"It finally feels like I'm doing this the right way—without having to figure it all out alone."
Beginner
About this course
In the Investment Essentials Course, you'll learn the timeless principles behind smart, confident investing and how to apply them to your own life, no matter where you're starting.
We'll walk through how to establish your financial foundation, things to know before you start investing, how markets work, how to build a portfolio that fits your goals, and the habits that separate long-term investors from people who keep waiting for the "right time."
Investing can feel intimidating, especially when most resources are built to sell you something. This course breaks it down simply, without jargon, without pressure, and without an agenda beyond your progress.
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Welcome
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1 : The Goal of Investing
The Goal of Investing
0:04
Intro
1:08
Build Confidence
0:41
Reflection Question
0:05
Personal Vision Statement
0:29
Your Personal Vision Statement
1:08:
Personal Vision Statements
0:22
Give Yourself Grace
0:16
Margin of Safety 1
0:57
Margin of Safety 2
0:45
Building the Margin of Safety
0:08
Monthly Savings Plan
0:46
Four Buckets
1:05
Margin of Safety Scenarios
0:10
Reflection Question
0:05
Reflections from Fred
1:14
Conclusion
0:05
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2 : Building Blocks of Investing
Building Blocks of Investing
0:04
Intro
0:35
Quote
0:05
Simple vs. Compound Interest
0:29
Compound Interest Formula
1:55
Leveraging Time
1:22
Scenarios
0:08
Compound Interest Slider (25 Years)
0:52
Compound Interest Table
1:19
Interest Rates
1:14
Multiplying Money
1:05
Quote
0:05
Compound Interest Wrap-up
1:16
Asset Introduction
1:53
Drag and Drop Investment vs. Non-investment
0:04
Liquidity
0:57
Liquid or Illiquid Chart
0:34
Liquidity Animation
1:01
Liquidity
0:19
Drag and Drop Liquid vs. Illiquid
0:05
Asset Mix
0:52
Stocks and Bonds
0:47
Asset Mix: Account
0:58
Asset Mix Cont.
2:18
Putting It All Together
0:12
Fred Video: Building Blocks Recap
0:59
Conclusion
0:05
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3: Killer Mistakes of Investing
Killer Mistakes of Investing
0:04
Reflections from Fred: Why is this important?
0:32
Intro
0:34
Narrative and Example
1:18
Five Killer Mistakes
0:33
- Killer Mistake 1 • 2m 19s
- Killer Mistake 2 • 3m 1s
- Killer Mistake 3 • 3m 49s
- Killer Mistake 4 • 9m 28s
- Killer Mistake 5 • 11m 1s
Scenario
0:35
Multiple Answer Scenario
0:03
Multiple Choice Scenario
0:03
Wrap-Up
1:42
Homework
0:34
Conclusion
0:05
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4 : Rules of Investing
Rules of Investing
0:04
Reflections from Fred: Why is this important?
0:35
Knowledge and Process
0:28
Bike Metaphor
0:09
Quote
0:05
Overview
0:33
Five Rules of Investing
0:26
- Rule 1 • 2m 34s
- Rule 2 • 4m 24s
- Rule 3 • 4m
- Rule 4 • 3m
- Rule 5 • 4m 39s
Bike Metaphor
0:32
Discipline
0:04
Rules of Investing Recap
1:49
Homework
0:56
Conclusion
0:05
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5: Key Questions for Healthy Investing
Key Questions for Healthy Investing
0:04
Reflections from Fred: Three Big Questions
1:11
Intro
2:16
Three Key Questions
0:44
- Question 1 • 6m 40s
- Question 2 • 4m 59s
- Question 3 • 4m
The AIP tool
1:52
Reflection Question
0:05
Conclusion
0:05
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6: Your Plan for Investing
Your Plan for Investing
0:04
Intro
1:20
- Debriefing the AIP • 47s
Fred Video: KM #1
0:25
- Three Critical Questions • 0:15
- How am I doing?
- What is it costing me? • 1m 43s
- Where am I now? • 2m 23s
- Developing Your Plan • 7m 37s
Developing Your Plan
0:28
Saving
2:22
Reflection Question
0:05
Determining Milestones
0:43
Sample Milestones
0:34
Reflection Question
0:05
Sample Milestones
0:41
Reflection Question
0:05
Evaluating Milestones
0:25
Determining Milestones
1:13
Investment Pledge
1:12
Investment Pledge With Debt
0:15
Investment Pledge Without Debt
0:14
Closing Remarks
0:18
Conclusion
0:05
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7 : The Life of Your Investing
The Life of Your Investing
0:04
Quote: Behavior
0:05
Key Takeaways Overview
1:30
Key Takeaways and Action Items
0:05
Changing Behavior is Challenging
1:33
Reflection Question
0:05
Accountability Partner
0:31
Establishing Your Margin of Safety
0:13
Action steps if still working on margin of safety
1:29
Action steps with full margin of safety
1:38
Testimonial Video
0:05
Ongoing Support and Resources
1:54
Final Thoughts from Fred
1:51
Thank You
0:20
Conclusion
0:05
