May 13, 2026
Types of Equity Investments Explained Simply
Equity investing is often spoken about as though it is a single strategy. In reality, equity investments come in many forms, each designed to serve different financial goals, risk levels,…
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Not your average courses or conversations. Planning Made Simple is not only easy to use but easy to understand. Both my wife and I appreciate knowing this community isn’t like other social media and the information we learn here is taught by some of the top professionals in their field. This platform is worth joining.
John and Brenda Orlando
Retired Investor & Spouse - Minneapolis, MN
The courses are perfect for my level of attention. I can dig deeper on topics I care about, or ask community members for feedback on where to start learning next. Planning Made Simple feels like the piece I was missing to really skyrocket my retirement planning. #worthit
Bill Dunnham
Independenet Investor - San Diego, CA
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment… Read More
Janes Weiss
Retiree & Independenet Investor - Charlotte, NC
Planning Made Simple changed the course of my investing. As a newer investor and a retiree, I was looking for ways to better understand my investments and how I can ensure they’ll benefit my family after I’m gone. Not only did the courses help educate me, but my fellow investors were there to answer questions and helped to guide me through my investment process.
I cannot recommend Planning Made Simple enough.
Janes Weiss
Retiree & Independenet Investor
Charlotte, NC
If you’re thinking about joining Planning Made Simple, I cannot recommend it enough. As an investor with years of experience I enjoy the discussion I have with other investors on the platform. Staying up to date with trends in the industry and sharing tips on investments as well as retirement plans.
Robert Bishop
Non-licensed Investor - North Carolina
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