Roth IRA Basics:
Build Wealth Without the Overwhelm
A beginner-friendly mini-course to help you confidently open and fund your Roth IRA—even if you're starting from scratch.
Get Instant Access — $47
No investing experience needed.
You've been meaning to get your finances together…
but no one ever taught you how.
"Most investing conversations feel overwhelming, confusing, or just not made for me."
This training is different. We start with your relationship with money—because how you think and feel about money shapes every financial decision you make. Then we move into simple, practical steps you can actually follow.
No prior knowledge. No pressure. Just a clear place to start.
Everything you'll learn in one hour
The Spirit of Money + how your mindset impacts your financial growth
High-Yield Savings Accounts—the basics and why they matter
How and why to freeze your credit for protection
What a Roth IRA is—and why it's one of the most powerful wealth-building tools available
How a Roth IRA actually works, explained in simple terms
Step-by-step guidance on opening a Fidelity account
How to fund your account—even if you're starting small
Beginner-friendly investment options to get started with confidence
Time is your greatest wealth-building tool
$100/month invested at 7% average growth — look what happens over time.
Illustrative example only. Past performance does not guarantee future results.
This class is for you if…
- You've been putting off investing because it feels confusing
- You don't know where to start—but you know you need to
- You want simple, clear, and realistic guidance (not financial jargon)
- You're ready to take your first real step toward long-term wealth
Four things you'll have after one hour
Clarity
A clear understanding of how a Roth IRA actually works
Confidence
The confidence to open your account and take action
A Plan
A simple path to fund and begin investing right away
A New Mindset
A fresh perspective on money that supports your growth
Skip the guesswork.
Get personalized guidance.
The class gives you the knowledge. A 1:1 session gives you a done-with-you experience where we work through your specific situation together. Some possibilities include:
- Roth IRA set-up, walked through step-by-step (Fidelity)
- Questions about your specific financial picture
- Help navigating another financial goal or challenge
Learn on your schedule.
This is a self-paced mini-course with 1 year of access—watch, rewatch, take notes, and move at your own pace, whenever you're ready.
You don't need thousands.
You don't need to be an expert.
You just need a starting point.
Let this be yours.
This mini-course is for educational purposes only and is not financial or tax advice. The goal is simply to share tools, resources, and real-life practices that can support you on your financial journey.
Financials in Retirement Training$47
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Financials in Retirement Training$47
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