As a new investor, things can seem overwhelming or like one question always leads to another. Today I want to really explain to you guys just what my course Investing With Confidence covers as well as some things you can hope to learn! I focus on dissolving the confusion around investing with a step by […]
As a new investor, things can seem overwhelming or like one question always leads to another. Today I want to really explain to you guys just what my course Investing With Confidence covers as well as some things you can hope to learn! I focus on dissolving the confusion around investing with a step by step path to getting started!
In Module #1 of my course, I help you understand what to realistically expect from investing as well as how to handle any fears you may have about losing money.
We cover just how to understand what you should buy based on your investment goals plus just how often you should invest after your initial purchase. We also discuss how to let go of emotional investing!
You are far more likely to gain money than to lose money when invested properly. This can be tricky because let’s face it, emotions get in the way and we may not be the best at handling our own finances when we let emotion interfere. Once you can get around that, you’re golden!
Together, I’ll help you set investing goals as well as set up a budget to ensure you know just how much you should be investing in order to reach your goals. We’ll also cover important finance terms in a way that makes them easier to understand.
In Module #2, we’ll discuss primary investment options and I’ll also be showing you my process for narrowing down the options. Together we’ll break down what exactly your options are and how they work, such as stocks, bonds, mutual funds, index funds, and ETFs!
I’ll also explain how to understand fees and taxes a little better so you can avoid the costly mistake that I’ve already made! This module will help you feel a little more up to speed, so if you ever decide to work with a financial pro you won’t be taken advantage of.
Module #3 is all about understanding your choice of accounts. We’ll walk through standard brokerage accounts as well as retirement accounts such as a ROTH, IRA, and 401ks. I’ll also help guide you through the account opening progress and giving answers to common questions that trip people up.
Last but certainly not least, in Module #4 I’ll show you how to use this to create your own investment portfolio and strategy! I’ll walk you through each path you could take, such as creating it yourself, hiring someone to do it for you, or even using a roboadvisor! We’ll cover how to find the perfect balance of risky and conservative investments as well as how to find the investments themselves, buy them, and put things on autopilot so you have less to worry about! We even talk about how to review your investments and decide when to make changes.
As if this course wasn’t complete, I’ve included extras to help you on your journey to financial freedom. Within this course, you’ll also find access to a 529 College Savings Mini-Course and several guides to help you out. There’s even a lesson about passive income and FIRE Planning!