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Sunday, April 06, 2025

The Invest Well Challenge

A six-part series designed to help you get good at money, so you can be a little bad. 

Investing well isn’t just about setting yourself up for a comfy retirement — it’s getting the bills paid, enjoying small indulgences like that $7 coffee, pursuing a passion project, and having the confidence to splurge on a luxury vacation. After all, haven’t you earned it?

If you’re looking to level up your finances and enjoy your money, take The CurrencyTM’s Invest Well Challenge to boost your investing know-how in areas like:

  • Investing in the stock market
  • Building a diversified, tax-efficient portfolio
  • Putting a number on retirement readiness
  • Unlocking ways to splurge on life’s best moments

How it works: Each week, you’ll get access to an investing lesson and hands-on exercise to help you invest well on your way to financial happiness. Empower financial professionals share how to:

Week 1: Go for your goals

Week 2: Identify your risk tolerance

Week 3: Choose your investments

Week 4: Calculate your retirement number

Week 5: Build a tax-efficient portfolio

Week 6: Live a little

Subscribe to The Currency newsletter to receive each week’s challenge straight to your inbox, starting April 3, 2025, or dive in below.

Take the challenge

Week 1: Go for your goals

Week 2: Identify your risk tolerance

Week 3: Choose your investments

Week 4: Calculate your retirement number

Week 5: Tax-efficient investing

Week 6: Live a little

Get financially happy

Put your money to work for life and play

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. No part of this blog, nor the links contained therein is a solicitation or offer to sell securities. Compensation for freelance contributions not to exceed $1,250. Third-party data is obtained from sources believed to be reliable; however, Empower cannot guarantee the accuracy, timeliness, completeness or fitness of this data for any particular purpose. Third-party links are provided solely as a convenience and do not imply an affiliation, endorsement or approval by Empower of the contents on such third-party websites. This article is based on current events, research, and developments at the time of publication, which may change over time.

Certain sections of this blog may contain forward-looking statements that are based on our reasonable expectations, estimates, projections and assumptions. Past performance is not a guarantee of future return, nor is it indicative of future performance. Investing involves risk. The value of your investment will fluctuate and you may lose money. 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.