A Practical Guide to Tax-Efficient, Hands-Off Investing
Stop stressing over where to invest or when to rebalance. This free, step-by-step course shows you how to create a repeatable, hands-off wealth system across 401(k), Roth IRA, HSA, and taxable brokerage accounts — in under an hour a month.
9 practical lessons organized into 3 foundational chapters.
Understand the mindset behind building a system that grows your wealth with minimal effort — and why it works better than chasing hot stocks or perfect timing.
Learn the differences between 401(k)s, Roth IRAs, HSAs, and taxable accounts — and what role each one should play in your long-term strategy.
Learn how to make confident decisions about where each dollar goes by following a clear, prioritized hierarchy.
Learn how to automate your investments so you can build wealth consistently without daily management.
Create a repeatable flow where money moves from your paycheck to the right accounts — without needing your constant attention.
Unlock powerful tax-free growth strategies for high-income earners using Backdoor and Mega Backdoor Roth IRAs.
Build a diversified, low-cost index portfolio tailored to your risk tolerance and long-term financial independence goals.
Wire all your accounts together into a self-sustaining financial machine that runs in the background.
Build a monthly check-in routine to keep your finances running smoothly — even as your income, goals, and life change.
Put the lessons into practice with our exact broker click-by-click setup guides and calculators.
Step-by-step walkthrough to automate index funds & recurring ETF buys.
Configure automatic transfers and scheduled purchases in E*TRADE.
Calculate after-tax 401(k) limits and tax-free conversion headroom.
Model penalty-free withdrawals for early retirement before 59½.
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