Name

01-Module 1 - Introduction & Overview

02-Module 2 - Steps to Take Before You Begin Investing

03-Module 3 - Starting With a Goal & Achieving FIRE

04-Module 4 - Stock Market History (Good Investors Know Their History)

05-Module 5 - Investing Mentality

06-Module 6 - Overview of Investment Accounts

07-Module 7 - Types of Investment Fees

08-Module 8 - Picking a Brokerage Company

09-Module 9 - Opening A Brokerage Account

10-Module 10 - Funding Your Brokerage Account

11-Module 11 - Automate Investments

12-Module 12 - Order of Investing

13-Module 13 - Types of Investments

14-Module 14 - Asset Allocation & Optimal Returns

15-Module 15 - Researching Investments

16-Module 16 - Lump Sum Investing vs. Dollar Cost Averaging

17-Module 17 – Rebalancing

18-Module 18 - Investing Mistakes to Avoid

19-Module 19 - Dealing With Recessions and Bear Markets

20-Module 20 - Putting it All Together

21-Module 21 - Continuing Education

01-Resources.pdf

01-Welcome.mp4

02-Stock Market Investing Plan.pdf

03-Section I of Your Investment Plan.pdf

01-Establishing an Emergency Fund.mp4

02-Pay off High Interest Debt.mp4

03-Module 2 - Summary Notes.pdf

01-Calculating Your FIRE Number.mp4

02-The Trinity Study.mp4

02-Trinity Study.pdf

03-Module 3 - Summary Notes.pdf

04-Establishing Investment Goals.pdf

01-How it All Began.mp4

02-Crash of 1929 (Black Tuesday).mp4

03-Crash of 1973-74 (Oil Crisis Crash).mp4

04-Crash of 1987 (Black Monday).mp4

05-Crash of 2000 (Dot-com Bubble).mp4

06-Crash of 2008 (Great Recession).mp4

07-Crash of 2020 (Coronavirus Crash).mp4

08-Module 4 - Summary Notes.pdf

01-Controlling Your Emotions.mp4

02-How to Behave During a Crash.mp4

03-Module 5 - Summary Notes.pdf

04-Investing Assessment.pdf

01-Two Types of Accounts- Tax Advantage & Non-Tax Advantage.mp4

02-Tax Advantaged Accounts – 401(k).mp4

03-Tax Advantaged Accounts – Solo 401(k).mp4

04-Tax Advantaged Accounts – 457 Plan.mp4

05-Tax Advantaged Accounts – 403(b).mp4

06-Tax Advantaged Accounts – Traditional IRA.mp4

07-Tax Advantaged Accounts – Roth IRA.mp4

08-Tax Advantaged Accounts – Self-Directed IRA.mp4

09-Tax Advantaged Accounts – Health Savings Account (HSA).mp4

10-Tax Advantaged Accounts - 529 Plans.mp4

11-Non-Tax Advantaged Accounts - Ordinary Brokerage Account.mp4

12-Module 6- Summary Notes.pdf

13-Resources.pdf

01-Brokerage Fees.mp4

02-Transaction Fees.mp4

03-Expense Ratios.mp4

04-Front-End Load Fees.mp4

05-Back-End Load Fees.mp4

06-Management Fees.mp4

07-Annual Fees.mp4

08-Impact of Fees.mp4

09-Avoiding or Reducing Fees (Tip 1).mp4

10-Avoiding or Reducing Fees (Tip 2).mp4

11-Avoiding or Reducing Fees (Tip 3).mp4

12-Avoiding or Reducing Fees (Tip 4).mp4

13-Module 7- Summary Notes.pdf

01-Evaluating the Broker’s Security.mp4

02-Insurance - What to Look For-.mp4

03-Consider the Brokerages Fraud Policies.mp4

04-Checking for Fees.mp4

05-Assessing Customer Service.mp4

06-Platform Interface (Website and App).mp4

07-Types of Accounts Offered.mp4

08-Customer Reviews.mp4

09-Module 8- Summary Notes.pdf

01-Step-by-Step Instructions.mp4

01-Options for Funding Your Account.mp4

01-Automating - Benefit 1.mp4

02-Automating - Benefit 2.mp4

03-Automating - Benefit 3.mp4

04-Automating - Benefit 4.mp4

05-Setting Up Automated Investments.mp4

06-Module 11- Summary Notes.pdf

00-Why Order of Investing Matters.mp4

01-Step 1.mp4

02-Step 2.mp4

03-Step 3.mp4

04-Step 4.mp4

05-Step 5.mp4

06-Step 6.mp4

07-Step 7.mp4

08-Bonus Step for Early Retirees.mp4

09-Module 12- Summary Notes.pdf

10-Your Order of Investing.pdf

11-See How We Invested for F.I.R.E..pdf

01-Actively Managed Mutual Funds.mp4

02-Index Funds.mp4

03-Deciding Between Mutual Funds & Index Funds.mp4

04-Mutual Funds vs. Index Funds – Goals & Fees.mp4

05-Mutual Funds vs. Index Funds – Comparing Performance.mp4

06-Index Fund Preference.mp4

07-Exchange Traded Funds.mp4

08-Comparison - ETFs and Index Funds.mp4

09-Why People Choose ETFs Over Index Funds – Reason #1.mp4

10-Why People Choose ETFs Over Index Funds – Reason #2.mp4

11-Why People Choose ETFs Over Index Funds – Reason #3.mp4

12-Why People Choose Index Funds Over ETFs – Reason #1.mp4

13-Why People Choose Index Funds Over ETFs – Reason #2.mp4

14-REITs.mp4

15-Individual Stocks.mp4

16-Bonds.mp4

17-Module 13- Summary Notes.pdf

01-What Is Asset Allocation.mp4

02-Asset Allocation and Time Horizon.mp4

03-Aggressive vs. Reckless Investing.mp4

04-Role of Bonds.mp4

05-Stock vs. Bond Allocation.mp4

06-Problem With the Rule of Thumb.mp4

07-Our Thoughts When Developing Our Portfolio Allocation.mp4

08-Asset Allocation and Revisiting the Trinity Study.mp4

09-Our Portfolio - Stocks Bonds and Emergency Funds.mp4

10-Our Portfolio - Creating Our Core Investment.mp4

11-Our Portfolio - Supporting Our Core Investment With ETFs.mp4

12-Our Portfolio - Supporting Our Core Investment With REITs.mp4

13-Our Portfolio - Supporting Our Core Investment With Individual Stocks.mp4

14-Module 14- Summary Notes.pdf

15-Your Targeted Asset Allocation.pdf

16-Resources.pdf

01-Researching Investments in General.mp4

02-Researching Index Funds.mp4

03-Comparing Index Funds.mp4

04-Researching and Comparing ETFs.mp4

05-Researching and Comparing REITs.mp4

06-Individual Stocks A Word of Warning.mp4

07-Researching and Picking Stocks – Factor 1.mp4

08-Researching and Picking Stocks – Factor 2.mp4

09-Researching and Picking Stocks – Factor 3.mp4

10-Researching and Picking Stocks – Factor 4.mp4

11-Researching and Picking Stocks – Factor 5.mp4

12-Researching and Picking Stocks – Factor 6.mp4

13-Researching and Picking Stocks – Factor 7.mp4

14-Module 15- Summary Notes.pdf

15-Your Investments.pdf

01-An Identified Lump Sum.mp4

02-Vanguard Study and Results.mp4

03-The Mindset Role.mp4

04-Taking Into Account the Fear of Investing.mp4

05-The Ultimate Question to Ask Yourself.mp4

06-Module 16- Summary Notes.pdf

07-Resources.pdf

01-Strategy of Rebalancing.mp4

02-Sample Portfolio to Rebalance.mp4

03-Rebalancing Strategy #1.mp4

04-Rebalancing to Reduce Risk.mp4

05-Rebalancing to Increase Returns.mp4

06-Rebalancing Strategy #2.mp4

07-Rebalancing vs. Timing the Market.mp4

08-Rebalancing Frequency Option #1.mp4

09-Rebalancing Frequency Option #2.mp4

10-Module 17- Summary Notes.pdf

11-Your Rebalancing Strategy.pdf

00-Eight Mistakes – Your Guiding Light.mp4

01-Mistake #1.mp4

02-Mistake #2.mp4

03-Mistake #3.mp4

04-Mistake #4.mp4

05-Mistake #5.mp4

06-Mistake #6.mp4

07-Mistake #7.mp4

08-Mistake #8.mp4

09-Module 18- Summary Notes.pdf

10-Note to Self - Investment Mistakes to Avoid.pdf

01-Tip 1.mp4

02-Tip 2.mp4

03-Tip 3.mp4

04-Tip 4.mp4

05-Module 19- Summary Notes.pdf

06-Your Plan for Dealing With Crashes.pdf

01-Putting It All Together.mp4

02-Module 20- Summary Notes.pdf

01-Continuing Education.mp4

02-Module 21- Summary Notes.pdf

03-Other Considerations.pdf