Amon & Christina – Stock Market Investing for Financial Independence & Retiring Early

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Amon & Christina – Stock Market Investing for Financial Independence & Retiring Early
Stock Market Investing for Financial Independence & Retiring Early (FIRE)

Everything you need to know about investing in the stock market for FIRE
This Course Includes:
4+ hours of on-demand video
Absolutely NO boring PowerPoints. Instead, we talk to you face-to-face (like our YouTube videos). Keeping you engaged all 21 modules (4.5 hours).
Your own investment plan
In this course, we share our specific holdings in our investment accounts and we include a 19-page pdf investment plan for you to download and fill out, so that you can create your own individual investment plan, too!
30+ investing resource
Our resources include homework assignments, summary notes, and a list of additional resources that include additional investing tips that you can print and take with you anywhere
What You’ll Learn:

This course consists of more than four hours of video instruction, more than thirty resources, and a 19-page downloadable pdf investment plan for you to fill out and create based on the information you learn from the course.
The video instruction is broken into twenty-one modules. Each module focuses on different investing topics, with the modules presented in sequential order.
We begin the course by discussing the steps you should take before you begin investing. We also discuss how to calculate your FIRE number and how that number relates to your overall investment portfolio and your withdrawal strategy during retirement. We then share stock market history information, historical market perspectives, and the mentality behind investing.
We go over the different types of investment accounts that may be available to you (including tax-advantaged and non-tax advantaged accounts) and we discuss the various types of fees associated with different types of investments. We discuss the key characteristics to look for when picking a brokerage company and we walk you through how to open a brokerage account, how to fund the account, and how to set the account up for automatic investments.
We discuss how to structure your order of investing and the different types of investments that you can add to your portfolio (including index funds, ETFs, REITs, individual stocks, and bonds). We discuss the key factors you need to consider when deciding on your asset allocation. We walk you through how to research different types of investments and what to look for when you’re investing in different assets, such as index funds, ETFs, REITs, and individual stocks.
We discuss whether you should lump sum your money into your investments or whether you should dollar cost averaging. We also discuss how to rebalance your portfolio, common investing mistakes to avoid, and how to invest during a recession and bear markets.
At the end of the course, we put everything together so that you can take action and invest.
“When you invest, you’re buying a day you don’t have to work.”
Course Curriculum

Module 1 – Introduction & Overview

Welcome!

Download your Stock Market Investing Plan for FIRE and start your course!

Module 1 Assignment: Section I of Your Investment Plan

Module 2 – Steps to Take Before You Begin Investing

Establishing an Emergency Fund

Pay off High Interest Debt

Module 2: Summary Notes

Module 3 – Starting With a Goal & Achieving FIRE

Calculating Your FIRE Number

The Trinity Study

Module 3: Summary Notes

Module 3: Assignment #1 (Start With a Goal)

Module 4 – Stock Market History (Good Investors Know their History)

How it All Began

Crash of 1929 (Black Tuesday)

Crash of 1973-74 (Oil Crisis Crash)

Crash of 1987 (Black Monday)

Crash of 2000 (Dot-com Bubble)

Crash of 2008 (Great Recession)

Crash of 2020 (Coronavirus Crash)

Module 4: Summary Notes

Module 5 – Investing Mentality

Controlling Your Emotions

How to Behave During a Crash

Module 5 Summary Notes

Module 5: Assignment #1 (Investing Assessment)

Module 6 – Overview of Investment Accounts

Two Types of Accounts: Tax Advantage & Non-Tax Advantage

Tax Advantaged Accounts – 401(k)

Tax Advantaged Accounts – Solo 401(k)

Tax Advantaged Accounts – 457 Plan

Tax Advantaged Accounts – Traditional IRA

Tax Advantaged Accounts – 403(b)

Tax Advantaged Accounts – Roth IRA

Tax Advantaged Accounts – Self-Directed IRA

Tax Advantaged Accounts – Health Savings Account (HSA)

Tax Advantaged Accounts – 529

Non-Tax Advantaged Accounts – Ordinary brokerage account

Module 6: Summary Notes

Module 6: Additional Resources

Module 7 – Types of Investment Fees

Brokerage Fees

Transaction Fees

Expense Ratios

Fronted-End Load Fees

Back-End Load Fees

Management Fees

Annual Fees

Impact of Fees

Avoiding or Reducing Fees (Tip 1)

Avoiding or Reducing Fees (Tip 2)

Avoiding or Reducing Fees (Tip 3)

Avoiding or Reducing Fees (Tip 4)

Module 7: Summary Notes

Module 8 – Picking a Brokerage Company

Evaluating the Brokers Security

Insurance – What to Look For?

Consider the Brokerages Fraud Policies

Checking for Fees

Assessing Customer Service

Platform Interface (Website and App)

Types of Accounts Offered

Customer Reviews

Module 8: Summary Notes

Module 9 – Opening A Brokerage Account

Step-by-Step Instructions

Module 9: Summary Notes

Module 10 – Funding Your Brokerage Account

Options for Funding Your Account

Module 10: Summary Notes

Module 11 – Automate Investments

Automating – Benefit 1

Automating – Benefit 2

Automating – Benefit 3

Automating – Benefit 4

Setting Up Automated Investments

Module 11: Summary Notes

Module 12 – Order of Investing

Why Order of Investing Matters

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Bonus Step for Early Retirees

Module: 12 Summary Notes

Module 12: Assignment #1 (Your Order of Investing)

Module 12: Additional Resources (How We Invested for FIRE)

Module 13 – Types of Investments

Actively Managed Mutual Funds

Index Funds

Deciding Between Mutual Funds & Index Funds

Mutual Funds vs. Index Funds – Goals & Fees

Mutual Funds vs. Index Funds – Comparing Performance

Index Fund Preference

Exchange Traded Funds

Comparison – ETFs and Index Funds

Why People Choose ETFs Over Index Funds – Reason #1

Why People Choose ETFs Over Index Funds – Reason #2

Why People Choose ETFs Over Index Funds – Reason #3

Why People Choose Index Funds Over ETFs – Reason #1

Why People Choose Index Funds Over ETFs – Reason #2

REITs

Individual Stocks

Bonds

Module 13 Summary Notes

Module 14 – Asset Allocation & Optimal Returns

What Is Asset Allocation

Asset Allocation and Time Horizon

Aggressive vs Reckless Investing

Role of Bonds

Stock vs Bond Allocation

Problem With the Rule of Thumb

Our Thoughts When Developing Our Portfolio Allocation

Asset Allocation and Revisiting the Trinity Study

See Inside Our Portfolio – Stocks Bonds and Emergency Funds

See Inside Our Portfolio – Creating Our Core Investment

See Inside Our Portfolio – Supporting Our Core Investment With ETFs

See Inside Our Portfolio – Supporting Our Core Investment with REITs

See Inside Our Portfolio – Supporting Our Core Investment With Individual Stocks

Module 14: Summary Notes

Module 14: Assignment #1 (Your Targeted Asset Allocation)

Module 14: Additional Resources

Module 15 – Researching Investments

Researching Investments in General

Researching Index Funds

Comparing Index Funds

Researching and Comparing ETFs

Researching and Comparing REITs

Individual Stocks A Word of Warning

Researching and Picking Stocks – Factor 1

Researching and Picking Stocks – Factor 2

Researching and Picking Stocks – Factor 3

Researching and Picking Stocks – Factor 4

Researching and Picking Stocks – Factor 5

Researching and Picking Stocks – Factor 6

Researching and Picking Stocks – Factor 7

Module 15: Summary Notes

Module 15: Assignment #1 (Your Investments)

Module 16 – Lump Sum Investing v. Dollar Cost Averaging

An Identified Lump Sum

Vanguard Study and Results

The Mindset Role

Taking Into Account the Fear of Investing

The Ultimate Question to Ask Yourself

Module 16: Summary Notes

Module 16: Additional Resources

Module 17 – Rebalancing

Strategy of Rebalancing

Sample Portfolio to Rebalance

Rebalancing Strategy #1

Rebalancing to Reduce Risk

Rebalancing to Increase Returns

Rebalancing Strategy #2

Rebalancing vs. Timing the Market

Rebalancing Frequency Option #1

Rebalancing Frequency Option #2

Module 17: Summary Notes

Module 17: Assignment #1 (Rebalancing Strategy)

Module 18 – Investing Mistakes to Avoid

Eight Mistakes – Your Guiding Light

Mistake #1

Mistake #2

Mistake #3

Mistake 4#

Mistake #5

Mistake #6

Mistake #7

Mistake #8

Module 18: Summary Notes

Module 18: Assignment #1 (Note to Self – Investment Mistakes to Avoid)

Module 19 – Dealing With Recessions and Bear Markets

Tip 1

Tip 2

Tip 3

Tip 4

Module 19: Summary Notes

Module 19: Assignment #1 (Your Plan for Dealing with Crashes)

Module 20 – Putting it All Together

Putting It All Together

Module 20 Summary Notes

Module 21 – Continue Education

Continuing Education

Module 21: Summary Notes

Module 21: Assignment #1 (Other Considerations)
Meet Your Instructors
Hello, We’re Amon & Christina (Your Instructors)
We’re former federal government employees that focused on saving, making, and investing money so that we could grow enough wealth in our investments to never have to work again.
And, guess what? We did it! At the age of 39, we reached financial independence, quit our jobs, and . . . we retired!
If you’re interested in learning how to invest in the stock market on the road to financial independence and retiring early (i.e., FIRE) – this course is for you!
“Reaching FIRE has allowed us to spend more time with each other and with our daughters. We get to live every day to the fullest!”

– Amon & Christina Browning