

  • Got out of $16k+ of credit card debt
  • Invested over $20k
  • Moved out of a studio and into a 2-bedroom

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 can't praise it enough!"

  • Opened a taxable brokerage account and is ready to manage her own investments
  • Opened a HYSA and earned more with interest in a week than she used to in a month
  • Understands her retirement accounts and is opening an additional retirement account outside of her work
  • Feels confident she's now making the MOST of the income she has even while living in a high cost of living area

Rachel C.'s Story

"You made the information 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 - still on track to become a millionaire!

  • No longer feeling she'll never be able to retire
  • On track to have a million invested by retirement age- even after starting at 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

Amber's Story

"You changed my life"

  • Got out of $16k+ of credit card debt
  • Invested over $20k
  • Moved out of a studio and into a 2-bedroom

Kait Silva

"Clo Bare's course was so immensely helpful! From learning basic terminology that used to make my head spin, better understanding risk levels and my own risk preference, and the "how" of investing or starting a retirement account, I learned so much! I feel more confident as my hubby and I embark on our investing journey. Can I also just say I love how helpful and personable she is?!"

Pia

"Working with Clo Bare helped me so much!! Before attending sessions with her I didn't have a budget, so I had no clue what was coming in or going out and I was honestly terrified to look."

Nimesh

"Even if you don't know anything about investing, Chloé will explain complex terms and concepts in simple language and YES, you should ask questions - this is a two way street and not something where you just sit and listen."

Misty

"After the class, I felt more confident to take the next steps I've been avoiding because I was fearful that I didn't fully understand what I was doing. Now, I am excited to start investing."

Mandi

"Chloe is extremely knowledgeable. Down to earth and fun! She makes investing interesting and easy to understand!"

Sonia

"Clo Bare is incredibly knowledgeable on the topic of investing. Her approach and communication was very clear, understandable and engaging. I learned a lot!"

Andrea

"I have taken a few courses for investing and you were very thorough in your explanations. The world of investing is daunting as there’s so much and so many things to look out for but you cleared confusion for me personally. Thank you for this!"

Roxy

"Chloe was able to explain investing in a way that was easy to understand. She answered questions from participants in a way that was helpful, informative, and not judgmental. I would definitely take another course from her and recommend her courses to friends and family!"

Casey

"Loved finding out more about investing and what type of investor I am. Also, now I know what types of investments to make if I want to be more aggressive. Clo Bare is very knowledgeable and helped show you sites you could get started on and discussed the importance of investing!"

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Disclaimer: Any information presented is not investment advice. I am not a financial advisor and this information is for educational purposes only.


Nothing on this page, any of our associated websites, social media properties, or any of our content or curriculum is a promise or guarantee of future earnings or results. We always recommend using caution and consulting your accountant, lawyer, or professional financial advisor before making any investment decision or before acting on this or any other business or financial information. Basically: talk to professionals before you start investing, recognize that all investments come with an inherent risk, and we don’t guarantee results. Pretty straightforward, right?

Please note lifetime access also refers to as long as the course is in existence.  

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