Stock Market Investing for F.I.R.E.
Everything you need to know about investing in the stock market for financial independence & retiring early (F.I.R.E.)
The 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+ hours).
A Downloadable Stock Market Investing 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!
Special Resources
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.
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Module 18 - Investing Mistakes to Avoid🎥 Eight Mistakes – Your Guiding Light 🎥 Mistake #1 🎥 Mistake #2 🎥 Mistake #3 🎥 Mistake #4 🎥 Mistake #5 🎥 Mistake #6 🎥 Mistake #8 🎥 Mistake #7 🎁 Module 18: Summary Notes 📄 Module 18 Assignment: Note to Self - Investment Mistakes to Avoid
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Module 19 - Dealing With Recessions and Bear Markets🎥 Tip 1 🎥 Tip 2 🎥 Tip 3 🎥 Tip 4 🎁 Module 19: Summary Notes 📄 Module 19 Assignment: Your Stock Market Crash Plan
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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: Your Investments
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Module 16 - Lump Sum Investing vs. 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
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Module 2 - Steps to Take Before You Begin Investing🎥 Establishing an Emergency Fund 🎥 Pay off High Interest Debt 🎁 Module 2: Summary Notes
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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 – 403(b) 🎥 Tax Advantaged Accounts – Traditional IRA 🎥 Tax Advantaged Accounts – Roth IRA 🎥 Tax Advantaged Accounts – Self-Directed IRA 🎥 Tax Advantaged Accounts – Health Savings Account (HSA) 🎥 Tax Advantaged Accounts - 529 Plans 🎥Non-Tax Advantaged Accounts - Ordinary Brokerage Account 🎁 Module 6: Summary Notes 📄 Module 6: Additional Resources
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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: Your Order of Investing 🎁 Our Investment Plan/How We Invested for F.I.R.E. (Plus Bonus Asset Tracker with our up to date investments)
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Module 3 - Starting With a Goal & Achieving FIRE🎥 Calculating Your FIRE Number 🎥 The Trinity Study 🎁 Module 3: Summary Notes 📄 Module 3 Assignment: Start With a Goal
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Module 8 - Picking a Brokerage Company🎥 Evaluating the Broker’s 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
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Module 10 - Funding Your Brokerage Account🎥 Options for Funding Your Account 🎁 Module 10: Summary Notes
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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
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Module 1 - Introduction & Overview🎥 Welcome! 🎁 Download Your Stock Market Investing Plan for FIRE! 🎁 Module 1 Assignment: Section I of Your Investment Plan 📄 Access the Private Facebook Group
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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 🎥 Our Portfolio - Stocks Bonds and Emergency Funds 🎥 Our Portfolio - Creating Our Core Investment 🎥 Our Portfolio - Supporting Our Core Investment With ETFs 🎥 Our Portfolio - Supporting Our Core Investment With REITs 🎥 Our Portfolio - Supporting Our Core Investment With Individual Stocks 🎁 Module 14: Summary Notes 📄 Module 14 Assignment: Your Targeted Asset Allocation 📄 Module 14: Additional Resources
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Module 9 - Opening A Brokerage Account🎥 Step-by-Step Instructions 🎁 Module 9: Summary Notes
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Module 20 - Putting it All Together🎥 Putting It All Together 🎁 Module 20: Summary Notes
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Module 5 - Investing Mentality🎥 Controlling Your Emotions 🎥 How to Behave During a Crash 🎁 Module 5: Summary Notes 📄 Module 5 Assignment: Investing Assessment
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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
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Module 7 - Types of Investment Fees🎥 Brokerage Fees 🎥 Transaction Fees 🎥 Expense Ratios 🎥 Front-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
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Module 21 - Continuing Education🎥 Continuing Education 🎁 Module 21: Summary Notes 📄 Module 21 Assignment: Other Consideration
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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: Rebalancing Strategy
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Module 11 - Automate Investments🎥 Automating - Benefit 1 🎥 Automating - Benefit 2 🎥 Automating - Benefit 3 🎥 Automating - Benefit 4 🎥 Setting Up Automated Investments 🎁 Module 11: Summary Notes
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Bonus - 17 Financial Planning Templates for Your FIRE Journey🎁 7 Financial Planning Templates for Your FIRE Journey
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Module 16 - Putting It All Together🎥 Putting It All Together 📄 Action Assignment: Putting It All-Together With Your Action Guide 📄 References, Resources & Links
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Module 5 - Preparing Mentally to Pursue FIRE🎥 Getting Your Mind Right 📄 Action Assignment: Adjusting Your Mindset in Preparing to Pursue FIRE
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Module 12 - Making Money🎥 What Makes a Good Side Hustle 🎥 Finding the Right Side Hustle 🎥 Five Ways to Make More Money 📄 Action Assignment: Create a Side-Hustle 📄 References, Resources & Links
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Module 2 - Living Off Your Investments🎥 Intro & Defining FIRE 🎥 FIRE - Some Things You Should Know 🎥 Hypothetical Growth Scenario 🎥 Drawdown Strategy & Accessing Your Accounts 🎥 Paying Yourself From Your Investment Accounts 📄 Action Assignment: Income Producing Assets & Other Income to Support You in FIRE 📄 References, Resources & Links
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Module 3 - Calculating Your FIRE Number (A Detailed Approach)🎥 The FIRE Calculation & the Trinity Study 🎥 Using a Budget to Calculate Your FIRE Number - Things to Consider 📄 Action Assignment: Calculate Your FIRE Number in Two Steps 📄 References, Resources & Links
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Module 7 - Traditional & FIRE Emergency Funds🎥Traditional Emergency Funds & Where to Keep Them 🎥 FIRE Emergency Funds 📄 Action Assignment: Build Your Emergency Funds 📄 References, Resources & Links
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Module 9 - Stock Market Investing🎥 Steps for Investing for FIRE 🎥 Our Strategy for Investing for FIRE 🎥 Mutual Funds, Index Funds, and ETFs 🎥 Order of Investing 🎥 Our Stock Market Investments 📄 Action Assignment: Create a Simple Stock Market Investing Plan 📄 References, Resources & Links
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Module 6 - Tracking Your Progress Toward FIRE🎥 The Ten Stages of FIRE (How Long Until Early Retirement) 📄 Action Assignment: Calculate How Far (Or Close) You Are to FIRE 📄 References, Resources & Links
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Module 15 - Last Minute Prep🎥 Tips for Work 🎥 Tips for Personal Finances 📄 Action Assignment: Check to Make Sure You’re Quitting Right 📄 References, Resources & Links
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Module 4 - Your Why for FI/FIRE🎥 Your Why for FI/FIRE 📄 Action Assignment: Describe Your Why for FIRE
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Module 1 - Welcome & Course Overview🎥Welcome! 📄Action Assignment: FIRE Financial Self-Assessment 🎁Resource: Download Your FIRE Action Guide! 📄Access the Private Facebook Group
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Module 13 - Healthcare in Early Retirement🎥 Options for People Retiring in the US 🎥 Worldwide Healthcare Options 📄 Action Assignment: Income Producing Assets & Other Income to Support You in FIRE 📄 References, Resources & Links
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Module 10 - Real Estate Investing for FIRE🎥 Calculating Your FIRE Number with Real Estate 🎥 Strategies to Achieve FIRE with Real Estate 🎥 Pros & Cons of Investing in Real Estate for FIRE 📄 Action Assignment: Action to Take Before Investing in Real Estate for FIRE 📄 References, Resources & Links
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Module 11 - Saving Money🎥 Calculating Your Savings Rate 🎥 Your Ideal Monthly Savings Rate 🎥 Seven Strategies to Save More 🎥 Reducing Your Housing Costs 🎥 Reducing Your Transportation and Food Costs 📄 Action Assignment: Saving MORE Challenge 📄 References, Resources & Links
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Module 14 - Ways to FIRE. . .Even Earlier🎥 Ways to FIRE. . .Even Earlier 📄 Action Assignment: Identify Ways to FIRE Earlier Than Early!
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Module 8 - Debt & Pursuing FIRE🎥 Is All Debt Bad? 🎥Paying Off Debt vs Investing 🎥 Methods For Paying Off Debt 📄 Action Assignment: Build Your Emergency Funds 📄 References, Resources & Links
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Module 13 - Working in Portugal🎥 Working in Portugal 📄 References, Resources & Links
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Module 4 - Visas & Residence Permits🎥 Types of Visas 🎥 Why You Need a Visa 🎥 Fixed Residency – What to Do Prior to Applying 🎥 Fixed Residency Visa Application Process 🎥 Residence Permit (Following a Residency Visa Approval) 🎥 Permanent Residence in Portugal 🎥 Golden Visa 🎥 Work Visas 📄 References, Resources & Links
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Module 10 - Education🎥 Portuguese Schools – General Information & Overview 🎥 Public Schools (Nursery to High School) 🎥 Private Schools (Nursery to High School) 🎥 Learning the Language 📄 List of Over 20 International Schools In Portugal and Their Costs PLUS Other References, Resources & Links
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Module 6 - Housing🎥 Short-Term Rentals 🎥 Long-Term Leases 🎥 Buying a Home - General Information 🎥 Tips for Buying a Good Home 🎥 Obtaining a Bank Mortgage 🎥 House Buying Team – Important Players 🎥 Promissory Contract & Transaction Costs 🎥 Closing Day – Final Steps 🎥 Utilities 📄 References, Resources & Links
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Module 1 - Introduction & Overview🎥 Welcome! 🎁 Download Your Moving to Portugal Plan! 📄 Access the Private Facebook Group
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Module 3 - Relocating to Portugal🎥 Buying Household Goods in Portugal 🎥 Shipping Household Goods 🎥 Vaccinations 📄 References, Resources & Links
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Module 8 - Banking in Portugal🎥 Why You Should Open a Portuguese Account 🎥 What To Look For In a Portuguese Bank 🎥 Opening an Account 🎥 Transferring Money to Portugal – Things to Consider 🎥 Common Ways to Transfer Money to Portugal 📄 References, Resources & Links
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Module 5 - Obtaining a NIF🎥 NIFs (Why You Need One AND How to Get One) 📄 References, Resources & Links
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Module 14 - Closing Module🎥 Course Complete - Our Message to You
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Module 12 - Pets🎥 Moving with Pets and Finding Pets in Portugal 📄 References, Resources & Links
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Module 2 - Why Portugal🎥 Quick Facts 🎥 Culture
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Module 11 - Transportation🎥 Driving in Portugal 🎥 Purchasing a Car & Car Rentals 🎥 Public Transportation & Rideshares 📄 References, Resources & Links
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BONUS - Portugal Speakers Series🎥 Hear from Our Real Estate Attorney - Live Q&A 🎥 Healthcare from Portuguese Doctor - Live Q&A
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Module 7 - Healthcare🎥 How to Get Public and Private Health Insurance and Our Costs for Healthcare 📄 See Our Actual Health Insurance Plan in Portugal PLUS Other References, Resources & Links
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Module 9 - Taxes in Portugal🎥 Tax Resident Defined 🎥 Types of Taxes in Portugal 🎥 Non-Habitual Resident (NHR) 🎥 Tax Filing Requirement for U.S. Citizens 📄 References, Resources & Links
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BONUS: Download Our Actual Budget for Lisbon📄 Our Budget for Lisbon (Based on Our Actual Cost of Living)
What Our Journey-ers Are Saying:
Watch Our Course Intro NOW!
See Inside the Course's Stock Market 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!
Meet Your Instructors
Hello! We’re Amon & Christina (your instructors) and those two young ladies are our daughters (not 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., F.I.R.E.) - this course is for you!
YOU CAN ALSO FIND US ON
“There was no way for us to save our way to F.I.R.E. We had to Invest!”
- Amon & Christina Browning
Frequently Asked QUESTIONS
How does the payment plan option work?
We understand that a one-time lump sum payment can be challenging for some, so to make our program more accessible, we've introduced a payment plan option. The payment plan allows you to spread the cost over six months while still providing you access to the program, just as if you paid the full amount upfront. The payments are automatically deducted from your credit card each month and cannot be canceled once started. After your six payments are complete, no further charges will be made, and you will continue to have lifetime access to the program. This option is designed to ease the financial burden and ensure you can benefit from the program without the strain of a large upfront cost.
Who is this course for?
This course is designed for various different investors, including:
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People that are new to investing;
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People who have dabbled in and out of investing, but want to become financially literate to become a long-term investor;
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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
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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.
Do you offer refunds?
Due to the instant delivery of the course content, we do not offer refunds. If you have any questions about the course, please reach out to us to get your questions answered before you decide to sign up for the class.
Disclaimer
The content in this course, our website, and our YouTube videos are for educational purposes only and merely cite our 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!