This course was created with the
course builder. Create your online course today.
Start now
Create your course
with
Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Stock Market Investing for Financial Independence & Retiring Early (FIRE)
Module 1 - Introduction & Overview
Welcome! (4:16)
Download your Stock Market Investing Plan for FIRE and start your course!
Module 1 Assignment: Section I of Your Investment Plan
Module 2 - Steps to Take Before You Begin Investing
Establishing an Emergency Fund (3:25)
Pay off High Interest Debt (2:45)
Module 2: Summary Notes
Module 3 - Starting With a Goal & Achieving FIRE
Calculating Your FIRE Number (4:14)
The Trinity Study (6:57)
Module 3: Summary Notes
Module 3: Assignment #1 (Start 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 Notes
Module 5 - Investing Mentality
Controlling Your Emotions (4:19)
How to Behave During a Crash (4:49)
Module 5 Summary Notes
Module 5: Assignment #1 (Investing Assessment)
Module 6 - Overview of Investment Accounts
Two 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 Notes
Module 6: Additional Resources
Module 7 - Types of Investment Fees
Brokerage 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 Notes
Module 8 - Picking a Brokerage Company
Evaluating the Brokers Security (2:37)
Insurance - What to Look For? (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 Notes
Module 9 - Opening A Brokerage Account
Step-by-Step Instructions (4:54)
Module 9: Summary Notes
Module 10 - Funding Your Brokerage Account
Options for Funding Your Account (2:41)
Module 10: Summary Notes
Module 11 - Automate Investments
Automating - 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 Notes
Module 12 - Order of Investing
Why 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 Notes
Module 12: Assignment #1 (Your Order of Investing)
Module 12: Additional Resources (How We Invested for FIRE)
Module 13 - Types of Investments
Actively Managed Mutual Funds (2:01)
Index Funds (1:08)
Deciding Between Mutual Funds & Index Funds (2:03)
Mutual Funds vs. Index Funds – Goals & Fees (2:08)
Mutual Funds 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 Notes
Module 14 - Asset Allocation & Optimal Returns
What 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 Notes
Module 14: Assignment #1 (Your Targeted Asset Allocation)
Module 14: Additional Resources
Module 15 - Researching Investments
Researching 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 Notes
Module 15: Assignment #1 (Your Investments)
Module 16 - Lump Sum Investing v. Dollar Cost Averaging
An 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 Notes
Module 16: Additional Resources
Module 17 - Rebalancing
Strategy 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. Timing the Market (1:55)
Rebalancing Frequency Option #1 (0:49)
Rebalancing Frequency Option #2 (1:38)
Module 17: Summary Notes
Module 17: Assignment #1 (Rebalancing Strategy)
Module 18 - Investing Mistakes to Avoid
Eight 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 Notes
Module 18: Assignment #1 (Note to Self - Investment Mistakes to Avoid)
Module 19 - Dealing With Recessions and Bear Markets
Tip 1 (2:02)
Tip 2 (1:01)
Tip 3 (1:04)
Tip 4 (1:06)
Module 19: Summary Notes
Module 19: Assignment #1 (Your Plan for Dealing with Crashes)
Module 20 - Putting it All Together
Putting It All Together (2:26)
Module 20 Summary Notes
Module 21 - Continue Education
Continuing Education (1:54)
Module 21: Summary Notes
Module 21: Assignment #1 (Other Considerations)
Strategy of Rebalancing
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock