The Freedom Investing Course Coaching Program is now closed.

The Freedom Investing Course
(1-on-1 Coaching Program)
An Investment Roadmap to Buy Your Life Back

Learn More

Look, I get it.

You know you need to start investing and planning for your future.

But taking back the wheel of your personal finances can be confusing, overwhelming, and frankly, feels like it’s becoming a harder and harder game to play.

You’re stuck in this trap of having to work extra hours, push for the next promotion, engage in frustrating office politics…all in the pursuit of more.

And don’t even get me started on inflation.

Can you really imagine continuing to work as hard as you are now and then put in 10% MORE?! More hours, more effort, more sacrifice…just to keep up?

When we really break things down, you’re mortgaging the next 30 years of your life.

And what’s the payoff?

For most people, all of this is so overwhelming that they do nothing. They remain stuck in the grind, waiting for that glorious day 30 years from now when they can finally…what?

If I know you, I know that you want this all to be easier. 

You want a plan. You want a process that’s simple, that takes into account your personal life goals so you can set things up and live your life NOW…not when some imaginary “retirement date rolls around.”

You want to feel secure about your job exit strategy - whether that’s retiring early, going part time, or quitting altogether to travel with your family (like I did). 

You want a financial solution that goes beyond just investing for retirement and asks how you can live that “retirement” life NOW, spend more time with your kids NOW, pursue that hobby NOW,  travel the world NOW, without sacrificing more of you. 

That's why I created...

The Freedom Investing Course
(1-On-1 Coaching Program)

An Investment Roadmap to Buy Your Life Back

A step by step process for optimizing your money, setting up your investments, and build an EXACT financial plan based on the life you want to live now AND for your financial future. With directly 1:1 coaching from me, Jacob Wade!

12 Week Coaching Program

with Jacob Wade

Sign Up Right Now!

(Enrollment closes Sunday, January 21st at midnight)


This course has been such a great help to me and my family. The initial financial audit and goal setting process was very helpful to evaluate our available resources and what was important to us. Along the way, we learned about different investment strategies, evaluated our current investments, and identified next steps ... A few simple changes have already resulted in my retirement portfolio almost doubling what it was projected to be on its previous trajectory! This brings such peace of mind and allows me to now strategize to address other financial goals like paying off my house.

This course aligned perfectly with the financial freedom that I desire for my family. I’m so grateful to have learned this information now so I can pass on the knowledge and resources to my kids as well. Jake was available every step of the way and is a wealth of information! Thank you!

- Sam A.

This program is for you if...

  • You know nothing about investing or retirement
  • You do know about investing & finance but you’ve never put it all together
  • You’re stuck in a job you hate and want to quit before you have millions in the bank
  • You can’t imagine ever retiring….but want to figure out if it’s possible (hint: yes, and sooner than you think)

Class 1: Intro to Investing
This module will be a complete overview of how investing works, the history of the stock market, the different types of investments you can make, how fees can affect your investment plan, and how to create an investment portfolio for your financial goals. In a simple-to-understand way, you'll learn how to speak the language of the investing world.

The end result? 
You’ll know how investing works, a complete overview of the types of investments available (and why you would choose them), and how to build an investment portfolio.

Class 2: The Investment Audit

In this module, we review your current investment choices and accounts, deep diving into the types of investments, where to find the performance numbers, and how to assess the fees with each investment. You will complete the Investment Audit spreadsheet to get a realistic view of your investment selection and asset allocation.

The end result? 

You'll find out how your 401k, IRA, and other investments have been doing and compare them to industry benchmarks to see how well they have performed. This will inform your investment choices going forward.

Class 3: Creating an Investment Portfolio

This module will be a complete overview of ho to build an investment portfolio for your lifetime. We'll cover asset allocation, asset classes, market sectors, and how to rebalance your account. We'll also review market risk and your personal risk tolerance to choose the right investments for your personality.

The end result? 
You'll choose which investments will go in your portfolio based on your risk tolerance, goals, and time horizon.

Class 4: Choosing your investment accounts

In this module, we’ll review the different types of investment accounts and which ones to use for your short-term and long-term investing goals. We’ll optimize your investments for taxes, keeping more money in your pocket so you can exit the rat race faster. At the end of this module, you’ll have a complete understanding of the most common types of investing accounts and how to use them.

The end result? 
We’ll take the frameworks we built in class 3 and apply everything to YOUR lifestyle, YOUR financial goals, and YOUR timeline.

Class 5: Choosing your accounts (brokerage vs retirement)

In this module, we’ll review the different types of investment accounts and which ones to use for your short-term and long-term investing goals. We’ll optimize your investments for taxes, keeping more money in your pocket so you can exit the rat race faster. At the end of this module, you’ll have a complete understanding of the most common types of investing accounts and how to use them.

The end result? 
You'll pick the best investing accounts for saving a BOAT LOAD on taxes on your way to retirement. Know exactly which accounts can help you save for retirement vs. shorter-term goals.

Class 6: The Financial Roadmap (order of operations)

In this module, we’ll put everything together in a complete financial roadmap so you know exactly how much to invest in which accounts. We’ll use the #CoastFi calculator to map out your financial journey, and review the 6 levels of financial independence you’ll hit along the way. At the end of this module, you’ll have 100% confidence in your investment plan and when you can hit the EJECT button on your current job.

The end result? 
You’ll have an EXACT PLAN for where to invest every dollar. You’ll know how much to invest in each account to have enough for retirement…and to quit your job!

I finally realized the truth...

When I was in my 20's, I finally took a hard look at my finances...and it wasn't pretty.

  • I had blown through a huge inheritance in less than 3 years.
  • I was working 2 jobs to survive
  • And I was spending over $1,000/month more than I made

But the combination and getting engaged and running out of money forced me to figure out how to put together a financial plan for my life.

After years of struggle, I finally had a bullet-proof money management system that helped us pay off over $40,000 in debt, buy a house at age 24 (my wife was 22), and invest up to 25% of our income.

But I was still missing something….

I kept climbing the corporate ladder. I got BIG promotions and started making great money too. I thought life was about to become easier…

But along the way to growing my net worth and my income, I lost sight of what I was chasing after in the first place.

Budgeting helped me escape living paycheck to paycheck…but it didn’t set me free.

And I became stuck…

Stuck at a job that was WAYY too stressful.

Stuck making good money, just to upgrade my my lifestyle, chasing “BIGGER, BETTER, MORE”
Stuck traveling 3 days per week while my wife was STUCK at home with 3 kids playing single mom while I was gone half the week.

And while the money was great…I was quickly burning out.

“This is not what I signed up for”

Long story short, I found out an investing secret that changed everything...

And I quit my job.

I packed up our family in an RV, sold the home and 90% of everything we owned, and traveled the country for 2.5 years.

I bought back YEARS of my life to spend precious, formative years with my family.

And I know that if I don’t put another penny in, I can retire at 67 with $80k per year until I die (based on historical investment returns).

Investing is the most powerful and important financial concept you can learn about.

It has the power to set you financially free.

And I want to show you how you can invest ENOUGH to stop living someone else’s script for your life….and start writing your own.

I created the FREEDOM INVESTING COURSE to walk you through everything you need to know about investing to buy back your life!

Meet Your Instructor

Hi! I'm Jacob Wade, financial coach and personal finance expert. I'm a professional writer for large financial publications (Forbes Advisor, Yahoo! Finance, Consumer Affairs, Investopedia, etc.).

My passion for finance started with my first budget, but the most POWERFUL concept I ever learned about was how to invest.

I've been investing for 20 years, writing about finance since 2012, and was able to quit my job at age 32 because of my investments.

No, I don't have millions in the bank, and yes, I still work...but on my own terms. I am enjoying 80% of the perks of retirement without waiting 40+ years to get there.

I created the Freedom Investing Course to help you do exactly that...invest in your FREEDOM and buy back years of your life.

Join me LIVE and let's build an investment roadmap together.

What's In The Course?

  • 6 Investing Course Modules (30+ Videos) –  You will gain access to the Freedom Investing Course, working through a new class Module every 2 weeks. This includes learning and homework that you’ll bring to our LIVE 1-on-1 sessions.
  • 6 LIVE 1-On-1 Coaching CallsWe’ll reserve 60 minutes every 2 weeks to review your homework, answer any money questions you have, and I’ll help you implement what you learned.
  • Unlimited support - 12 weeks of UNLIMITED email, text, and DM support.
  • Weekly Action Plans - Work through weekly assignments to get yourself on the path to financial independence.
  • Templates!Custom spreadsheet to track and plan your investment roadmap, investing cheatsheets, goal tracker, net worth tracker, and more.

Imagine that by the end of this program…

  • You have a completely optimized financial system for your money (and stop wasting it on stuff that doesn’t matter to you)
  • Your net worth it growing every month without even thinking about it (investments are automated)
  • You have 100% confidence in how to invest your money to become financially independent and retire early
  • You can fire your financial advisor and save thousands in fees while outperforming professional investors at the same time
  • You have an exit plan to quit your job way earlier than all of your peers

"The Freedom Investing Course really changed my financial future. My wife and I have always been good about saving and budgeting but not about investing in our retirement. With the tools we learned in the course we have confidence that we will retire millionaires."

- Travis B.

Enrollment Options:

Pay In Full

One Payment

  • Get Instant Access
  • No additional Payments
  • Lifetime access to recordings

$1,497 One-time

Enroll Now!

Payment Plan

Three Monthly Payments

  • Same price as full payment
  • Pay over 3 months
  • Lifetime access to recordings

$499/month (x 3)

Frequently Asked Questions

When Does The Program Start?

The first video lessons will be released on January 22, then every 2 weeks after that.

Here's a copy of the complete schedule:

PRE-WORK: Do This First!

  • Videos Released: Monday, January 15
  • Complete these exercises before the first Module is released

Module 1: Investing 101

  • Videos Released: Monday, January 22
  • 1-on-1 Meeting Window: Monday, January 22 to Friday February 2

Module 2: The Investment Audit

  • Videos Released: Monday, February 5
  • 1-on-1 Meeting Window: Monday, February 5 to Friday February 16

Module 3: Creating an Investment Portfolio

  • Videos Released: Monday, February 19
  • 1-on-1 Meeting Window: Monday, February 19 to Friday March 1

Module 4: Choosing Your Investment Accounts

  • Videos Released: Monday, March 4
  • 1-on-1 Meeting Window: Monday, March 4 to Friday March 15

Module 5: Financial Independence

  • Videos Released: Monday, March 18
  • 1-on-1 Meeting Window: Monday, March 18 to Friday March 29

Module 6: The Roadmap to Financial Freedom

  • Videos Released: Monday, April 1
  • 1-on-1 Meeting Window: Monday, April 1 to Friday April 12

Do I Have To Have a 401k?


This investment class will cover all types of investment accounts that are outside of your workplace. You don't have to have access to a 401k to begin investing.

In fact, there are several types of investment accounts that will help you save on taxes might even be BETTER than a 401k account. So if you don't have one...don't sweat it.

How Much Does It Cost?

This 12-week 1-On-1 Coaching Program has a price of $597 (one time only). If you need to split the payments up, we have a payment option for 3 payments of $499.

With the tools and strategies taught in the class, I expect most students will save MORE than the cost of this class within the first year of making the changes!

But even more, this class is about changing your entire money mindset, and showing you a roadmap that helps YOU define the type of life you want, and maximizing your dollars to create that reality!

Do I Still Have Access When Class Is Over?

Yes! You will have LIFETIME access to all the course materials, including videos and downloads.*

Do I Get 1:1 Coaching With Jacob?


This is the only program that offers 1:1 coaching directly with me. We will meet once every 2 weeks for a total of 6 meetings to build your customized financial plan, answer all of your money questions, and help you take action on your investments.

You will also be able to reach me directly through email or DMs for the entirety of the 12 week program, so you'll always be able to access direct support from me.

I want to ensure your success in the course and will help you along the way!

When Does Enrollment Close?

Enrollment Closes Sunday, January 21st at Midnight.

The first lessons will be released on Monday, January 22nd

Why Not Just Create An Online Course?

I've thought about this a lot. As someone who has taken a few online courses, there is a benefit in having a self-paced, learn when you can style course.

But I also know that I give myself too much room to procrastinate, and rarely finish the course 100%. Plus there's no accountability and no homework deadlines to keep me on track and making measurable progress.

The LIVE coaching model is a proven framework to keep you focused, on track, and making the MOST progress in the least amount of time. If you're serious about building a life free from money stress and crushing your goals quickly, joining this coaching program is the best way to make those changes.

This doesn't mean an online course for this won't be available in the future, but I don't know when that would be. If you want direct coaching from me and to have all your questions answered about investing...this is the time!

Does Class Cover Investing For Retirement?

Yes. This class is geared toward getting your investments in place for a secure (and enjoyable) retirement. This includes my order of operations for investing toward retirement (or Financial Independence), and we will talk in detail about "how much do you need to retire."

We'll cover every aspect of investing you need to know to manage your own investment accounts, save on taxes, and optimize your fees so that your returns crush most professional investors....with less than an hour of work every month.

Yes, it's possible. Yes, we will cover it all!

*lifetime access is for the life of the product


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