WHAT IS WEALTH?

WEALTH contains just the Investing 101 and Rock Retirement modules from my full MONEY program. It is a comprehensive, video-based investing and retirement course for beginners that gives you an overview of the investment universe and holds your hand through the retirement planning process.

WEALTH teaches you investing basics, including how investing works and how you can take advantage of it to #securethebag for your financial future. This course also explains how retirement accounts like 401(k)s, 403(b)s, TSP, and IRAs work, and helps you calculate how much money you'll need to retire.

After completing WEALTH, you'll know how much to save for retirement every year and have a clear strategy for investing the money in your accounts. No more guessing or relying on one-size-fits-all rules of thumb.

WHAT IS WEALTH NOT?

WEALTH is not an intermediate or advanced investing course. You won't learn how to pick individual stocks, buy or sell options, or invest in cryptocurrencies here. This course is not a "get rich quick" scheme.

Instead, WEALTH teaches you how to use long-term, buy-and-hold investment principles to achieve your big financial dreams.

WEALTH VS. MONEY?

WEALTH contains just the Investing 101 and Rock Retirement modules from my full MONEY program.

In a nutshell, when you buy MONEY, you get all of this content along with the other 5 modules. Or you can just buy the Investing and Retirement modules alone here through WEALTH.

I'M TARA FALCONE, CFA, CFP®

A Main-Street-born, Wall-Street-bred money guru.

Investing used to feel like a foreign language.

Growing up, I thought investing was something that only really wealthy people did, and I couldn’t see how I - a young, broke midwestern girl - would ever fit into the stock market universe.

I was hungry, though... Hungry to understand how to manage money and make it grow. So I got a job on Wall Street to learn from the pros. As I sunk my teeth into my work, I fell in love with investing. It was a universe I had never been exposed to before, and it fascinated me. I never knew that you can use your money to make more money; I always thought you had to trade your time for dollars, and that your income was limited by the amount of hours you could work. Boy was I wrong.

Over time, I realized that investing isn’t a foreign language or rocket science... It's an incredibly powerful tool that we all have in our money toolboxes. You just need someone to show you how to use it in digestible, easy-to-understand terms.

That’s why I founded ReisUP and created WEALTH, to help everyday individuals like you learn how to invest and plan for your financial future. Viewing myself as an investor has truly transformed my world view and money, and I know it can do the same for you.

WHO THIS COURSE IS FOR

This course is for people who feel like they've got most of their financial life figured out, and therefore don't need my full MONEY course. However, they would like a bit more guidance when it comes to investing and retirement. Since WEALTH includes only the last two modules - Investing 101 and Rock Retirement - of the full MONEY course, it's perfect for them. Just what they need and nothing more.

WEALTH students are smart, determined people who want to be successful at investing, but need someone to show them how. They're tired of feeling intimidated by stock market jargon, following one-size-fits-all rules of thumb, and hoping they're saving and investing enough for retirement.

WEALTH students are not afraid of rolling up their sleeves to face new challenges. They're ready to learn investing basics, let compound interest do some of the work for them, and start planning for their financial future with intention.

If you fit that description, then WEALTH will give you the information required to invest with confidence. It will give you the tools and step-by-step methods you need to create a custom investing and retirement plan to achieve your large, long-term financial goals.

WHO THIS COURSE IS NOT FOR

You should not purchase WEALTH if you think investing is too risky and only for the rich. (Newsflash: You can start investing with as little as $1!) This course is not for you if you'd rather spend first, then save whatever's left for the future. It's not for you if you aren't willing to learn the basics yourself, and would rather pay a financial advisor tons of money to manage your accounts for you.

In a nutshell, if you aren't open to the possibilities of investing and learning how to use it as a tool, you should not buy this course.

PS. You should also not enroll in WEALTH if you've already purchased MONEY! The content here is already included in the full MONEY program.

LET'S TALK VALUE...

If you're thinking "This course would be a big investment for me", and wondering whether it's worth the price, here are some stats to put things into perspective:

HIRING A FINANCIAL PLANNER

Working with a credentialed financial advisor will generally cost you anywhere from a few hundred dollars to thousands of dollars, depending on your needs and how he/she is compensated. Most fee-only financial planners charge $200-$400 per hour, or $1000-$4000 (or more!) to create a custom, comprehensive financial plan.

And what I've found is that a decent chunk of a planner's time is spent educating clients on the whys and hows of various financial topics.

With WEALTH, you get:

VALUE YOU COULD SAVE & EARN

The concepts I teach in this course could save you hundreds to thousands of dollars (in some cases, immediately!).

And the systems I show you - especially when it comes to creating a plan to invest and save for retirement - could generate tens to hundreds of thousands of dollars more for you over time.

All of that means more money in your pocket, and ultimately more freedom with your time and finances.