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Unlocking the Power of Investing
Welcome to Unlocking the Power of Investing!
Course Intro Video (4:59)
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A Thank You to our Kickstarter Backers!
Section 1: What is Investing?
1.1: Saving vs. Investing (4:47)
1.2: The Power of Compound Interest (7:34)
1.3: Am I Really Ready to Invest? (4:43)
1.4: Intro to the Investment Process (5:06)
Section 2: Evaluating Your Goals and Risk Tolerance
2.1: Setting Solid Investment Goals (3:22)
2.2: Measuring Your Time Horizon (4:05)
2.3: Risk Tolerance from Mattress Cash to Bitcoin (5:40)
2.4: Putting the Risk Tolerance Pieces Together (3:17)
Section 3: Choosing the Right Type of Investment Account
3.1: Overview of Various Investment Accounts (3:46)
3.2: Focus on the 401(k) (10:26)
3.3: Roth vs. Traditional IRAs (9:06)
3.4: SEP IRA, Simple IRA, and Solo 401(k) Accounts (5:51)
3.5: 529 Plan Basics (9:53)
3.6: Health Savings Accounts (4:03)
3.7: Accounts for Everything Else (9:04)
3.8: Choosing Between the Various Account Types (3:58)
Section 4: Setting Your Asset Allocation
4.1: Intro to Asset Allocation (3:52)
4.2: Cash, Money Market, and Cash Equivalents (3:06)
4.3: Bonds and Fixed Income (7:26)
4.4: Stocks and Equity (13:49)
4.5: Alternatives (Everything Else!) (2:17)
4.6: Mutual Funds, Index Funds, ETFs, and Target Date Funds (6:43)
4.7: Setting an Asset Allocation for Your Risk Type (4:25)
Section 5: Building and Implementing Your Investment Portfolio
5.1: Choosing an Investment Provider (5:19)
5.2: Opening Your Investment Accounts (4:47)
5.3: Transferring Money and Combining Accounts (5:11)
5.4: Picking Individual Funds (6:26)
5.5: Trading and Execution (3:31)
Section 6: Taking it a Step Further
6.1: Choosing a Financial Advisor (7:15)
6.2: How to Pick Individual Stocks (5:21)
6.3: An Intro to Socially Responsible Investing (3:46)
Section 7: Maintaining Your Investments Over Time
7.1: Reading an Investment Statement (3:19)
7.2: Rebalancing Your Portfolio (2:46)
7.3: Your Quarterly/Annual Money Date (2:37)
4.7: Setting an Asset Allocation for Your Risk Type
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