Crash Course: Investing

Ready to start your journey into investing? Who better to learn from than an actual pro?! Kristina is a former Wall Street Software Engineer and Sales Trader turned Money Coach. Find out everything you need to know and even have a one-on-one follow-up call with Kristina herself!

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In this course, we'll cover:

1️⃣ Why to start investing

2️⃣ Step by step guide to investing

3️⃣ How to allocate your portfolio

4️⃣ How to open a brokerage account

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Investing

Former investment banker, Kristina Nicole, will guide you through the basics of investing, including how to start, real-world applications, opening a brokerage account, and mitigating risk. Get ready to take control of your financial future!

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Video 1 - Why Do You Need to Invest?

Inflation is constantly eroding the value of your money, reducing your buying power over time. By investing in stable assets or an investment account, you can either grow your wealth or preserve your capital, ensuring your money works for you.

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VIdeo 2 - 5 Questions to Ask Yourself

Before you start investing, consider these five crucial questions: Do you have an emergency fund? Have you paid off high-yield debt? Are you a long-term or short-term investor? How risk-averse are you? Are you willing to lose everything you’ve invested? These questions will help you make informed decisions and prepare for a successful investment journey.

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Video 3 - How to Allocate Your Portfolio

Diversifying your assets is crucial to avoid putting all your money in one basket. Follow the 100 rule: subtract your age from 100 and invest that percentage in stocks, while the remaining percentage goes into bonds. This strategy helps balance risk and growth potential.

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Video 4 - How to Open a Brokerage Account

A brokerage account is where you start investing. First, open an account and fund it with money from your checking or savings. Use the 100 rule to allocate investments and set up auto reinvestment for dividends.

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Video 5 - Basic Investment Vocabulary

Learn key investment terms like bull and bear markets, index funds, mutual funds, exchange-traded funds, and retirement accounts like 401K and Roth IRA. understand phrases like “to the moon,” “wagmi,” and “ape in” to navigate the investment world with confidence.

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