Ends:

00

days

00

hours

00

mins

00

secs

Investing for Financial Independence and Retiring Early

Everything you need to know about investing in the stock market for FIRE

Recommended by Teachable

$

199

FREE

$

120

$

199

  • 4 Hours of video instruction
  • 30+ resources and a 19-page pdf investment plan
  • Learn how to structure your order of investing
  • Learn how to rebalance your portfolio
  • Your own investment plan: everything that you need to take action and invset for your retirement
Teachable Best Price Guarantee™

If you find it cheaper anywhere else, we'll refund you the difference.

Price:

$

199

FREE

$

120

Teachable Best Price Guarantee™

If you find it cheaper anywhere else, we'll refund you the difference.

Your Outcome

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. At the end of the course, we put everything together so that you can take action and invest.

About this course

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.

Disclaimer

The content in this course are for educational purposes only and merely cite Amon and Christina own personal opinions. In order to make the best financial decision that suits your own needs, you must conduct your own research and seek the advice of a licensed financial advisor if necessary. Know that all investments involve some form of risk and there is no guarantee that: 1) you will be successful in making, saving, or investing money; 2) you won't experience any loss when investing; or 3) that once you reach your FIRE number, your money will last forever during your retirement. Always remember to make smart decisions and do your own research!

What Students Say

No items found.

Course Curriculum

Module 1 - Introduction & Overview

  • Welcome! (4:16)
  • Download your Stock Market Investing Plan for FIRE and  your course!
  • Module 1 Assignment: Section I of Your Investment Plan

Module 2: Summary Notes

  • Module 2 - Steps to Take Before You Begin Investing
  • Establishing an Emergency Fund (3:25)
  • Pay off High Interest Debt (2:45)

Module 3 - Starting With a Goal & Achieving FIRE

  • Calculating Your FIRE Number (4:14)
  • The Trinity Study (6:57)
  • Module 3: Summary Notes
  • Module 3: Assignment #1 ( With a Goal)

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

  • How it All Began (3:05)
  • Crash of 1929 (Black Tuesday) (1:24)
  • Crash of 1973-74 (Oil Crisis Crash) (0:59)
  • Crash of 1987 (Black Monday) (1:15)
  • Crash of 2000 (Dot-com Bubble) (2:22)
  • Crash of 2008 (Great Recession) (1:16)
  • Crash of 2020 (Coronavirus Crash) (4:05)
  • Module 4: Summary Notes

Module 5 - Investing Mentality

  • Controlling Your Emotions (4:19)
  • How to Behave During a Crash (4:49)
  • 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 (2:08)
  • Tax Advantaged Accounts – 401(k) (4:28)
  • Tax Advantaged Accounts – Solo 401(k) (2:13)
  • Tax Advantaged Accounts – 457 Plan (1:36)
  • Tax Advantaged Accounts – Traditional IRA (2:27)
  • Tax Advantaged Accounts – 403(b) (1:28)
  • Tax Advantaged Accounts – Roth IRA (2:35)
  • Tax Advantaged Accounts – Self-Directed IRA (1:40)
  • Tax Advantaged Accounts – Health Savings Account (HSA) (4:41)
  • Tax Advantaged Accounts – 529 (2:52)
  • Non-Tax Advantaged Accounts - Ordinary brokerage account (5:04)
  • Module 6: Summary Notes
  • Module 6: Additional Resources

Module 7 - Types of Investment Fees

  • Brokerage Fees (1:48)
  • Transaction Fees (0:54)
  • Expense Ratios (1:03)
  • Fronted-End Load Fees (1:13)
  • Back-End Load Fees (0:55)
  • Management Fees (0:51)
  • Annual Fees (0:40)
  • Impact of Fees (4:44)
  • Avoiding or Reducing Fees (Tip 1) (1:27)
  • Avoiding or Reducing Fees (Tip 2) (1:29)
  • Avoiding or Reducing Fees (Tip 3) (1:11)
  • Avoiding or Reducing Fees (Tip 4) (1:41)
  • Module 7: Summary Notes

Module 8 - Picking a Brokerage Company

  • Evaluating the Brokers Security (2:37)
  • Insurance - What to Look For? (1:17)
  • Consider the Brokerages Fraud Policies (0:47)
  • Checking for Fees (1:21)
  • Assessing Customer Service (1:14)
  • Platform Interface (Website and App) (1:03)
  • Types of Accounts Offered (1:23)
  • Customer Reviews (1:20)
  • Module 8: Summary Notes

Module 9 - Opening A Brokerage Account

  • Step-by-Step Instructions (4:54)
  • Module 9: Summary Notes

Module 10 - Funding Your Brokerage Account

  • Options for Funding Your Account (2:41)
  • Module 10: Summary Notes

Module 11 - Automate Investments

  • Automating - Benefit 1 (1:51)
  • Automating - Benefit 2 (2:19)
  • Automating - Benefit 3 (1:36)
  • Automating - Benefit 4 (2:24)
  • Setting Up Automated Investments (3:32)
  • Module 11: Summary Notes

Module 12 - Order of Investing

  • Why Order of Investing Matters (2:18)
  • Step 1 (2:08)
  • Step 2 (1:29)
  • Step 3(1:29)
  • Step 4 (1:17)
  • Step 5 (1:49)
  • Step 6 (1:39)
  • Step 7 (1:16)
  • Bonus Step for Early Retirees (2:10)
  • 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 (2:01)
  • Index Funds(1:08)
  • Deciding Between Mutual Funds & Index Funds (2:03)
  • Mutual Funds vs. Index Funds – Goals & Fees (2:08)
  • Mutual Funds vs. Index Funds – Comparing Performance (1:38)
  • Index Fund Preference (2:20)
  • Exchange Traded Funds (1:18)
  • Comparison - ETFs and Index Funds (1:27)
  • Why People Choose ETFs Over Index Funds – Reason #1 (1:00)
  • Why People Choose ETFs Over Index Funds – Reason #2 (1:09)
  • Why People Choose ETFs Over Index Funds – Reason #3 (1:07)
  • Why People Choose Index Funds Over ETFs – Reason #1 (2:42)
  • Why People Choose Index Funds Over ETFs – Reason #2 (0:57)
  • REITs (2:25)
  • Individual Stocks (3:21)
  • Bonds (2:25)
  • Module 13 Summary Notes

Module 14 - Asset Allocation & Optimal Returns

  • What Is Asset Allocation (1:46)
  • Asset Allocation and Time Horizon (1:22)
  • Aggressive vs Reckless Investing (1:41)
  • Role of Bonds (2:14)
  • Stock vs Bond Allocation (2:08)
  • Problem With the Rule of Thumb (1:35)
  • Our Thoughts When Developing Our Portfolio Allocation (1:41)
  • Asset Allocation and Revisiting the Trinity Study (3:04)
  • See Inside Our Portfolio - Stocks Bonds and Emergency Funds (2:21)
  • See Inside Our Portfolio - Creating Our Core Investment (1:23)
  • See Inside Our Portfolio - Supporting Our Core Investment With ETFs (2:28)
  • See Inside Our Portfolio - Supporting Our Core Investment with REITs (0:56)
  • See Inside Our Portfolio - Supporting Our Core Investment With Individual Stocks (1:35)
  • Module 14: Summary Notes
  • Module 14: Assignment #1 (Your Targeted Asset Allocation)
  • Module 14: Additional Resources

Module 15 - Researching Investments

  • Researching Investments in General (1:53)
  • Researching Index Funds (2:44)
  • Comparing Index Funds (2:19)
  • Researching and Comparing ETFs (1:50)
  • Researching and Comparing REITs (1:12)
  • Individual Stocks A Word of Warning (1:08)
  • Researching and Picking Stocks – Factor 1 (1:18)
  • Researching and Picking Stocks – Factor 2 (1:06)
  • Researching and Picking Stocks – Factor 3 (0:52)
  • Researching and Picking Stocks – Factor 4 (0:52)
  • Researching and Picking Stocks – Factor 5 (0:45)
  • Researching and Picking Stocks – Factor 6 (0:46)
  • Researching and Picking Stocks – Factor 7 (1:27)
  • Module 15: Summary Notes
  • Module 15: Assignment #1 (Your Investments)

Module 16 - Lump Sum Investing v. Dollar Cost Averaging

  • An Identified Lump Sum (2:03)
  • Vanguard Study and Results (1:55)
  • The Mindset Role (1:30)
  • Taking Into Account the Fear of Investing (1:35)
  • The Ultimate Question to Ask Yourself (0:56)
  • Module 16: Summary Notes
  • Module 16: Additional Resources

Module 17 - Rebalancing

  • Strategy of Rebalancing (1:56)
  • Sample Portfolio to Rebalance (1:20)
  • Rebalancing Strategy #1 (1:23)
  • Rebalancing to Reduce Risk (2:13)
  • Rebalancing to Increase Returns (1:32)
  • Rebalancing Strategy #2 (1:22)
  • Rebalancing vs. Timing the Market (1:55)
  • Rebalancing Frequency Option #1 (0:49)
  • Rebalancing Frequency Option #2 (1:38)
  • Module 17: Summary Notes
  • Module 17: Assignment #1 (Rebalancing Strategy)

Module 18 - Investing Mistakes to Avoid

  • Eight Mistakes – Your Guiding Light (1:17)
  • Mistake #1 (1:15)
  • Mistake #2 (1:58)
  • Mistake #3 (0:47)
  • Mistake 4# (1:38)
  • Mistake #5 (0:59)
  • Mistake #6 (2:01)
  • Mistake #7 (1:07)
  • Mistake #8 (1:34)
  • 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 (2:02)
  • Tip 2 (1:01)
  • Tip 3 (1:04)
  • Tip 4 (1:06)
  • Module 19: Summary Notes
  • Module 19: Assignment #1 (Your Plan for Dealing with Crashes)

Module 20 - Putting it All Together

  • Putting It All Together (2:26)
  • Module 20 Summary Notes

Module 21 - Continue Education

  • Continuing Education (1:54)
  • Module 21: Summary Notes
  • Module 21: Assignment #1 (Other Considerations)

Your Instructor

Amon and Christina

We’re a family of four from the San Francisco Bay Area. We were federal government employees until, one day, we both quit our jobs!

That’s right! In August 2019, we quit our jobs and RETIRED at the age of 39.  

Sounds unbelievable - for parents with two young kids to be able to retire at 39, right?  Well, for us - retiring before 40 took a lot of planning and intentional decision making.  And it all began eight years ago (in 2011), when we embraced the FIRE (financial independence, retire early) movement.

In pursuing FIRE, we constantly thought of creative ways to make and save extra money to invest.  And after eight years of smart, consistent, and (frankly) boring investments - we grew our stock market portfolio to an amount that allowed us to quit our jobs without ever having to work again.  

Frequently asked questions

Who is this course for?

This course is designed for various different investors, including:

  1. People that are new to investing;
  2. People who have dabbled in and out of investing, but want to become financially literate to become a long-term investor;
  3. People who may have been investing for quite some time, but haven’t gotten their intended results or haven’t understood the consequences of their investment strategies; and
  4. people who have been investing with a financial advisor and are looking to gain financial literacy to begin investing on their own.

Basically, if you’re interested in financial independence and you want to learn more about investing in the United States stock market in order to reach financial independence – this class is for you!

How long does it take to complete the course?

The video instruction is broken up into twenty-one modules, with each module being broken up into smaller sizes that are easy to digest and stay engaged. In total, the video instruction is approximately 4.5 hours. However, the course also contains homework assignments, summary notes, additional resources, and your own personalized investment plan to create. With that in mind, the timeframe and the pace at which you complete the course is completely up to you!

How long will I have access to the course?

After enrolling in the course, you have unlimited access to the course for as long as you like. You should feel free to watch each module back-to-back or take your time and go through each module at your own relaxed pace. More importantly, once you complete the course, you have unlimited access – so you can come back and watch the videos whenever you want!

What if I’m a non-U.S. citizen?

While certain portions of the course are applicable to everyone, some content refers specifically to tools, options, and investments available only to people who can invest in the United States stock market. If you are a non-U.S. citizen, certain tools, options, and investments discussed in the course may not be available to you. Accordingly, if you are a non-U.S. citizen and looking to invest in non-U.S. markets, this course is not for you.

What if I’m a U.S. citizen but live outside of the United States?

There are certain requirements that you must meet if you intend to invest in the U.S. stock market while living outside of the United States – even if you are a U.S. citizen. Because some of the content of this course refers specifically to certain tools, options, and investments available only to people who can invest in the United States stock market, please consider your unique circumstances (and whether living abroad will allow you to invest in U.S. markets) before signing up for this course.please reach out to us to get your questions answered before you decide to sign up for the class.

30 Day Money Back Guarantee

It's completely risk free to buy a course on Discover.

Try any course on Teachable Discover and if after 30 days, you were not impressed, you can request a full and complete refund.