Understanding Financial Basics
  • Sneak Peek
  • How the Financial Industry Works
  • How Stocks Make You Money
  • Earn Income with Bonds
  • How to Look at the Stock Chart
Opening an Account
  • Opening an Account (Intro)
  • Retirement Benefits in the US
  • Various Retirement Accounts in the US
  • How to Choose a Broker
  • Milestone: Open an Account
Finding Your Risk Appetite
  • Find Your Risk Level
  • What is Risk Tolerance?
  • Matching Your Risk Level to Stocks and Bonds
  • Risk Levels
Buying Your First Stock
  • Buying Your First Stock (or Fund)
  • Funds and How To Use Them
  • How Much to Put into Each Stock
  • Executing the Buy
  • Buying your First Stock (or ETF)
Diversifying Your Stocks
  • Diversify Your Portfolio
  • Risk/Reward Optimization through Diversification
  • Tools to Help You Diversify
  • Diversify Stocks
Advanced Considerations for Choosing Stocks
  • Efficient Market Hypothesis and Beating the Market
  • Fundamental Analysis and Financials
  • Financial Statements Recap
  • Technical Analysis and Trend Lines
  • How to Tell if a Stock is Oversold
  • Analyzing a stock
Goals for Retirement
  • Retirement Expectations
  • How to Measure Performance
  • Emotions in Trading and Wrap Up
  • Performance and Lessons Learned
Bonus: More Freebies to Help You Invest
  • Investment Community, Stock Options, and More