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First Generation Fortune: A Beginner's Guide to Investing
Welcome to Investing 101
Meet your instructor (1:01)
Who can invest? (2:35)
Course overview and syllabus
Assessment
Why is investing important?
What's the difference between saving and investing? (7:08)
Why is investing important? (4:55)
Two ways to look at investing (4:10)
What to consider when investing?
What's in it for me (risk and return)? (5:34)
How easy is it to buy and sell investments (liquidity)? (1:40)
How much does it cost to invest (fees)? (2:26)
How do I make sure I don't put all of my eggs in one basket (diversification)? (1:49)
Is it possible to get scammed (fraud)? (1:21)
How much and how often do I want to invest? (2:02)
What investment accounts can I have?
Investment Account Types (5:14)
Accounts for Retirement (9:55)
Accounts for Passion Projects and Big Purchases (1:01)
Accounts for Future Education (2:12)
Accounts for Kids (2:41)
Accounts for Health Expenses (1:36)
Accounts for Persons with Disabilities (1:32)
What can my portfolio look like? (2:43)
What can I invest in?
What is a stock? (22:12)
What is a bond? (8:28)
What are mutual funds, ETFs and target date funds? (30:20)
What is a REIT? (6:10)
What's an example of asset allocation? (3:26)
Where do I start investing?
Investing at work (21:56)
Investing as a freelancer or self-employed individual (6:47)
Investing as a stay-at-home-parent (5:15)
DIY investing and choosing a brokerage platform (4:37)
Working with Robo-advisors (3:02)
Working with a financial advisor (4:19)
How to Automate Your Investments
What is automatic investing? (1:38)
What is dollar cost averaging (DCA) or lump sum strategy? (3:07)
What's a Dividend Reinvestment Plan (DRIP)? (2:59)
Sample money flow (2:06)
How are my investments taxed?
What are capital gains and how are they taxed? (10:55)
How are dividends taxed? (1:54)
What is tax loss harvesting (1:40)
Wealth is not taxed like income (0:58)
What are some investing research tools I can use?
FINRA Fund Analyzer (5:08)
ETF Finder (3:43)
FinViz Stock Screener (3:54)
Stock Indices Info (4:09)
Bear vs. bull market (2:10)
BONUS: Winning with Wealth - Investment Strategies for a Strong Financial Future
FI/RE Movement Investing Strategy (7:45)
3 Fund Portfolio (5:32)
Your investment action plan (0:30)
The secret to investing (1:56)
What's Next?
Share your success with us! (0:41)
What's next? (0:52)
Investing as a freelancer or self-employed individual
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