5 Investing/Retirement Coaching Business Success Stories [2024]

Updated: November 1st, 2023
Start An Investing/Retirement Coaching Business

Here are some real life success stories of starting a investing/retirement coaching business:

1. Max Options Trading ($360K/year)

Max Heaney, the founder of Max Options Trading, came up with the idea after joining a Discord Group focused on strategies for stocks and stock options. As more people started asking him for advice, he realized he had valuable knowledge to share and decided to create his own group. Through transparency and dedication, Max Options Trading has grown to generate $24,000/month in revenue with over 400 active members.

How much they make: $360K/year
How much did it cost to start: $4K
Current team size: 6

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How I Started A Trading And Investment Community That Makes $30K/Month

Max Options Trading, a completely digital education platform founded by Max Heaney, has reached $24,000/month in revenue with over 400 active monthly members, and utilizes a combination of social media, Facebook ads, weekly newsletters, SEO updates, and partnerships to consistently attract and retain subscribers while maintaining transparency and authenticity in the stock trading industry.

About
Max started Max Options Trading about 4 years ago
Revenue
Max grew the business to $30K/month
Costs
It cost Max $4000 to start the business
Read by 3,000 founders

2. Master Passive Income ($5.16M/year)

How much they make: $5.16M/year
Current team size: 26

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Retiring Early with Real Estate: $15k a Month in Passive Cash Flow

Learn how Dustin Heiner retired at 37 by buying 26 rental properties within 9 years, and discover Master Passive Income's tips for building an automated business through real estate investing.

About
Dustin started Master Passive Income almost 10 years ago
Revenue
Dustin grew the business to $430K/month
Read by 535 founders

Learn more about starting an investing/retirement coaching business:

Where to start?

-> How much does it cost to start an investing/retirement coaching business?
-> Pros and cons of an investing/retirement coaching business

Need inspiration?

-> Examples of established investing/retirement coaching business

Other resources

3. 2X ($420K/year)

How much they make: $420K/year
Current team size: 15

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How to Create a 7-Figure Business Without Working 60+ Hour Work Weeks with Austin Netzley

Learn how Founder and CEO Austin Netzley's coaching programs have helped clients generate more than $172 million in less than two years by providing training, accountability, and hands-on coaching to reach full business potential and drive greater impact and income.

About
Austin started 2X about 6 years ago
Revenue
Austin grew the business to $35K/month
Read by 593 founders