WHAT BEGINNING INVESTORS CAN EXPECT TO LEARN
BUILDING YOUR FINANCIAL FOUNDATION TO CREATE FUTURE WEALTH
Investing does not have to be scary or complicated even in these very uncertain times. It does not need to be overwhelming or take countless hours per week to start or monitor your investments. Take it from me, you don’t need a degree in math or a MBA. Investing can be Simplified! Actually, anyone can learn the important principles, strategies, & processes of investing that produce compelling outcomes. So start taking control of your investing life today. You can actually do this, and my past students are proof positive (multiple testimonials can be found below).
Are you a complete beginner, Millennial, Gen Z, or any age novice investor eager to navigate the overwhelm of the stock market with confidence and a proven process of a more seasoned investor? Or an individual looking to begin building wealth in the market with less than previous stellar results? Or someone that is completely overwhelmed and has absolutely no idea how to start? Look no further! In this immersive and interactive six week-class LIVE course, led by a seasoned Wall Street veteran and alumnus of Harvard Business School, you will gain the skills, insights, and clarity with essential strategies to start gaining financial freedom, and how to make money in any economy.
Throughout the program, we will delve into the fundamental principles and key concepts of finance & investing, empowering you to make better informed decisions and avoid costly mistakes that often plague beginner and novice investors. With a focus on providing you with practical and actionable guidance, this cohort combines comprehensive instruction with real-world examples, case studies, and interactive discussions. Each class will have real life stories, teachings, and tools to implement.
At the end of the six weeks, you will know HOW to invest, WHAT to invest in, WHICH investment vehicles to utilize, and WHEN to buy and sell in your newly opened own brokerage account. All this in an easy simplified written out process for you! So we would love for you to make your first investment in yourself today, and join us here in Investing Simplified!
THE CLASS SYLLABUS
Join us on Zoom once a week for a dynamic learning experience that includes live 60-90 minute sessions, involving lectures, Q&A, interactive exercises, and engaged discussions with fellow participants. Easy follow-up homework will also be assigned. By the end of the program, you will have the tips, tools, and solutions to invest with confidence & clarity, saving yourself years of costly mistake$, while greatly accelerating your journey toward financial investment success. Class size is limited to encourage individual instruction and class interaction.
CLASS 1
BUILDING YOUR FINANCIAL FOUNDATION WITH THE RIGHT MONEY MINDSET
Cultivating the right money mindset to approach investing with confidence, clarity, & discipline. Topics will include overcoming fear & anxiety about money, understanding your own financial situation & past, overcoming information overload, mindset shifts for investing success, financial goal setting, and defining your WHY for investing.
CLASS 2
NAVIGATING THE INVESTMENT LANDSCAPE
Do your eyes glaze over when you hear investment jargon like stocks, bonds, real assets, ETFs, asset allocation, diversification, inflation, Rule of 72, fundamental & technical analysis, savings vs investing, compound interest, and more? I will simplify terms, make them fun, focus on the most important ones, and help you gain an understanding of these essential concepts, and why they matter. We will also walk you through opening your own investment account online (no matter how little $ you may have to start with), as well as which types of accounts make the most sense for you.
CLASS 3
GETTING STARTED WITH INVESTING
Learn what to invest in and when! We will explore six different asset classes, including U.S. domestic stocks, developed international stocks, emerging markets stocks, bonds, real assets, and money market/cash, and their important role in constructing a well-rounded portfolio. We will put into practice what you learned in Class 2, and learn which of these assets to invest in, when and why, as well as which simplified investment vehicles will get the job done in the least amount of time. Fun homework exercise!
CLASS 4
RISK & REWARD
Risk & Reward are a very important concepts in investing. Learn how to assess and manage risk in the market while seeking positive investment returns. Fun, but important topics will also include discovering your own risk tolerance, the importance of drawdowns, benchmarking, rebalancing and what missing the top up and down market days does to your returns. We will work on drafting an asset allocation pie chart for each class member, and begin filling in those asset classes with individual securities.
CLASS 5
CRAFTING YOUR PERSONALIZED INVESTMENT STRATEGY
Discover proven investment strategies that thrive in any market condition. This includes understanding bull (up), bear (down), and volatile markets. Key topics will include the importance of having written buy & sell rules, the fallacy of buy & hold (hope) thinking, position sizing, tactical allocations, and how to preserve your money in down markets. I will share my favorite investing websites to assist in your 30-45 minute WEEKLY monitoring & how to use them, a one page Investment Process Checklist, and my simplified Stop Light (Green-Yellow-Red) Current Market Outlook Indicator, which tells you when to invest & how much!
CLASS 6
PUTTING IT ALL TOGETHER: YOUR PATH TO FINANCIAL FREEDOM
We will review & recap key class concepts. We will continue with step-by-step guidance on constructing your first investment portfolio tailored to your financial goals, risk tolerance, and investment time horizon. At the end of the class, you will combine what you have learned with the help of your instructor and classmates. At this point you will have created a custom investment plan that fits your specific investment circumstances, no matter how much or little you can initially invest. You will put this plan into action by placing trades in your live portfolio in your new or existing brokerage account. Class will end with an in depth Q&A. Confidence and clarity achieved! Be prepared to be amazed! Further one on one Zoom calls are available with instructor.
BONUS ADDITIONS
WHAT ELSE YOU GET!
1) PDF of investment terms
2) Investment process checklists
3) PDF of easy-to-understand investment websites for further insight & analysis into current and potential watch list portfolio positions.
4) One-Page Checklist for 30-45 Minute Weekly Investment Monitoring Routine
5) Private Facebook Group for course participants for community interactions, sharing, and encouragement with other like-minded people who want to grow in their investment knowledge. Make new friends that now share your newfound interest in money & investing. This FB Group will continue after last class ends & Scott definitely stays active with his weekly investment posts & answering questions from members.
6) Short homework tasks after most Live Zoom classes. Individual & group exercises that encourage collaboration & help one another, ensuring no one gets left behind.
7) Direct access to Scott with guided feedback. Weekly check-ins and access to Scott via chat, text, or email. "Money never sleeps".
8) Lifetime access to all course materials. The 6 class live replays are also available for further review, or for those that happen to miss a class.
VIP UPGRADE
Investing Success Accelerator ($200 Upgrade)
Only 10 Spots Available! ACT SOON!
Here's Exactly What You Get:
Private 1:1 VIP Investment Zoom Call (60 Minutes) ($150 Value)
Personalized strategy session with Scott
Get your specific questions answered
45-Minute VIP Group Q&A After Each Class (6 Sessions) ($338 Value)
Dive deeper into that week’s material
Get real-time feedback
Free Investing Simplified Monthly Membership For One Year ($564 Value)
Monthly Zoom Calls (recorded)
Monthly Market Updates via email
Periodic AMA Lives (Ask Me Anything) via Zoom
Green Light/Yellow Light/Red Light market updates & strategies as they occur
New ETF (Exchange Traded Funds) Ideas to add to your watch list
Total Value = $1,052 for only $200 more
That's an 81% Savings!
MEET YOUR INSTRUCTOR
Scott Mullen is a FINRA licensed (Series 63 & 65) Private Wealth Management and Investment & Portfolio Management Professional. He is also a High-Performance Coach, Teacher, Speaker, & Course Creator. He is both a Harvard Business School & University of Virginia alumnus.
Scott teaches beginner & novice stock market investors how to build their own financial foundation for future wealth & financial freedom, as well as how to make money in any economy with confidence & clarity, saving them years of costly mistakes through his fun LIVE 6-week interactive program📈. Scott has over 38 years of Wealth Management & Investment/Portfolio Management experience. He is currently works at Belpointe Asset Management, LLC ($6B in assets) as Senior Managing Director- Investments. He has worked at top Wall Street Firms, SEC Registered Investment Advisor Firms (RIAs) with account minimums of $25M, and has run (as President & COO) a complex $1B Single Family Office (SFO) with 20 employees, which invested across multiple asset classes in both the public and private sectors. Therefore, he has sat on both sides of the Wealth & Investment Management table as a professional and a client. Scott believes that there are a lot of investing principles & strategies that current financial advisors & brokers are simply not equipped or educated to deal with. He believes performance results matter, preservation of capital in down markets matters, and investment expenses matter. Scott's primary professional focus has been working with Entrepreneurs, High Net Worth Families, Business Owners, and Senior Executives. Specialties: Wealth Management, Investment Management, Portfolio Management, Asset Allocation, High-Performance Coaching, Leadership, Course Creation, & Entrepreneurship. Scott also enjoys working out, reading all things non-fiction, and trying to lead a wellness lifestyle. Married 35 years to Terri with four amazing adult children.
Scott K. Mullen
Scott@TheMullen6.com
NEXT STEPS
Classes will start on Wednesday July 2, 2025 at 4pm PT / 6pm Central / 7pm ET.
Classes run for 60-90 minutes max.
For more details and to answer any further questions you may have, you may DM Scott on Facebook Messenger or via LinkedIn, or at the email address below. He looks forward to speaking with you.
PAYMENT OPTIONS BELOW:
COST:
$497 Investing Simplified
$697 with VIP UPGRADE
Prices good through 7/2/25 12pm PT.
Limited availability, so sign up today!
Pay with ZELLE
$ 497
Investing Simplified
$ 697
Investing Simplified VIP
Send to:
scott@themullen6.com
Pay with APPLE PAY
$ 497
Investing Simplified
$ 697
Investing Simplified VIP
Send to:
scott@themullen6.com
Don't believe us, believe them!
Read these testimonials...
Before taking Scott's Investing Simplified class, I was scared of even starting my own portfolio. I had opened a couple of brokerage accounts, but I never funded them nor made any investments. I was thinking that it was too complicated.
Since I took the class, I have created my portfolio and I am making transactions by myself. I keep growing my portfolio by adding a portion of my income every month and investing it there.
I am starting to see some positive gains. The course also helped me realize the value of compound interest first hand, and starting early in life. I am now encouraging my children to take Scott's class, open their own account and start learning to invest.
I would definitely recommend Scott's Investing Simplified course to anyone who is interested in investing but have not yet started because of fear of losing money, or because they think it is too complex, or because they think it is going to take a long time to learn and get started. The course is simpliflied, yet the content is very valuable. Scott did a great job compressing years of experience and knowledge in his career in this course.
Investing has always felt like a foreign language to me - scary, confusing, and full of expensive mistakes just waiting to happen.
As a college student, I wanted to learn more and start building my future but didn’t know where to begin. Every time I Googled ‘how to invest,’ I got bombarded with financial jargon, conflicting advice, and pressure to ‘get rich quick.’ I lost money on meme stocks, stressed over market swings, and almost gave up entirely.
My dad encouraged me to sign up. So I did. Scott's Investing Simplified class everything changed for me.
For the first time, someone broke down the why and how of investing in a way that actually made sense.
I learned:
-How to pick investments that match my goals (not just hype).
-The exact steps to start small, even with just $50/month.
-How to avoid the costly mistakes most beginners make.
Now, I invest with confidence instead of fear. If you’re tired of feeling lost or intimidated by investing, this class is the game-changer you need.
Scott Mullen became the personal finance coach that I always desired. At first I was apprehensive, but Scott’s knowledge, personality and experience makes one feel that he understands all scenarios, which he does. Scott helped me build a foundational financial education to understand the market and begin to build upon that knowledge. I now feel much more equipped with tools and understanding.
Scott's class was organized with a class syllabus to follow, each class topic built upon the other for all six sessions, and class six pulled it all together. He was always available for questions and kept the class at a good pace.
He also taught us next steps, and the importance of a short (20-30 minute) weekly investment monitoring routine taught and outlined in class.
To anyone with financial apprehension, I would say: “Anything is Figure-outable.” With an excellent, financial coaching experience in Scott Mullen, investing is not only figure-outable, but an enjoyable educational experience!
I am grateful to have taken Scott Mullen's Investing Simplified class. Scott is personally invested in helping each student understand their financial situation and achieve their financial goals. Whether you are looking to invest a bit of money wisely or seeking to deep-dive into the market, this class will get you on the right track.
Scott creates an interactive class environment, and he makes himself readily available outside of the main sessions. Thanks to this course, my money market knowledge-base has grown immensely, and I feel more equipped to invest my money wisely.
I recommend this course to both novices and experts - everyone will come away having learned something new.
I had always had in interest in investing but never took the plunge of starting because I was nervous and did not feel like I even knew where to start/how to go about it. I started listening to more podcasts about money management and investing but the theme seemed to be “you should start” but never said HOW. The jargon was daunting.
As someone who felt like an investing newbie and felt overwhelmed with the process, Investing Simplified was the perfect course! It has allowed me to take action and not feel overwhelmed.
The thing I liked most during this course was the fact there were action steps. Scott kept us accountable with our goals, but also SHOWED us how to start investing and the different options on how to go about it. I was also able to set up zoom calls with him outside the class to ask more questions and to further help set up my portfolio.
I got so much out of this course and am so grateful for it! The biggest win is that I started investing, set up a diversified portfolio, and also got my Roth set up. The biggest help too is that he helped me switch my accounts from a big name company that was essentially robbing us of potential investments. I am so excited to grow my wealth for my future and my family. I can’t wait for more classes to come!
Before I received coaching from Scott, I had some general investments floating around in the market, but I failed to take much action mostly due to my lack of knowledge in investing. For the most part, I held the mindset of feeling like I needed to learn more before I started taking more control and putting my money in more strategic places.
I have learned the foundations of how to be self-sufficient with investing, but I also feel like I am set up for success because I am developing tools to help continue my learning/growth. I have found that Scott is good at simplifying concepts and also is proactive in his assistance throughout the course.
I felt confident enough to pull my Roth IRAs and take full control of them. I also am more comfortable, buying/selling specific holdings in order to make my portfolio more optimal. By investing a small amount of time every day (under Scott’s direction), I feel like I am absolutely on the path to be well ahead of my peers with investing.
I would absolutely recommend this to anyone. It’s a small investment of time and money now, which will allow you to have more time and money in the future.
I was hungry and looking for guidance in the investing world. I have been frugal with my money all of my life but I realized frugality in Southern California doesn’t get you much. After failing in the stock market by myself, I knew I needed to learn simple steps to getting my money right.
With Scott's class, I gained confidence in recognizing what is going on in the stock market. I went away understanding the disciplines I need to properly buy and sell stocks & ETFs. And I learned the importance of not hoping or betting but following the trend as it comes.
I would recommend Scott Mullen’s Investing Simplified course for anyone who is afraid of the stock market or doesn’t know where to start on their investing journey. Scott will provide the clarity and confidence you need to get started.
My friend originally convinced me to join the class and I have truly received my money’s worth!
Before I took Scott’s class, I didn’t know much about investing. I just knew I had lost a lot of money with my financial advisor at the time and knew something had to change. I believed Scott's class was going to be well worth it, and it 100% was!
After Scott's class, I feel like I have as much, if not more, skills than what I was paying my old financial advisor, which I ended up firing! For anyone thinking about taking Scott’s class, I would say DO IT!
I have told my daughters and friends about it and impressed upon them how they should take the class. If I would have had something like that earlier, I would have much more money in my investments now.
Scott has the experience and expertise, but also the skill and desire to teach. Sign up now, you won’t regret it! a
I was having difficulty figuring out how I could be making money by investing in the stock market as part of my retirement financial portfolio due to the lack of knowledge or understanding on the principle of making well informed investment decisions. My initial objections on taking the class were the lack of knowledge about investment concepts, portfolio diversification and the mystified idea regarding the complexity of the stock market.
During the course, I learned the importance of how to analyze securities to diversify your investment portfolio. My key takeaways were that the complexity to invest in the stock market was all in my mind. Following Scott’s approach allowed me to understand all the financial concepts in a much simpler way to analyze the market and invest using the right investments as you build a well balanced investment portfolio. Scott’s coaching was clear in making it easy to comprehend.
After the six class sessions, my confidence & clarity was greatly improved when it comes to investing. I now feel very confident in building my investment portfolio.
Thank you, Scott for going above and beyond as you walked us though the material with simple explanations that has now provided me the confidence on investing. Thank you for sharing all that wealth of knowledge and making “Investing Simplified ” such a fun and educational course!
This wonderful investing course that has opened my eyes to so many possibilities.
Before I took Scott’s class, “ Investing Simplified,” I didn’t understand investing very well. What would I invest in, who would I connect with that can advise me… I did not understand how it works and always found it to be an overwhelming subject. My initial objections on taking the class were that I’m going to struggle with the material that everyone else already knew so much more. I didn’t have a portfolio or know anything about diversification and its importance. How was I going to fit in?a
During the course I found it to be very interesting, enlightening and informative. I learned so much. I learned about different ETF’s, which i knew nothing about before, and why it’s so important to diversify. My key takeaway was how to build a portfolio, and understand what areas are right for investing by analyzing the market.od
Scott’s coaching was superb. He took his time to explain when we needed it, he made things clear and a lot more easier for everyone to follow no matter what level we were at. Everyone was benefiting, no matter the level we came in with.
I would highly recommend the “Investing Simplified” course to anyone wanting to work on their portfolio, learn to invest strategically and/or expand their financial knowledge. Scott’s support and guidance was incredibly valuable.
I was feeling unsure if the stock market could actually make me money. I did not understand how it works. I’ve seen other people including my ex-husband investing, which I found super complicated and overwhelming to even think to try understanding it! My initial objections on taking the class were that I will loose money. I did not know anything about diversification!! So so important.
I learned so much about different types of investments, something I never knew about before. My key takeaways were how to build the portfolio and how to analyze the market to invest in the right areas. Scott’s coaching was amazing. He made things clear, a lot more easier to digest and understand.
After, Investing Simplified's six class sessions, my confidence & clarity was lifted. I now feel much more confident to start building my little investment portfolio.
This class was a great opportunity. There are not other people out there that you can learn this from (at least I don't know of any?!) unless you are playing in the big market. It is very unusual to find someone like Scott to teach you how to do this!
If you want to be more financially educated, you will not regret taking this class!
Thank you to Scott! It was fun, and educational!
LET'S CONNECT
Email: scott@themullen6.com
"Investing does not have to be scary or complicated, even in these uncertain times." - Scott Mullen
"Remember there is always a bull market somewhere!"