An exclusive, hands-on group for people who already invest and want structure, clarity, and a plan that holds through every market. 8 live Saturdays with me, and you leave with your Retirement-Ready Portfolio Plan in writing.
8 Saturdays · Starts October 3 · 9am PT / 12pm ETEvery session recorded. Small group.
$2,997 paid in full, or 2 payments of $1,597. Early bird through Friday, September 18.
The Ultimate ETF Wealth System
You already have a portfolio. What you don't have is a plan you trust.
If you just watched the video, here's the simple way to think about this program. It's a clear, written system for managing your money, so you always know what to do no matter what the market is doing. It isn't about picking the perfect ETF or predicting the market.
Over eight weeks, we work together to design your long-term ETF portfolio and, more importantly, the rules that govern how you manage it. Those rules are what remove the uncertainty, the hesitation, and the emotional decisions.
Instead of reacting to headlines, market drops, or conflicting opinions, you'll have a framework you can rely on. One that tells you when to stay the course, when to rebalance, and when to do nothing at all. This is a guided process. You're not left to figure it out on your own.
We've run this program twice now, and the feedback from both groups is what convinced me to run it again. Same system, same structure, same material, now on Saturday mornings, the slot people kept asking for.
You'll be part of a small private group, with live weekly calls, structured material, and clear deliverables. By the end of the program, you're not guessing anymore. You know exactly how your portfolio is built, why it's built that way, and how to manage it with confidence for years to come.
This program is for you if
You already invest, but still feel uncertain if everything is set up correctly
You want a simple, long-term ETF strategy you can manage with confidence
You're tired of reacting to headlines, market noise, and conflicting advice
You want guidance and accountability, not another piece of generic information
This program is not a fit if
You're looking for short-term trades, quick wins, or fast-money tactics
You want someone else to fully manage your money and make decisions for you
You're looking for hype, predictions, or performance promises
You're not willing to follow a long-term plan through different market conditions
What you leave with
Your Retirement-Ready Portfolio Plan, finished.
One document, five parts. By the end of 8 weeks it is written, and it is yours to keep.
1
Your investor identity, written down
Who you are as an investor, what you are investing for, and the rules you will follow. On one page you can hold.
2
A diversified ETF portfolio
Built with me, matched to your goals and your comfort with risk. Real funds in your real accounts.
3
Rules for the bad days
Exactly what you do when the market drops 20%, the headlines get loud, or a friend has a hot tip.
4
Contributions and rebalancing on autopilot
How much you add, how often, and when you rebalance. You set it up once in the program, then it runs.
5
A retirement paycheck plan
How your portfolio turns into income when you stop working, modeled with me in week 7, so you know the plan holds after the paychecks stop.
What you'll build over the 8 weeks
Three phases. One complete system.
Each phase builds on the one before it. Here is what happens in each, week by week.
1
Weeks 1 to 3 · Oct 3, 10, 17
Foundation and clarity
Before you pick a single fund, we get clear on who you are as an investor: your goals, your timeline, how much risk you can actually live with, and the rules you will follow. Then we choose your core ETFs together.
Week 1Why most investors underperform the market
Week 2Live portfolio teardown examples
Week 3ETF selection workshop: building your core portfolio
You leave this phase withYour Investment Policy Statement, your core portfolio picked, and a week 1 score of the portfolio you walked in with.
2
Weeks 4 to 5 · Oct 24, 31
Building and automation
Your portfolio goes from paper to real. Which account holds what, how much you add each month, and when you rebalance, set up so it runs without you thinking about it.
Week 4How to invest confidently, even when markets feel expensive
Week 5Live rebalancing workshop and spreadsheet walkthrough
You leave this phase withAccounts set up, contributions running, and your rebalancing spreadsheet.
3
Weeks 6 to 8 · Nov 7, 14, 21
Real-world preparation
The part most investors skip. What you do in a crash, how a portfolio turns into income in retirement, and a full review of your plan before we finish.
Week 6The bear market playbook: what to do in a crash
Week 7Live retirement withdrawal modeling
Week 8Live graduation and full portfolio reviews
You leave this phase withYour bear-market rules, a retirement withdrawal model, and the same five-point score run again on the portfolio you built.
Live weekly coaching calls
Every Saturday, we meet live as a group.
8 Saturdays, 9am Pacific / 12pm Eastern. Every session is recorded. Click a date to see what we cover that week.
Week 1 · Phase 1
Why most investors underperform the market
Saturday, October 3
9am PT / 12pm ETLive with NolanRecorded
What members are saying
Straight from the members.
Real reviews and comments from members. They describe learning experiences. Investment outcomes vary.
Overview of what's inside
Everything you get.
Included
8 live coaching calls
Each phase walked through live, your questions answered in real time.
Included
Every session recorded
Miss a Saturday, or go back to any week whenever you want.
Included
ETF model portfolio templates
Starting points for different goals, timelines, and risk levels.
Included
Private cohort community
A small, focused group going through the program together.
Included
Allocation and risk tools
How much risk makes sense for you, and how to structure around it.
Included
Rebalancing and contribution frameworks
Clear rules for when to rebalance and how to invest consistently.
Included
Withdrawal and income tools
Think through income and long-term sustainability before you need it.
Included
Portfolio review and roadmap
A structured review of your plan and exactly how to move forward after.
Enrollment
Save your seat in Cohort 3.
One program. 8 live Saturdays with me, October 3 through November 21. Pick how you'd like to pay.
Best valuePay in full
$2,997
One payment. That's it.
Early bird through Friday, September 18Enter code EARLYBIRD10 on the checkout page and 10% comes off before you pay. You'll also join a small-group Q&A with me before the first session.
Secure checkout on Whop. Both payments on the same card.
Enrollment opens soon.
1Check out on Whop2Your Circle invite arrives by email3We start Saturday, October 3
Cohort 3 is a small group. Once it's full, enrollment closes.
Not deciding today?
Get the details in your inbox.
Put your name and email in and I'll send you the details, so you can decide with the full picture.
Common questions
Before you decide.
What if I can't make a Saturday call?
Every call is recorded. Watch it when you can, and bring your questions to the next one.
Will you manage my investments or tell me what to buy?
No. This is an education program. You'll make your own decisions and manage your own accounts. I teach the process and answer your questions along the way.
I'm already retired. Is this still for me?
Yes. The program covers building and managing your portfolio, and Phase 3 works through income and withdrawals. You use the material for the stage you're in.
How does the early bird work?
Choose Pay in full and enter the code EARLYBIRD10 on the checkout page. You will see 10% come off before you pay. It runs through Friday, September 18, and early-bird members also get a small-group Q&A with me before the first session.
What do I actually walk away with?
Your Retirement-Ready Portfolio Plan: your investor identity and goals, your ETF allocation, your rules for market drops, your contribution and rebalancing process, and your retirement income plan, all in one written document you built with me. It is yours to keep and to update as your life changes.
Where does the program happen?
Payment runs through Whop. Your lessons, recordings, and community are in Circle. Your invite arrives by email right after you enroll.
What are the payment and cancellation terms?
The full terms and payment schedule are shown on the checkout page before you enroll.
Cohort 3 · Starts October 3
Let's put your retirement-ready plan in writing.
By the end of the program, you're not guessing anymore. You know exactly how your portfolio is built, why it's built that way, and whether it will carry you through retirement. Written down, and yours.
