Retirement & Personal Finance Consultant

Retirement & Personal Finance Consultant Success Stories [2024]

•

Updated: October 7th, 2024

As individuals are retiring earlier and more often than ever, there is an increasing demand for these types of services. A retirement consulting business can tap into a growing market of individuals seeking professional guidance for their post-work years.

A retirement consultant specializes in helping individuals plan for a secure and fulfilling retirement.

They assess clients' financial situations, recommend strategies for savings and investments, and guide them on how to achieve a comfortable retirement lifestyle.

In this list, you'll find real-world retirement & personal finance consultant success stories and very profitable examples of starting a retirement & personal finance consultant that makes money.

1. Astute Actions Inc ($360K/year)

David Ning accidentally stumbled upon the idea for his personal finance website, MoneyNing.com, when his personal blog started attracting advertisers. He decided to focus on money management because of his passion for the subject, and the site quickly grew to receive 200,000 monthly visitors. Through networking and genuine content, David was able to build a successful business with minimal startup costs and ongoing profitability.

How much money it makes: $360K/year
How much did it cost to start: $10
How many people on the team: 1

How I Started A $30K/Month Blog About Personal Finance

MoneyNing.com, a personal finance website that receives 200,000 monthly visitors, discusses how the founder's accidental and passionate interest in tackling personal finance has led to its profitability through advertising, affiliate marketing, and email campaigns alongside insights on building long-form content and networking with the community.

Read this case study

Read by 9,553 founders

2. 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.

Read this case study

Read by 10,267 founders

3. Konto-Kredit-Vergleich.de ($24K/year)

Sascha, a mechanical engineer with a passion for finance, started Konto-Kredit-Vergleich.de, a German finance blog specializing in loans, banking accounts, and car leasing. After struggling to gain traction for 18 months, Sascha had a breakthrough when he published an article during the beginning of the COVID-19 crisis, which led to a significant increase in daily readers. Today, the blog generates a monthly income of over $2,000 USD.

How much money it makes: $24K/year
How much did it cost to start: $0
How many people on the team: 0

How A Mechanical Engineer Runs A $2K/Month Finance Blog Side Hustle

German finance blog founder Sascha shares how he turned his website into a monthly 2,000 USD income with minimal social media and no ads, by creating high-quality content that solves real-world problems for readers in areas like loans, banking accounts and car leasing, and leveraging affiliate marketing.

Read this case study

Read by 2,856 founders