Investing, retirement, mindset and personal finances

Investing, retirement, mindset and personal finances

This course is for those who have studied some basics of investing but do not know what to do next. We will go over different types of investments, where you can invest, compare different types of investments, talk about finances and the mindset of investing, how to asses funds and stocks, and how to buy and set up account features. I have narrowed down this course to talk about the most important information you'll need instead of throwing every single thing about investing there is to know in a long extensive course. You can use this knowledge to your advantage to make less mistakes than the average investor because you will have a head start. This is not a get rich quick course, this course will help get you started on your journey to wealth in retirement. Basics first. Use this information to learn and study.

If you do not feel confident or need to brush up on things, I recommend going back and taking the first course. This course will be more about long term investing and the path to wealth. I will have links attached to help with the learning experience, look out for them in both courses. We will be using specific brokerages in this course to learn and buy but you do not have to use them, you may choose to use any other platform you feel like using.

The subjects we will go over:

•Mindset, personal finances, goals and budget, tracking money and how to free up money, getting rid of debt and debt snowball, how much to save and allocations, sinking funds.

•Which retirement account should I choose? Which retirement accounts are we using in this course? Managed retirement accounts and Acorns, brokerage comparisons. Opening an account and studying.

•My investment/retirement goals, my dividend investment goals/strategy, tools that help you save time and money, long-term/dividend investing.

•What is valuation/assessment, fund valuation/assessment terms and definitions, how to value/assess mutual and index funds on Fidelity, stock valuation/assessment terms and definitions, how I value/assess stocks, how to use my valuation/assessment system.

•Different portfolios/preference, and which should I choose? Before you start investing, acorns and getting started, buying funds on Fidelity and setting up account features, buying stocks on Robinhood and setting up account features.

Course 2. Learn the info and steps needed to get started on your journey to financial wealth. (long-term investing).

Url: View Details

What you will learn

• What are different types of investments and a better understanding of investing. How to make financial adjustments. How to assess and buy stocks and funds.

Rating: 4.7

Level: Beginner Level

Duration: 1 hour

Instructor: Eric Almonte