December 8, 2022
What is Planning Made Simple?
Resources and Online Courses
for all Investor Types.
Grow Your Financial Knowledge.
For the investor looking to educate themselves and stay up-to-date on the latest news and trends – enjoy new content weekly.
Risk comes from not knowing what you’re doing.
– Warren Buffett
Planning Made Simple will help you understand your finances so you can make informed, impactful decisions about your future.
You’ve got questions
We’ve got answers.
If you have questions about Planning Made Simple – how it works and what it does, check out these frequently asked questions (with answers.)
What is Planning Made Simple?
How do I join the community?
How much does membership cost?
What courses are available?
How do I get additional help?
What if I need to cancel my subscription?
Planning Made Simple
Don’t take our word for it. Below are some of the positive feedback we’ve received from our community.
Not your average courses or conversations. Planning Made Simple is not only easy to use but easy to understand. Both my wife and I appreciate knowing this community isn’t like other social media and the information we learn here is taught by some of the top professionals in their field. This platform is worth joining.
John and Brenda Orlando
Retired Investor & Spouse - Minneapolis, MN
The courses are perfect for my level of attention. I can dig deeper on topics I care about, or ask community members for feedback on where to start learning next. Planning Made Simple feels like the piece I was missing to really skyrocket my retirement planning. #worthit
Independenet Investor - San Diego, CA
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment… Read More
Retiree & Independenet Investor - Charlotte, NC
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment process.
I cannot recommend Planning Made Simple enough.
Retiree & Independenet Investor
If you’re thinking about joining Planning Made Simple, I cannot recommend it enough. As an investor with years of experience I enjoy the discussion I have with other investors on the platform. Staying up to date with trends in the industry and sharing tips on investments as well as retirement plans.
Non-licensed Investor - North Carolina
All our dreams can come true if we have the courage to pursue them.
– Walt Disney
Empower yourself to make better financial decisions and enjoy the things in life that bring you joy.
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