Amon & Christina – Stock Market Investing for Financial Independence & Retiring Early

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.

Get immediately download Amon & Christina – Stock Market Investing for Financial Independence & Retiring Early

Course Curriculum

Module 1 – Introduction & Overview

Welcome! (4:16)

Download your Stock Market Investing Plan for FIRE and start your course!
Module 1 Assignment: Section I of Your Investment Plan
Module 2 – Steps to Take Before You Begin Investing

Establishing an Emergency Fund (3:25)

Pay off High Interest Debt (2:45)
Module 2: Summary Notes

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 (Start 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)

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