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The Learn to Invest & Build Wealth Course

  • 6+ hours of content, lifetime access

  • Actionable to-do's and unique exercises

  • For both beginners and those who want to optimize their investments

  • Only $75. After operating costs, all profits go to charity.​

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

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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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.

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Annie & Chris T. 

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

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Tyler S.

Since taking the course, I increased my 401(k) contribution rate to12% and started maxing out my Roth IRA contributions. You gotta take the course!

100% Satisfaction Guaranteed

We're committed to making you happy.

If you pay for one of our courses and are not satisfied, you can request a refund within 3 weeks (21 days) after your payment. 

Give the gift of financial empowerment.

Loved the course and want to share it with a friend?

Just select the "This is a gift" option at checkout!

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Got a group of 10 or more?

Thinking of doing something special for your friends, business, or other organization? We'd be excited to learn about your goals and have loads of options to explore.

Fernando M. 

I went into the course with several years of personal finance experience (owning several rental properties, index funds, bonds, crypto and more). But I ended up learning so much more. Rebecca does a great job of simplifying key concepts, presenting visuals, and outlining an actionable plan to go from 0 to Financial Independence. I also LOVE how all profits go towards improving the world. 
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