Personal Finance Course
Learn in 4 Hours What Takes Most People 40 Years
48 concise video lessons covering everything from investing, reducing taxes, saving, and increasing income
Simple explanations that even a fifth grader can understand
Clear, real-life examples to reinforce learnings
Information supported by data and research from top financial institutions
Let’s be honest.
Managing your money can feel overwhelming.
Learning about budgeting, investing, and taxes is complicated. Especially if you have no one to ask for help.
Why didn’t someone teach you this stuff in school?
Instead, school has taught you more about isosceles triangles, Christopher Columbus, and the proper use of semicolons.
You’re working hard, yet you feel like…
You know that you should be learning about personal finance to build more wealth, but life is busy.
You have to deal with work, school, social activities, family obligations, and errands. The result?
You’ve been procrastinating on taking control of your financial future for years.
But here’s the truth.
You don’t need 40 years to figure this out. You only need 4 hours.
Here’s how.
Why listen to me?
My name is Daniel and I’m extremely passionate about teaching and personal finance.
Throughout the years, I’ve attended a few “good” universities. I studied biomedical engineering at Duke University and completed an MBA at The Wharton School (University of Pennsylvania).
Guess how much I learned about personal finance at these places?
Zero.
I had to figure out this stuff by myself. I went deep down the rabbit hole of personal finance, reading dozens of books and watching hundreds of YouTube videos.
While I’m not a billionaire or claim to be some financial guru, what I’ve learned has helped me achieve over $1M in net worth before the age of 30.
But enough about me.
Let me explain how a short 4-hour course can help you take control of your financial future and live a richer, fuller life.
Personal finance explained in 30 seconds
Building wealth involves just a few things:
In this course, I’ll cover every single one of these.
You won’t just be learning high-level concepts. You’ll learn practical strategies that you can implement immediately to see results.
These aren’t just any strategies. Everything is supported by data and research from top institutions.
I go the extra step and provide clear, real-life examples to show how these strategies can impact your finances.
With all of this information, you’ll be empowered to make your own decisions.
Here's what's holding you back
You may have some doubts or concerns. You're not alone.
Excuse #1: You think it’s too late to learn about personal finance.
While you can’t change the past, the next best thing is to start today.
Starting today instead of in 5-10 years can result in a difference of hundreds of thousands of dollars.
Excuse #2: You’ve tried to improve your finances before, but it felt too complicated.
Don’t worry because you’re not alone.
The government and banks don’t make personal finance very easy with the terrible naming they’ve given to things like 401(k)s, IRAs, and 529 plans.
In this course, I’ve broken down everything into short and simple lessons that a fifth grader can understand. Each lesson takes an average of 5 minutes.
Excuse #3: You don’t think you have enough time to complete this course.
Let me put it this way.
If you can dedicate a single afternoon, you’ll finish in a day. If you can dedicate an hour a day, you’ll finish in 4 days.
You’ve probably spent more time binging a season of your favorite Netflix show.
Excuse #4: You’re feeling overwhelmed with the amount of information on the internet.
Rest assured.
This is the only resource you need to get started.
You don’t need to read any personal finance or self-help books, watch endless YouTube videos, or listen to TikTok influencers.
I’ll give you everything you need to know in one place.
And finally…
…with these excuses out of the way, here comes the best part.
Taking control of your financial future
One click.
That’s the only action you need to take to build momentum.
Before you know it, you’ll have completed the course.
Soon after, you’ll be making smarter financial decisions. And in the foreseeable future, you’ll be living a richer and fuller life.
So, get started today to take control of your financial future.
0. Important Course Disclaimers: Please Don't Skip!
1. Wealth: Can It Really Buy Happiness?
2. The Ultimate Wealth Framework: Because Money Doesn't Grow on Trees
3. Time Value of Money: Dollars Today > Dollars in the Future
4. Inflation: The Silent Killer of Savings
5. Compound Interest: The Eighth Wonder of the World
6. Checking Account: Because Stuffing Cash Under a Mattress is Outdated
7. Savings Account: For Saving for a Rainy Day
8. Brokerage Account: Where Money Goes to Be Invested
9. Types of Investments in Brokerage Accounts: What the Heck Are All These Things?
10. Diversification: Why Bet on One Horse When It's Possible to Own the Whole Stable
11. Why Most People Probably Can't Pick Winning Stocks
12. Index Funds: The Greatest Thing Since Sliced Bread
13. Broad Market Index Funds: Investing in America
14. Dividend Index Funds: Say Hello to Passive Income
15. International Market Index Funds: Going Global
16. Bond Index Funds: Slow and Steady Wins the Race
17. 4-Fund Portfolio: A Balance Between Simplicity and Diversification
18. Target-Date Funds: The Lazy Investor's Portfolio
19. Investing with a Robo-Advisor: Sit Back, Relax, and Watch the Algorithm Work
20. Long-Term Investing: Good Things Come to Those Who Wait
21. Investment Returns: What's Realistic and What's Fantasy?
22. Why Most People Probably Can't Time the Market
23. Dollar-Cost Averaging vs. Lump-Sum Investing: The Big Showdown
24. Overview of Taxes: There's a Tax on Nearly Everything!
25. Income Tax: Why Paychecks Are Smaller Than Expected
26. Capital Gains Tax: The Price of Successful Investing
27. Ways to Decrease the Amount of Taxes Owed: Pay Less, Stress Less
28. Standard vs. Itemized Deductions: The Battle for Bigger Tax Savings
29. 401(k): Because Retirement Doesn't Pay for Itself
30. Traditional 401(k) vs. Roth 401(k): Tax Savings Now or Later?
31. IRA: For Those That Want to Save Even More for Retirement
32. Backdoor Roth IRA: A High-Income Earner's Best Friend
33. Mega Backdoor Roth: The Roth IRA on Steroids
34. Avoiding 401(k) Penalties for Early Withdrawals: Accessing Retirement Savings Earlier
35. HSA: The Triple Tax Advantaged Investment Account
36. 529 Plan: The Ultimate College Fund
37. How to Prioritize Investing Across Different Accounts: It's All Alphabet Soup!
38. How to Increase Income: The Ultimate Guide to Wallet Expansion
39. Getting Raises vs. Changing Jobs: What's Better?
40. Time is Valuable: There's Always an Opportunity Cost!
41. The Beginner's Guide to Simple Budgeting
42. Credit Score: More Useful Than an SAT or ACT Score
43. Debt: Owing Money is Not Fun
44. Refinancing Debt: Get Better Interest Rates!
45. Paying with Cash vs. Debit Card vs. Credit Card: The Good, Bad, and the Ugly
46. Purchasing Quality: Buying Things That Last
47. Lifestyle Inflation: Why People Are Still Broke After Getting Raises
48. The Path to Wealth: A Journey of a Thousand Miles Begins with a Single Step
This course is for those who want to take control of their money and live a richer, fuller life. It's perfect for anyone who wants to understand investing, taxes, budgeting, debt, and building a long-term strategy for financial growth.
While this course is tailored to individuals residing in the United States, concepts in this course may apply to other countries. However, know that laws and regulations may vary in other countries.
There are 48 lessons that can be completed in 4 hours.
You will have access to the course for one year. Afterwards, you can cancel your subscription or renew if you'd like. We'll send you a reminder email.
If our course does not meet your expectations and you haven't accessed more than 20% of the course, we offer full refunds within 7 days of purchase.