A step-by-step course that teaches you how to build & manage your investment portfolio like a pro.
Index Fund Millionaire is the ONLY program of its kind that…
Is built with focused, rapid implementation in mind
No filler, and no fancy financial jargon that makes your eyes glaze over. Only what you need to know in order to actually implement.
Teaches you how to manage the psychological & emotional barriers to investing
Learn how to think about risk and stack the odds in your favor. Strategies that empower you to pull the trigger and stay the course... EVEN when it feels scary.
Gives you the actual step-by-step
No prior financial knowledge is assumed, and nothing is taken for granted. With detailed, screencast tutorials, you'll know exactly what to click, where to click, and when to do it.
LET'S DO THIS >>>
By the end of this program, you will have:
- Selected the right brokerage platform and opened your very first investment account (instead of going around in circles researching all the different options online)
- Calculated your “Freedom Number” (i.e. how much money you need in order to become financially free) as well as exactly how much (and how often) to invest to get there
- Picked out the best index funds and how much to buy of each in order to create a bulletproof, well-balanced portfolio
- Decided on the timing of when to buy your investments in order to maximize your returns while minimizing risk
- Pulled the trigger on your first trade, so that you can finally call yourself an investor (instead of spending yet another year just think about it)
- Earned your very first dividend payment, experiencing firsthand the power of making your money work for you
- Put your investments on autopilot, so that your money continues to grow as you go about your daily life, rain-or-shine
- Created your gameplan for when (and what) to sell
"Rose is a game changer."
The relationship I have with money has evolved from a juvenile, “whatever happens” attitude to one of clarity, power, and freedom.
- Aubree N., New York
"Rose is very good at explaining through all the intimidating financial jargon."
That was my biggest fear and thank you for teaching me sooooo much already. Seriously you have no idea!
- Wogahta W., Denver
Meet Your Instructor, Rose
...a nerd and free spirit with a passion for investing!
Truth be told, even though I have a finance degree, I used to be terrible with money.
I wanted soooo badly to belong to the financially savvy elite (you know, the kind of people who casually check their stock portfolios over morning coffee), but it felt so out of reach. After all, I didn't grow up around rich people, and the experts that talked knowledgeably about investing didn't look anything like me.
Despite the obstacles, I knew deep down that mastering my money was the ONE thing standing between me and everything I wanted in life.
Sick of being broke and disempowered, I pushed past all the self-doubt and began saving and investing. The more action I took, the more my confidence AND my investment portfolio grew.
...And you know what I realized?
Investing isn't rocket science, despite how inaccessible it looks. You just need to be shown what to do, by someone who doesn't make you feel dumb. If the millions of views on my financial YouTube channel is any indication, my superpower is breaking down financial concepts in a way that anyone can understand.
I've packaged everything I've learned from trading professionally on Wall Street, studying hundreds of investing books, and building my own six-figure investment portfolio, and channeled it into a comprehensive, step-by-step course.
Not only do I explain the "why" behind each step, but I’ll hold your hand all along the way and show you EXACTLY how to do it via a screencast of my real-life brokerage account.
The end result?
A bulletproof index fund investment portfolio that puts your hard-earned money to work and paves the way to more financial freedom, security, and leverage in your life.
“Before, I wanted to invest for such a long time, but I didn't know where to start. Now, I look at my accounts, I have my investments and right now I’m making like 15% growth on my investments.”
- Yumi K., London
“I like how the course is step-by-step-by-step, explaining every little thing!”
- Marci K., Los Angeles
Here’s what you’ll get inside of Index Fund Millionaire:
- MODULE 01 -
YOUR CONFIDENCE ROCKETSHIP
Blast through the fears and myths that stop most people from investing. In this module, you’ll learn how to adopt the mindset of a confident investor. You’ll also plan out your path to financial freedom so that you have concrete numbers to aim for. The end result? Rocketship confidence.
- The no-brainer way to stack the odds in your favor and virtually guarantee that your investments make money.
- How to calculate your “Freedom Number” and map out exactly what it will take to get there.
- The #1 risk to your financial security and what to do about it (hint: it’s not a market crash).
- How to build a $1 MILLION nest egg with just $180k of your own money.
- Powerful mindset coaching on how to stay the course (no matter what the stock market is doing).
- MODULE 02 -
THE 4 MAIN ASSET CLASSES
Understand the basic building blocks of a bulletproof investment portfolio, and learn how to filter through the thousands and thousands of options available to you as an investor.
- The difference between stocks and bonds, and the role each asset class plays in your financial plan.
- How to invest in stocks in a way that bests the vast majority of Wall Street professional (hint: index funds)
- How you can invest in real estate and earn steady rental income, without the big mortgage or down payment.
- The role that cash plays in your investment portfolio, and why having too much of it is detrimental to your financial security.
- How to use the asset classes to position yourself to succeed in any economic environment.
- MODULE 03 -
BUILDING YOUR BULLETPROOF PORTFOLIO
Perform detailed research on index funds, so that you understand exactly what you’re buying and why. Choose which index funds to buy and how much to buy of each.
- Two powerful asset allocation models recommended by the best investors in the world.
- The key differences between ETFs and mutual funds, and which vehicle is best for you.
- A handy tool for forecasting your investment returns and coming up with the best combinations of index funds.
- The 5 CRITICAL factors to look for in an index fund (and what to avoid).
- MODULE 04 -
PULLING THE TRIGGER
Take action on your financial dreams by purchasing your first investments! This module is your secret sauce for getting past FOMO, analysis paralysis, micromanaging, and all the obstacles in between you and pulling the trigger.
- How to time your entry into the market and protect yourself from unlucky market timing.
- Screencast tutorial of how to buy your index funds, step-by-step.
- The 3 things that happen in your portfolio after you buy.
- MODULE 05 -
ONGOING GROWTH & MANAGEMENT
Automate your investments so that you can continue to build wealth... on autopilot. Learn when to buy and sell in response to market changes.
- Set up automatic investing, so that you can keep growing and building your wealth on autopilot.
- How to rebalance your portfolio step-by-step, and when to do it.
- The no-brainer way to “buy low, sell high”.
- Do's and Don’ts to keep in mind for the rest of your investing journey.
- ADD-ON MODULE -
Are you in Canada, UK, Australia, or another part of the world? No problem! Get detailed recommendations and screen-by-screen tutorials that show you how to manage an index fund portfolio in your country.
- Which brokerage is best for the country that you’re in and what type of account to open
- The non-U.S. equivalent of everything I talk about in the course
- Detailed screencast tutorials that show you where to click, what to buy, and how to manage and rebalance your portfolio
...And it gets even better...
- BONUS #1 -
THE "GETTING STARTED" BONUS
All about how to set up your brokerage account, budget your money for investing, and set a solid financial foundation before you start investing. Use this bonus training to:
- Figure out which type of brokerage account to open and where.
- Show you step-by-step how to set up your brokerage account the right way.
- What to do with old 401(k) plans or brokerage accounts you want to transfer.
- Learn how to balance investing with your other financial goals (like paying off debt, etc.).
- BONUS #2 -
PRIVATE MEMBERS-ONLY FACEBOOK GROUP
Plug into a community of like-minded investors from all over the world. In here, EVERY question is valid and you'll find loving support for any roadblocks you face. And best of all, find courage in numbers. Pulling the trigger on your first investment is much easier when you know you're not doing it alone!
- BONUS #3 -
A FULL YEAR OF LIVE MONTHLY Q&A SESSIONS
Get your burning questions answered by me every month, live on video! I start every session with a stock market update, summarizing what's happening in the economy and in my own portfolio. Then I go over your questions one by one. It's the next best thing to having me on speed-dial!
“There was a community, where I could sit back and listen and learn, and people would ask questions that I wouldn't know how to put into words. I felt smart, and feeling smart gave me the confidence to want to go further and learn more and do more.”
- Patrice L., Toronto
“I feel like I went beyond just starting to invest in index funds. I feel like I created this whole financial plan for my family.”
- Abe E., Richmond
Plus You’ll Be Backed By My "No Questions Asked" 14-Day Guarantee
When you implement what I teach in Index Fund Millionaire, it WILL transform your finances and give you rocketship confidence in yourself as an investor.
I believe so strongly in it that I’ll give you 14 days to try out the entire course. If it's not for you, email us at [email protected] within 14 days of purchase for a full refund, no questions asked. No need to jump through any hoops to get your money back.
After 14 days, no refunds will be granted and you are responsible for making all of your payments in full. Get all the details here >>
How much money do I need to get started investing?
I'm in debt. Shouldn't I focus on paying it off before enrolling in a course about investing?
Why do I need to learn this stuff, when I can just hire a financial advisor or use a roboadvisor investing app to do it for me?
Is now a good time to start investing? What if the stock market crashes soon?
Is this course relevant for non-U.S. investors?
Will you cover how to pick individual stocks in this course?
What makes Index Fund Millionaire different from other investing courses?
What if I'm scared of losing money?
How much time will this course take?
Can I request a refund if I'm not happy with the course?
Still “thinking about it”?
You should give Index Fund Millionaire a 14-day risk-free shot if you can nod your head “YES!” to any of the following:
You want to work smarter, not harder.
No one ever achieved financial freedom by stashing money in a bank account. If you want to retire early one day (even retire at all), you need to put your money to work!
Here’s what would’ve happened to your money if you’d invested $500 a month into an S&P 500 index fund over 30 years:
This means that by contributing just $180k of your own money, you ended up with almost $1 MILLION dollars. If you do the math, that’s $779k of FREE money!
You can either try to save $1M (which will take forever), or you can INVEST $180k and GROW it to $1M. Investing is THE epitome of working smarter, not harder.
You need that extra push to do what you’re afraid to do.
I know how scary it can be to invest your money for the first time. Keeping your money in a bank account vs watching it go up and down with the stock market are two very different feelings.
But once you understand how investing works and how to stack the odds in your favor, your fear will be replaced with courage and a deep confidence that comes with being in control of your financial destiny.
It’s worth the effort, because the moment you receive your first dividend payment, your life will never be the same.
That’s all I got…
If you resonated with any of the above, I’d love to see you inside of Index Fund Millionaire.
I’ll be with you every step of the way with cheatsheets, screencast tutorials of my personal brokerage account, and info-packed video lessons that take nothing for granted. Not to mention I'll be right there in the trenches with you in the live monthly Q&A sessions.
You’re someone who would go the extra mile to do the very BEST for yourself and your money, so let’s make this the year you FINALLY get invested. You are worth it!
"The course was life-changing for me."
I had considered investing for an embarrassing amount of time, but felt paralyzed by the abundance of information out there and my general lack of knowledge of where to start and what it all meant. Not only did she simplify the process, but she (most importantly) reframed my thinking around stocks and investing. I am very grateful how she eliminated the intimidation factor, broke it out into manageable steps and I genuinely feel empowered with the foundation to take my wealth into my own hands.
- Paige D., Denver
I personally can't WAIT to be your guide!
Inside this course, I teach everything that I wish my family and I knew many years ago. When my parents first moved to the U.S., they barely knew how to speak the language, let alone navigate the financial system and make informed decisions about money.
Motivated by a deep desire to change our money story, I read and studied everything I could about money & investing. I made a ton of mistakes along the way, but I took action even when it felt scary, and I experienced firsthand the empowerment that comes from taking charge of your money.
More than anything else, I want to share that with you today.
I hope you’ll take that first step by joining me inside of Index Fund Millionaire.
And regardless of what you decide, I hope you find the courage to take action on ALL your financial dreams.