Down To Finance: Investing Course

Course Curriculum

1. Let's Get Started!
1. How Long Will This Course Take?
2. Disclaimer
3. 1.1 Welcome & About Me
4. 1.2 Get Support: Join the FB Community
5. 1.3 Understanding the Importance of Investing
6. Quiz 1: Knowledge Check
7. 1.4 Differentiating Between Saving and Investing
8. 1.5 Anyone Can Invest
9. 1.6 Overcoming Fear of Investing
1. Quiz 2: Compound Interest
2. 2.1 What is Compound Interest?
3. 2.2 Demo: Compound Interest Calculator
4. 2.3 You Can’t Save Your Way to Wealth
5. 2.4 Opportunity Cost of Spending vs Investing
6. 2.5 The Importance of Starting Early
1. 3.1 Introduction to the Stock Market
2. 3.2 A-Z Financial Jargon
3. A-Z Financial Jargon Cheat Sheet
4. Quiz 3: Analyzing a Stock
5. 3.3 What is a Stock?
6. 3.4 How Does The Stock Market Work?
7. 3.5 Analyze a Stock
8. 3.6 Understanding The Cost of Inflation
1. Quiz 4: Investments
2. 4.1 Stocks
3. 4.2 Bonds
4. 4.3 ETFs
5. 4.4 Mutual Funds
6. 4.5 Index Funds
7. 4.6 REITs: Real Estate Investment Trusts
8. 4.7 Evaluating Fees: Front-Load Fees & Expense Ratios
9. 4.8 How to Check Your Fees
1. Quiz 5: Portfolio Building
2. 5.1 Diversification & Strategies for Building a Diversified Portfolio
3. 5.2 3-Fund Portfolio
4. 3-Fund Portfolio Cheat Sheet
5. 5.3 Target Date Index Funds
6. Target Date Index Funds Cheat Sheet
7. Quiz 5.5: Target Date Index Funds
8. 5.4 2 Funds for Life Portfolio
9. 2-Funds For Life Cheat Sheet
10. 5.5 Introduction to Roboadvisors
11. 5.6 What Robo Advisor Do I Use?
1. Intro to Module 6
2. Quiz 6: Retirement & Investment Accounts
3. 6.1 What is Investing?
4. 6.2 Investing Layers
5. 6.3 401(k)s
6. 6.4 401(k) Catch Up Contributions
7. 6.5 Automatic 401(k) Enrollment
8. 6.6 Roth IRAs
9. 6.7 Traditional IRAs
10. 6.8 Roth IRA vs Traditional IRA
11. 6.9 Roth IRA Phase Outs
12. 6.10 Power of Maxing out your IRA
13. 6.11 New 10-Year Rule: Inherited IRAs
14. 6.12 Backdoor Roth IRA
15. 6.13 HSAs: Health Savings Accounts
16. 6.14 Individual Brokerage Accounts
17. 6.15 Capital Gains Tax
18. 2024 Retirement Accounts Cheat Sheet
19. 2025 Retirement Accounts Cheat Sheet
20. 2025 Contribution Limit Increases
1. Quiz 7: Investing Strategies
2. 7.1 Investing No-no’s
3. 7.2 Investing Later in Life
4. 7.3 Investing While in Debt
5. 7.4 Investing Order of Operations
6. 7.5 401(k) Rollover
7. 7.6 Should You Break Up With Your Financial Advisor?
8. Sample Advisor Break Up Letter
1. Quiz 8: Starting to Invest
2. 8.1 Self-Directed Investing or Roboadvisor?
3. 8.2 Vanguard: Step-by-Step How to Open an Account
4. 8.3 Vanguard: Add Your Bank Account
5. 8.4 Vanguard: Buttons to Click to Buy Funds
6. 8.5 Vanguard: Automate Your Investments
7. 8.6 Vanguard: Add Beneficiaries
8. 8.7 Fidelity: Step-by-Step How to Open an Account
9. 8.8 Fidelity: Add Your Bank Account
10. 8.9 Fidelity: Buttons to Click to Buy Funds
11. 8.10 Fidelity: Automate Your Investments
12. 8.11 Fidelity: Add Beneficiaries
13. 8.12 Betterment: Step-by-Step How to Open an Account
14. 8.13 Betterment: Add Your Bank Account
15. 8.14 Betterment: Choose Your Portfolio
16. 8.15 Betterment: Deposit Money & Automate Investments
17. 8.16 Betterment: Add Beneficiaries
1. Quiz 9: Finance Independence
2. 9.1 What is Financial Independence?
3. 9.2 Calculating your FI Number
4. 9.3 The 4% Safe Withdrawal Rate & Trinity Study
5. 9.4 When To Invest: Timing the market
6. 9.5 Dollar Cost Averaging vs Lump Sum Investing
1. 10.1 My Money Roadmap
2. 10.2 My Current Investment Allocation
3. 10.3 BONUS: Here’s My Portfolio!
4. 10.4 You’re an Investor!
5. 10.5 A Personal Message & Thank You
1. 💰 Side Hustle Mini Course
2. ➕ Playing with FIRE Calculator
3. 💸 Wealth Building Blueprint

About this course

$997.00
103 lessons
6.5 hours of video content
Cheat Sheets
Playing with FIRE Calculator
Side Hustle Mini PDF Course