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 Basics of Investing Video Course

  • Comprised of 10 Levels from the Basics of Investing  eBook by Richard Warner   
  • Help you understand key concepts of investing and to reach your financial goals
  • step-by-step guide to run a do-able, conservative, passive asset allocation portfolio
  • Click on any of the titles of the video in one of the boxes below to begin 
social security card

Duration: 40m

Will the social security trust fund still be around by the time you retire?  Don't depend on it.  Learn how to take control of your own financial health instead by setting up your own Roth IRA to generate real total returns, not returns that are below the rate of inflation.

Retire Weaalthy

Duration: 14m

Will the social security trust fund still be around by the time you retire?  Don't depend on it.  Learn how to take control of your own financial health instead.

Max Reward Max Risk by Asset Class

Duration: 55m

There are many ways to reduce portfolio risk - certain ones apply mainly to passive investors while others to trader types.  We'll focus mainly on passive risk reduction strategies but explore some others as well.

Rebalancing Investment Portfolio

Duration: 20m

This video compares the WMB portfolio to Ray Dalio's All Seasons portfolio and Professor Jones' All-Weather portfolio and explores their performances and reward-to-risk characteristics.


OptWithdrawalRateforSeniors

Duration: 15m

In this chapter, I show you all the practical steps needed to run the WealthMaxBuilder portfolio. Which broker, which funds, rebalancing and tax related matters are covered.

Core Satellite investment program

Duration:  19m

This is a bonus chapter for experienced investors who are looking to supplement the WMB portfolio with a market timing approach in order to reduce risk while raising returns by 1.3%/yr.

Recommended Resources

Duration: 36m

Here's a list of my favorite books, blogs, web sites and brokerage firms that can help you run the WealthMaxBuilder portfolio.

wealthmaxbuilder.com_ipod

Duration:  9m

Final words of advice and contact info in case you need it.




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A quiz for each video will appear at the bottom of the page (in this area) for each level.  Although not required, you should try to complete these questions before moving on to the next chapter.  
(Answers are given buy clicking on the question).

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