Investing/Retirement Coaching Business

3 Investing/Retirement Coaching Business Success Stories [2024]

Pat Walls

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Updated: October 7th, 2024

In a world where financial security feels increasingly elusive, investing and retirement coaching offers a lifeline for many. This business involves guiding individuals on how to grow their savings and plan for a secure retirement, demystifying complex financial concepts along the way.

Imagine helping clients navigate the labyrinth of investment options, from stocks and bonds to mutual funds and retirement accounts. Your expertise can make a crucial difference in their financial futures, providing personalized strategies to meet their unique goals.

Starting this business requires a deep understanding of financial markets and retirement planning, along with strong communication skills. There’s a real chance to build a satisfying career while empowering others to achieve financial independence. With the aging population and increasing awareness about retirement planning, demand for these services is only set to grow. If you’re passionate about finance and helping others, this could be your ideal venture.

In this list, you'll find real-world investing/retirement coaching business success stories and very profitable examples of starting a investing/retirement coaching business that makes money.

1. Max Options Trading ($360K/year)

Max Heaney, the founder of Max Options Trading, came up with the idea after joining a Discord Group focused on strategies for stocks and stock options. As more people started asking him for advice, he realized he had valuable knowledge to share and decided to create his own group. Through transparency and dedication, Max Options Trading has grown to generate $24,000/month in revenue with over 400 active members.

How much money it makes: $360K/year
How much did it cost to start: $4K
How many people on the team: 6

How I Started A Trading And Investment Community That Makes $30K/Month

Max Options Trading, a completely digital education platform founded by Max Heaney, has reached $24,000/month in revenue with over 400 active monthly members, and utilizes a combination of social media, Facebook ads, weekly newsletters, SEO updates, and partnerships to consistently attract and retain subscribers while maintaining transparency and authenticity in the stock trading industry.

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2. Prosmartrepreneur ($114K/year)

Sayan Neogie, an engineering student, started his personal finance and entrepreneurship blog in 2018, initially as a way to make money on the side. After reading an article about a blogger who made over $100,000 per month, Sayan jumped into blogging without hesitation. Fast forward to 2021, his blog now attracts over 160,000 monthly readers and generates a full-time income, proving that blogging can be a profitable venture with minimal investment.

How much money it makes: $114K/year
How much did it cost to start: $4
How many people on the team: 0

Growing A Personal Finance And Entrepreneurship Blog To $9.5K/Month And 160K Monthly Visitors

This case study is about a college student who started a personal finance & entrepreneurship blog and now makes $9.5k a month with over 160k monthly visitors, showcasing how blogging can be a profitable business model with little investment and high potential for growth.

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3. The Modest Wallet ($102K/year)

Ricardo Pina, an engineer, started The Modest Wallet after feeling frustrated with financial advisors who didn't provide access to the best financial products. He wanted to share his knowledge and help others achieve their financial goals, leading him to create a personal finance blog. Through hard work and an SEO strategy, The Modest Wallet has seen success, bringing in an average of $8,500 per month in revenue after almost two years in business.

How much money it makes: $102K/year
How much did it cost to start: $1.5K
How many people on the team: 0

This Solo Founder Grew A Personal Finance Blog To $102K/Year

The Modest Wallet is a personal finance website founded by Ricardo Pina that generates an average of $8,500 a month in revenue by using an affiliate commission revenue model, with a strong emphasis on SEO to drive website traffic.

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Read by 10,267 founders