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Take the guesswork out of investing. 

What to Expect

Investing simplified

6+ hours of content
Great for beginners, with tons of room to dive deeper

Real change

Actionable to-do's and unique exercises using your very own personal finances

Life-time access

Revisit the coursework at any time to freshen up. All for only $75.

Good feels

Celebrate the win-win. Build wealth, help others. All profits go to effective charities.

Course Content

Dynamic videos, articles, personalized exercises & to-do's

Power of Investing

  • Cash vs investing: the pros & cons

  • Passive investing strategies

  • Stock dividends & bond interest

  • Compound growth

  • Exercises using your own financial info

Bank & Account Types

  • Navigating banks

  • Understanding account types (checking, saving, investing)

  • High-yield savings accounts

Tax-Advantaged Accounts

  • Intro to U.S. tax-advantaged accounts (401k/403b/457, IRA, 529, and HSA)

  • U.S. tax overview

  • Roth vs. Traditional (or Tax-Deferred) accounts

Funds

  • Mutual vs. index funds​

  • The 3-fund portfolio

  • Setting allocations

  • ETFs

  • Target-date funds

  • ESG funds

Build Your Financial Plan

  • Map your goals

  • Create a plan of action

  • Review example financial plans

When to Invest

  • Timing & frequency

  • Rebalancing allocations

  • Auto-investing

  • Access to the Y&S investment calendar

Tax-Advantaged Accounts (ADVANCED)

  • Rollovers & conversions

  • Required Minimum Distributions (RMDs)

  • Deep dives into the 401k, IRA, 529, HSA

Adam B.

"I loved how Rebecca pulled everything together in one place. I literally spent years reading books & articles to learn what she packages in an easy-to-understand course."

Chris & Annie T.

"So much financial “education” is paired with ads or a low-interest credit card offer. We love that Yield & Spread is informative without the upsell. For the first time as a couple, we have mapped out our goals."

Tyler S.

"Since taking the course, I increased my 401(k) contribution rate to12% and started maxing out my Roth IRA contributions."
Get a Sneak Peek

Just a small sample from our Learn to Invest & Build Wealth course

Financial education you can actually trust.

Education without the upsell. 

We do not sell financial products, nor do we make commissions.

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