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Enroll in Expectancy Wealth Planning Now ?Even More Testimonials From Email and Google Reviews
“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
“Your course, education, recommended tools, and weekly support calls has led to a retirement that I never thought I would have. Each time I see days (like today) where the market is negative but my portfolio is positive, the “aha” moment happens again. Thanks so much for the extremely positive impact you’ve made on my retirement life.”
Terry Jennings
“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.
“Your course impacted me so deeply that I’m almost rethinking my whole life and assumptions that I’ve been working toward. I came into the course with the “mountain of assets” mindset. I’ve put my W2 job on top, but now I see how it’s only a piece of the complete puzzle. So much of my life was driven by assumptions that I never questioned before, and your course helped me see where my thinking went wrong. Target date funds, speculative real estate, crypto… mistake after mistake. I cannot realistically put into words what you and your course have done to improve my life and my family’s life. I feel I have missed out on so much living, fulfillment, and experiences. I’m almost 45, and I’m grateful to have found this course when I did.”
Jeffrey Rodenkirch
“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
“Even though I’ve been actively studying and researching personal finance and investing for the past 20 years, you have connected concepts in ways I’ve never seen before. It has helped me strategically focus my plan based on my skills, interests, resources, and goals. Surprising that I’ve never seen these concepts put together in such a logical, coherent, and useful manner. Well done!”
Adam B., Calgary, Alberta Canada
“I was quite desperate and confused when I started your course in 2018 at almost 60 years old. I didn’t know what to do or where to start, but your program was exactly what I needed. It gave me all the knowledge and insights to make a bespoke wealth plan and execute the plan. I worked diligently on my wealth plan for five years, and this has transformed my fortunes completely. I have recently retired from my career and am at a comfortable and confident destination, all thanks to your tuition and insights. The money I spent to purchase your course is among the best investments of my entire career, and I feel grateful to have chanced upon your course on the internet. I cannot thank you enough, Todd. Your program changed everything for the better for me.”
Kolawole Adeshina, Lagos, Nigeria
“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’m writing to thank you, Todd. I learned a lot from you. The training I got from you was different than any other, and I wouldn’t be where I am without that knowledge. I hear colleagues lamenting the retirement that could have been and now will not be – down 30%. I remain unfazed with my plan, in control, and my house is in order. Despite huge uncertainties and a potential layoff coming, I’m comfortable asking to be made redundant and “retired” at 50. I’m in an enviable position, in part thanks to you. Buying your mentoring is up there with my BS degree and marrying my wife as the best decisions that I have ever made. You are sincerely appreciated.”
Russ Thomas, Mandeville, LA.
“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
“I did your course in 2022 when I was 58. The power of your content surprised me. The course changed my mind totally, and now I’m going to retire beginning next year. I have to say thanks, and congratulations. You have to be proud for the work you’ve done.”
Pedro Elena, Madrid Spain
“This is more than investing knowledge, it’s also about putting it into action. In hindsight, I spent more time than necessary understanding and planning, and not enough on taking action. I’ve rebalanced thanks to you and the course. I only wish I had come across your teachings sooner. It’s a masterpiece of a roadmap.”
Niall Freely, Australia
“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
“What stands out today is how the program has matured into a living ecosystem: the tools and concepts are still directly relevant to my portfolio design and decision-making, and the community continues to provide exceptional value. Todd remains actively involved, showing up weekly to support members, without charging extra, and that commitment reinforces everything he teaches about integrity and stewardship.”
Leuk Andersen
“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
“I've been following Todd for years, and have completed his Building Wealth Course. I believe paying for his course is the best money I have spent in the last 15 years. It's incredibly thorough, provides tons of value (including many concepts that I've never seen taught anywhere else), and best of all, he keeps improving the content with weekly office hours and a forum full of dedicated members. I think the price he charges is an absolute bargain for what you get in return, and everyone that is financially able to should invest in themselves by becoming a member.”
Adam Rezner
“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
“There are so many financial gurus out there. Financial Mentor/Todd Tresidder is heads and shoulders above many others because he shoots straight. Not only does Todd educate, but he warns about hidden traps such as annuities and forecasting the market. He overdelivers!”
Najeeb Siddique
“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
“I have a MS in finance and investment and there are practical, next level concepts that weren't even on my radar. The course has caused a paradigm shift for me. More than anything else though, it has provided me with hope and excitement about achieving financial freedom in order to pursue my goal of leading a more fulfilling and meaningful life.”
Larry Good
“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
“When it comes to investing, Todd is a master. Even better, he doesn't use a one-size-fits-all approach to wealth creation and wealth management. What I really like about being a paying subscriber is that not only do I have ongoing access to Todd via the forums and weekly calls, but also the thinking of his other clients / customers who form an online community.”
Liam Friedland
“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
“I signed up for the Expectancy Wealth Planning course through FinancialMentor.com in 2018. Years later, it's still delivering tremendous value on a regular basis. Besides the course material itself, which is excellent and extensive, I've received great benefit from the weekly "office hours" phone calls, the private online forum, and a well-curated list of additional resources. It's been well worth the cost.”
Josh Horstman
“I have taken Todd Tressider's courses for years, followed the three asset approach he teaches, and yes it works--I am now retired, have millions, and yes, I continue to take and recommend his courses.”
Mel Kimsey
“Best and most thorough course I’ve seen for constructing a financial plan. If you’ve spent any time reading Todd’s blog posts then you know the level of quality and thoroughness to expect. The community and discussion that accompanies it is icing on the cake. No better spot on the internet for being surrounded by smart thinkers with a variety of approaches they’re applying in their own life. Happily giving this 5 stars because there aren’t 6!”
Courtenay Shipley
“Awesome course! I learnt so much. My only regret is I did not have this information many years ago. It's a game changer.”
John Atherton
“I bought the Expectancy Wealth Management course. I'm a CFO and Qualified Accountant, and also have read over 20 books on personal financial planning and listened to various podcasts and read lots of online articles. I've generated a great return on the cost of this course and my time, which is my ultimate measure being a VP of Finance! Just to repeat, this course is incredible. I cannot emphasise how much better this course is than everything else I've experienced.”
Umar Khan
“This course is next level understanding of building sustainable plans using a variety of assets (paper assets, real estate, and business). It has completely changed my confidence level about how to navigate through my retirement years and not worry about outliving my money. Todd's mentorship has been invaluable.”
MaryEllen Miller
"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
