Todd has coached many successful individuals over the past decades. Here’s what they have to say about his knowledge, expertise, and support:
I rarely have time to join in the live office hours calls and wish to convey my thanks for providing the recordings to listen to later. This is a huge perk, and it is greatly appreciated. I just wish I had found this course and community much sooner than I did. Again, thank you for all you do for this community.
– Kevin Donaghey
I live and breathe personal finance. It is a passion of mine both personally and professionally. I have read countless books and blogs, so I know the content that is available on the internet or at your local library. Working in the investment consulting world, I spend several hours each week reading professional content from the most recognizable firms on Wall Street geared towards investment professionals and retirement plan participants. Entire departments and marketing teams draw up this content—needless to say, my standards are high. The quality and consistency of your work in this course exceed most of the professional content I engage with. The content, format, and structure of the course are second to none. Your course has far exceeded my expectations. I can firmly say the price is a bargain for the value you get out of the course. Knowing what I know now, I’d pay 3X the price and wouldn’t bat an eye. It’s that good.
– Spencer Lewis Rose, Minneapolis, MN
In just 2.5 years since taking your course, we are on track to live dreams we thought were 15-20 years away. We came to this course following the frugal-FIRE path, and I was under the belief that I needed to build a huge paper asset portfolio or real estate mini-empire before living our dreams. It was daunting. Turns out, I was just using the deferred life plan and money as an emotional crutch. The lessons on opportunity cost were pure gold, and hearing stories from students worth multi-millions was eye-opening. Thank you!! Your course has been a game-changer for us.
– Cody Casperson, Bozeman, Montana
I have spent over $200K on coaches, courses, and gurus for financial education, and your material is the best by far.
– Jim Baker, Columbus Ohio
I steadfastly followed my plan for 8 years, and officially retired last week at 59. My business partners and colleagues all wanted to know how this was possible, including my older business partner. Some were angry that I achieved this goal ahead of them. Good education, steady investing, not overspending. My kids have learned something as well. From the bottom of my heart, thank you for what you do!
– Douglas Worden, Connecticut U.S.A.
I can’t believe it’s been over six years since I enrolled in your course and created my first wealth/life plan. I aim to become the best version of myself and make the greatest and most authentic contribution to others. Being in your course has given me a lot of confidence by transforming purpose and passion into a clear and actionable plan while living my best life in Bangkok. It has been life-changing for me, and I recommend you to everyone I know who I think might benefit from your wisdom and content.
– Jing Liu, Bangkok, Thailand
Life changing information and education. I did a yearly review of finances and my readiness for financial independence is leaps and bounds above what it was when I signed up for the course. 500x ROI in 5 years not joking.
– Peter Ashley
I used to believe financial planning meant working into my 60s. A year after taking this course, I’m already easing off work, over 15 years ahead of schedule.
– Joel Clermont
Great wealth building information. I have been in the financial industry for 20 years. I have never seen somebody cover the topic of wealth building with this depth. If you are serious about building wealth then definitely consider this education from Todd.
– Mohammed Nouri
The course price is affordable for what you get back, which is worth 100 times more. And there are so many extra-curricular activities that make this course “alive.” For example, Todd provides “Office Hours” once a week where you can ask him anything (and he is most generous with his vast knowledge)! Plus the sense of community the course has created is just invaluable.
– Rodrigo O
Todd’s guidance has helped my wife and I change our lives for the better. He helped us put structure around our money so that money now works for us instead of us working for money. With Todd’s help we developed a financial plan that allows my wife to feel secure in our future. Consequently, we left the rat race of living in a crowded city to live in some of the most pure air & water in the US. Not only did Todd help us develop our plan, but he is still available to provide support as we execute our plan and tweak it as circumstances change.
– Dustin Starbuck
The scientific principles Todd has taught me through his Expectancy Wealth Planning course make it difficult to imagine ever sitting down with a financial advisor again. The wealth plan I built isn’t just sitting on a shelf collecting dust like all the others. It is a living algorithm that ensures I consistently make decisions congruent with my values and goals as both my life and markets change.
– Mark Barrera
This “Thank You” is long overdue. The Expectancy Wealth Planning course has been the best financial education money I have ever spent without a doubt. I didn’t realize how valuable the wealth planning process would be, but as you’ve said many times, that is what everyone initially needs. I now understand and appreciate your systematic approach that builds the entire edifice from the ground up, brick by brick. I began your course in 2016 and achieved my financial goals in 10 years. I was able to fire my financial advisor in 2020 and have been managing my investment accounts independently ever since. The downturn in 2022 showed me how the process performs exactly as claimed, never straying too far from right. I am very grateful for this course and your continuing support in the office hours calls. I listen to every recording. It’s no exaggeration to say that I have received a hundred or even a thousandfold the value in return. I hope to follow and learn from this community for many years to come.
– Andrew Gaines, Littleton, Colorado