This Course Includes:
4+ hours of on-demand video
Absolutely NO boring PowerPoints. Instead, we talk to you face-to-face (like our YouTube videos). Keeping you engaged all 21 modules (4+ hours).
Your own investment plan
In this course, we share our specific holdings in our investment accounts and we include a 19-page pdf investment plan for you to download and fill out, so that you can create your own individual investment plan, too!
30+ investing resources
Our resources include homework assignments, summary notes, and a list of additional resources that include additional investing tips that you can print and take with you anywhere
What You’ll Learn:
This 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 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 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 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 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 factors you need to consider when deciding on your asset allocation. 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 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.
“When you invest, you’re buying a day you don’t have to work.”
– Aya Laraya
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Course curriculum:
1
Module 1 – Introduction & Overview
Welcome!
Download Your Stock Market Investing Plan for FIRE!
Module 1 Assignment: Section I of Your Investment Plan
Access the Private Facebook Group
2
Module 2 – Steps to Take Before You Begin Investing
Establishing an Emergency Fund
Pay off High Interest Debt
Module 2: Summary Notes
3
Module 3 – Starting With a Goal & Achieving FIRE
Calculating Your FIRE Number
The Trinity Study
Module 3: Summary Notes
Module 3 Assignment: Start With a Goal
4
Module 4 – Stock Market History (Good Investors Know Their History)
How it All Began
Crash of 1929 (Black Tuesday)
Crash of 1973-74 (Oil Crisis Crash)
Crash of 1987 (Black Monday)
Crash of 2000 (Dot-com Bubble)
Crash of 2008 (Great Recession)
Crash of 2020 (Coronavirus Crash)
Module 4: Summary Notes
5
Module 5 – Investing Mentality
Controlling Your Emotions
How to Behave During a Crash
Module 5: Summary Notes
Module 5 Assignment: Investing Assessment
6
Module 6 – Overview of Investment Accounts
Two Types of Accounts: Tax Advantage & Non-Tax Advantage
Tax Advantaged Accounts – 401(k)
Tax Advantaged Accounts – Solo 401(k)
Tax Advantaged Accounts – 457 Plan
Tax Advantaged Accounts – 403(b)
Tax Advantaged Accounts – Traditional IRA
Tax Advantaged Accounts – Roth IRA
Tax Advantaged Accounts – Self-Directed IRA
Tax Advantaged Accounts – Health Savings Account (HSA)
Tax Advantaged Accounts – 529 Plans
Non-Tax Advantaged Accounts – Ordinary Brokerage Account
Module 6: Summary Notes
Module 6: Additional Resources
7
Module 7 – Types of Investment Fees
Brokerage Fees
Transaction Fees
Expense Ratios
Front-End Load Fees
Back-End Load Fees
Management Fees
Annual Fees
Impact of Fees
Avoiding or Reducing Fees (Tip 1)
Avoiding or Reducing Fees (Tip 2)
Avoiding or Reducing Fees (Tip 3)
Avoiding or Reducing Fees (Tip 4)
Module 7: Summary Notes
8
Module 8 – Picking a Brokerage Company
Evaluating the Broker’s Security
Insurance – What to Look For?
Consider the Brokerages Fraud Policies
Checking for Fees
Assessing Customer Service
Platform Interface (Website and App)
Types of Accounts Offered
Customer Reviews
Module 8: Summary Notes
9
Module 9 – Opening A Brokerage Account
Step-by-Step Instructions
Module 9: Summary Notes
10
Module 10 – Funding Your Brokerage Account
Options for Funding Your Account
Module 10: Summary Notes
11
Module 11 – Automate Investments
Automating – Benefit 1
Automating – Benefit 2
Automating – Benefit 3
Automating – Benefit 4
Setting Up Automated Investments
Module 11: Summary Notes
12
Module 12 – Order of Investing
Why Order of Investing Matters
Step 1
Step 2
Step 3
Step 4
Step 5
Step 6
Step 7
Bonus Step for Early Retirees
Module 12: Summary Notes
Module 12 Assignment: Your Order of Investing
Our Investment Plan/How We Invested for F.I.R.E. (Plus Bonus Asset Tracker with our up to date investments)
13
Module 13 – Types of Investments
Actively Managed Mutual Funds
Index Funds
Deciding Between Mutual Funds & Index Funds
Mutual Funds vs. Index Funds – Goals & Fees
Mutual Funds vs. Index Funds – Comparing Performance
Index Fund Preference
Exchange Traded Funds
Comparison – ETFs and Index Funds
Why People Choose ETFs Over Index Funds – Reason #1
Why People Choose ETFs Over Index Funds – Reason #2
Why People Choose ETFs Over Index Funds – Reason #3
Why People Choose Index Funds Over ETFs – Reason #1
Why People Choose Index Funds Over ETFs – Reason #2
REITs
Individual Stocks
Bonds
Module 13: Summary Notes
14
Module 14 – Asset Allocation & Optimal Returns
What Is Asset Allocation
Asset Allocation and Time Horizon
Aggressive vs. Reckless Investing
Role of Bonds
Stock vs. Bond Allocation
Problem With the Rule of Thumb
Our Thoughts When Developing Our Portfolio Allocation
Asset Allocation and Revisiting the Trinity Study
Our Portfolio – Stocks Bonds and Emergency Funds
Our Portfolio – Creating Our Core Investment
Our Portfolio – Supporting Our Core Investment With ETFs
Our Portfolio – Supporting Our Core Investment With REITs
Our Portfolio – Supporting Our Core Investment With Individual Stocks
Module 14: Summary Notes
Module 14 Assignment: Your Targeted Asset Allocation
Module 14: Additional Resources
15
Module 15 – Researching Investments
Researching Investments in General
Researching Index Funds
Comparing Index Funds
Researching and Comparing ETFs
Researching and Comparing REITs
Individual Stocks A Word of Warning
Researching and Picking Stocks – Factor 1
Researching and Picking Stocks – Factor 2
Researching and Picking Stocks – Factor 3
Researching and Picking Stocks – Factor 4
Researching and Picking Stocks – Factor 5
Researching and Picking Stocks – Factor 6
Researching and Picking Stocks – Factor 7
Module 15: Summary Notes
Module 15 Assignment: Your Investments
16
Module 16 – Lump Sum Investing vs. Dollar Cost Averaging
An Identified Lump Sum
Vanguard Study and Results
The Mindset Role
Taking Into Account the Fear of Investing
The Ultimate Question to Ask Yourself
Module 16: Summary Notes
Module 16: Additional Resources
17
Module 17 – Rebalancing
Strategy of Rebalancing
Sample Portfolio to Rebalance
Rebalancing Strategy #1
Rebalancing to Reduce Risk
Rebalancing to Increase Returns
Rebalancing Strategy #2
Rebalancing vs. Timing the Market
Rebalancing Frequency Option #1
Rebalancing Frequency Option #2
Module 17: Summary Notes
Module 17 Assignment: Rebalancing Strategy
18
Module 18 – Investing Mistakes to Avoid
Eight Mistakes – Your Guiding Light
Mistake #1
Mistake #2
Mistake #3
Mistake #4
Mistake #5
Mistake #6
Mistake #8
Mistake #7
Module 18: Summary Notes
Module 18 Assignment: Note to Self – Investment Mistakes to Avoid
19
Module 19 – Dealing With Recessions and Bear Markets
Tip 1
Tip 2
Tip 3
Tip 4
Module 19: Summary Notes
Module 19 Assignment: Your Stock Market Crash Plan
20
Module 20 – Putting it All Together
Putting It All Together
Module 20: Summary Notes
21
Module 21 – Continuing Education
Continuing Education
Module 21: Summary Notes
Module 21 Assignment: Other Considerations
– Download Sample files “Amon & Christina – Stock Market Investing for F.I.R.E 2022”
Course Requirement: Amon & Christina – Stock Market Investing for F.I.R.E 2022
Real Value: $175
Our support staff is the best by far! please do not hesitate to contact us at email: [email protected] and we’ll be happy to help!
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