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The Minimal Investor Course
About the Course
Your Goal for This Course
Initial Assessment
Initial Assessment Review and Answers
Getting Your Accounts in Order
Make a List of Accounts
Make Sure You Can Log In To Every Account
Figure Out Which Account Types to Use
Make a Plan
Open an Account
Getting Your Accounts in Order Review (11:54)
Understanding Diversification
Overview
Understand what market sectors are
Take a look at market categories
Look at how diversification helps in a downturn
Learn the difference between investment types
Diversification Recap (6:49)
All About Fees
Overview
What funds does your brokerage offer?
What does all of this information about a fund mean?
How do fees affect my portfolio long term?
How do I choose between the rest?
Fees Recap (13:57)
Tax-Efficient Fund Placement
Overview
What types of accounts are there?
Why is this a problem?
What are Dividends?
Which funds should go in which account? And Why?
Unanswered Questions
Tax-Effecient Fund Placement Review
Asset Allocation
Overview
How do you balance risk vs reward?
How should asset allocation change over time?
Sample Asset Allocations
Asset Allocation Recap
Half-Way Review
Recap
Making an Investment
Overview
Buying Mutual Funds Through Vanguard
Buying ETFs Through Vanguard
Making an Investment Recap
Tracking Your Investments
Overview
Understanding investments tracked through your brokerage
Tracking your investments manually
Tracking your investments with Personal Capital
Tracking Your Investments Overview
Pay Yourself First Mindset
Overview
Pay yourself first mindset
The magic of dollar cost averaging
Tune out the noise
Pay yourself first Review
Tax Implications
Overview
Tax-Efficient Fund Placement Review
Finding Your Tax Rate
How much tax will I pay if I sell some funds for a gain?
What about taxes on dividends?
How much tax will I pay if I sell some funds for a loss?
How do I file all of this at tax time?
How do taxes work when withdrawing from a 401k, IRA or Roth IRA?
What if I don't have enough in brokerage, but have a lot in a 401k and want to retire?
Tax Implications Review
Rebalancing Your Portfolio
Overview
You Can't Control the Market
Rebalancing Basics
Contribution Rebalancing
Conversion Rebalancing
Rebalancing Review
Create Your Own Rules For Investing
Overview
Questions for You to Answer
Rules for Investing Review
Pay yourself first mindset
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