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Investing Mastery: Your Path to Millionaire

 

Who Is This For?

  • You’re tired of living paycheck to paycheck

  • You want financial peace

  • You’re ready to invest in yourself

  • You want to feel confident in your financial trajectory

  • You crave a life full of purpose, abundance, and freedom

  • You have residency or citizenship in U.S. or Canada (Access coming to other countries soon).

 

Percy

Before I felt like I was spinning my wheels. Now I've doubled my investments! If you do what Justin tells you, your money will start working for you.

Meg

I used to live paycheck to paycheck, afraid I'd lose everything. I felt so ashamed. Now I'm on track to retire early.

Emily

I used to be overwhelmed, now everything’s automated. My net worth increased by $71,000, and I paid off $6,000 in debt.

Mike

My net worth went up by $40k in just four months. Now I do my own investing and get better returns than my financial advisor.

Denise

I felt like I should’ve been further along, especially having worked in finance, but I was embarrassed to ask anyone. Now my net worth has grown by over $500,000 in a little over a year!

Cody

Before, my wife and I avoided trips and had money tension in our relationship. Now, we take 2+ international vacations a year and automatically invest every 20-50% every month.

Investing Mastery: Your Path to Millionaire

  1. Introduction

    1 lesson
    1. Welcome to Investing Mastery: Your Path to Millionaire

  2. Chapter 1: Financial Independence

    3 lessons
    1. 1.1: What is Financial Independence
    2. 1.2: Calculating Your Financial Independence Number
    3. 1.3: Levels of Financial Independence

  3. Chapter 2: Fundamentals of Money Mastery

    8 lessons
    1. 2.1: Mastering the Wealth Pyramid
    2. 2.2: What Money Metrics to Track
    3. 2.3: Why Tracking your Money is CRITICAL (+Budgeting)
    4. 2.4: The Money Tracking Tools
    5. 2.5: Emergency Fund + Bank Accounts + Automating Bill Payments
    6. 2.6: Crush Your Debt
    7. 2.7: Mastering your Money Psychology
    8. 2.8: Uncovering Limiting Beliefs + Improving Your Relationship to Money

  4. Chapter 3: Introduction to Stock Market Investing

    3 lessons
    1. 3.1: Intro to the Stock Market + Stocks & Bonds
    2. 3.2: Mutual Funds, Index Funds & ETFs
    3. 3.3: Introduction to Compound Growth

  5. Chapter 4: Proven Investing Strategies

    6 lessons
    1. 4.1: Proven Investing Strategies Introduction
    2. 4.2: Target Date Funds
    3. 4.3: 3-Fund Portfolio
    4. 4.4: 2-Fund Portfolio Strategy
    5. 4.5: My Personal Investment Strategy (what I do)
    6. 4.6: Why I don't recommend using a Financial Advisor (most of the time)

  6. Chapter 5: Choosing a Brokerage + Investing Walkthrough

    11 lessons
    1. 5.1: Which Brokerage Platform is Best For You
    2. 5.2: Investing w/ Vanguard Video Walkthrough + Automating
    3. 5.3: Investing w/ Fidelity Video Walkthrough + Automating
    4. 5.4: Investing w/ Charles Schwab Video Walkthrough + Automating
    5. 5.5: Index Fund & ETF Cheatsheet

    1. CANADA: Brokerage + Investing Walkthrough

      1. Choosing a Brokerage (CANADA)
      2. ETF Cheat Sheet (CANADA)
      3. Wealthsimple Investing Walkthrough (CANADA)
      4. Wealthsimple Automated Recurring Investing (CANADA)
      5. Wealthsimple Automated Dividend Reinvestment (CANADA)
      6. Tax Advantaged Accounts (CANADA)

  7. Chapter 6: More on Investing & Money

    12 lessons
    1. 6.1: Retirement Accounts (401k, 403b, 457b, TSP, Roth IRA, HSA)
    2. 6.2: Order of Investing Hierarchy
    3. 6.3: Backdoor Roth for Vanguard, Fidelity & Charles Scwhab
    4. 6.4: Picking Investments in your Retirement Accounts
    5. 6.5: Where to keep your Bonds (if you have them)
    6. 6.6: Analyzing Expense Ratios
    7. 6.7: Investing in Individual Stocks & Bitcoin/Crypto
    8. 6.8: Investing when you have Debt
    9. 6.9: Understanding the Middle Class Trap
    10. 6.10: What to do if there is Stock Market Downturn
    11. 6.11: Dividend Reinvestment Automation
    12. 6.12: Lump Sum vs Dollar-Cost-Averaging Investing

  8. Chapter 7: Getting to Financial Independence Faster

    3 lessons
    1. 7.1: FI Mindset + The Big 3 Expenses + Revisiting your Savings Rate
    2. 7.2: Growing Your Career Income
    3. 7.3: Side Hustles, Entrepreneurship & Real Estate

  9. Investing Mastery Wrap-Up

    1 lesson
    1. Investing Mastery Course Wrap-up

  10. BONUS SECTION

    3 lessons
    1. Running the numbers for Primary Home Purchase
    2. Investment Real Estate Property Analysis
    3. How to Start on Online Coaching Business (or Service Business)

Disclaimer

This course and community are for educational purposes only and do not constitute financial, legal, or tax advice. I am not a Certified Financial Planner or CPA. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results.

Refund Policy

You have 30 days to try the Investing Mastery: Your Path to Millionaire course. If you don’t feel more confident about investing, I’ll refund you in full—just complete modules 1–6, fill out the wealth planner, and you're not satisfied email me your request.