Amon & Christina – Stock Market Investing for F.I.R.E 2022

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

The video instruction is damaged into twenty-one modules. Every module focuses on totally different investing matters, with the modules introduced in sequential order.

We start the course by discussing the steps you need to take earlier than you start investing. We additionally talk about tips on 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 various kinds of funding accounts that could be obtainable to you (together with tax-advantaged and non-tax advantaged accounts) and we talk about the varied varieties of charges related to various kinds of investments. We talk about the important thing traits to look for when selecting a brokerage firm and we stroll you thru tips on how to open a brokerage account, tips on how to fund the account, and tips on how to set the account up for computerized investments.

We talk about tips on how to construction your order of investing and the various kinds of investments that you could add to your portfolio (together with index funds, ETFs, REITs, particular person shares, and bonds). We talk about the important thing components that you must think about when deciding in your asset allocation. We stroll you thru tips on how to analysis various kinds of investments and what to look for whenever you’re investing in several belongings, corresponding to index funds, ETFs, REITs, and particular person shares.

We talk about whether or not you need to lump sum your cash into your investments or whether or not you need to greenback value averaging. We additionally talk about tips on how to rebalance your portfolio, widespread investing errors to keep away from, and tips on how to make investments throughout a recession and bear markets.

Course curriculum:

Module 1 – Introduction & Overview
Welcome!
Obtain Your Stock Market Investing Plan for FIRE!
Module 1 Project: Part I of Your Funding Plan
Entry the Non-public Fb Group

Module 2 – Steps to Take Earlier than You Start Investing
Establishing an Emergency Fund
Repay Excessive Curiosity Debt
Module 2: Abstract Notes

Module 3 – Beginning With a Objective & Attaining FIRE
Calculating Your FIRE Quantity
The Trinity Examine
Module 3: Abstract Notes
Module 3 Project: Begin With a Objective

Module 4 – Stock Market Historical past (Good Buyers 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

Module 5 – Investing Mentality
Controlling Your Feelings
Find out how to Behave Throughout a Crash
Module 5: Abstract Notes
Module 5 Project: Investing Evaluation

Module 6 – Overview of Funding Accounts
Two Sorts of Accounts: Tax Benefit & Non-Tax Benefit
Tax Advantaged Accounts – 401(okay)
Tax Advantaged Accounts – Solo 401(okay)
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 – Abnormal Brokerage Account
Module 6: Abstract Notes
Module 6: Further Assets

Module 7 – Sorts of Funding Charges
Brokerage Charges
Transaction Charges
Expense Ratios
Entrance-Finish Load Charges
Again-Finish Load Charges
Administration Charges
Annual Charges
Affect of Charges
Avoiding or Decreasing Charges (Tip 1)
Avoiding or Decreasing Charges (Tip 2)
Avoiding or Decreasing Charges (Tip 3)
Avoiding or Decreasing Charges (Tip 4)
Module 7: Abstract Notes

Module 8 – Selecting a Brokerage Firm
Evaluating the Dealer’s Safety
Insurance coverage – What to Look For?
Take into account the Brokerages Fraud Insurance policies
Checking for Charges
Assessing Buyer Service
Platform Interface (Web site and App)
Sorts of Accounts Supplied
Buyer Critiques
Module 8: Abstract Notes

Module 9 – Opening A Brokerage Account
Step-by-Step Directions
Module 9: Abstract Notes

Module 10 – Funding Your Brokerage Account
Choices for Funding Your Account
Module 10: Abstract Notes

Module 11 – Automate Investments
Automating – Profit 1
Automating – Profit 2
Automating – Profit 3
Automating – Profit 4
Setting Up Automated Investments
Module 11: Abstract Notes

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)

Module 13 – Sorts of Investments
Actively Managed Mutual Funds
Index Funds
Deciding Between Mutual Funds & Index Funds
Mutual Funds vs. Index Funds – Targets & Charges
Mutual Funds vs. Index Funds – Evaluating Efficiency
Index Fund Choice
Change Traded Funds
Comparability – ETFs and Index Funds
Why Folks Select ETFs Over Index Funds – Motive #1
Why Folks Select ETFs Over Index Funds – Motive #2
Why Folks Select ETFs Over Index Funds – Motive #3
Why Folks Select Index Funds Over ETFs – Motive #1
Why Folks Select Index Funds Over ETFs – Motive #2
REITs
Particular person Shares
Bonds
Module 13: Abstract Notes

Module 14 – Asset Allocation & Optimum Returns
What Is Asset Allocation
Asset Allocation and Time Horizon
Aggressive vs. Reckless Investing
Position of Bonds
Stock vs. Bond Allocation
Drawback With the Rule of Thumb
Our Ideas When Growing Our Portfolio Allocation
Asset Allocation and Revisiting the Trinity Examine
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

Module 15 – Researching Investments
Researching Investments in Basic
Researching Index Funds
Evaluating Index Funds
Researching and Evaluating ETFs
Researching and Evaluating REITs
Particular person Shares A Phrase of Warning
Researching and Selecting Shares – Issue 1
Researching and Selecting Shares – Issue 2
Researching and Selecting Shares – Issue 3
Researching and Selecting Shares – Issue 4
Researching and Selecting Shares – Issue 5
Researching and Selecting Shares – Issue 6
Researching and Selecting Shares – Issue 7
Module 15: Abstract Notes
Module 15 Project: Your Investments

Module 16 – Lump Sum Investing vs. Greenback Price Averaging
An Recognized Lump Sum
Vanguard Examine and Outcomes
The Mindset Position
Taking Into Account the Concern of Investing
The Final Query to Ask Your self
Module 16: Abstract Notes
Module 16: Further Assets

Module 17 – Rebalancing
Technique of Rebalancing
Pattern Portfolio to Rebalance
Rebalancing Technique #1
Rebalancing to Scale back Threat
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

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: Word to Self – Funding Errors to Keep away from

Module 19 – Dealing With Recessions and Bear Markets
Tip 1
Tip 2
Tip 3
Tip 4
Module 19: Abstract Notes
Module 19 Project: Your Stock Market Crash Plan

Module 20 – Placing it All Collectively
Placing It All Collectively
Module 20: Abstract Notes

Module 21 – Persevering with Training
Persevering with Training
Module 21: Abstract Notes
Module 21 Project: Different Concerns