the diy investor
Learn how to confidently invest and build wealth (without relying on financial advisors)
launch offer: first 20 students get a free portfolio audit!
If you think you SHOULD be investing, but haven't done it yet...this course is for you.
🤨 Maybe you’re worried you’ll pick the wrong stocks.
😱 Maybe you’ve heard horror stories of people losing all their money.
🤯 Or maybe finances just feel too complicated and overwhelming.
I’ve been there. But here’s the truth: You can learn how to invest.
Hi, I'm Oz! Your friendly money coach.
I made every investing mistake in the book, and yet was still able to unlock financial freedom in my 30s. My mission: help you become a DIY investor and build wealth on your own terms!
I'll tell you my investing "secret"...
I don’t spend much time analyzing stocks.
Or looking at complicated charts
.
And get this—I’m not even that great at math. (Just basic arithmetic will do)
My form of investing is, incredibly lazy. And that is intentional.
Over the past 14 years, I created a lazy portfolio that’s ballooned well past six figures. Thanks to investing, I achieved a level of financial freedom I didn’t think was possible by age 30.
So…what’s my “secret?”
“BUY THE STOCK MARKET”
This is done through something called index investing. It’s cheap, easy, and available to everyone (beware financial advisors that want to sell you expensive products).
But if investing is so easy, why does it feel so hard to so many people?
Because investing isn’t just about what to buy—it’s about how you think about money. To become a DIY investor, you need to overcome barriers, like…
- How can I trust the stock market?
- Can I afford to invest?
- What if I lose money?
- Do I sell when the market goes down, or buy more?
- What accounts should I use? 401(k)? IRA? Brokerage?
Most investing material assumes you already believe investing works.
(They show you complicated charts and guilt-trip you for not starting sooner.)
But none of that helps if you don’t have the right beliefs about money.
That’s why I designed this course for you.
Introducing...
the diy investor
The DIY Investor Course isn’t about picking random stocks and hoping for the best.
Instead, you’ll first install radically new beliefs about investing into your brain. That prepares you to learn investing fundamentals. Finally, we’ll integrate it all together into an actionable plan that fits into your finances.
Step 1: Upgrade your money mindset
Step 2: Investing fundamentals
Step 3: Integrate into your finances
This approach has been tested across the multiple financial workshops I’ve held and dozens of money coaching clients.
a sneak peek at the curriculum 🤫
This first version of this course is under development and will be released April 2025. The following curriculum is just a sample of topics, which does not reflect the full curriculum. :)
Part 1: 🧠 Upgrading your mindset
Example lessons
- Why investing is easier than you think
- Uninstalling financial myths that hold you back
- Why you can be a millionaire
Part 2: 🧠 Investing fundamentals
- Why the rich buy assets and beat inflation
- Get deeply comfortable with the stock market
- What's a good rate of return?
- The lazy way to invest on autopilot
Part 3: 🧠 Integrating your finances
- How to design a simple and powerful portfolio
- Rules for how much to invest and WHEN to invest
- How to get a good rate of return
- Build your roadmap to financial freedom
This is just a fraction of the video lessons you’ll get in the full course, which will span 6 modules with 5-7 video tutorials each.
Presale: enroll now for $500 in freebies
The presale launch price of DIY Investor is $97 using code EARLYINVESTOR100 at checkout – that’s $100 off. The price may increase in the future after the full course is launched.
The release schedule:
- March 2025: Part 1 on investing mindset is released
- April 2025: Part 2 on investing fundamentals
- May 2025: Part 3 on integrating all your finances
VALUE: $250
Bonus #1: financial audit of your portfolio
Send me a snapshot of your finances and I’ll tell you what you’re missing. My money coaching clients pay $250/session for this service.
VALUE: $125
Bonus #2: get my "money map"
Get organized by seeing where your money is going. I use this “anti-budgeting” template with all my paid clients.
VALUE: $125
Bonus #3: my portfolio picks
Get a list of all the exact stock tickers and portfolio that I use to build my wealth.
Ready to become a DIY investor?
MOST COURSES
- Teach stock picking
- Ignore your personal finances
- Overload with jargon
THE DIY INVESTOR
- Teach mindest + framework
- Integrate investing into your personal finances
- Focus on simplicity and action
This is my promise to you...
The DIY Investor will be the best investment you make in 2025. My goal is to give you a HUGE return on investment from learning the LIFETIME skill of investing.
Picture this:
- You log into your investing app and see that your investments have been growing on autopilot.
- No restless nights worrying about the ups and downs of the stock market or whether you’ve “picked the right stock.”
- While your peers wait to invest or waste money on expensive advisor fees, you build your wealth
That’s the power of knowing you can do investing yourself.
I look forward to seeing you on the other side of this sales page, where the bonuses will be waiting for you.
questions and answers
Once you buy, you’ll get an email with links to get immediate access to the 3 bonuses. In April, you’ll get the first videos and the full course (6 modules, 30 video lessons) will be out by May 2025. The video lessons will be hosted on a platform and *may* ask you to create a free account for your viewing pleasure.
In my work, it’s all about attitude over aptitude. You do not need any specialized knowledge in investing before starting. My goal is to take you from “beginner” to confident investor by the end of this course.
All I ask is that you come with an open mind and are motivated to learn.
This course is built for those newer to investing. DIY Investor is for you if…
✅ You want to invest but don’t know where to start.
✅ You’ve invested a little but don’t know how much more to invest.
✅ You have a 401k, brokerage account, or crypto, but aren’t sure what to do with them.
You can check out the hundreds of articles I’ve written, the workshops I’ve hosted, and my money coaching offering.
By day, my work has involved building banking products that millions of people use at Credit Karma, including
I’ve been investing on my own for 14 years, reaching financial freedom by 30.
I only check my a few portfolio times a year, because my “lazy” approach is designed to be hands-off.
Not at all. You can start investing for as little as $1, and I’ll show you how you to get PAID for investing through sign up bonuses.
Use code EARLYINVESTOR100 (without parentheses) at checkout for $100 off during this presale period.