Amon & Christina - Stock Market Investing for F.I.R.E 2022 - KICK MARKETERS (2024)

This course consists of greater than 4 hours of video instruction, greater than thirty sources, and a 19-page downloadable pdf funding plan so that you can fill out and create primarily based on the data you study from the course.

The video instruction is damaged into twenty-one modules. Every module focuses on completely different investing subjects, with the modules offered in sequential order.

We start the course by discussing the steps it’s best to take earlier than you start investing. We additionally talk about learn how to calculate your FIRE quantity and the way that quantity pertains to your general funding portfolio and your withdrawal technique throughout retirement. We then share inventory market historical past data, historic market views, and the mentality behind investing.

We go over the several types of funding accounts that could be out there to you (together with tax-advantaged and non-tax advantaged accounts) and we talk about the assorted kinds of charges related to several types of investments. We talk about the important thing traits to search for when selecting a brokerage firm and we stroll you thru learn how to open a brokerage account, learn how to fund the account, and learn how to set the account up for computerized investments.

We talk about learn how to construction your order of investing and the several types of investments that you would be able to add to your portfolio (together with index funds, ETFs, REITs, particular person shares, and bonds). We talk about the important thing components you should think about when deciding in your asset allocation. We stroll you thru learn how to analysis several types of investments and what to search for whenever you’re investing in several belongings, similar to index funds, ETFs, REITs, and particular person shares.

We talk about whether or not it’s best to lump sum your cash into your investments or whether or not it’s best to greenback value averaging. We additionally talk about learn how to rebalance your portfolio, widespread investing errors to keep away from, and learn how to make investments throughout a recession and bear markets.

On the finish of the course, we put every thing collectively so as to take motion and make investments.

Course curriculum:

1. Module 1 – Introduction & Overview

• Welcome!

• Obtain Your Inventory Market Investing Plan for FIRE!

• Module 1 Project: Part I of Your Funding Plan

• Entry the Personal Fb Group

2. Module 2 – Steps to Take Earlier than You Start Investing

• Establishing an Emergency Fund

• Repay Excessive Curiosity Debt

• Module 2: Abstract Notes

3. Module 3 – Beginning With a Purpose & Attaining FIRE

• Calculating Your FIRE Quantity

• The Trinity Research

• Module 3: Abstract Notes

• Module 3 Project: Begin With a Purpose

4. Module 4 – Inventory Market Historical past (Good Traders Know Their Historical past)

• The way it All Started

• Crash of 1929 (Black Tuesday)

• Crash of 1973-74 (Oil Disaster Crash)

• Crash of 1987 (Black Monday)

• Crash of 2000 (Dot-com Bubble)

• Crash of 2008 (Nice Recession)

• Crash of 2020 (Coronavirus Crash)

• Module 4: Abstract Notes

5. Module 5 – Investing Mentality

• Controlling Your Feelings

• vHow to Behave Throughout a Crash

• Module 5: Abstract Notes

• Module 5 Project: Investing Evaluation

6. Module 6 – Overview of Funding Accounts

• Two Varieties of Accounts: Tax Benefit & Non-Tax Benefit

• Tax Advantaged Accounts – 401(ok)

• Tax Advantaged Accounts – Solo 401(ok)

• Tax Advantaged Accounts – 457 Plan

• Tax Advantaged Accounts – 403(b)

• Tax Advantaged Accounts – Conventional IRA

• Tax Advantaged Accounts – Roth IRA

• Tax Advantaged Accounts – Self-Directed IRA

• Tax Advantaged Accounts – Well being Financial savings Account (HSA)

• Tax Advantaged Accounts – 529 Plans

• Non-Tax Advantaged Accounts – Unusual Brokerage Account

• Module 6: Abstract Notes

• Module 6: Further Assets

7. Module 7 – Varieties of Funding Charges

• Brokerage Charges

• Transaction Charges

• Expense Ratios

• Entrance-Finish Load Charges

• Again-Finish Load Charges

• Administration Charges

• Annual Charges

• Influence of Charges

• Avoiding or Lowering Charges (Tip 1)

• Avoiding or Lowering Charges (Tip 2)

• Avoiding or Lowering Charges (Tip 3)

• Avoiding or Lowering Charges (Tip 4)

• Module 7: Abstract Notes

8. Module 8 – Choosing a Brokerage Firm

• Evaluating the Dealer’s Safety

Insurance coverage – What to Look For?

• Contemplate the Brokerages Fraud Insurance policies

• Checking for Charges

• Assessing Buyer Service

• Platform Interface (Web site and App)

• Varieties of Accounts Supplied

• Buyer Evaluations

• Module 8: Abstract Notes

9. Module 9 – Opening A Brokerage Account

• Step-by-Step Directions

• Module 9: Abstract Notes

10. Module 10 – Funding Your Brokerage Account

• Choices for Funding Your Account

• Module 10: Abstract Notes

11. Module 11 – Automate Investments

• Automating – Profit 1

• Automating – Profit 2

• Automating – Profit 3

• Automating – Profit 4

• Setting Up Automated Investments

• Module 11: Abstract Notes

12. Module 12 – Order of Investing

• Why Order of Investing Issues

• Step 1

• Step 2

• Step 3

• Step 4

• Step 5

• Step 6

• Step 7

• Bonus Step for Early Retirees

• Module 12: Abstract Notes

• Module 12 Project: Your Order of Investing

• Our Funding Plan/How We Invested for F.I.R.E. (Plus Bonus Asset Tracker with our updated investments)

13. Module 13 – Varieties of Investments

• Actively Managed Mutual Funds

• Index Funds

• Deciding Between Mutual Funds & Index Funds

• Mutual Funds vs. Index Funds – Objectives & Charges

• Mutual Funds vs. Index Funds – Evaluating Efficiency

• Index Fund Choice

• Alternate Traded Funds

• Comparability – ETFs and Index Funds

• Why Individuals Select ETFs Over Index Funds – Cause #1

• Why Individuals Select ETFs Over Index Funds – Cause #2

• Why Individuals Select ETFs Over Index Funds – Cause #3

• Why Individuals Select Index Funds Over ETFs – Cause #1

• Why Individuals Select Index Funds Over ETFs – Cause #2

• REITs

• Particular person Shares

• Bonds

• Module 13: Abstract Notes

14. Module 14 – Asset Allocation & Optimum Returns

• What Is Asset Allocation

• Asset Allocation and Time Horizon

• Aggressive vs. Reckless Investing

• Position of Bonds

• Inventory vs. Bond Allocation

• Drawback With the Rule of Thumb

• Our Ideas When Growing Our Portfolio Allocation

• Asset Allocation and Revisiting the Trinity Research

• Our Portfolio – Shares Bonds and Emergency Funds

• Our Portfolio – Creating Our Core Funding

• Our Portfolio – Supporting Our Core Funding With ETFs

• Our Portfolio – Supporting Our Core Funding With REITs

• Our Portfolio – Supporting Our Core Funding With Particular person Shares

• Module 14: Abstract Notes

• Module 14 Project: Your Focused Asset Allocation

• Module 14: Further Assets

15. Module 15 – Researching Investments

• Researching Investments in Normal

• Researching Index Funds

• Evaluating Index Funds

• Researching and Evaluating ETFs

• Researching and Evaluating REITs

• Particular person Shares A Phrase of Warning

• Researching and Choosing Shares – Issue 1

• Researching and Choosing Shares – Issue 2

• Researching and Choosing Shares – Issue 3

• Researching and Choosing Shares – Issue 4

• Researching and Choosing Shares – Issue 5

• Researching and Choosing Shares – Issue 6

• Researching and Choosing Shares – Issue 7

• Module 15: Abstract Notes

• Module 15 Project: Your Investments

16. Module 16 – Lump Sum Investing vs. Greenback Value Averaging

• An Recognized Lump Sum

• Vanguard Research and Outcomes

• The Mindset Position

• Taking Into Account the Worry of Investing

• The Final Query to Ask Your self

• Module 16: Abstract Notes

• Module 16: Further Assets

17. Module 17 – Rebalancing

• Technique of Rebalancing

• Pattern Portfolio to Rebalance

• Rebalancing Technique #1

• Rebalancing to Scale back Danger

• Rebalancing to Enhance Returns

• Rebalancing Technique #2

• Rebalancing vs. Timing the Market

• Rebalancing Frequency Choice #1

• Rebalancing Frequency Choice #2

• Module 17: Abstract Notes

• Module 17 Project: Rebalancing Technique

18. Module 18 – Investing Errors to Keep away from

• Eight Errors – Your Guiding Mild

• Mistake #1

• Mistake #2

• Mistake #3

• Mistake #4

• Mistake #5

• Mistake #6

• Mistake #8

• Mistake #7

• Module 18: Abstract Notes

• Module 18 Project: Observe to Self – Funding Errors to Keep away from

19. Module 19 – Dealing With Recessions and Bear Markets

• Tip 1

• Tip 2

• Tip 3

• Tip 4

• Module 19: Abstract Notes

• Module 19 Project: Your Inventory Market Crash Plan

20. Module 20 – Placing it All Collectively

• Placing It All Collectively

• Module 20: Abstract Notes

21. Module 21 – Persevering with Schooling

• Persevering with Schooling

• Module 21: Abstract Notes

• Module 21 Project: Different Concerns

Amon & Christina - Stock Market Investing for F.I.R.E 2022 - KICK MARKETERS (2024)
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