What's included

  • 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

What they didn't teach you in school


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’re barely surviving from paycheck to paycheck

 

  • … you should be making more money by investing

 

  • … you’re paying too much in taxes

 

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:

 

  • Increasing your income

 

  • Decreasing the amount of taxes you pay


  • Decreasing your spending

 

  • Increasing the rate of return of your investments


  • Increasing the length of time you invest for


Personal finance explained in 30 seconds

 

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.


Value of $10,000 invested at different times

 

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.

Testimonials

Personal Finance Made Simple!

Chris L.

This course made personal finance easy for me. I actually feel in control of my money now and am already using what I learned to make smarter financial decisions.

From Overwhelmed to Confident

Karen L.

I wish I found this course years ago. It’s short, simple, and packed with valuable insights. I went from feeling overwhelmed by my finances to having a solid plan - all in one afternoon!

The Best Investment in Yourself

Ken C.

The course was quick to finish, easy to grasp, and full of information I’ve already started applying. I feel so much more confident about my financial future now.

Curriculum

    1. 0. Important Course Disclaimers: Please Don't Skip!

    2. 1. Wealth: Can It Really Buy Happiness?

    3. 2. The Ultimate Wealth Framework: Because Money Doesn't Grow on Trees

    1. 3. Time Value of Money: Dollars Today > Dollars in the Future

    2. 4. Inflation: The Silent Killer of Savings

    3. 5. Compound Interest: The Eighth Wonder of the World

    4. 6. Checking Account: Because Stuffing Cash Under a Mattress is Outdated

    5. 7. Savings Account: For Saving for a Rainy Day

    6. 8. Brokerage Account: Where Money Goes to Be Invested

    7. 9. Types of Investments in Brokerage Accounts: What the Heck Are All These Things?

    8. 10. Diversification: Why Bet on One Horse When It's Possible to Own the Whole Stable

    9. 11. Why Most People Probably Can't Pick Winning Stocks

    10. 12. Index Funds: The Greatest Thing Since Sliced Bread

    11. 13. Broad Market Index Funds: Investing in America

    12. 14. Dividend Index Funds: Say Hello to Passive Income

    13. 15. International Market Index Funds: Going Global

    14. 16. Bond Index Funds: Slow and Steady Wins the Race

    15. 17. 4-Fund Portfolio: A Balance Between Simplicity and Diversification

    16. 18. Target-Date Funds: The Lazy Investor's Portfolio

    17. 19. Investing with a Robo-Advisor: Sit Back, Relax, and Watch the Algorithm Work

    18. 20. Long-Term Investing: Good Things Come to Those Who Wait

    19. 21. Investment Returns: What's Realistic and What's Fantasy?

    20. 22. Why Most People Probably Can't Time the Market

    21. 23. Dollar-Cost Averaging vs. Lump-Sum Investing: The Big Showdown

    1. 24. Overview of Taxes: There's a Tax on Nearly Everything!

    2. 25. Income Tax: Why Paychecks Are Smaller Than Expected

    3. 26. Capital Gains Tax: The Price of Successful Investing

    4. 27. Ways to Decrease the Amount of Taxes Owed: Pay Less, Stress Less

    5. 28. Standard vs. Itemized Deductions: The Battle for Bigger Tax Savings

    6. 29. 401(k): Because Retirement Doesn't Pay for Itself

    7. 30. Traditional 401(k) vs. Roth 401(k): Tax Savings Now or Later?

    8. 31. IRA: For Those That Want to Save Even More for Retirement

    9. 32. Backdoor Roth IRA: A High-Income Earner's Best Friend

    10. 33. Mega Backdoor Roth: The Roth IRA on Steroids

    11. 34. Avoiding 401(k) Penalties for Early Withdrawals: Accessing Retirement Savings Earlier

    12. 35. HSA: The Triple Tax Advantaged Investment Account

    13. 36. 529 Plan: The Ultimate College Fund

    14. 37. How to Prioritize Investing Across Different Accounts: It's All Alphabet Soup!

    1. 38. How to Increase Income: The Ultimate Guide to Wallet Expansion

    2. 39. Getting Raises vs. Changing Jobs: What's Better?

    3. 40. Time is Valuable: There's Always an Opportunity Cost!

    1. 41. The Beginner's Guide to Simple Budgeting

    2. 42. Credit Score: More Useful Than an SAT or ACT Score

    3. 43. Debt: Owing Money is Not Fun

    4. 44. Refinancing Debt: Get Better Interest Rates!

    5. 45. Paying with Cash vs. Debit Card vs. Credit Card: The Good, Bad, and the Ugly

    6. 46. Purchasing Quality: Buying Things That Last

    7. 47. Lifestyle Inflation: Why People Are Still Broke After Getting Raises

    1. 48. The Path to Wealth: A Journey of a Thousand Miles Begins with a Single Step

Personal Finance Course

  • 49 lessons
  • 4 hours of video content

FAQ

  • Who is this course for?

    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.

  • Is this course only for U.S. residents?

    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.

  • How long is the course?

    There are 48 lessons that can be completed in 4 hours.

  • How long will I have access to this course?

    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.

  • What is your refund policy?

    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.