Investing Made Simple

Investing Made Simple

You know that investing is an important part of building a better financial future, but you aren’t sure how to do it right.

Maybe you have some things in place but it all feels like a big confusing mess. Or maybe you’re afraid to get started because it all feels too intimidating and overwhelming.

If that’s the situation you’re in, first you should know that it’s normal. Investing involves a lot of strange new words and requires a lot of decisions you’ve never had to make before, all coming with the risk that you could lose some of the money you’ve worked so hard to save.

It’s normal to be scared of investing. In fact, it’s normal to be so scared of investing that you avoid it entirely.

But here’s the thing: investing doesn’t have to be scary, or complicated, or difficult. It can actually be pretty simple if you know what’s important and what isn’t. Which decisions matter and which don’t.

You can create an investment plan that helps you reach your goals, no matter where you’re starting from.

And my new guide, Investing Made Simple, will help you do it.

How to create an investment plan that works

Investing is the topic I get asked about more than any other. People want to save for retirement and they want to invest intelligently, but they just aren’t sure how to navigate all the options available to them and make the right decisions.

And while there’s a TON of investment information and advice available online and in books, a lot of it is general advice that can be hard to apply to your personal situation.

That’s why I decided to make Investing Made Simple action-oriented. There’s plenty of explanation so that you know the WHY behind the decisions you’re making, but first and foremost this guide is meant to show you exactly HOW to put your investment plan in place, step-by-step from start to finish, in a way that specifically addresses your personal goals and situation.

Here are the major steps you’ll be taking as you work through this guide:

  • Re-thinking retirement – The traditional view of retirement is outdated. You’ll learn how to think about it in a new way that not only opens up new opportunities, but increases your odds of investment success.
  • Purposeful goal setting – Your investment plan is only as good as the goals you’re working towards. You’ll work through an 8-step process that helps you set concrete goals you can actually achieve, centered around your values and the life you’d like to create for you and your family.
  • Setting a savings target – No more guessing at how much you should save or whether you’re on the right track. You’ll calculate a specific monthly savings target based on your personal goals and situation AND create a plan to get there over time if you can’t hit it right away.
  • Choosing the right investment accounts – You have a lot of options when it comes to retirement accounts and choosing between them can be confusing. You’ll learn exactly which retirement accounts are best for you and how to spread your contributions among them.
  • Evidence-based investing – If you’re looking for the next hot stock tip, you’re in the wrong place. This guide teaches you how to invest in a way that’s both simple and backed up by decades of research.
  • Choosing the right investments – You’ll learn how to choose specific investments within each of your retirement accounts. There are even lists of real mutual funds and ETFs you could choose to implement your strategy.
  • Maintaining your plan – Putting your plan in place is just the first step. You’ll also learn how to track your progress and make sure everything stays on track over the years.

And along with the guide, you’ll also get access to the following resources that will help you put your investment plan together:

  • Investment Plan Workbook – A workbook to help you organize and record the specifics of your investment plan as you work through the guide.
  • Savings Calculator – The same spreadsheet I use with clients to calculate a monthly retirement savings goal.
  • Asset Allocation Tool – The same tool I use with clients to help determine their target asset allocation.

I also offer a 100% money back guarantee with no expiration date. If you’re not happy with the guide, all you have to do is ask for a refund and you’ll get it, no questions asked.

If all of that sounds like it would be helpful, here’s the link where you can buy the guide today:

investment made simple - buy now button

5 additional mini-guides

In addition to everything above, everyone who buys Investing Made Simple will also get the following five mini-guides to help you make some of the more nuanced investment decisions:

  • Traditional vs. Roth IRA – A detailed breakdown comparing the pros of each account, including some unconventional wisdom you won’t find almost anywhere else.
  • The Backdoor Roth IRA – If you’re a high earner, you may have heard that you can’t contribute to an IRA. But there’s actually a way around those limits that allows you to get tax-free money in retirement, no matter how much you make right now.
  • The 5 Best Retirement Accounts for the Self-Employed – If you have any self-employment income, even if it’s just a little money on the side, this guide will help you find the right retirement account for that money.
  • How to Find a Good Health Savings Account – A health savings accounts is the best retirement account you’ve never heard of. It’s actually the ONLY one that lets you save money completely tax-free. But finding a good one can be difficult. This guide explains the steps I took to find the best health savings account for my personal needs.
  • Why All My Investments Are With Vanguard – My wife and I have all our investments with Vanguard. IRAs. College savings accounts. Regular investment accounts. They’re all there and they’re all invested in Vanguard funds. This explains why.

This really is investing made simple

My goal here is to make it as easy as possible for you to create an investment plan that works AND that you feel confident in, so that you can make progress towards your biggest financial goals and feel less stressed along the way.

If you’ve ever wanted someone to not only explain investing in a way that makes sense but show you how to make the right decisions for yourself, this is the guide for you.

And of course, if you have any questions, please feel free to leave them in the comments below or to email me at I’m happy to help in any way that I can!

investment made simple - buy now button
Start building a better financial future with the resource I wish I had when I was starting my family. It’s free!

2 Comments... Read them below or add one of your own
  • Jeff | VTX Capital February 7, 2017

    Wow, this sounds like a pretty good guide. You’re right about investing being one of folks biggest financial fears. This should be a hit!

Leave a Comment