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Tag your friend if you want to learn how to invest at my next Beginners Investing Master Class

In your 40s or 50s and wondering how to build passive income—but don’t know where to start?

Let me break it down in 60 seconds:

1. Open a high-yield savings account — link it to your checking account and start setting money aside.
2. Open a traditional brokerage account (TBA) and a Roth IRA with your favorite platform. Start investing in S&P 500 index funds.
3. Learn the 4% rule — it’s a strategy that helps you withdraw from your portfolio in retirement without running out of money.

Want step-by-step help setting this up? I’m walking through it *live* in my free investing class this Tuesday.

Tag a friend you want to build wealth with, and I’ll DM you both the invite link!

– Steve

If you’re ready to start investing this year, don’t miss my next Beginner’s Investing Masterclass! Sign up now — link in bio!

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