I first stumbled upon Cole and his course while tuning into a Darcy Ungaro podcast. Cole talked about the different types of investors he encounters, from the super motivated and well-positioned to those who probably shouldn't invest at all. One of Cole's best qualities is his ability to assess where you fall on that spectrum and ensure you don't get in over your head.The "New and Nervous Parents" type really struck a chord with me. We had just welcomed a baby and were determined to provide her with what our families couldn't—generational wealth and the freedom to pursue her passions without financial pressure. My husband and I had dabbled in investing over the years, often influenced by office chatter and quick to sell at the first sign of trouble, without truly understanding the companies we invested in.I shared the podcast with my husband, who was initially skeptical. But after our first conversation with Cole, his clear and confident explanation of the course and the opportunities it offered convinced us to dive in. We started the course the very next week, and it did not disappoint. The 8-week journey was intense, but also a lot of fun and incredibly empowering.We wrapped up the course in September 2023 and haven't looked back since. We took a hard look at our existing portfolio and sorted out the Cat Fish from the Fat Fish—sadly, no Fat Fish in sight, which wasn't too surprising given our previous uninformed optimism. We sold off all our less desirable investments and are now genuinely pleased with where our money is going. We take the time as a couple of continue to do the work on our investments and to hunt for more treasure. Our only regret over the past year and a half has been the tight financial belts we've had to wear (thanks to the jealous mistress of the mortgage and high interest rates), which meant we couldn't invest more into our Fat Fish. We're eagerly looking forward to celebrating our second Fat Fishiversary this September, and we just know you can too if you embrace the process and let Cole open up your world.
Claim your business profile now and gain access to all features and respond to customer reviews.
Popping people's stock cherries since 2010. We help wannabe retirees make more by investing as a hobby than they earn in their jobs so they can retire on their terms and conquer the terror of outliving their money.