
Welcome
Disclosure
Who am I?
My commitment to you
Ways to invest your money
Cash
Certificates of Deposit (CDs)
Stock
How stock profits work
Selling a stock short
Bonds
Mutual Funds
ETFs
Real Estate
Insurance
Hedge funds and private placements
Crypto Currency
Alternative invsestments-Options
Ways to trade options
Why options are better than stock
Types of taxable accounts
Beneficiaries
Types of individual retirement accounts
Traditional IRA
Non-qualified distributions from a Traditional IRA
ROTH IRA
Traditional IRA vs ROTH IRA
401k, profit sharing, 403b
457 plan
SEP plan
SIMPLE IRA plan
Defined benefit plan and beneficiaries
Accounts for children
Custodial accounts
529 plans
Coverdell Educational Savings plan
Custodians
Important stuff you need to know
Bonus Material
Are you living day to day? Are you stuck in a job you don't like? Do you wish you had more money to pay your bills or buy a car or take a vacation? Do you wish you could live a different way? Well you can and I can show you how!
If you do what everyone else does, you'll get what everyone else gets. You have to do something different, you have to do with 2% of the population does so you can get what those 2% get. You control your own destiny whether you realize it or not. The time is now for you to make a shift and I can help you do it!
This course will explain basic investing concepts to you and this course is geared toward beginners with no experience in finance or the stock market.
This course will review different ways to invest such as stocks, bonds, mutual funds, and more. This course will also review retirement accounts and trading accounts. This course will also teach you how you can protect your money and your accounts if you pass away. Everyone needs to understand the basic concepts taught in this course!
Most people are living paycheck to paycheck and do not genuinely enjoy their lives. I can show you how you can change this. I can show you how you can start saving and investing, even if you think you don't have enough to do this.