Investing Playbook
Set it up once, then let it run. Course 3 of 5 in The Playbook.
09
The Playbook
Investing Playbook
course · lifetime access
The offer
One focused course. One price. Done in a weekend.
- The "Investing Playbook" ebook
- The action checklist
- Series cheat sheet
- Lifetime updates
Secure checkout · 30-day keep-the-materials guarantee
What you get
Built to change outcomes, not impress you.
Five focused modules
From "Account Setup" to "Annual Checklist" — sequenced so each step unlocks the next.
Built for execution
Every module ends in an action you can take the same day. No theory without a move.
The one-sitting standard
Written so the whole course fits inside one evening. Momentum beats marathon sessions.
Keep everything forever
Ebook, checklist, and cheat sheet are yours across devices — with free lifetime updates.
Inside
Everything that's included.
The "Investing Playbook" ebook
25–40 pages · 5 modules
The action checklist
One page per module
Series cheat sheet
Printable 1–2 page summary
Lifetime updates
Every revision included
The path
The curriculum, phase by phase.
01Module 1 — Account Setup
12 min · 3 lessons
Module 1 — Account Setup
12 min · 3 lessons
Account Setup: the core idea, the step-by-step, and your first rep.
- The core idea
- The step-by-step
- Your first rep today
02Module 2 — Allocation Formula
12 min · 3 lessons
Module 2 — Allocation Formula
12 min · 3 lessons
Allocation Formula: the core idea, the step-by-step, and your first rep.
- The core idea
- The step-by-step
- Your first rep today
03Module 3 — Auto-Contribute
12 min · 3 lessons
Module 3 — Auto-Contribute
12 min · 3 lessons
Auto-Contribute: the core idea, the step-by-step, and your first rep.
- The core idea
- The step-by-step
- Your first rep today
04Module 4 — Rebalance Rule
12 min · 3 lessons
Module 4 — Rebalance Rule
12 min · 3 lessons
Rebalance Rule: the core idea, the step-by-step, and your first rep.
- The core idea
- The step-by-step
- Your first rep today
05Module 5 — Annual Checklist
12 min · 3 lessons
Module 5 — Annual Checklist
12 min · 3 lessons
Annual Checklist: the core idea, the step-by-step, and your first rep.
- The core idea
- The step-by-step
- Your first rep today
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Rated 4.7 out of 5 by 177 customers
30-day keep-the-materials guarantee
Read it, run it, test it for 30 days. If it doesn't help, email us for a full refund — and keep everything you downloaded.
Questions
Before you decide.
What exactly do I get?
The complete "Investing Playbook" ebook (25–40 pages across 5 modules), the action checklist for every module, and the series cheat sheet. Instant delivery, lifetime access, free updates.
How long does it take to finish?
One relaxed sitting (about 60–90 minutes), or 15 minutes a day for a week. It's built to be finished — that's the point.
Is this beginner-friendly?
Yes. It assumes zero prior knowledge and never uses jargon without defining it. Advanced readers still keep the checklists.
What if I want the full series?
Upgrade to the series bundle any time — it includes all 5 courses plus the workbook, template, cheat sheet, and 3 guided videos.
Refunds?
30-day keep-the-materials guarantee. If it doesn't help, email us for a full refund.
The next 30 days runs on what you decide right now.
One-time payment · Lifetime access · 30-day keep-the-materials guarantee