What if investing could finally make sense?
Start investing with confidence, even if you feel behind
Start investing with confidence, even if you feel behind
Whether you’re starting from scratch or you already have a few investments you don’t fully understand, the Investing for Beginners course guides you step-by-step to build a simple plan that fits your goals, timeline, and risk tolerance. Every year you wait is a year you cannot get back, and time is one of your biggest wealth-building advantages.
Whether you’re starting from scratch or already have a few investments you don’t fully understand, the Investing for Beginners course guides you step-by-step to build a simple plan that fits your goals, timeline, and risk tolerance. Every year you wait is a year you cannot get back, and time is one of your biggest wealth-building advantages.
taught by hannah rein, CPA
Welcome to investing without the guesswork.
You know that nagging feeling that you should be doing more with your money, but you’re not sure what the right move is? This is where that changes.
Imagine looking at your money and knowing it's working for you. Giving you the confidence to make choices, like being work-optional to spend more time with your kids, doing the house renovations, taking the trips, and paying off debt.
You know that nagging feeling that you should be doing more with your money, but you’re not sure what the right move is?
This is where that changes.
Imagine looking at your money and knowing it’s working for you. Moving you toward being prepared for retirement, and giving you the confidence to make choices, like being work-optional to spend more time with your kids, doing the house renovations, taking the trips, and paying off debt. And maybe most importantly, helping you stop feeling like you’ll have to work forever.
If you feel stuck, this is probably why:
YOU DON'T KNOW WHERE TO START
You want to invest, but you don’t know what to do first. The jargon is confusing, the options feel endless, and you’re not sure what to click or choose next.
YOU DON'T WANT TO MESS UP
You don’t want to lose money or make a mistake you can’t undo. You worry you’ll pick the wrong investments, buy something you don’t understand, or realize later you made a costly choice.
YOU don't know what HAPPENS NEXT
YOU don't know what to do next
Even once you get started, the practical questions can stop you. How much should you invest? How do you get your money out later?
and guess what...
I used to feel the exact same way.
A little over a decade ago, I had $0 invested and $50,000 of debt. I opened a 401(k) because it seemed like the “smart” thing to do, and I picked investments based on what my friends were doing.
Over time, I learned the fundamentals and how to keep fees low. That’s when it clicked. Investing doesn't have to be complicated when you have a simple plan to follow.
Today, my husband and I have over $1M invested, without a windfall or inheritance. In Investing for Beginners, I teach a simple, step-by-step approach to investing so you can build a plan you understand and know what to do next, without overthinking it.
“Since finishing the course, I've been investing weekly.”
After dabbling in investing, I decided to take the Investing for Beginners course. It gave me so much confidence. The short videos fit easily into my schedule, and since finishing the course, I’ve been investing weekly. One of my favorite parts is the personalized investing plan that keeps all of my goals and accounts in one place.
After dabbling in investing, I decided to take the Investing for Beginners course. It gave me so much confidence! The short videos fit easily into my schedule, and since finishing the course, I’ve been investing weekly and enjoy it. One of my favorite parts is the personalized investing plan that keeps all of my goals and accounts in one place. I highly recommend this course for both beginners and experienced investors. The info is clear, actionable, and immediately useful.
- sarah murphy
This is the only thing that made investing make sense for me. It should be a mandatory class in school.
I wish all the women in my life would take this. What I'm going to save on investment fees alone will easily justify the cost of the course.
We had a bad gut feeling about some moves we made with an advisor. This course helped us feel empowered to make changes.
I had started a Vanguard account, but didn’t know what to invest in. This course helped me choose investments more confidently.
I wish I had this course when I was younger. The examples were extremely helpful. It has valuable information that everyone should learn.
This cost of this course is a no brainer, providing lifelong skills for financial growth. I continue to recommend to friends and family!
Hannah takes something that feels scary and makes it completely approachable for everyone to understand. She is a fantastic teacher and a great resource!
I've gotten a late start to investing and now I feel knowledgeable and prepared!
Hannah answered all of my questions in the course chat. I'm a forever student of financially engaged!
This course gave me the understanding and confidence to leave my advisor and manage my investments on my own. I highly recommend this course to everyone!
I loved this course! So easy to follow with short, digestible videos. This helped me confirm investments I've made and guided me to tweak others. Thanks for a great resource!
Investing has been an intimidating process for me. This course gave me the tools and confidence to finally invest!
I never thought I could understand investing, but Hannah made it so easy to learn.
It saved us from paying for a financial advisor. The knowledge gained from the course is something everyone should have.
Introducing...
The investing for beginners course
Investing for Beginners walks you through setting goals, choosing the right accounts, and picking investments that fit your timeline and comfort level with risk. With short videos and walkthroughs that show you what to click, you'll fill in the 'Your Investing Plan' template as you go, so you know what to do next.
Investing for Beginners guides you through the exact steps to set your goals, choose the right accounts, and pick investments that align with when you will need the money and your comfort level with risk. With short videos, clear explanations, and real walkthroughs that show you what to click, you’ll fill in the 'Your Investing Plan' template as you go, so you know what to do next.
Let's break it down
Here's What You WILL Learn
part one
Build a simple investing plan that fits your life
Inside the course you'll set clear goals, identify what you're investing for, and learn how to map out a plan you can follow with confidence. You'll organize your accounts and next steps in one place, so you're not left piecing it together on your own.
part two
Know which accounts to use, and in what order
You'll learn how the most common accounts work and how to choose what fits your situation, including brokerage accounts, retirement accounts, HSAs, and accounts for kids. You'll also learn how to avoid common mistakes that can cost you later.
You will learn how the most common accounts work and how to choose what fits your situation, including brokerage accounts, retirement accounts, HSAs, and accounts for kids. You will also learn how to avoid common mistakes that can cost you later, like using the wrong account for the wrong goal.
part three
Choose investments without guessing
You'll learn what stocks, bonds, and funds actually are, why index funds are a popular option, and how to pick investments that match your comfort level with risk. You'll also learn how to spot high fees and avoid making your portfolio more complicated than it needs to be.
part four
Actually get started, with clear walkthroughs
You'll watch step-by-step screen-share demos that show you what to click to open accounts and buy your investments. By the end, you'll have your accounts set up and your first investments purchased.
How Does This Sound?
The Results You're Going to Get:
A clear investing plan you can actually follow.
Easy strategies for choosing investing accounts that align with your goals.
A repeatable way to pick investments without overcomplicating it.
Your accounts set up and your first investments purchased.
A simple system to stay consistent over time.
How It Works
Get clear on your starting point & goals
You'll use the 'Your Investing Plan' tool to map what you're investing for, when you will need the money, and what accounts you already have.
learn the basics &
make confident choices
You'll learn about the accounts and investments that fit your goals, and make decisions without guesswork or information overload.
follow the walkthroughs & take action
With step-by-step screen-share demos, you'll open accounts, buy your first investments, and leave with a plan you can stick with.
real results
"You take something that feels scary, and make it feel completely approachable"
The course is incredibly organized and so easy to move through at your own pace. I’ve figured out the right option for my retirement savings, and it’s so satisfying to have those things set up and put money into them every month.
– Kaitlyn F.
real results
"THIS COURSE SIMPLIFIED INVESTING AND GAVE ME THE CONFIDENCE TO START."
I felt overlooked by financial advisors and kept putting it off because I was worried I would get it wrong. This course helped me focus on progress over perfection, avoid unnecessary fees, and start investing toward my goal of purchasing a lake cottage.
I felt overlooked by financial advisors and kept putting it off because I was worried I would get it wrong. This course helped me focus on progress over perfection, learn how to avoid unnecessary fees, and start investing toward my goal of purchasing a lake cottage.
– Rachel B.
A year from now you'll wish you had started today....
So Let's Get Started!
what students are saying:
GOT CLEAR ANSWERS AND REAL SUPPORT
I absolutely love the Investing for Beginners course.
I have a finance degree, but personal finance was not intuitive until I took this course. Hannah answered all my questions in the course community. I'm a forever student of Financially Engaged!
– Bonnie W.
SAVED MONEY BY UNDERSTANDING FEES
The savings on investment fees alone will cover the cost of the course.
My biggest takeaways were learning how to identify investment costs and know if a fee is reasonable. I highly recommend this course to everyone!
– Katlynne S.
TOOK ACTION WITH MORE CONFIDENCE
I now feel so confident that I decided to move my money to another investment.
I never thought I could understand stocks, bonds, and investing, but Hannah broke it down into bite-sized pieces that were easy to learn. I can't recommend this course enough. You won't regret it!
– Darci W.
avoided high advisor fees
Having the power in my own hands is so freeing.
After our household income increased, my wife and I wanted to make sure we were setting ourselves up with the right investments. The course gave me the base knowledge to understand our options, avoid paying high fees to an advisor, and now I feel comfortable with our investing strategy.
– Jackson S.
Private course community (lifetime access*)
✓
support
Investment account guides + glossary
✓
Index fund cheat sheet
✓
Retirement + non-retirement calculators
✓
The "Your Investing Plan" template (Google Sheets)
✓
planning tools
Lifetime access* to lessons and future updates
✓
Short lessons (most under 5 minutes) with examples & walkthroughs
✓
9 core modules (about 4 hours total), taught by Hannah Rein, CPA
✓
Core curriculum
WHAT'S INCLUDED
Select the plan that works best for you:
At checkout, choose
“$497.00 one-time payment.”
No extra fees or interest. At checkout, choose
“$165.67 every month for 3 months.” Total $497.01.
Payment Plan
One Payment
No extra fees or interest. At checkout, choose
“$165.67 every month for 3 months.” Total $497.01.
No extra fees or interest. Total $497.01.
At checkout, choose
“$497.00 one-time payment.”
Pay once. Get instant access.
investing plan template + all downloads
investing plan template + all downloads
immediate access to the full course
*Lifetime access means you’ll have access to The Investing for Beginners Course for as long as the course is active. I have no plans to retire the course, but if that ever changes, you’ll receive at least 30 days notice so you can watch the lessons and download the course materials.
private course community to ask questions
lifetime access*
private course community to ask questions
investing plan template + downloads
private course community
immediate access to the full course
investing plan template + downloads
private course community
lifetime access*
1 payment of $497
3 payments of $165.67
In this course you don’t just learn. You leave with a plan.
THE INVESTING PLAN TEMPLATE
Most people get stuck because they have information, but no structure. Inside the course, you'll fill in the 'Your Investing Plan' template as you go, so your goals, accounts, and next steps are all in one place. It's the difference between “I understand investing” and “I know what to do next.”
And you get two clear paths, depending on what fits you best.
Investing is not one-size-fits-all. Inside the course, I walk you through both paths: investing on your own through a brokerage (e.g. like Fidelity), or using a robo-advisor that builds and manages a portfolio for you (e.g. like Wealthfront). You’ll learn how each option works, what to consider, and how to choose the approach that fits your comfort level, time, and goals.
Do-it-yourself or robo-advisor, you choose.
“It has taken a lot of the uncertainty out of investing.”
Before taking Investing for Beginners, I had started a Vanguard account, but I didn’t have a great understanding of what to invest in or how to choose investments. This course helped me feel much more prepared to switch investments and understand why I may choose one type over another. I also feel more confident talking about finances and understanding terms like “mutual fund” and “brokerage account.” Hannah breaks everything down into small, manageable pieces, and the account explanations, fund selection guidance, and cheat sheets have been so helpful to look back on when I need a refresher.
Before taking the Investing for Beginners course, I had started a Vanguard account, but I didn’t have a great understanding of what to invest in or how to choose investments.
This course helped me feel much more prepared to switch investments and understand why I may choose one type over another. I also feel more confident talking about finances and understanding terms like “mutual fund” and “brokerage account.”
Hannah breaks everything down into small, manageable pieces, and the account explanations, fund selection guidance, and cheat sheets have been so helpful to look back on when I need a refresher.
- hana k.
This *is* for you if:
You’ve never invested before & you want a clear starting point that actually makes sense
You already have a 401(k) or a few accounts, but you don’t fully understand what you’re invested in or why
You want a simple plan that fits your goals, timeline, and comfort level with risk
You’re ready to take action as you go, even if you start small
Frequently Asked Questions
MORE QUESTIONS? contact me.
This course is for you. I walk you through how to invest step-by-step in plain language, so you can build a plan that makes sense and take action without guesswork.
You’re still in the right place. You’ll learn how to understand what you already have, fix common mistakes, and make sure your setup matches your goals.
That’s normal. You’ll learn how to start small and build a realistic plan. Depending on the platform, you can even begin with as little as $1, and grow from there.
Yes. It’s built for U.S. residents and covers U.S. accounts like Roth IRAs, 401(k)s, and HSAs.
Absolutely. You’ll get lifetime access* to the private course community, where you can ask questions and get support.
No. This course is for educational purposes only and does not provide personalized financial, tax, legal, or investment advice. I teach you the step-by-step process and share examples of how to choose accounts and investments that fit your goals and comfort level with risk, but I do not tell you exactly what to buy for your specific situation.
This course is designed to help you invest confidently on your own. If you want a second opinion later, I’ll show you how to find an advisor you can trust.
Yes. You’ll learn how to pick a platform, open accounts, and choose investments that align with your goals and comfort level with risk.
Short video lessons, most under 5 minutes, plus digital tools, downloads, and screen-share walkthroughs so you know what to do next.
The full course is about 4 hours of video. You can move as fast or as slow as you want and come back anytime for a refresh.
Your access to online course content will remain active for the lifetime of the course. ‘Lifetime of the course’ means for as long as Financially Engaged LLC continues to offer the course on its platform. The Company reserves the right to update, modify, or discontinue course content at any time. If the Company discontinues access to a purchased course, you will receive at least 30 days' notice.
Yes. You can pay in full or split the cost into three monthly payments, no extra fees or interest. At checkout, choose the option that works best for you.
Because this is a digital product with immediate access to the full course and materials, all sales are final.
Select the plan that works best for you:
At checkout, choose
“$497.00 one-time payment.”
No extra fees or interest. At checkout, choose
“$165.67 every month for 3 months.” Total $497.01.
Payment Plan
One Payment
No extra fees or interest. At checkout, choose
“$165.67 every month for 3 months.” Total $497.01.
No extra fees or interest. Total $497.01.
At checkout, choose
“$497.00 one-time payment.”
Pay once. Get instant access.
investing plan template + all downloads
investing plan template + all downloads
immediate access to the full course
*Lifetime access means you’ll have access to The Investing for Beginners Course for as long as the course is active. I have no plans to retire the course, but if that ever changes, you’ll receive at least 30 days notice so you can watch the lessons and download the course materials.
private course community to ask questions
lifetime access*
private course community to ask questions
investing plan template + downloads
private course community
immediate access to the full course
investing plan template + downloads
private course community
lifetime access*
1 payment of $497
3 payments of $165.67
Module 2: Grow your money over time, keep up with inflation, tax benefits, and how investing connects to your real-life goals.
Module 2: I break down how your money can grow over time, how to keep up with inflation, tax benefits, and how investing connects to your real-life goals.
Why Investing
Matters
Module 0: Welcome + my investing journey
Module 1: Pre-investing checklist (so you feel ready to start)
Welcome + Your Starting Point
FULL MODULE BREAKDOWN:
Investing Basics Made Simple
Module 3: What investing is (stocks, bonds, funds)
Module 3: How the stock market works, the difference between stocks, bonds, and funds, and how it all fits together.
Module 4: Ways investments make money
Module 4: How investments make money and what that looks like in real life
Accounts, Rules & What To Open
- Brokerage accounts for flexibility
- Retirement accounts: 401(k), Traditional & Roth IRA, 457(b), 403(b), HSA
- Kids' accounts: 529, UGMA/UTMA Custodial Roth IRA
- Brokerage accounts
- Retirement accounts
- Kids' accounts
Risk, Strategy, and Where to Invest
Module 6: How to choose a risk level that fits you
Module 6: How to choose a risk level that fits you (& how diversification can help manage risk)
- Do-it-yourself at a brokerage or
- Use a robo-advisor
Build your portfolio + Stay on track
Module 8: Build your portfolio and buy your investments
Module 9: Stay consistent long-term
Module 9: Important takeaways to stay consistent long-term
Bonus: Working with financial advisors (if desired)
Still on the Fence?
I get it. Investing can feel like a big decision, especially when you want to make sure you’re choosing the right next step. If you’re ready for clear guidance, a simple plan, and the confidence to finally get invested, this is where you start.
Still have a question? Email [email protected] and I’ll help you decide if this is the right fit.
ENROLL NOW
