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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)
Non-Tax Advantaged Accounts - Ordinary brokerage account
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