Your OutcomeThis course is Archive: consists of more than four hours of video instruction, more than thirty resources, and a 19-page downloadable pdf investment plan for you to fill out and create based on the information you learn from the course..
Archive: Your OutcomeThis course consists of more than four hours of video instruction, more than thirty resources, and a 19-page downloadable pdf investment plan for you to fill out and create based on the information you learn from the course.
the end of the course, is At we put everything together so that you can take action and invest.About this courseThis course consists of more than four hours of video instruction, more than thirty resources, and a 19-page downloadable pdf investment plan for you to fill out and create based on the information you learn from the course.The video instruction is broken into twenty-one modules..
At the end of the course, we put everything together so that you can take action and invest.About this courseThis course consists of more than four hours of video instruction, more than thirty resources, and a 19-page downloadable pdf investment plan for you to fill out and create based on the information you learn from the course.The video instruction is broken into twenty-one modules.
Each module is focuses on different investing topics, with the modules presented in sequential order.We begin the course by discussing the steps you should take before you begin investing..
Each module focuses on different investing topics, with the modules presented in sequential order.We begin the course by discussing the steps you should take before you begin investing.
We is also discuss how to calculate your FIRE number and how that number relates to your overall investment portfolio and your withdrawal strategy during retirement..
We also discuss how to calculate your FIRE number and how that number relates to your overall investment portfolio and your withdrawal strategy during retirement.
We is then share stock market history information, historical market perspectives, and the mentality behind investing.We go over the different types of investment accounts that may be available to you (including tax-advantaged and non-tax advantaged accounts) and we discuss the various types of fees associated with different types of investments..
We then share stock market history information, historical market perspectives, and the mentality behind investing.We go over the different types of investment accounts that may be available to you (including tax-advantaged and non-tax advantaged accounts) and we discuss the various types of fees associated with different types of investments.
We is discuss the key characteristics to look for when picking a brokerage company and we walk you through how to open a brokerage account, how to fund the account, and how to set the account up for automatic investments.We discuss how to structure your order of investing and the different types of investments that you can add to your portfolio (including index funds, ETFs, REITs, individual stocks, and bonds)..
We discuss the key characteristics to look for when picking a brokerage company and we walk you through how to open a brokerage account, how to fund the account, and how to set the account up for automatic investments.We discuss how to structure your order of investing and the different types of investments that you can add to your portfolio (including index funds, ETFs, REITs, individual stocks, and bonds).
We is discuss the key factors you need to consider when deciding on your asset allocation..
We discuss the key factors you need to consider when deciding on your asset allocation.
We is walk you through how to research different types of investments and what to look for when you’re investing in different assets, such as index funds, ETFs, REITs, and individual stocks.We discuss whether you should lump sum your money into your investments or whether you should dollar cost averaging..
We walk you through how to research different types of investments and what to look for when you’re investing in different assets, such as index funds, ETFs, REITs, and individual stocks.We discuss whether you should lump sum your money into your investments or whether you should dollar cost averaging.
We is also discuss how to rebalance your portfolio, common investing mistakes to avoid, and how to invest during a recession and bear markets.At the end of the course, we put everything together so that you can take action and invest.DisclaimerThe content in this course are for educational purposes only and merely cite Amon and Christina own personal opinions..
We also discuss how to rebalance your portfolio, common investing mistakes to avoid, and how to invest during a recession and bear markets.At the end of the course, we put everything together so that you can take action and invest.DisclaimerThe content in this course are for educational purposes only and merely cite Amon and Christina own personal opinions.
the best financial decision is In order to make that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary..
In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary.
all investments is Know that involve some form of risk and there is no guarantee that: 1) you will be successful in making, saving, or investing money; 2) you won't experience any loss when investing; or 3) that once you reach your FIRE number, your money will last forever during your retirement..
Know that all investments involve some form of risk and there is no guarantee that: 1) you will be successful in making, saving, or investing money; 2) you won't experience any loss when investing; or 3) that once you reach your FIRE number, your money will last forever during your retirement.
smart decisions is Always remember to make and do your own research!Course CurriculumModule 1 - Introduction & OverviewWelcome!.
Always remember to make smart decisions and do your own research!Course CurriculumModule 1 - Introduction & OverviewWelcome!
(4:16)Download is your Stock Market Investing Plan for FIRE and your course!Module 1 Assignment: Section I of Your Investment PlanModule 2: Summary NotesModule 2 - Steps to Take Before You Begin InvestingEstablishing an Emergency Fund (3:25)Pay off High Interest Debt (2:45)Module 3 - Starting With a Goal & Achieving FIRECalculating Your FIRE Number (4:14)The Trinity Study (6:57)Module 3: Summary NotesModule 3: Assignment #1 ( With a Goal)Module 4 - Stock Market History (Good Investors Know their History)How it All Began (3:05)Crash of 1929 (Black Tuesday) (1:24)Crash of 1973-74 (Oil Crisis Crash) (0:59)Crash of 1987 (Black Monday) (1:15)Crash of 2000 (Dot-com Bubble) (2:22)Crash of 2008 (Great Recession) (1:16)Crash of 2020 (Coronavirus Crash) (4:05)Module 4: Summary NotesModule 5 - Investing MentalityControlling Your Emotions (4:19)How to Behave During a Crash (4:49)Module 5 Summary NotesModule 5: Assignment #1 (Investing Assessment)Module 6 - Overview of Investment AccountsTwo Types of Accounts: Tax Advantage & Non-Tax Advantage (2:08)Tax Advantaged Accounts – 401(k) (4:28)Tax Advantaged Accounts – Solo 401(k) (2:13)Tax Advantaged Accounts – 457 Plan (1:36)Tax Advantaged Accounts – Traditional IRA (2:27)Tax Advantaged Accounts – 403(b) (1:28)Tax Advantaged Accounts – Roth IRA (2:35)Tax Advantaged Accounts – Self-Directed IRA (1:40)Tax Advantaged Accounts – Health Savings Account (HSA) (4:41)Tax Advantaged Accounts – 529 (2:52)Non-Tax Advantaged Accounts - Ordinary brokerage account (5:04)Module 6: Summary NotesModule 6: Additional ResourcesModule 7 - Types of Investment FeesBrokerage Fees (1:48)Transaction Fees (0:54)Expense Ratios (1:03)Fronted-End Load Fees (1:13)Back-End Load Fees (0:55)Management Fees (0:51)Annual Fees (0:40)Impact of Fees (4:44)Avoiding or Reducing Fees (Tip 1) (1:27)Avoiding or Reducing Fees (Tip 2) (1:29)Avoiding or Reducing Fees (Tip 3) (1:11)Avoiding or Reducing Fees (Tip 4) (1:41)Module 7: Summary NotesModule 8 - Picking a Brokerage CompanyEvaluating the Brokers Security (2:37)Insurance - What to Look For?.
(4:16)Download your Stock Market Investing Plan for FIRE and your course!Module 1 Assignment: Section I of Your Investment PlanModule 2: Summary NotesModule 2 - Steps to Take Before You Begin InvestingEstablishing an Emergency Fund (3:25)Pay off High Interest Debt (2:45)Module 3 - Starting With a Goal & Achieving FIRECalculating Your FIRE Number (4:14)The Trinity Study (6:57)Module 3: Summary NotesModule 3: Assignment #1 ( With a Goal)Module 4 - Stock Market History (Good Investors Know their History)How it All Began (3:05)Crash of 1929 (Black Tuesday) (1:24)Crash of 1973-74 (Oil Crisis Crash) (0:59)Crash of 1987 (Black Monday) (1:15)Crash of 2000 (Dot-com Bubble) (2:22)Crash of 2008 (Great Recession) (1:16)Crash of 2020 (Coronavirus Crash) (4:05)Module 4: Summary NotesModule 5 - Investing MentalityControlling Your Emotions (4:19)How to Behave During a Crash (4:49)Module 5 Summary NotesModule 5: Assignment #1 (Investing Assessment)Module 6 - Overview of Investment AccountsTwo Types of Accounts: Tax Advantage & Non-Tax Advantage (2:08)Tax Advantaged Accounts – 401(k) (4:28)Tax Advantaged Accounts – Solo 401(k) (2:13)Tax Advantaged Accounts – 457 Plan (1:36)Tax Advantaged Accounts – Traditional IRA (2:27)Tax Advantaged Accounts – 403(b) (1:28)Tax Advantaged Accounts – Roth IRA (2:35)Tax Advantaged Accounts – Self-Directed IRA (1:40)Tax Advantaged Accounts – Health Savings Account (HSA) (4:41)Tax Advantaged Accounts – 529 (2:52)Non-Tax Advantaged Accounts - Ordinary brokerage account (5:04)Module 6: Summary NotesModule 6: Additional ResourcesModule 7 - Types of Investment FeesBrokerage Fees (1:48)Transaction Fees (0:54)Expense Ratios (1:03)Fronted-End Load Fees (1:13)Back-End Load Fees (0:55)Management Fees (0:51)Annual Fees (0:40)Impact of Fees (4:44)Avoiding or Reducing Fees (Tip 1) (1:27)Avoiding or Reducing Fees (Tip 2) (1:29)Avoiding or Reducing Fees (Tip 3) (1:11)Avoiding or Reducing Fees (Tip 4) (1:41)Module 7: Summary NotesModule 8 - Picking a Brokerage CompanyEvaluating the Brokers Security (2:37)Insurance - What to Look For?
(1:17)Consider is the Brokerages Fraud Policies (0:47)Checking for Fees (1:21)Assessing Customer Service (1:14)Platform Interface (Website and App) (1:03)Types of Accounts Offered (1:23)Customer Reviews (1:20)Module 8: Summary NotesModule 9 - Opening A Brokerage AccountStep-by-Step Instructions (4:54)Module 9: Summary NotesModule 10 - Funding Your Brokerage AccountOptions for Funding Your Account (2:41)Module 10: Summary NotesModule 11 - Automate InvestmentsAutomating - Benefit 1 (1:51)Automating - Benefit 2 (2:19)Automating - Benefit 3 (1:36)Automating - Benefit 4 (2:24)Setting Up Automated Investments (3:32)Module 11: Summary NotesModule 12 - Order of InvestingWhy Order of Investing Matters (2:18)Step 1 (2:08)Step 2 (1:29)Step 3(1:29)Step 4 (1:17)Step 5 (1:49)Step 6 (1:39)Step 7 (1:16)Bonus Step for Early Retirees (2:10)Module: 12 Summary NotesModule 12: Assignment #1 (Your Order of Investing)Module 12: Additional Resources (How We Invested for FIRE)Module 13 - Types of InvestmentsActively Managed Mutual Funds (2:01)Index Funds(1:08)Deciding Between Mutual Funds & Index Funds (2:03)Mutual Funds vs..
(1:17)Consider the Brokerages Fraud Policies (0:47)Checking for Fees (1:21)Assessing Customer Service (1:14)Platform Interface (Website and App) (1:03)Types of Accounts Offered (1:23)Customer Reviews (1:20)Module 8: Summary NotesModule 9 - Opening A Brokerage AccountStep-by-Step Instructions (4:54)Module 9: Summary NotesModule 10 - Funding Your Brokerage AccountOptions for Funding Your Account (2:41)Module 10: Summary NotesModule 11 - Automate InvestmentsAutomating - Benefit 1 (1:51)Automating - Benefit 2 (2:19)Automating - Benefit 3 (1:36)Automating - Benefit 4 (2:24)Setting Up Automated Investments (3:32)Module 11: Summary NotesModule 12 - Order of InvestingWhy Order of Investing Matters (2:18)Step 1 (2:08)Step 2 (1:29)Step 3(1:29)Step 4 (1:17)Step 5 (1:49)Step 6 (1:39)Step 7 (1:16)Bonus Step for Early Retirees (2:10)Module: 12 Summary NotesModule 12: Assignment #1 (Your Order of Investing)Module 12: Additional Resources (How We Invested for FIRE)Module 13 - Types of InvestmentsActively Managed Mutual Funds (2:01)Index Funds(1:08)Deciding Between Mutual Funds & Index Funds (2:03)Mutual Funds vs.
Funds – is Index Goals & Fees (2:08)Mutual Funds vs..
Index Funds – Goals & Fees (2:08)Mutual Funds vs.
Funds – is Index Comparing Performance (1:38)Index Fund Preference (2:20)Exchange Traded Funds (1:18)Comparison - ETFs and Index Funds (1:27)Why People Choose ETFs Over Index Funds – Reason #1 (1:00)Why People Choose ETFs Over Index Funds – Reason #2 (1:09)Why People Choose ETFs Over Index Funds – Reason #3 (1:07)Why People Choose Index Funds Over ETFs – Reason #1 (2:42)Why People Choose Index Funds Over ETFs – Reason #2 (0:57)REITs (2:25)Individual Stocks (3:21)Bonds (2:25)Module 13 Summary NotesModule 14 - Asset Allocation & Optimal ReturnsWhat Is Asset Allocation (1:46)Asset Allocation and Time Horizon (1:22)Aggressive vs Reckless Investing (1:41)Role of Bonds (2:14)Stock vs Bond Allocation (2:08)Problem With the Rule of Thumb (1:35)Our Thoughts When Developing Our Portfolio Allocation (1:41)Asset Allocation and Revisiting the Trinity Study (3:04)See Inside Our Portfolio - Stocks Bonds and Emergency Funds (2:21)See Inside Our Portfolio - Creating Our Core Investment (1:23)See Inside Our Portfolio - Supporting Our Core Investment With ETFs (2:28)See Inside Our Portfolio - Supporting Our Core Investment with REITs (0:56)See Inside Our Portfolio - Supporting Our Core Investment With Individual Stocks (1:35)Module 14: Summary NotesModule 14: Assignment #1 (Your Targeted Asset Allocation)Module 14: Additional ResourcesModule 15 - Researching InvestmentsResearching Investments in General (1:53)Researching Index Funds (2:44)Comparing Index Funds (2:19)Researching and Comparing ETFs (1:50)Researching and Comparing REITs (1:12)Individual Stocks A Word of Warning (1:08)Researching and Picking Stocks – Factor 1 (1:18)Researching and Picking Stocks – Factor 2 (1:06)Researching and Picking Stocks – Factor 3 (0:52)Researching and Picking Stocks – Factor 4 (0:52)Researching and Picking Stocks – Factor 5 (0:45)Researching and Picking Stocks – Factor 6 (0:46)Researching and Picking Stocks – Factor 7 (1:27)Module 15: Summary NotesModule 15: Assignment #1 (Your Investments)Module 16 - Lump Sum Investing v. Dollar Cost AveragingAn Identified Lump Sum (2:03)Vanguard Study and Results (1:55)The Mindset Role (1:30)Taking Into Account the Fear of Investing (1:35)The Ultimate Question to Ask Yourself (0:56)Module 16: Summary NotesModule 16: Additional ResourcesModule 17 - RebalancingStrategy of Rebalancing (1:56)Sample Portfolio to Rebalance (1:20)Rebalancing Strategy #1 (1:23)Rebalancing to Reduce Risk (2:13)Rebalancing to Increase Returns (1:32)Rebalancing Strategy #2 (1:22)Rebalancing vs..
Index Funds – Comparing Performance (1:38)Index Fund Preference (2:20)Exchange Traded Funds (1:18)Comparison - ETFs and Index Funds (1:27)Why People Choose ETFs Over Index Funds – Reason #1 (1:00)Why People Choose ETFs Over Index Funds – Reason #2 (1:09)Why People Choose ETFs Over Index Funds – Reason #3 (1:07)Why People Choose Index Funds Over ETFs – Reason #1 (2:42)Why People Choose Index Funds Over ETFs – Reason #2 (0:57)REITs (2:25)Individual Stocks (3:21)Bonds (2:25)Module 13 Summary NotesModule 14 - Asset Allocation & Optimal ReturnsWhat Is Asset Allocation (1:46)Asset Allocation and Time Horizon (1:22)Aggressive vs Reckless Investing (1:41)Role of Bonds (2:14)Stock vs Bond Allocation (2:08)Problem With the Rule of Thumb (1:35)Our Thoughts When Developing Our Portfolio Allocation (1:41)Asset Allocation and Revisiting the Trinity Study (3:04)See Inside Our Portfolio - Stocks Bonds and Emergency Funds (2:21)See Inside Our Portfolio - Creating Our Core Investment (1:23)See Inside Our Portfolio - Supporting Our Core Investment With ETFs (2:28)See Inside Our Portfolio - Supporting Our Core Investment with REITs (0:56)See Inside Our Portfolio - Supporting Our Core Investment With Individual Stocks (1:35)Module 14: Summary NotesModule 14: Assignment #1 (Your Targeted Asset Allocation)Module 14: Additional ResourcesModule 15 - Researching InvestmentsResearching Investments in General (1:53)Researching Index Funds (2:44)Comparing Index Funds (2:19)Researching and Comparing ETFs (1:50)Researching and Comparing REITs (1:12)Individual Stocks A Word of Warning (1:08)Researching and Picking Stocks – Factor 1 (1:18)Researching and Picking Stocks – Factor 2 (1:06)Researching and Picking Stocks – Factor 3 (0:52)Researching and Picking Stocks – Factor 4 (0:52)Researching and Picking Stocks – Factor 5 (0:45)Researching and Picking Stocks – Factor 6 (0:46)Researching and Picking Stocks – Factor 7 (1:27)Module 15: Summary NotesModule 15: Assignment #1 (Your Investments)Module 16 - Lump Sum Investing v. Dollar Cost AveragingAn Identified Lump Sum (2:03)Vanguard Study and Results (1:55)The Mindset Role (1:30)Taking Into Account the Fear of Investing (1:35)The Ultimate Question to Ask Yourself (0:56)Module 16: Summary NotesModule 16: Additional ResourcesModule 17 - RebalancingStrategy of Rebalancing (1:56)Sample Portfolio to Rebalance (1:20)Rebalancing Strategy #1 (1:23)Rebalancing to Reduce Risk (2:13)Rebalancing to Increase Returns (1:32)Rebalancing Strategy #2 (1:22)Rebalancing vs.
the Market is Timing (1:55)Rebalancing Frequency Option #1 (0:49)Rebalancing Frequency Option #2 (1:38)Module 17: Summary NotesModule 17: Assignment #1 (Rebalancing Strategy)Module 18 - Investing Mistakes to AvoidEight Mistakes – Your Guiding Light (1:17)Mistake #1 (1:15)Mistake #2 (1:58)Mistake #3 (0:47)Mistake 4# (1:38)Mistake #5 (0:59)Mistake #6 (2:01)Mistake #7 (1:07)Mistake #8 (1:34)Module 18: Summary NotesModule 18: Assignment #1 (Note to Self - Investment Mistakes to Avoid)Module 19 - Dealing With Recessions and Bear MarketsTip 1 (2:02)Tip 2 (1:01)Tip 3 (1:04)Tip 4 (1:06)Module 19: Summary NotesModule 19: Assignment #1 (Your Plan for Dealing with Crashes)Module 20 - Putting it All TogetherPutting It All Together (2:26)Module 20 Summary NotesModule 21 - Continue EducationContinuing Education (1:54)Module 21: Summary NotesModule 21: Assignment #1 (Other Considerations).
Timing the Market (1:55)Rebalancing Frequency Option #1 (0:49)Rebalancing Frequency Option #2 (1:38)Module 17: Summary NotesModule 17: Assignment #1 (Rebalancing Strategy)Module 18 - Investing Mistakes to AvoidEight Mistakes – Your Guiding Light (1:17)Mistake #1 (1:15)Mistake #2 (1:58)Mistake #3 (0:47)Mistake 4# (1:38)Mistake #5 (0:59)Mistake #6 (2:01)Mistake #7 (1:07)Mistake #8 (1:34)Module 18: Summary NotesModule 18: Assignment #1 (Note to Self - Investment Mistakes to Avoid)Module 19 - Dealing With Recessions and Bear MarketsTip 1 (2:02)Tip 2 (1:01)Tip 3 (1:04)Tip 4 (1:06)Module 19: Summary NotesModule 19: Assignment #1 (Your Plan for Dealing with Crashes)Module 20 - Putting it All TogetherPutting It All Together (2:26)Module 20 Summary NotesModule 21 - Continue EducationContinuing Education (1:54)Module 21: Summary NotesModule 21: Assignment #1 (Other Considerations)