With the current period of high market valuations and low bond returns (2014), I was concerned about keeping and growing my investments. Todd’s teaching strategy was custom-made to my fledgling investment knowledge base. What I got out of our sessions (and selected readings) was a much deeper understanding of investing that gave me specific strategies to grow my portfolio safely using risk-management overlays. I’m now clear about my investment goals, and I’m more confident I will reach them using the tools and strategies from this course. This knowledge was well worth the money.
I was at a point in my life where I felt like I needed to get my finances in order. I went to the internet looking for answers and ended up at the Financial Mentor website. When I arrived at the website, I was impressed with the quality of the information. Never in my wildest dreams, though, did I think I would end up with a financial coach — it just wasn’t in the plan. After speaking with Todd just once, though, I felt confident that working with him had the potential to change my financial course, and boy was I right. Now, as I look back over the past 6 months, I feel so fortunate to have met Todd and learned from him. Previous to learning his investment process there was no rhyme or reason to my investment decisions. They were based on gut feelings and hunches, and my results were proof of the faulty methodology. Todd has taught me a mathematically sound investment process which I will be able to rely on for the remainder of my investing career. I feel as though I have been given the tools to think for myself and really analyze any investment decision through the lens of a valid investment strategy. I have already implemented the strategy and have seen positive returns in a short period of time (even during the most recent market downturn). What is even more important to me is that I feel as though I now have a bullet proof process which allows me to participate in the market’s upside, all the while giving me downside protection against major losses. I feel fortunate to have been Todd’s student and learned from him. He has a teaching style that will push you to think and learn and grow. Ultimately, though, his teaching will bring you to a whole new level of understanding. I feel securely placed on the path to financial freedom, and in large measure I have Todd and his coaching to thank for that.
I have learned more from Todd about investing and maximizing my internet-based business, LifeCoach.Com, than I have with any other coach I’ve worked with in the past 17 years, and I’ve worked with quite a few coaches!
I’m so thankful you coached me about the risk in those ATM deals. It saved my portfolio. I managed to get the bulk of my investment back and was just waiting on the last contract to expire. Unfortunately, the last check bounced so it is looking like I won’t get my last refund or any future payments. I barely got out soon enough to come out ahead, but with the refunds and payments I did receive I am very much in the black. Thanks for coaching me in the right direction.
I rarely do this (if ever!) but in your case I felt truly inspired to email you about your website. I especially love this page because I used to coach independent financial professionals on their marketing and business development, and I’ve never seen a financial professional who shares so much quality, straight-forward, down-to-earth information that truly helps the consumer choose where to get their financial information, and why.
And since I’m in the coaching/information marketing field, I’ve also seen so many ridiculously priced, how-to based, could-find-in-any-$25-book coaching programs (financially related or otherwise). It’s completely refreshing to read a well-written article on the different ways to get information and support!
So thank you! Wonderful site, and I’ll be sharing it and you with others!
Thanks Todd. I am loving your site and all the information. I have been to hundreds of sites and spent hundreds of hours reading up on retirement planning, wealth building, and investing. Your site is by far the most comprehensive and useful. I found your site at 10 pm about the time I go to bed. I didn’t go to sleep until 1 am. It is like drinking water out of a fire hose. Great stuff! Can’t wait to see what you send over the next 52 weeks.
The standard approach to diversify and “invest for the long term” essentially guaranteed me losses in the short term given today’s (2014) high market valuations. That didn’t feel right to me. Todd’s course gave me a realistic wealth plan. Before the course had completed I had saved more than the cost by avoiding portfolio losses. I would wholeheartedly recommend Todd and his approach to anyone who is looking to learn how to properly self-direct their investments.
When I started on this journey with Todd, my husband and I had no wealth or retirement plan and we were living paycheck to paycheck. In just one short year Todd helped us reduce our expenses by 30% AND create a wealth plan that is based entirely on REALITY; in fact, we’re already half way through implementing it!
I initially hesitated at the cost of the coaching sessions, but using just one of Todd’s negotiation techniques saved $40K on a real estate deal so the coaching has more than paid for itself.
I just wanted to say a great THANK YOU VERY MUCH! for helping me this last 6 months. I knew I wanted to retire and do something with my money but felt lost and uncertain. I used to think investing was just about diversifying and asset allocation, but you gave me a grander view and the confidence to run my own portfolio. Your course was well honed-out, all the pieces fit together, and the learning steps were in the right order. And you were the right person to teach it to me!
I was reviewing my notes and realized how much more confidence and less anxiety I feel toward investing now. I wish I had known this information 10 or 15 years ago. It would have made an enormously positive impact on my retirement planning.
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