Good morning everyone! Have you all heard of Wealthfront? If you haven’t, I suggest looking into it as another way to begin an investment account that works for you. It’s easy to setup and their algorithms create the portfolio for you based on what your risk level is after answering prompts. We set this up for ourselves and when our girls were born ( 529 college fund ). Reach out if this is something that peaks your curiosity.

We’re officially kicking off the 2-week First Investment Roadmap on Monday, January 19th so everyone can start together and move at the same pace. I'm sooo excited! That means by the end of January, everyone should have made their first trade and that much more knowledgeable about investing! After our call on Sunday, we learned —a lot of you want help with credit cards, budgeting, structure, and investing. We decided to start with investing first for one reason: Time in the market beats timing the market. Between now and January 19th, we want to build a habit that makes this space feel supportive, human, safe and easy to show up to. So we’re introducing a Weekly Coffee Break ☕️ inside Skool. We’d love to host the first one sometime this week (Thursday–Sunday) and then make it a regular weekly thing moving forward. Please vote below 👇 What time generally works best for you? If none of these work, drop a comment — we’re shaping this with you. (if there's multiple that work, please write it in the comments!) Just to get mentally prepared....During the 2 Week Roadmap to your first investment we’ll focus on: • understanding what investing actually is • getting set up the right way • making your first investment (yes, as little as $1 or even up to $100, $500, there's no limit) Small, intentional steps > overwhelm.

I play the very safe risk-adverse route of maxing employer 401k and contributing to savings account. I’d say I have decent knowledge and experience with saving and budgeting. Fun story to start- In my 20’s, I opened a small investing account to start playing around. Ended up buying stocks on margin (didn’t even know my account had that) and was paying interest on that margin for last 2-3 years 😅😅. Today, I spent 40 minutes on the phone with my mom helping me clean it up. Humbling and only comical because I still made some $$. My goals: work with my husband to build our emergency fund, then start managing additional funds in a smart way. Create big purchase or house project funds so we can achieve it stress free. And everyone’s goal-retire early.