
Learn how the stock market works, pick the right investing accounts for your goals, debunk myths, understand taxes, and choose long-term investments to maximize profits with moderate risk.
Develop a personal investing plan via the course project by completing an interactive guide that tracks your goals and actions, available in Google Sheets or a printable PDF.
Discover what investing means, and how putting time and money into the stock market can grow your resources, while overcoming discomfort to unlock powerful financial potential.
Discover how investing carries risk, learn from stories of losses, and understand how your choices, what to invest in and where to invest, control risk, not luck.
Define your personal reason for investing to clarify risk, purpose, retirement goals, college costs, and wealth transfer, and align your strategy with your money plans.
Follow the life cycle of money as it moves from paychecks to linked bank and investment accounts, through a broker, into equity and dividends, and into compounding gains before withdrawal.
Explore how to choose the right investing account types for retirement, including Roth IRA benefits, contributions, and tax considerations.
Understand traditional IRAs and taxable brokerage accounts, and compare them with Roth IRAs to optimize tax timing and retirement planning.
Explore how a job-based 401(k) offers employer match, vesting, tax benefits, limits up to $22,500 (catch-up for over 50), and Roth 401(k) options.
Learn how taxes affect investing, compare long-term and short-term gains with ordinary income, and apply four rules to save: be patient, use retirement accounts, leverage taxable brokerage.
Explore why using investment professionals often harms returns due to high fees, poorer performance, and loss of control, and learn how to pursue low-fee options.
This lecture examines the good, bad, and ugly of day trading and stock picking, highlighting risks like unpredictable markets and margin calls, and why long-term investing often prevails.
Discover how index funds lower fees and diversify investments by using a simple three-fund portfolio or a target-date fund to grow wealth over time.
Compare mutual funds, index funds, and ETFs, noting active management and higher fees in mutual funds against the low-fee, passive index funds and flexible ETFs.
Compare investing services by pace and goals, from long-term options like Acorns, M1 Finance, and Vanguard to fast platforms like Robinhood and Webull.
Invest early to maximize compound interest for long-term goals, while using high yield savings for short-term goals; follow a disciplined plan instead of relying on oversimplified articles.
Build a long-term investing framework by securing reliable income, spending less than you make, building emergency funds, leveraging employer matches, paying off high-interest debt, and advancing through incremental investing.
Avoid leaving cash in a holding or money market account; invest regularly to earn compounding. Enable auto invest to ensure every contribution goes to investments.
Explore options for investing for kids, including taxable brokerage accounts, 529 college savings plans, Roth IRA for kids, and custodial accounts, with tax implications and future goals.
Top 5 investing books explore money mindset, time prioritization, financial freedom, and practical habits for adding value.
Explore five free investing tools including YouTube, Portfolio Visualizer, newsletters, calculator.net, and Fire Calc to test investments and plan retirement with Monte Carlo scenarios.
Learn when not to invest: if living costs exceed income, or you carry high-interest debt. Also assess emotional triggers like fear of missing out to protect long-term growth.
Adopt a long-term investing mindset, prioritizing survival and small, consistent progress in a marathon—not a sprint, with optimism about the stock market's long-run growth.
Explore the bonus worksheet walkthrough, covering taxes in investing and four tax-saving rules—be patient, retirement accounts, taxable brokerage, and special rules—plus index funds and kid accounts.
Navigate the 2023 retirement shifts, from automatic 401(k) enrollment and emergency savings accounts to 529 to Roth IRA transfers, starter 401(k) plans, and expanded Roth and RMD rules.
Watch a live, beginner-friendly investing demo using Acorns and Robinhood. See deposits, automatic transfers, portfolio selection, and how to invest for long-term growth.
Imagine having hundreds of thousands of dollars invested for you and your future! That money is working day and night through thousands of companies and millions of people working to make you a profit. You don’t have to maintain anything, you don’t have to spend more than a few minutes checking up on your accounts. You are winning with money automatically! That's what this course teaches you to do from start to finish!
Class Overview: We will start from the very basics of investing and the stock market in general and clarify everything you need to know to make the right investing decisions for you. You will go from confused to knowledgeable. From conflicted to clear. By the last session, you will even have a custom plan for your life specifically that shows you how and where to invest based on your life goals. (See the class project for more on that custom plan!)
What you will learn:
Learn what investing is and how it helps us financially
Discover what we can do about investing risk
Understand what happens to your money when you invest it and where it goes exactly
Learn which investing account pairs with your life goals and needs
Grasp what is needed to deal with taxes and keep as much money as possible for yourself
Learn about investing myths and hazards that steal away profits
Discover what the best investments are to make you the most money long-term
See which investing services are best for beginners and pick the right one for you
Decide how much money you can invest and how to painlessly increase that amount
Travel along my 8-Part Perfect Investing Plan to properly strategize your finances overall
Learn to avoid the easiest investing mistake, how to invest for kids, and get a list of the best investing resources to continue learning after this class is over
Identify the signs that someone should NOT invest
Why you should take this class:
The financial world is like an obstacle course full of things to avoid, skip over, and run past but you have to understand exactly how to do that to win with money. Courses can help but 95% of them are not good. Too many courses don't properly define the terms and concepts that are used in the financial world. They dive into the details without explaining what the heck is happening! Others claim to be a complete investing course but are less than 25 minutes long. You can’t cover everything needed to invest in that short of time. Most are just about the most boring thing in the universe to watch! This course was made so that no one is left behind and every confusing concept is explained. AND it's entertaining to watch!
Who this class is for:
This class is for someone wanting to learn more about stock market investing, especially if you still have unanswered questions about how investing works or what decisions you should make. You can be completely new to the concept of investing or more familiar and still have fun taking the course while learning a lot.
Materials/Resources:
Bring your favorite pen. Nothing special is needed here, but I do recommend printing the course project workbook and taking notes! I made a stellar class project to help you do just that. It is a HUGELY valuable accompaniment to the class, not only to help you retain more knowledge but also to serve as a reference for you to have for years to come. You will have personalized answers to all your investing questions like: Which investing account is best for me? What investments make me the most money? What's the deal with short-term capital gains again?
But why spend the time?: You absolutely can read dozens of books, do research online, consult experts, and synthesize all you find over the span of years to learn everything in this course on your own. It took me 12 years to really digest the financial world to get to this point.
But my goal is to save you 2 resources: Time and Money.
Time- saving you years of (boring) research
Money- saving you from the many common mistakes made when investing in the stock market. It’s not actually about getting rich quickly, it's about winning with money long-term and setting yourself up to take advantage of all the opportunities that are hidden behind walls of bad advice and confusing financial terminology. All of those walls will be broken down in the next 2 hours.
See you in the first class section!