This course was created with the
course builder. Create your online course today.
Start now
Create your course
with
Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Financial Insight Series - Investing
INTRODUCTION
Why I put this series together (13:16)
Layout of the series (3:57)
Vocabulary you should know (4:52)
READY TO INVEST?
A breakdown of your choices (17:22)
STOCKS & BONDS PART 1 - WHAT YOU NEED TO KNOW
1.1 The value of bonds (12:29)
1.2 The stock market - laying the foundation (8:25)
1.3 The 3 ways people invest (6:57)
1.4 The reality of market timing (9:58)
1.5 What to expect during a downturn - A look back at history (10:27)
1.6 What is what? - mutual funds, index funds, portfolio's, qualified accounts & more! (5:29)
1.7 The alternative to market timing - What is the right stock and bond allocation for you? (12:45)
1.8 Investment account breakdown - IRA (before tax) vs Roth IRA (after tax) (13:06)
1.9 How much should you be saving? (13:48)
STOCKS & BONDS PART 2 - WHERE TO START
1.10 Overview of part 2 (5:55)
1.11 The do it yourselfers (15:35)
1.12 Robo Advisors part 1 (18:21)
1.13 Robo Advisors part 2 (21:22)
1.14 Online financial advisors (21:55)
1.15 A personal financial advisor (26:46)
1.16 Finding the right personal financial advisor (20:02)
STOCKS & BONDS PART 3 - THE 5 DO NOTS
1.17 Don't forget, it's a big world (9:49)
1.18 Don't choose your investments within your 401(k) like this (13:21)
1.19 Don't wait for the next market downturn to invest (11:03)
1.20 Don't get caught market timing - COMING SOON
1.21 Don't lose patience (if you have a sound investment approach) (9:35)
INSURANCE & ANNUITIES - COMING SOON
2.1 How does life insurance work as an investment
2.2 How do annuities work
2.3 Why i'm always skeptical initially... and you should be to
2.4 The tax benefits of these products
2.5 When it might make sense
REAL ESTATE - COMING SOON
3.1 What it means to invest in real estate
3.2 What you should know before you invest in real estate
3.3 What to expect when you invest in real estate
3.4 Does real estate make sense for you?
3.5 Real estate vs The stock market
1.4 The reality of market timing
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock