Get Ready to Learn
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
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Navigating banks
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Understanding account types (checking, saving, investing)
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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