Lessons
Stocks
Learn the basics of the stock market and what numbers or ratios are most important in evaluating a stock’s value. It’s not “what you did for me yesterday” that’s important on Wall Street, it’s what you’re going to do for me tomorrow.
Funds
Funds, whether mutual stock funds or bond funds, play an integral part of the world of finance and are usually the first place to start investing, especially with your retirement accounts. Learn simple hacks like looking up a fund’s allocation and what are funds comparisons to real-life examples.
Fixed Income
Fixed Income is a crucial part of personal finance because it secures a fixed rate for your investment. Typically considered one of the more conservative vehicles to build wealth, learn the basic aspects of fixed income instruments such as CD’s (certificate of deposit), corporate and municipal bonds, and treasury paper (T-bills, T-bonds).
Time Value of Money
The Time Value of Money is a difficult concept to keep constant when conducting financial analysis and making financial decisions. Learn how to view a dollar with time being an integral part of its make up with a simple mental trick.
Retirement Accounts
Learn why to start a retirement IRA account and which one (Roth vs. Traditional) to start contributing in first. An IRA is usually the best place to start your personal finance journey and it is the place to start investing in funds (mutual, bonds) which comes is Episode 5. Start your investing and saving mindset and develop a playground to build wealth.