Udemy
    •  
    •  
    •  
    •  
    •  
    •  
    •  
    •  
Subscribe
Turn what you know into an opportunity and reach millions around the world.
Learn More
Your cart is empty.
Keep shopping
DIY Retirement Investing With Public REITS - For Beginners+
Rating: 5.0 out of 5(2 ratings)
4 students

DIY Retirement Investing With Public REITS - For Beginners+

Learn to Plan Well, Invest Wisely, & Implement Your Investment Program in 4 Hours. A Step-By-Step Turnkey Solution.
Created byJonathan Selsick
Last updated 6/2023
English

What you'll learn

  • Financial planning: Understand the retirement planning process, how investments compound, and the benefits of starting young.
  • Learn how much to set aside for your circumstances and stress test it under different assumptions using our retirement planning spreadsheet.
  • Investing well. Understand the essential considerations to investing well for the long term, and why real estate is a good asset class.
  • Understand the opportunities within the REIT universe, and the strategy behind our curated portfolio we provide to you to utilize, if you choose to.
  • Setting up: We walk you step-by-step through the process of getting your investment account open, funded, invested, and automated for recurring investment
  • End result: Become self-sufficient and in control of managing your public real estate portfolio and have a program set in motion to meet your financial goals.

Course content

5 sections • 26 lectures • 3h 39m total length

  • Course overview1:06

    This lesson gives an overview of the course deliverables and content.


    Deliverables

    What can you expect to have accomplished at the end of this course?


    • Understand the retirement planning process, how investments compound, and the benefits of starting young.

    • Calculate how much to set aside for your circumstances and stress test it under different assumptions.

    • Understand the essential considerations to investing well for the long term, why real estate is a good asset class, and the different opportunity sets within the real estate sector.

    • Understand the strategy behind our public real estate portfolio we provide to you to utilize if you choose to.

    • Get your investment account open, funded, invested, and set up on auto-pilot for recurring deposits/investments.

    • Be self-sufficient and in complete control of managing your public real estate portfolio and have set a program in motion to ensure your baseline needs for later years.



    Course Contents

    Module 1 – Planning for the Future

    1. The benefits of starting young

    2. Thinking in buckets

    3. Inflation, compound interest, and real returns

    4. Visualizing the process

    5. Scenario planning

    6. The keys to success

    Module 2 – Investing wisely

    1. Understanding risk

    2. Avoiding wealth destroyers

    3. Adapting to changing times

    4. Real estate as an asset class

    5. Why publicly traded real estate

    6. Appreciation is all about the land

    7. Risk across real estate asset types

    8. Building a public real estate portfolio

    9. Our REIT-30 portfolio

    Module 3 – Implementation

    1. Deciding on the type of investment account

    2. Open your brokerage account

    3. Funding your account

    4. Account housekeeping

    5. Populate your portfolio

    6. Setting up recurring investment feature

    7. Keeping track of your performance

    8. Download the mobile app

    Module 4 – Wrap up

    1. Closing comments


  • Hello from your course mentor!1:28

Requirements

  • Basic Excel or Google Sheets experience helpful, but not essential, to work with Retirement Planning Spreadsheet.

Description

If you are a recent college graduate or a young working adult, the best time to start contemplating how to secure your financial future is now.

If you are a parent, ensuring your kids are financially literate and putting a plan in place is a win-win solution for them and you.

A 4-hour investment of your time will reap benefits that endure for decades.

By the end of this 4-hour course, you will have sufficient knowledge to self-manage your retirement planning, and will be in control of managing your own public real estate portfolio, with your investment account open, funded, invested, and set up on auto-pilot for recurring investment.

There is no need to hire an advisor when your finances are simple. We walk you step-by-step through the process and provide all the necessary tools including our unique retirement planning spreadsheet and our curated public REIT portfolio for your use. It’s truly a turnkey solution to get your foundation in place, and as you will discover, the benefits of doing it yourself and starting young are very significant.

You will gain a comprehensive understanding of essential investing knowledge, plus lots of street-smart and big-picture advice they don't teach in business school or to financial advisors. These insights will help you make intelligent choices and converse intelligently with anyone. I've put together exactly the course I wish I had access to when I was in my twenties.

The 3-module course will educate you on the benefits of investing for the future while you are still young, and enable you to do scenario testing to develop a savings plan that works for you. You will learn how to invest your savings wisely for the long term and avoid major wealth destroyers. You will learn why real estate is a smart asset class for the long term, the benefits of investing in publicly listed REITs, and understand the strategy behind the real estate portfolio we have assembled for you. Lastly, we guide you step-by-step to getting your public real estate portfolio set up and on auto-pilot in your own brokerage account without ever having to pay a financial advisor. The goal is for you to be self-sufficient to plan and manage your financial future. Visit the curriculum for more details.

If you’ve been putting off investing for your future because you thought you had to hire someone or it was too complex, I’ll help you get it done and get your plan on autopilot. You don't need a lot of money to get started and to set your foundation in place. The important thing is to educate yourself and get your plan in motion, no matter how small.

With easy-to-follow videos and jargon-free explanations, this course is perfect for young people to enhance their financial literacy and take control of their financial future. Don't wait, start investing in yourself today! Your future self will thank you.



Who this course is for:

  • Young working adults, or parents who want to help their children learn about investing literacy.
  • The material is intended for US based learners, however many of the concepts are applicable to anyone wanting to set up a retirement investment plan. Nevertheless, some of the account opening and implementation will need to be modified for local brokerage availability.
  • This course makes a great gift for college students who have recently graduated.
  • Corporations who wish to offer investing education to their employees as a perk.

Report abuse