Today, she’s excited about her newfound confidence in investing, and enjoys watching her investment portfolio and income grow. Through the program, Karen learned to design an investment portfolio, and about different investment products like ETFs. She enrolled in Mastering Money, an online financial education program run by SkilledSmart helping adults learn to save, invest, and manage their money. So, in the middle of the global pandemic, Karen, then in her mid-60s, decided to proactively improve her financial education. Although their house was paid off, Karen wasn’t sure that she or her husband would ever be able to afford to retire. There’s always room to learn, and I didn’t want to just sit back and do nothing.”Īnother motivator behind Karen’s desire to become a more confident investor was greater security for retirement.

I was interested in seeing what else I could do to improve our position, especially when it came to investing. “As I approached my senior years, I did start to become more aware of our finances. Money overhaul: How this mum-to-be went from $7/hr to a 6-figure fortune by age 32ĭivorce left her broke, but this woman made a $20K comeback in 9 months How this 27-year-old built a $175k portfolio from scratch I did dabble in shares over the years, but on-and-off relationship, and in any case we never had much leftover to put into investments,” Karen said. “I’d always tried to be diligent with our finances. But once she entered her 60s, with the house paid off and the kids out of school, she wanted to make sure she was making the most of her money. Karen had done a good job of managing her finances and making ends meet, although between the mortgage and school fees there was never much left over for savings. Karen's finances have rocketed thanks to smart investing.

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