Jr. Investors

Today's Price: $150

What's Included?

Build your child’s future with intention, not guesswork. 

This course walks parents step-by-step through how to invest for their children the smart way, starting with the most important decisions that must be made before a single dollar is invested. You’ll learn how to choose the right accounts, select the right investments, and build a strategy that aligns with how you actually want to use the money in the future. I also share real-life lessons from investing for all four of my children, what worked, what didn’t, and what I do differently now.

Inside You'll Discover:

✅ The 3 Critical Decisions Every Parent Must Make First 

Before investing a dollar, you’ll learn the three decisions that determine everything,  including which accounts and strategies make sense for your family.

✅ How Your Child’s Future Goals Determine the Right Account 

College? Wealth-building? A head start in adulthood?

You’ll learn how your end goal determines whether you should use a Roth IRA, UTMA/UGMA, or 529 plan.

✅ A Clear Breakdown of Child Investment Accounts 

Understand the pros, cons, rules, and tax treatment of Roth IRAs, UTMA/UGMA accounts, and 529 plans, explained simply and clearly.

✅ How to Select Companies (and Which Ones to Avoid) 

Learn how to evaluate companies for long-term growth and avoid common mistakes parents make when investing for kids.

✅ How to Invest More Aggressively (Because Time Is on Their Side) 

Discover how to take advantage of your child’s age by choosing investments designed for long-term growth.

✅ Real Lessons From Investing for My Own Children 

I share what I learned from my older children and exactly what I’m doing differently with my younger children, so you don’t have to learn the hard way.