top of page

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

  • 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


  • 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

bottom of page